Retirement Planning in Jackson County, MI

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List of Firms

Top Retirement Planners in Jackson County, MI

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LDM & Associates Inc.
5 out of 5
Location 2652 Spring Arbor Rd, Jackson, MI 49203, USA
Phone (517) 795-1093
Directions
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The Sykes Group - Morgan Stanley
Location 3101 Spring Arbor Rd Suite 400, Jackson, MI 49203, USA
Phone (517) 768-7717
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Luce and Associates
Location 131 S Mechanic St, Jackson, MI 49201, USA
Phone (517) 787-8810
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RMG Advisory Services
Location 5919 Maple Dale Rd, Jackson, MI 49201, USA
Phone (517) 879-5571
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Avery Wealth, Inc
SEC File# 801-120078
CRD# 147943
5 out of 5
Location 2727 Spring Arbor Rd, Jackson, MI 49203, USA
Phone (517) 783-1695
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 1:00 PM Saturday: Closed Sunday: Closed
Directions
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Raymond James
SEC File# 801-72137
CRD# 25853
5 out of 5
Location W Cortland St, Jackson, MI 49201, USA
Phone (517) 782-4770
Directions
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Jack V. Butterfield Investment Company
4 out of 5
Location 100 S Jackson St #100, Jackson, MI 49201, USA
Phone (517) 787-2430
Directions
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Generations Financial Planning & Wealth Management
5 out of 5
Location 977 Airport Rd, Jackson, MI 49202, USA
Phone (517) 795-2025
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Retirement Planning in Jackson County, MI

About Jackson County, MI for Those Planning to Retire

Nestled in the heart of Michigan lies Jackson County, a region bursting with history, industry, and natural beauty. Home to a plethora of landmarks, including the Michigan Theatre, the Dahlem Conservancy, and the Cascades Falls Park, this area is a treasure trove for both tourists and locals alike. Boasting a diverse range of top employers, such as Allegiance Health, Consumers Energy, and Jackson College, Jackson County is a hub of economic activity and opportunity. With major highways like I-94 and US-127 running through its borders, getting around this bustling region is a breeze. From the charming neighborhoods of Spring Arbor and Vandercook Lake to the bustling streets of downtown Jackson, this area is a complex and multifaceted gem that is sure to captivate and inspire all who visit.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Jackson County, MI can benefit from a bank in a variety of ways. For instance, a bank can provide financial assistance to individuals seeking to purchase a home in the county. This is particularly important as Jackson County has a diverse housing market with a range of prices, and a bank can help residents navigate this market and secure a mortgage that suits their needs. Additionally, a bank can offer loans to small businesses in the area, which can stimulate economic growth and create jobs for residents. Furthermore, a bank can provide financial education and resources to residents, helping them to make informed decisions about their money and plan for their future. Overall, a bank can play a crucial role in supporting the financial well-being of Jackson County residents.

Insurance Broker

Residents of Jackson County, MI would greatly benefit from the services of an insurance broker. With its diverse population and unique geographical location, Jackson County presents a complex set of insurance needs that can be overwhelming for individuals to navigate on their own. An insurance broker can help residents understand the nuances of their coverage options, including the specific risks associated with living in Jackson County, such as flooding and severe weather. Additionally, an insurance broker can help residents find the best deals on insurance policies, ensuring that they are getting the coverage they need at a price they can afford. By working with an insurance broker, residents can have peace of mind knowing that they are adequately protected against the risks of living in Jackson County.

Wealth Management

Residents of Jackson County, MI can benefit from the services of a wealth manager in several ways. One specific area where a wealth manager can help is in managing retirement planning. Jackson County has a large population of aging residents, and a wealth manager can provide guidance on how to save and invest for retirement. Additionally, a wealth manager can help residents navigate complex tax laws and regulations, which can be particularly beneficial in a state like Michigan with its unique tax system. Furthermore, a wealth manager can assist residents in creating a comprehensive estate plan, which is important for those who own property or have significant assets. With the help of a wealth manager, residents of Jackson County can feel confident in their financial future and ensure that their hard-earned money is working for them.

Financial Advisor

Residents of Jackson County, MI could benefit from the expertise of a financial advisor in a multitude of ways. For instance, given that the county's economy is heavily reliant on agriculture and manufacturing, a financial advisor could provide guidance on how to diversify investment portfolios to mitigate potential risks associated with these industries. Additionally, with a median household income of $54,000, a financial advisor could help residents develop personalized budget plans to achieve their financial goals, whether it be saving for a down payment on a home or paying off debt. Furthermore, with the county's aging population, a financial advisor could assist in creating retirement plans and ensuring that individuals have enough savings to maintain their standard of living during their golden years. Overall, a financial advisor could help residents of Jackson County, MI navigate their financial futures with confidence and security.

Mortgage Loan Officer

Residents of Jackson County, MI can benefit from the services of a mortgage loan officer in several ways. Firstly, the officer can assist them in securing a mortgage loan to purchase a home in the county, which has a median home value of $152,000. The officer can also help residents refinance their existing mortgages to get better interest rates or lower monthly payments, which can be particularly helpful in a county where the median household income is $54,000. Additionally, the loan officer can advise residents on the various loan programs available to them, such as those offered by the Michigan State Housing Development Authority, which provides down payment assistance and other resources to help first-time homebuyers. With the guidance of a knowledgeable mortgage loan officer, residents of Jackson County can navigate the complex process of buying or refinancing a home with confidence and ease.

Tax Services

Residents of Jackson County, MI can greatly benefit from the services of a tax advisor. With the county being home to a diverse range of industries, including agriculture, manufacturing, and healthcare, navigating the complex tax laws and regulations can be overwhelming. A tax advisor can help residents understand the tax implications of their specific industry and provide guidance on how to maximize their deductions and credits. Additionally, with the recent changes to the tax laws, a tax advisor can help residents stay up-to-date with the latest developments and ensure they are taking advantage of all available tax-saving opportunities. With the added complexity of state and local taxes, a tax advisor can also provide valuable insights into how to minimize tax liability at all levels. Overall, a tax advisor can be an invaluable resource for residents of Jackson County, MI looking to optimize their tax situation and ensure compliance with all applicable laws and regulations.

Estate Planning Lawyer

Residents of Jackson County, MI can benefit from the services of an estate planning lawyer in various ways. For instance, the lawyer can help them create a will or trust that outlines how their assets will be distributed after their death. This is particularly important in Jackson County, MI, where the population is aging rapidly, and many residents own significant assets such as farmland, businesses, and vacation homes. The lawyer can also help residents minimize estate taxes, protect their assets from creditors, and ensure that their healthcare wishes are respected. Additionally, the lawyer can assist with setting up powers of attorney and guardianships, which are crucial for individuals who become incapacitated due to illness or injury. In short, an estate planning lawyer can provide Jackson County, MI residents with peace of mind and a sense of security regarding their financial and healthcare affairs.

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