Retirement Planning in Lake Mary, FL

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Top Retirement Planners in Lake Mary, FL

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Wolfe Financial Group
5 out of 5
Location 1515 International Pkwy Suite 1001, Lake Mary, FL 32746, USA
Phone (407) 333-0355
Directions
SEC File# 801-57434
CRD# 11025
5 out of 5
Location 1025 Greenwood Blvd Suite 179, Lake Mary, FL 32746, USA
Phone (407) 333-2160
Directions
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Financial Life Designs, LLC
Location 1540 International Pkwy STE 2000, Lake Mary, FL 32746, USA
Phone (407) 590-9372
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Benjamin Bookkeeping & Financial Services
Location 2282 Milltowne Way, Lake Mary, FL 32746, USA
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Lanier & Company, P.A.
5 out of 5
Location 300 Colonial Center Pkwy Suite 144, Lake Mary, FL 32746, USA
Phone (407) 322-9241
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SEC File# 801-62193
CRD# 175112
Location 801 International Parkway 5th Floor, Lake Mary, FL 32746, USA
Phone (407) 505-4556
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Oakley Retirement Services, Inc.
Location 255 Primera Blvd, Lake Mary, FL 32746, USA
Phone (866) 746-3743
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Symphony Financial Team
5 out of 5
Location 1525 International Pkwy STE 4031, Lake Mary, FL 32746, USA
Phone (407) 792-5576
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Christian Financial Resources, Inc.
4 out of 5
Location 1485 International Pkwy # 1001, Lake Mary, FL 32746, USA
Phone (800) 881-3863
Directions
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Dias Wealth
5 out of 5
Location 250 International Pkwy Suite 134, Lake Mary, FL 32746, USA
Phone (321) 926-0936
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Ali R Shahnavaz - Financial Advisor, Ameriprise Financial Services, LLC
Location 1525 International Pkwy STE 4021, Heathrow, FL 32746, USA
Phone (407) 833-2300
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Retirement Planning in Lake Mary, FL

About Lake Mary, FL for Those Planning to Retire

Nestled in Seminole County, Lake Mary, FL is a vibrant city with a rich history and a plethora of landmarks that attract tourists and locals alike. From the iconic Lake Mary City Hall to the serene Greenwood Lakes Park, there's no shortage of breathtaking sights to behold. Home to some of the top employers in the region, including AAA, Deloitte, and Verizon, Lake Mary boasts a thriving economy and a diverse workforce. The city is also conveniently located near major highways like I-4 and the Central Florida GreeneWay, making it easily accessible from all directions. With a variety of neighborhoods to choose from, Lake Mary offers something for everyone. From the luxurious Heathrow community to the family-friendly Timacuan and the quaint downtown area, there's no shortage of options when it comes to finding the perfect place to call home.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Lake Mary, FL could benefit from a bank in several ways. Firstly, a bank can provide financial assistance to those who need it. This could include loans for starting a business or purchasing a home. Additionally, banks can help residents manage their finances by offering savings accounts, checking accounts, and other financial services. A specific benefit that Lake Mary residents could take advantage of is the ability to access a bank's online services. This is especially important in a city like Lake Mary, which has a high population of tech-savvy individuals. By using online banking services, residents can easily manage their finances from the comfort of their own homes. Furthermore, banks can provide investment opportunities to residents who want to grow their wealth. With the right investment strategy, residents can secure their financial future and achieve their long-term goals. Overall, a bank can offer a wide range of benefits to residents of Lake Mary, FL, helping them to achieve financial stability and success.

Insurance Broker

Residents of Lake Mary, FL can benefit greatly from the services of an insurance broker. With the city's rapidly growing population, there is a need for expert guidance when it comes to choosing the right insurance policies. An insurance broker can help residents navigate the complexities of the insurance industry and find policies that fit their unique needs. For example, with Lake Mary's proximity to the coast, residents may require additional coverage for flood or hurricane damage. Additionally, an insurance broker can help residents find affordable health insurance options, which is especially important given the rising costs of medical care. By working with an insurance broker, residents of Lake Mary can rest assured that they have the coverage they need to protect themselves and their families.

Wealth Management

Residents of Lake Mary, FL can benefit from the expertise of a wealth manager in a variety of ways. One specific challenge faced by many Lake Mary residents is navigating the complexities of estate planning. A skilled wealth manager can help these individuals develop a comprehensive plan that addresses their unique needs and goals, including the transfer of assets to future generations. Additionally, wealth managers can provide guidance on tax-efficient investment strategies, retirement planning, and risk management. With their deep knowledge of financial markets and investment vehicles, wealth managers can help Lake Mary residents maximize their wealth and achieve their long-term financial objectives. Overall, partnering with a wealth manager can provide invaluable support and peace of mind for individuals and families in this vibrant Florida community.

Financial Advisor

Residents of Lake Mary, FL can benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs of Lake Mary residents. With the median household income in Lake Mary being $103,000, a financial advisor can help individuals and families maximize their income and investments to achieve their financial goals. Additionally, with the cost of living in Lake Mary being 15% higher than the national average, a financial advisor can provide guidance on how to manage expenses and save for unexpected expenses. With the abundance of small businesses in Lake Mary, a financial advisor can also assist business owners with financial planning and investment strategies to help their businesses thrive.

Mortgage Loan Officer

Residents of Lake Mary, FL can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the loan officer can help residents navigate the complex mortgage application process, which can be especially challenging in Lake Mary due to its high property values and competitive housing market. Additionally, the loan officer can assist residents in finding the best mortgage rates and terms to fit their unique financial situation, taking into account factors such as their credit score, income, and debt-to-income ratio. Furthermore, the loan officer can provide valuable guidance and advice throughout the home buying process, from pre-approval to closing, helping residents make informed decisions and avoid costly mistakes. Overall, a mortgage loan officer can be an invaluable resource for residents of Lake Mary, providing personalized support and expertise to help them achieve their dream of homeownership.

Tax Services

Residents of Lake Mary, FL could greatly benefit from the services of a tax advisor. With the city's growing economy and influx of new businesses, tax laws and regulations are constantly changing. A tax advisor can help residents navigate these changes and ensure they are taking advantage of all available tax deductions and credits. Additionally, Lake Mary is home to a large number of retirees, many of whom may have complex tax situations involving retirement accounts, Social Security benefits, and Medicare premiums. A tax advisor can provide guidance on how to maximize retirement income and minimize tax liabilities. Furthermore, with Lake Mary's proximity to Orlando and its thriving tourism industry, residents who own rental properties may need assistance with tax planning and compliance. A tax advisor can help ensure rental income is properly reported and deductions are taken appropriately, while also addressing any potential tax implications of short-term rental platforms such as Airbnb. Overall, a tax advisor can provide invaluable assistance to Lake Mary residents in navigating the complex and ever-changing world of taxation.

Estate Planning Lawyer

Residents of Lake Mary, FL can benefit significantly from the services of an estate planning lawyer. One of the most common ways that they can be helped is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. In addition, an estate planning lawyer can help residents of Lake Mary, FL to minimize the tax implications of their estate and protect their assets from creditors. Given the high number of retirees in Lake Mary, FL, an estate planning lawyer can also assist in setting up trusts to provide for their long-term care needs. Furthermore, with the increasing complexity of estate planning laws, an estate planning lawyer can help residents of Lake Mary, FL navigate the legal landscape and avoid costly mistakes. Overall, an estate planning lawyer can provide invaluable assistance to residents of Lake Mary, FL in ensuring their final wishes are carried out and their loved ones are taken care of.

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