Retirement Planning in St. Lucie County, FL

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List of Firms

Top Retirement Planners in St. Lucie County, FL

IWM Group
5 out of 5
Location 540 NW University Blvd #101, Port St. Lucie, FL 34986, USA
Phone (772) 340-1200
Language http://www.iwmgroup.com/
Directions
Investment Planning Group
5 out of 5
Location 740 SE Indian St, Stuart, FL 34997, USA
Phone (772) 233-4315
Language http://www.planipg.com/
Directions
Joseph S. Jones IV - Raymond James
Location 309 SE Osceola St Suite 300, Stuart, FL 34994, USA
Phone (772) 221-3374
Language https://www.raymondjames.com/josephjones/
Directions
Carr, Riggs & Ingram CPAs and Advisors
5 out of 5
Location 540 NW University Blvd STE 101, Port St. Lucie, FL 34986, USA
Phone (772) 879-1151
Language http://www.cricpa.com/
Directions
Treasure Coast Financial Corporation
Location 3366 SE East Snow Rd, Port St. Lucie, FL 34984, USA
Phone (772) 879-1720
Directions
Conway Financial Planning
5 out of 5
Location 700 22nd Pl, Vero Beach, FL 32960, USA
Phone (772) 362-1040
Language http://conwayfinancialplanning.com/
Directions
MBA Bookkeeping and Accounting, LLC
Location 130 S Indian River Dr Suite 202, Fort Pierce, FL 34950, USA
Phone (954) 478-3267
Directions
Donner's Financial Services, Inc.
Location 240 NW Peacock Blvd Suite 301, Port St. Lucie, FL 34986, USA
Phone (772) 353-5414
Language https://donnersfinancialservices.com/
Directions
Del Webb Tradition- 55+ Retirement Community
4 out of 5
Location 12790 SW Cattleya Ln, Port St. Lucie, FL 34987, USA
Phone (772) 209-3850
Language http://www.delwebb.com/tradition
Directions
Private Client Advisor
SEC File# 801-78368
CRD# 168113
Location 2104 SE Ray's Way, Stuart, FL 34994, USA
Phone (877) 766-8488
Language http://www.privateclientadvisor.net/
Directions
Edward Jones - Financial Advisor: Bob Metz Jr
Location 201 SW Port St Lucie Blvd Ste 204, Port St. Lucie, FL 34984, USA
Phone (772) 873-6887
Language https://www.edwardjones.com/us-en/financial-advisor/bob-metz
Directions
A. Geoffrey Wade Financial Services
Location 5476 NW Culver Ct, Port St. Lucie, FL 34986, USA
Phone (772) 225-6887
Language http://agwfsllc.com/
Directions
William P Clifton - Financial Advisor, Ameriprise Financial Services, LLC
1 out of 5
Location 1907 SW Autumnwood Way, Palm City, FL 34990, USA
Phone (772) 221-1644
Language http://www.ameripriseadvisors.com/william.p.clifton/?cid=IP_local_google
Directions
Retirement Planning in St. Lucie County, FL

About St. Lucie County, FL for Those Planning to Retire

St. Lucie County, located in the heart of Florida's Treasure Coast, is a vibrant community with a rich history and diverse culture. Home to a number of iconic landmarks, including the historic Fort Pierce City Hall, the St. Lucie County Aquarium, and the St. Lucie County Regional History Center, visitors and residents alike are treated to a wealth of cultural and recreational opportunities. Top employers in St. Lucie County include the St. Lucie County School District, Lawnwood Regional Medical Center, and the City of Port St. Lucie, providing a range of job opportunities for residents. Major highways and streets in the area include Interstate 95, Florida's Turnpike, and US 1, making transportation throughout the county and beyond a breeze. St. Lucie County is also home to a number of distinct neighborhoods, each with its own unique character and charm. From the historic downtown area of Fort Pierce to the bustling community of Port St.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of St. Lucie County, FL could benefit greatly from a bank in numerous ways. Firstly, a bank could provide loans to individuals who are looking to start a business in the area, which would not only boost the local economy but also create job opportunities for residents. Secondly, many residents in St. Lucie County are retirees, and a bank could offer them investment options and financial advice to help them manage their retirement savings. Additionally, a bank could provide mortgages to individuals looking to purchase a home in the county, which would help to increase the number of homeowners in the area. Furthermore, St. Lucie County is known for its beautiful beaches and waterways, and a bank could offer services such as boat loans and insurance to those who enjoy water activities. Overall, a bank could play a vital role in the financial well-being of St. Lucie County residents, providing them with the necessary resources to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of St. Lucie County, FL can benefit from the expertise of an insurance broker in many ways. With the county's proximity to the Atlantic Ocean, hurricanes and tropical storms are a common occurrence, making it imperative for homeowners to have adequate insurance coverage. An insurance broker can help residents navigate the complexities of flood and windstorm insurance policies, ensuring that they have the right coverage for their specific needs. Additionally, St. Lucie County is home to a large retired population, who may require specialized insurance products such as long-term care insurance or Medicare supplement plans. An insurance broker can provide valuable guidance and support in selecting the best options for these individuals. Furthermore, with the county's growing population and diverse economy, businesses of all sizes may require customized insurance solutions to protect against potential risks. An insurance broker can assist in identifying and mitigating these risks, providing peace of mind to business owners and their employees.

Wealth Management

Residents of St. Lucie County, FL could be helped by a wealth manager in several ways. Firstly, a wealth manager could assist in creating a financial plan that takes into account the unique economic and demographic factors of the county. For instance, St. Lucie County has a higher median age than the state of Florida, which means that residents may have different retirement needs and considerations. Additionally, a wealth manager could help residents navigate the complex tax laws and regulations in the county, which can vary from state to state. Furthermore, a wealth manager could help residents take advantage of the many investment opportunities available in St. Lucie County, such as the growing real estate market and the expansion of the local tourism industry. Overall, a wealth manager can provide invaluable guidance and support to help residents of St. Lucie County achieve their financial goals and secure their financial future.

Financial Advisor

Residents of St. Lucie County, FL can benefit greatly from the guidance of a financial advisor. With a population of over 300,000 people, the county is home to a diverse range of individuals with unique financial situations. A financial advisor can provide tailored advice on everything from budgeting and saving to investing and retirement planning. For example, with the county's proximity to the coast, many residents may have concerns about how to financially prepare for hurricane season. A financial advisor can help them develop a comprehensive plan that includes emergency funds, insurance coverage, and strategies for protecting their assets. Additionally, with the county's growing economy and thriving small business community, a financial advisor can assist entrepreneurs with everything from securing funding to managing cash flow and expanding their operations. Overall, a financial advisor can be a valuable resource for residents of St. Lucie County, helping them navigate the complexities of personal finance and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of St. Lucie County, FL can benefit from the expertise of a mortgage loan officer in various ways. Firstly, they can help potential homeowners navigate the complex mortgage application process, which can be particularly daunting for first-time buyers. Additionally, mortgage loan officers can provide guidance on the different types of mortgages available and help borrowers select the one that best suits their needs. For instance, in St. Lucie County, where the median home value is $225,000, a loan officer can help borrowers find a mortgage with a low down payment requirement. Moreover, mortgage loan officers can assist borrowers in improving their credit scores, which is crucial for securing favorable mortgage rates. Lastly, they can help borrowers understand the various fees and charges associated with a mortgage, such as closing costs and insurance premiums, and ensure that they are getting a fair deal.

Tax Services

Residents of St. Lucie County, FL can benefit from the expertise of a tax advisor in many ways. With its booming population and growing economy, St. Lucie County is home to a diverse range of individuals, each with unique tax situations. A tax advisor can help residents navigate the complexities of the tax code, ensuring that they are taking advantage of all available deductions and credits. Additionally, residents of St. Lucie County may benefit from a tax advisor's knowledge of local tax laws and regulations. For example, St. Lucie County has a homestead exemption program that can provide significant property tax savings for eligible homeowners. A tax advisor can help residents determine if they qualify for this program and guide them through the application process. Furthermore, a tax advisor can provide guidance on tax planning strategies that can help residents minimize their tax liability and maximize their financial wellbeing.

Estate Planning Lawyer

Residents of St. Lucie County, FL can benefit greatly from the services of an estate planning lawyer. These legal professionals can assist with a wide range of matters, such as drafting wills and trusts, creating powers of attorney, and establishing healthcare directives. Given the high number of retirees in St. Lucie County, many individuals may also require assistance with Medicaid planning and long-term care arrangements. Furthermore, with the county's proximity to the ocean and susceptibility to hurricanes, an estate planning lawyer can help residents prepare for natural disasters by creating emergency plans and ensuring their assets are protected. Overall, an estate planning lawyer can provide invaluable support to St. Lucie County residents in planning for their future and protecting their loved ones.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in St. Lucie County, FL can help individuals prepare for their golden years. With a focus on the unique needs of the community, a retirement planner can provide comprehensive financial planning, investment advice, and estate planning services. St. Lucie County, FL is home to a large retirement community, and as such, retirement planners in the area have extensive experience in navigating the intricacies of retirement planning for seniors. These planners can assist with designing retirement income strategies, managing retirement accounts, and maximizing social security benefits. Additionally, they can help clients navigate the complex tax laws specific to St. Lucie County, FL, ensuring that they are taking advantage of all available tax benefits. Overall, a retirement planner in St. Lucie County, FL can provide invaluable assistance in helping individuals achieve financial security in their retirement years.

St. Lucie County, FL is the ideal location to find a retirement planner due to its abundance of financial professionals with extensive knowledge and experience in the field. With a population of over 300,000, the county boasts a diverse range of financial institutions, including banks, investment firms, and insurance companies, all of which offer retirement planning services. Additionally, St. Lucie County's proximity to major financial centers, such as Miami and Palm Beach, ensures that residents have access to the latest financial trends and strategies. Moreover, the county's warm climate and beautiful beaches provide a relaxing environment for retirees to enjoy their golden years while working with their retirement planner to ensure a secure financial future. Overall, St. Lucie County's financial expertise, convenient location, and idyllic surroundings make it the perfect place to find a retirement planner.