Retirement Planning in Elkhart, IN

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List of Firms

Top Retirement Planners in Elkhart, IN

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Fervida Financial Strategies, LLC
5 out of 5
Location 24005 US-33 Suite A, Elkhart, IN 46517, USA
Phone (574) 875-5154
Directions
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Indiana Trust Wealth Management
Location 307 S Main St #311, Elkhart, IN 46516, USA
Phone (574) 294-3500
Directions
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Safe Financial Group
Location Elkhart, IN 46515, USA
Phone (765) 373-8235
Directions
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Key Private Bank
Location 101 S Main St Fl 2nd, Elkhart, IN 46516, USA
Phone (800) 370-3568
Directions
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Global Financial Group (Ashok Hiralal Sanghavi)
Location 25416 Co Rd 6 #102, Elkhart, IN 46514, USA
Phone (574) 266-1807
Directions
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Fortified Wealth
5 out of 5
Location 541 Roske Dr suite d, Elkhart, IN 46516, USA
Phone (574) 970-7017
Directions
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Regal Financial Group
Location 1755 E Bristol St, Elkhart, IN 46514, USA
Phone (574) 340-0100
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 512 S Main St, Elkhart, IN 46516, USA
Phone (574) 295-4616
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1515 S Nappanee St, Elkhart, IN 46516, USA
Directions
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New York Life | Brandon McLemore Financial Services Professional
5 out of 5
Location 23319 Shorelane, Elkhart, IN 46514, USA
Phone (574) 903-1031
Directions
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Boardwalk Retirement Community
4 out of 5
Location 2105 Osolo Rd, Elkhart, IN 46514, USA
Phone (574) 266-0038
Directions
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Hubbard Hill Retirement Community
5 out of 5
Location 28070 Co Rd 24, Elkhart, IN 46517, USA
Phone (574) 218-0404
Directions
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Dot's Tax & Bookkeeping LLC
5 out of 5
Location 2603 Toledo Rd, Elkhart, IN 46516, USA
Phone (574) 333-2058
Directions
Retirement Planning in Elkhart, IN

About Elkhart, IN for Those Planning to Retire

Elkhart, IN is a vibrant city situated in Northern Indiana, with a rich history and diverse culture. The city is home to several iconic landmarks, including the National New York Central Railroad Museum, the Elkhart County Historical Museum, and the Lerner Theatre. Elkhart boasts a thriving economy, with top employers such as Forest River, Thor Industries, and Lippert Components. These companies have contributed significantly to the growth and development of the city, providing numerous job opportunities to the local community. Major highways and streets in Elkhart include the Indiana Toll Road, US 20, and State Road 19, providing easy access to neighboring cities and towns. The city is also home to several bustling neighborhoods, including Dunlap, Simonton Lake, and Jimtown, each with its unique charm and character. Overall, Elkhart, IN is a dynamic city with a lot to offer, from its rich history and culture to its thriving economy and diverse neighborhoods.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Elkhart, IN can benefit from a bank in various ways. For instance, a bank can offer financial services such as loans, mortgages, and credit cards that can help individuals and businesses in the area to achieve their financial goals. Additionally, a bank can provide convenient access to cash through ATMs and online banking services that allow customers to manage their accounts and make transactions from the comfort of their homes. Moreover, a bank can help residents in Elkhart, IN to save money by offering competitive interest rates on savings accounts and CDs. This can be especially helpful for those who are looking to build an emergency fund or save for a big purchase. Lastly, given that Elkhart, IN is home to a thriving manufacturing industry, a bank can provide specialized financing options and advice to help businesses in the area to grow and expand their operations.

Insurance Broker

Residents of Elkhart, IN could benefit from the expertise of an insurance broker in several ways. For instance, the broker could help them navigate the complex world of health insurance, which is especially important in Elkhart, where the healthcare industry is a major employer. Additionally, the broker could assist residents in finding affordable auto insurance, given that Elkhart has a higher than average rate of car accidents. Furthermore, an insurance broker could help homeowners in Elkhart protect their property from natural disasters, such as floods and tornadoes, which are common in the region. In short, an insurance broker could provide valuable assistance to residents of Elkhart, IN, by helping them find the right insurance coverage to meet their specific needs and protect them from financial hardship.

Wealth Management

Residents of Elkhart, IN can benefit greatly from the services of a wealth manager. With a population of over 50,000 people, Elkhart is a bustling city that is home to many hardworking individuals and families. A wealth manager can help these residents in a variety of ways, such as providing investment advice and helping them plan for retirement. Additionally, a wealth manager can assist Elkhart residents with estate planning, tax planning, and risk management. With the city's strong manufacturing industry, a wealth manager can also help Elkhart residents navigate the complexities of stock options and other employee benefits. Overall, a wealth manager can offer valuable guidance and support to the people of Elkhart, helping them achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Elkhart, IN can benefit from the expertise of a financial advisor in several ways. One specific area where Elkhart residents may need assistance is with retirement planning. The city has a large population of baby boomers who are nearing retirement age and may require guidance on how to maximize their retirement savings. A financial advisor can help residents navigate the complexities of retirement planning, including creating a retirement income strategy, managing investments, and minimizing taxes. Additionally, many residents in Elkhart work in the manufacturing industry, which can be subject to economic volatility. A financial advisor can help residents prepare for unexpected job loss or economic downturns by creating an emergency fund and diversifying their investments. Overall, a financial advisor can provide invaluable guidance to residents of Elkhart, IN, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Elkhart, IN would greatly benefit from the expertise and guidance of a mortgage loan officer. With a population of over 50,000, Elkhart is a city that is full of diverse individuals with unique financial situations. A mortgage loan officer can assist residents in finding the best loan options for their specific needs, whether they are first-time homebuyers or looking to refinance their current mortgage. With the city's median home value being $96,000, it is crucial for residents to have access to a knowledgeable loan officer who can help them navigate the complexities of the mortgage process. Additionally, with the city's economy heavily relying on the manufacturing industry, a loan officer can help residents who work in this field secure loans that are tailored to their income and job stability. Overall, a mortgage loan officer can provide invaluable assistance to residents of Elkhart, IN, helping them achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Elkhart, IN can benefit from the expertise of a tax advisor in a multitude of ways. Tax advisors can assist individuals in navigating the complex tax laws and regulations that are unique to Elkhart, IN. For instance, Elkhart, IN is home to a large manufacturing industry, which means that tax laws related to depreciation and inventory management may be particularly relevant to local residents. Additionally, tax advisors can help residents take advantage of any tax breaks or credits that are specific to Elkhart, IN, such as those related to property tax or local business taxes. With the help of a tax advisor, residents of Elkhart, IN can ensure that they are maximizing their tax savings while staying compliant with all applicable laws and regulations.

Estate Planning Lawyer

Residents of Elkhart, IN can benefit from the expertise of an estate planning lawyer in several ways. One of the most common ways is by creating a comprehensive estate plan that outlines their wishes for the distribution of their assets after they pass away. This is particularly important in Elkhart, IN, which has a diverse population with varying cultural and religious traditions. An estate planning lawyer can help residents navigate the complex legal and financial issues involved in creating a plan that reflects their individual needs and values. Additionally, a lawyer can help residents minimize taxes and other expenses associated with estate planning, ensuring that more of their assets go to their loved ones. Finally, an estate planning lawyer can help residents establish trusts, set up guardianships for minor children, and create other legal arrangements that provide for their families in the event of their death or incapacity.

Elkhart, IN Financial Resources

Elkhart, IN Chamber of Commerce

https://www.elkhart.org/

Elkhart, IN City Hall

https://elkhartindiana.org/

Elkhart, IN Public Library

https://www.myepl.org/

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