Retirement Planning in Midvale, UT

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List of Firms

Top Retirement Planners in Midvale, UT

Hortin Special Needs Planning
Location 1225 E, Fort Union Blvd #350, Cottonwood Heights, UT 84047, USA
Phone (801) 560-7661
Directions
Todd Handley - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7730 Union Park Ave Ste 300, Midvale, UT 84047, USA
Phone (801) 568-2210
Language https://www.ameripriseadvisors.com/Todd.Handley/?cid=IP_local_google
Directions
Alex Hancock - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7730 Union Park Ave Ste 300, Midvale, UT 84047, USA
Phone (801) 568-2243
Language https://www.ameripriseadvisors.com/alex.hancock/?cid=IP_local_google
Directions
Retirement Planning in Midvale, UT

About Midvale, UT for Those Planning to Retire

Midvale, UT is a bustling city with a plethora of landmarks and top employers. The city is situated near major highways and streets, making it easily accessible to residents and visitors alike. Some of the notable landmarks in Midvale include the Bingham Canyon Mine, Gardner Village, and the Midvale City Park. The top employers in the area include Overstock.com, Savage Services, and the Jordan School District. Major highways and streets that run through Midvale include I-15, State Street, and 7200 South. The neighborhoods in Midvale are diverse and offer a range of housing options for residents. From the charming historic homes in the East Midvale neighborhood to the modern apartments in the Midvale Station area, there is something for everyone in this vibrant city.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Midvale, UT would greatly benefit from the services provided by a bank. One specific way a bank could help would be by offering loans to small business owners in the area. With a population of just over 33,000, Midvale is a small city that relies heavily on local businesses to support its economy. However, many small business owners struggle to secure the funding they need to start or expand their businesses. By offering loans with reasonable interest rates and flexible repayment terms, a bank could help these entrepreneurs turn their dreams into reality. Additionally, a bank could provide financial education and resources to residents who may be struggling with debt or financial instability. By offering workshops and counseling services, a bank could empower individuals and families to take control of their finances and improve their overall quality of life.

Insurance Broker

As residents of Midvale, UT, there are several ways in which an insurance broker can be of great assistance. Firstly, due to the city's location in a high-risk seismic zone, residents may require specialized insurance coverage to protect their homes and property in the event of an earthquake. Additionally, with the city's proximity to the Wasatch Mountains, residents may require coverage for flood and landslide damage. An insurance broker can help residents navigate these complex insurance policies and ensure they have comprehensive coverage to protect their assets. Furthermore, with the city's diverse population and industries, an insurance broker can assist residents in finding the best health insurance plans and workers' compensation policies that meet their unique needs. Overall, an insurance broker can provide invaluable support to Midvale residents in securing the right insurance coverage to protect themselves and their families.

Wealth Management

Residents of Midvale, UT can greatly benefit from the services of a wealth manager. With the city's median household income of $66,000, a wealth manager can help residents make informed decisions about their finances and investments. This is especially important in a city where the cost of living is 6% higher than the national average. A wealth manager can assist with retirement planning, tax planning, and investment strategies that are tailored to the specific needs of Midvale residents. Additionally, with the city's proximity to major ski resorts and outdoor recreational activities, a wealth manager can provide guidance on how to maximize financial opportunities in these areas. With the complexity of financial planning, a wealth manager can provide Midvale residents with the burstiness of knowledge and expertise needed to navigate the financial landscape and achieve their financial goals.

Financial Advisor

Residents of Midvale, UT can benefit greatly from the guidance of a financial advisor. With the city's median household income of $60,000, it's important for individuals to have a solid financial plan in place. A financial advisor can assist with retirement planning, investment strategies, and debt management. They can also offer advice on how to navigate the unique financial challenges that come with living in Midvale, such as the high cost of living and the fluctuating job market. By working with a financial advisor, residents can gain a better understanding of their financial situation and develop a plan to achieve their long-term goals. Ultimately, the expertise and support of a financial advisor can help residents of Midvale, UT achieve financial stability and security.

Mortgage Loan Officer

Residents of Midvale, UT can greatly benefit from the services of a mortgage loan officer. A mortgage loan officer can assist residents in finding the best mortgage options that suit their unique financial situations. Midvale, UT is a city that is known for its affordable housing options, and a mortgage loan officer can help residents take advantage of these opportunities. They can provide guidance and advice on the different types of mortgages available, such as fixed-rate or adjustable-rate mortgages, and help residents determine which option is best for them. Additionally, a mortgage loan officer can help residents navigate the complex process of applying for a mortgage, which can involve extensive paperwork and documentation. They can also assist with pre-approval, which can give residents a better idea of their budget and help them make more informed decisions when shopping for a home. Overall, the services of a mortgage loan officer can be invaluable to residents of Midvale, UT who are looking to purchase a home.

Tax Services

Residents of Midvale, UT can benefit greatly from the expertise of a tax advisor. With the city's thriving economy and diverse population, there are many complexities to consider when it comes to tax planning. For example, Midvale is home to a large number of small businesses that may require specialized tax strategies to maximize profits and minimize liabilities. Additionally, the city is located in Salt Lake County, which has its own unique tax laws and regulations that can be difficult to navigate without professional guidance. A tax advisor can help residents of Midvale navigate these complexities, providing personalized advice and solutions that are tailored to their specific needs and circumstances. Whether it's preparing tax returns, minimizing tax liabilities, or planning for long-term financial goals, a tax advisor can provide invaluable support to residents of Midvale, UT.

Estate Planning Lawyer

Residents of Midvale, UT can benefit from the expertise of an estate planning lawyer in many ways. One specific area where an attorney can provide valuable assistance is in the creation of a will or trust. In Midvale, a significant portion of the population is made up of retirees who have accumulated assets over the years. An estate planning lawyer can help these residents ensure that their assets are distributed according to their wishes after their passing. Additionally, an attorney can assist with the creation of a power of attorney and healthcare directive, which can be crucial in the event of incapacitation. With the help of an estate planning lawyer, residents of Midvale can have peace of mind knowing that their affairs are in order, and their loved ones will be taken care of in the future.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Midvale, UT are aimed at helping individuals prepare for their golden years. These services include analyzing one's current financial situation, identifying retirement goals, and creating a personalized retirement plan. The retirement planner in Midvale, UT can also provide advice on investment strategies and tax planning to maximize retirement savings. Additionally, the retirement planner can help clients navigate the complex world of social security and Medicare. Midvale, UT is a unique location for retirement planning services due to its proximity to Salt Lake City and its growing population of retirees. With its mix of urban and suburban areas, Midvale offers a range of retirement options, from active adult communities to assisted living facilities. The retirement planner in Midvale, UT is well-versed in these options and can provide guidance on finding the right retirement lifestyle for each client.

Midvale, UT is the best place to get a retirement planner due to its thriving financial industry and diverse community. With a population of over 33,000, Midvale is home to a plethora of financial institutions, including banks, investment firms, and insurance companies. The city's financial experts have extensive experience in the field of retirement planning, providing retirees with personalized and comprehensive financial advice. Additionally, Midvale's diverse community ensures that retirees receive advice that is tailored to their unique needs and circumstances. Whether retirees are looking to downsize their homes or travel the world, Midvale's financial advisors can help them achieve their goals. With its bustling financial industry and diverse community, Midvale, UT is undoubtedly the best place for retirees to get the financial advice they need to ensure a comfortable and secure retirement.