Retirement Planning in Lake County, IL

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Top Retirement Planners in Lake County, IL

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Nest Egg Financial
Location 1800 Nations Dr # 117, Gurnee, IL 60031, USA
Phone (847) 855-4483
Directions
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Gibbons Financial Group, Inc
SEC File# 801-99339
CRD# 172555
5 out of 5
Location 312 Tri State Pkwy #200, Gurnee, IL 60031, USA
Phone (224) 419-5550
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: 9:30 – 11:30 AM Sunday: Closed
Directions
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Preferred Planning Group
Location 505 N Riverside Dr STE 204, Gurnee, IL 60031, USA
Phone (224) 610-0624
Directions
Retirement Planning in Lake County, IL

About Lake County, IL for Those Planning to Retire

Lake County, IL is a region of captivating beauty, with an abundance of landmarks and neighborhoods to explore. The county is home to a diverse range of top employers, including healthcare giants like AbbVie and Baxter, as well as major retail players such as Walgreens and CDW. The county is well-connected to the rest of the state via major highways and streets, including the I-94 and the US-41. The neighborhoods of Lake County are equally impressive, with charming towns like Highland Park and Lake Forest offering picturesque landscapes and plenty of local attractions. Whether you're looking for a bustling city center or a tranquil retreat, Lake County has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Lake County, IL would benefit from a bank in a multitude of ways. With its diverse population and thriving economy, there is a constant need for financial services. For instance, many residents in Lake County are homeowners, and a bank can offer them various mortgage options, such as fixed-rate or adjustable-rate mortgages, to help them purchase their dream homes. Additionally, with the county's proximity to Chicago and its bustling business scene, residents may require business loans or lines of credit to start or expand their businesses. Furthermore, Lake County has a significant population of retirees, and a bank can offer them retirement planning services, such as IRA accounts or annuities, to help them secure their financial future. Overall, a bank can provide financial solutions tailored to the specific needs of Lake County residents and help them achieve their financial goals.

Insurance Broker

Residents of Lake County, IL could benefit from an insurance broker in a multitude of ways. Firstly, an insurance broker can assist residents in navigating the complex healthcare system in the county. Lake County is home to numerous healthcare providers, including Advocate Condell Medical Center and Northwestern Medicine Lake Forest Hospital, making it overwhelming for residents to choose the right healthcare plan. Secondly, an insurance broker can provide guidance on choosing the appropriate auto insurance coverage for residents who face harsh winter conditions and heavy traffic on the roads. Additionally, an insurance broker can help residents protect their homes from natural disasters such as floods and tornadoes, which are prevalent in the county. Furthermore, an insurance broker can assist small business owners in Lake County in selecting the appropriate insurance coverage to protect their business from unforeseen circumstances. Overall, an insurance broker can provide valuable assistance to residents of Lake County, IL in navigating the complexities of insurance coverage.

Wealth Management

Residents of Lake County, IL can benefit from the services of a wealth manager in several ways. Firstly, a wealth manager can assist in developing a comprehensive financial plan that takes into account the unique economic landscape of Lake County. With its diverse economy, ranging from manufacturing to healthcare, Lake County presents a complex financial environment that requires a thorough understanding of the local market. Secondly, a wealth manager can help residents navigate the complex tax laws of Illinois, which can be particularly challenging in Lake County due to its high property taxes. Additionally, a wealth manager can provide guidance on investment strategies that align with the individual goals and risk tolerance of each client. With the help of a skilled wealth manager, residents of Lake County can feel confident in their financial future and make informed decisions about their wealth management.

Financial Advisor

Residents of Lake County, IL can benefit from the services of a financial advisor in a multitude of ways. One specific area where a financial advisor can assist is in navigating the unique tax laws and regulations of the county. With a population of over 700,000 residents, Lake County is one of the most populous in Illinois and has a median household income of $88,669. A financial advisor can help residents maximize their tax savings, especially with the recent changes to the tax code. Additionally, Lake County is home to a number of large corporations, including Abbott Laboratories and Walgreens Boots Alliance. A financial advisor can provide guidance on investment opportunities in these companies and other local businesses. Finally, with Lake Michigan to the east and numerous forest preserves and parks, residents may have unique financial goals related to recreational activities and travel. A financial advisor can help create a comprehensive plan to achieve these goals while still maintaining financial stability.

Mortgage Loan Officer

Residents of Lake County, IL can benefit greatly from the services of a mortgage loan officer. With a population of over 700,000, Lake County is one of the most populous counties in Illinois, and as such, there is a high demand for housing. A mortgage loan officer can help residents navigate the complex and often confusing process of obtaining a mortgage, from pre-approval to closing. They can also offer advice on the best type of mortgage for their specific needs, whether that be a fixed-rate or adjustable-rate mortgage. Additionally, with Lake County being home to many affluent communities such as Lake Forest and Highland Park, a mortgage loan officer can assist with jumbo loans for those looking to purchase high-end properties. In short, a mortgage loan officer can provide invaluable assistance to Lake County residents looking to achieve their dream of homeownership.

Tax Services

Residents of Lake County, IL could greatly benefit from the expertise of a tax advisor in a number of ways. Firstly, due to the high property taxes in the county, a tax advisor could assist homeowners in finding ways to reduce their tax burden through deductions and exemptions. Additionally, with the recent changes to the federal tax code, a tax advisor could help residents navigate the new laws and ensure they are taking advantage of all available credits and deductions. Furthermore, with many residents in the county working in industries such as healthcare and manufacturing, a tax advisor could provide specialized knowledge on tax planning for these professions. Overall, a tax advisor could provide invaluable assistance to residents of Lake County, IL in navigating the complex and ever-changing world of taxes.

Estate Planning Lawyer

Residents of Lake County, IL can benefit greatly from the services of an estate planning lawyer. With the county's population steadily increasing, it is important for residents to have a plan in place for their assets and properties. An experienced estate planning lawyer can help Lake County residents create a will, establish trusts, and develop a comprehensive estate plan that ensures their assets are distributed according to their wishes. Additionally, Lake County is known for its high property values, making it even more crucial for residents to have an estate plan in place. An estate planning lawyer can also assist in minimizing tax liabilities and protecting assets from creditors. Overall, working with an estate planning lawyer can provide Lake County residents with peace of mind and a secure future for their loved ones.

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