Retirement Planning in Mercer Island, WA

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List of Firms

Top Retirement Planners in Mercer Island, WA

Northwest Wealth Strategies
Location 7525 SE 24th St, Mercer Island, WA 98040, USA
Phone (206) 346-3326
Language http://www.northwestwealthstrategies.com/contact
Directions
Financial Life Advisor
SEC File# 801-111024
CRD# 128502
Location 3047 78th Ave SE #203, Mercer Island, WA 98040, USA
Phone (206) 850-5280
Language http://financiallifeadvisor.com/
Directions
Northwest Asset Management
SEC File# 801-69483
CRD# 147923
5 out of 5
Location Rosauer Plaza, 2835 82nd Ave SE #300, Mercer Island, WA 98040, USA
Phone (206) 838-3680
Language http://www.nwasset.com/
Directions
Raymond James Financial Services
SEC File# 801-69815
CRD# 149018
Location 2448 76th Ave SE UNIT 210, Mercer Island, WA 98040, USA
Phone (206) 284-5300
Language http://www.flynnfinancialgroup.com/
Directions
Steven Fox - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7525 SE 24th St Ste 120, Mercer Island, WA 98040, USA
Phone (425) 709-2345
Language https://www.ameripriseadvisors.com/Steven.A.Fox/?cid=IP_local_google
Directions
Wiegand Financial Group
5 out of 5
Location 7900 SE 28th St 5th Floor, Mercer Island, WA 98040, USA
Phone (206) 932-5890
Language https://wiegandfinancial.com/
Directions
Retirement Planning in Mercer Island, WA

About Mercer Island, WA for Those Planning to Retire

Mercer Island, WA is a vibrant and scenic city located in the heart of Lake Washington. Known for its stunning natural beauty and affluent neighborhoods, this city is a desirable place to live, work, and play. The city is home to several noteworthy landmarks, including the Mercer Island Beach Club, the Luther Burbank Park, and the Mercer Island Community Center. These landmarks offer residents and visitors a variety of recreational opportunities, from swimming and boating to hiking and picnicking. In terms of top employers, Mercer Island is home to a diverse range of businesses and organizations, including Amazon, Microsoft, T-Mobile, and Starbucks. These companies provide a wealth of job opportunities for local residents, as well as a boost to the city's economy. Additionally, the city is conveniently located near several major highways and streets, including I-90 and the East Channel Bridge, making it easy to commute to and from the area.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Mercer Island, WA could be helped by a bank in a variety of ways. One specific need for the community is access to loans for home renovations and improvements. With many homes on the island dating back to the 1950s and 60s, there is a growing need for updates and modernization. A bank could provide the necessary financing for residents to make these improvements, increasing the value of their homes and enhancing the overall aesthetic of the island. Additionally, a bank could offer financial planning services to help residents save for college tuition or retirement, as well as provide small business loans to support the island's growing entrepreneurial community. With its unique location and high standard of living, Mercer Island residents require a bank that can cater to their specific needs and help them achieve their financial goals.

Insurance Broker

Residents of Mercer Island, WA can benefit greatly from the services of an insurance broker. With its affluent population and high property values, Mercer Island presents unique insurance challenges that require expert guidance. An insurance broker can help residents navigate the complexities of insuring their homes, vehicles, and other assets, ensuring that they have the right coverage at the best possible price. Additionally, Mercer Island's location in the Pacific Northwest makes it prone to natural disasters such as earthquakes and floods. An insurance broker can help residents assess their risk and obtain appropriate coverage to protect their homes and belongings in the event of a disaster. Overall, an insurance broker can provide invaluable support to Mercer Island residents in managing their insurance needs and protecting their assets.

Wealth Management

Residents of Mercer Island, WA could benefit greatly from the services of a wealth manager. With a median household income of over $150,000, many residents have accumulated significant wealth that requires careful management. A wealth manager can provide guidance on investment strategies, tax planning, and estate planning to help residents preserve and grow their wealth. Additionally, Mercer Island is located in King County, which has some of the highest property values in the state. A wealth manager can help residents navigate the complexities of real estate investing, including buying and selling properties, managing rental properties, and understanding the tax implications of these transactions. With the high cost of living on Mercer Island, it is essential for residents to make informed financial decisions, and a wealth manager can provide the expertise and guidance needed to do so.

Financial Advisor

Residents of Mercer Island, WA can greatly benefit from the services of a financial advisor. With its high median household income and affluent population, Mercer Island is known for its high standard of living. However, this also means that residents may have complex financial situations, such as multiple sources of income, investments, and real estate holdings. A financial advisor can help navigate these complexities and provide personalized financial planning to help residents achieve their financial goals. Additionally, with Mercer Island's proximity to Seattle and the tech industry, residents may have unique financial considerations such as stock options or equity compensation. A financial advisor can provide guidance on how to best manage these assets and maximize their value. Overall, a financial advisor can be an invaluable resource for Mercer Island residents looking to secure their financial future.

Mortgage Loan Officer

Residents of Mercer Island, WA can benefit from the services of a mortgage loan officer in several ways. One of the most common ways is by assisting them in securing a mortgage to purchase a home in the area. Mercer Island is a highly sought-after residential neighborhood that boasts of some of the best schools in the state. However, the cost of living in the area is quite high, and most residents may not be able to afford to purchase a home without a mortgage. A mortgage loan officer can help residents navigate the complex process of securing a mortgage by providing them with expert advice, helping them choose the right mortgage product, and guiding them through the application process. Additionally, a mortgage loan officer can help residents refinance their existing mortgages to take advantage of lower interest rates, which can save them thousands of dollars over the life of the loan.

Tax Services

Residents of Mercer Island, WA could greatly benefit from the expertise of a tax advisor. With a population of just over 25,000, Mercer Island is a city that is known for its high median household income, which is more than double the national average. This means that many residents may have complex tax situations, including investments, multiple properties, and business ownership. A tax advisor could help residents navigate these complexities, ensuring they are taking advantage of all available deductions and credits while also minimizing their tax liability. Additionally, with Mercer Island being located in King County, which has some of the highest property tax rates in the state, a tax advisor could assist residents in understanding their property tax bills and potentially finding ways to reduce them. Overall, a tax advisor could provide valuable guidance and support to residents of Mercer Island as they navigate the intricacies of the tax system.

Estate Planning Lawyer

Residents of Mercer Island, WA can greatly benefit from the services of an estate planning lawyer. This is especially true given the high median household income and property values on the island, which require careful consideration of estate planning strategies. An estate planning lawyer can assist residents with creating wills, trusts, and other legal documents that ensure their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents navigate complex tax laws and minimize tax liabilities. With the help of an estate planning lawyer, residents of Mercer Island can have peace of mind knowing that their assets are protected and their loved ones are provided for in the event of their passing.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Mercer Island, WA are comprehensive and tailored to each client's unique needs and goals. As Mercer Island is a wealthy community located in the heart of the Puget Sound, retirement planners in this area are well-versed in managing high-net-worth clients and their assets. They offer a range of services, including investment management, tax planning, estate planning, and risk management. These retirement planners work closely with their clients to create a personalized retirement plan that takes into account their current financial situation, retirement goals, and lifestyle preferences. They also stay up-to-date on the latest financial trends and market changes, ensuring that their clients are well-informed and prepared for any potential challenges. Overall, retirement planners in Mercer Island, WA provide valuable expertise and guidance to help their clients achieve a secure and comfortable retirement.

Mercer Island, WA is undoubtedly the best place to get a retirement planner. The island's serene and tranquil environment provides a perfect backdrop for individuals looking to plan their retirement. With its lush greenery and panoramic views of Lake Washington, Mercer Island offers a peaceful and relaxing atmosphere that is conducive to thoughtful planning. The island's proximity to Seattle also makes it an ideal location for individuals who want to stay close to the city while enjoying a more laid-back lifestyle. Moreover, Mercer Island is home to some of the most experienced and knowledgeable retirement planners in the region. These professionals have a deep understanding of the unique challenges and opportunities that retirees face, and they are committed to helping their clients achieve their retirement goals. Whether you are looking to maximize your retirement income, minimize your tax liability, or plan for long-term care, Mercer Island's retirement planners have the expertise and experience to help you navigate the complex world of retirement planning.