Retirement Planning in Haslett, MI

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List of Firms

Top Retirement Planners in Haslett, MI

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Raymond James
SEC File# 801-42564
CRD# 107600
5 out of 5
Location 1400 Abbot Rd, East Lansing, MI 48823, USA
Phone (517) 332-4081
Language http://www.dougadler.com/
Directions
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CG Financial Services
SEC File# 801-67082
CRD# 110929
5 out of 5
Location 15744 Peacock Rd, Haslett, MI 48840, USA
Phone (877) 807-2079
Language https://mycgfinancial.com/
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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TIAA Financial Services
4 out of 5
Location 4660 Hagadorn Rd Suite 130, East Lansing, MI 48823, USA
Phone (866) 842-2825
Language https://locations.tiaa.org/mi/east-lansing/4660-south-hagadorn-road?tc_mcid=bn_yextglocal_0618
Directions
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Edward Jones - Financial Advisor: Jenny Schlagel
Location 1660 Haslett Rd Suite 2, Haslett, MI 48840, USA
Phone (517) 339-7988
Language https://www.edwardjones.com/us-en/financial-advisor/jenny-schlagel
Directions
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Washington Avenue Advisors
SEC File# 801-118372
CRD# 307002
5 out of 5
Location 1146 S Washington Ave, Lansing, MI 48910, USA
Phone (517) 346-7999
Language http://www.waadvisors.com/
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Financial Technology Inc
SEC File# 801-41541
CRD# 8032
3 out of 5
Location 333 Albert St Suite 400, East Lansing, MI 48823, USA
Phone (517) 351-8600
Language http://www.financialtec.com/
Directions
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Capital Retirement Advisers, LLC
Location 4277 Okemos Rd #200a, Okemos, MI 48864, USA
Phone (517) 708-8988
Language http://www.capitalretirementadvisers.com/
Directions
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Kyle Weitekamp - TIAA Wealth Management Advisor
Location 4660 Hagadorn Rd Suite 130, East Lansing, MI 48823, USA
Phone (866) 842-2825
Directions
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Aaron Irving - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 2970 E Lake Lansing Rd, East Lansing, MI 48823, USA
Phone (517) 803-4203
Language https://www.ameripriseadvisors.com/aaron.n.irving/?cid=IP_local_google
Directions
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Merrill Lynch Wealth Management Advisor Steven Casey Benington
Location 2501 Coolidge Rd Suite 500, East Lansing, MI 48823, USA
Phone (517) 324-4619
Language https://fa.ml.com/michigan/east-lansing/beningtoncrossgroup
Directions
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Family Life Financial Services
Location 4121 Okemos Rd # 12, Okemos, MI 48864, USA
Phone (517) 381-3440
Directions
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Oppenheimer & Co Inc
Location 1400 Abbot Rd Suite 430, East Lansing, MI 48824, USA
Phone (517) 333-7775
Language https://www.oppenheimer.com/branch/east-lansing.aspx?utm_source=Google&utm_medium=GMB&utm_campaign=TrackingGMBTraffic
Directions
Retirement Planning in Haslett, MI

About Haslett, MI for Those Planning to Retire

Haslett, MI is a vibrant city in Ingham County, Michigan, with a plethora of landmarks and neighborhoods that make it a great place to live, work, and play. The city is home to many top employers, including the Michigan State University, which is the largest employer in the area. Other notable employers include the Haslett Public Schools, Sparrow Health System, and the State of Michigan. The city is also home to several major highways and streets, including the I-69, which runs through the heart of the city, as well as the M-78, which connects the city to nearby towns and cities. Haslett is also home to several neighborhoods, including the Lake Lansing area, which is known for its beautiful lakefront homes and scenic views. One of the city's most notable landmarks is the Lake Lansing Park, which is a popular destination for outdoor enthusiasts and families.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Haslett, MI can benefit from a bank in numerous ways. One of the most common ways is by providing financial assistance to buy a home in a community that is known for its excellent school district. With a median household income of $80,000, many families in Haslett may qualify for a mortgage, but they may not have the cash on hand for a down payment. A bank can provide a variety of loan options to help make homeownership a reality. Additionally, banks can provide financial literacy programs and workshops to help residents understand how to manage their finances better, including how to save for retirement or college education. This is especially important in a community like Haslett, where many residents work in education or healthcare, industries that may not offer as much financial guidance as others. Finally, banks can offer small business loans to local entrepreneurs looking to start or expand their businesses, which can help boost the local economy and create jobs in the community.

Insurance Broker

Residents of Haslett, MI can benefit from the expertise of an insurance broker in many ways. For instance, an insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best suits their needs. Moreover, given the unique weather patterns in Haslett, MI, an insurance broker can provide valuable insights into the types of coverage that are most important for residents in this area. For example, residents may need coverage for damage caused by severe thunderstorms, hail, or tornadoes, which are all common in this region. Additionally, an insurance broker can help residents save money by comparing rates from different insurance providers and negotiating better terms on their behalf. With the help of an insurance broker, residents of Haslett, MI can feel confident that they have the right coverage to protect themselves and their assets from unexpected events.

Wealth Management

Residents of Haslett, MI can benefit from the services of a wealth manager in several ways. One specific example is the management of retirement accounts, which can be complex and confusing for those without financial expertise. A wealth manager can help residents navigate the intricacies of retirement planning and ensure that their accounts are properly diversified and optimized for their individual needs. Additionally, as a growing community with a diverse range of industries and income levels, Haslett residents may require customized financial planning strategies that take into account their unique circumstances. A wealth manager can work with clients to create personalized plans that address their specific goals and challenges, whether that be saving for college, paying off debt, or investing in real estate. With the help of a skilled wealth manager, residents of Haslett can feel confident in their financial futures and make informed decisions about their money.

Financial Advisor

Residents of Haslett, MI could greatly benefit from the guidance of a financial advisor in a variety of ways. With a population of just over 20,000, Haslett is a small but growing community that is home to many families and young professionals. A financial advisor could help these individuals with a range of financial planning services, such as retirement planning, investment management, and debt reduction strategies. Additionally, Haslett is located in Ingham County, which has a median household income of $54,000. A financial advisor could help residents of Haslett navigate the unique financial challenges that come with living in a community with a lower median income, such as finding ways to save money on everyday expenses or developing a budget that works with their income level. Overall, a financial advisor could be an invaluable resource for the residents of Haslett, MI, helping them to achieve their financial goals and build a secure financial future for themselves and their families.

Mortgage Loan Officer

Residents of Haslett, MI could benefit from the expertise of a mortgage loan officer in a variety of ways. For example, with the median home value in Haslett being $225,000, many residents may need assistance navigating the complex process of securing a mortgage. A mortgage loan officer could help residents understand the different types of mortgages available, such as fixed-rate or adjustable-rate, and guide them through the application process. Additionally, with the population of Haslett being relatively affluent, many residents may be interested in investing in rental properties or vacation homes. A mortgage loan officer could help these residents explore their options and find the best financing solutions for their unique needs. Furthermore, with the recent growth of the Michigan State University campus, many residents may be interested in purchasing properties near the university to rent out to students. A mortgage loan officer could help these residents understand the specific requirements and regulations associated with student housing properties and help them secure the necessary financing.

Tax Services

Residents of Haslett, MI can benefit from the expertise of a tax advisor in various ways. One of the most common ways is by maximizing tax deductions and credits. A tax advisor can help residents identify deductions and credits that they may have missed on their tax returns, such as the Michigan Homestead Property Tax Credit, which is available to homeowners who meet certain income requirements. Additionally, a tax advisor can provide guidance on tax planning strategies, such as contributing to a 529 plan to save for college expenses or making charitable donations to reduce taxable income. With Haslett's proximity to Michigan State University, a tax advisor can also assist students and their families with tax implications related to scholarships, grants, and student loans. Overall, a tax advisor can provide valuable insights and assistance to residents of Haslett, MI to help them navigate the complex world of taxes and maximize their financial well-being.

Estate Planning Lawyer

Residents of Haslett, MI can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Haslett, MI, where many residents have significant assets tied up in the local agriculture industry. An estate planning lawyer can help farmers and other landowners create a plan that takes into account the unique challenges of passing on agricultural assets to future generations. Additionally, an estate planning lawyer can help residents of Haslett, MI with other important legal documents, such as powers of attorney and healthcare directives, which can help ensure their wishes are respected in the event of incapacity or illness.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Haslett, MI encompass a wide range of financial strategies and tools. These services are designed to help individuals plan for a financially secure retirement that meets their unique needs and goals. A retirement planner in Haslett, MI can provide clients with expert guidance on investment options, tax planning, estate planning, and risk management. Specifically, the planner can help clients navigate the complexities of Michigan's tax laws and regulations, which can vary significantly from those in other states. Furthermore, the planner can help clients take advantage of the unique retirement benefits offered by the Michigan Public School Employees Retirement System (MPSERS) for educators and other public employees in Haslett and throughout the state. With the guidance of a skilled retirement planner, individuals in Haslett, MI can feel confident in their ability to achieve a comfortable and secure retirement.

Nestled in the heart of Michigan, Haslett is a hidden gem of a town that offers a plethora of advantages to those seeking a retirement planner. The town's serene environment and friendly community make it the perfect place to retire. Haslett is home to several financial planning firms that cater to the needs of retirees. These firms offer a wide range of services, including estate planning, tax planning, and investment management. One of the most notable advantages of Haslett is its proximity to Michigan State University, which boasts a top-ranked business school. Many of the financial planning firms in Haslett have partnerships with the university, which allows them to offer their clients the latest financial planning strategies. With a retirement planner from Haslett, retirees can rest assured that their golden years will be secure and comfortable.