Retirement Planning in Leon County, FL

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List of Firms

Top Retirement Planners in Leon County, FL

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Poppell Financial Group, LLC
5 out of 5
Location 3116 Capital Cir NE Ste 6, Tallahassee, FL 32308, USA
Phone (850) 668-3885
Language http://www.poppellfinancial.com/
Directions
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Tallahassee Financial Advisors
Location 3015 Shannon Lakes Dr N, Tallahassee, FL 32309, USA
Phone (850) 999-1953
Language http://www.tallahasseefinancialadvisors.net/
Directions
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Jaime A. Planells, CFP® - Raymond James
Location 1616 Metropolitan Cir suite b, Tallahassee, FL 32308, USA
Phone (850) 841-9225
Language http://www.palmerplanellswealthgroup.com/
Directions
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Prudential - Trey Laffitte, CFP®, RICP®, ChFC®
Location 281 Pinewood Dr, Tallahassee, FL 32303, USA
Phone (850) 553-3389
Language https://www.prudential.com/advisor/morgan-laffitte
Directions
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Rosenberg Alvis Ambrose Wealth Management
5 out of 5
Location 1876 Eider Ct suite b, Tallahassee, FL 32308, USA
Phone (850) 385-2300
Language http://www.raawealthmgmt.com/
Directions
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Prudential: Steve Halsell, CFP®, ChFC®, WMCP®, RICP®, CASL®
4 out of 5
Location 281 Pinewood Dr, Tallahassee, FL 32303, USA
Phone (850) 523-2100
Language http://www.halsellfinancialsolutions.com/
Directions
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Rally Point Financial Group
Location 3201 Shamrock St S Suite 104, Tallahassee, FL 32309, USA
Phone (850) 300-7059
Language http://rallypointfinancial.com/
Directions
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The Vedder Group
Location 2039 Centre Pointe Blvd Suite 102, Tallahassee, FL 32308, USA
Phone (850) 316-4933
Language http://www.theveddergroup.com/
Directions
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TNB Financial Services
Location 1705 Metropolitan Blvd, Tallahassee, FL 32308, USA
Phone (850) 523-0353
Language https://tnbfinancial.com/about/offices/florida/tallahassee
Directions
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Palmer • Planells Wealth Group | Raymond James
Location 1616 Metropolitan Cir suite b, Tallahassee, FL 32308, USA
Phone (850) 841-9225
Language http://www.raymondjames.com/palmerplanellswealth/
Directions
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Cassedy & Company
5 out of 5
Location 2012 North Point Blvd D, Tallahassee, FL 32308, USA
Phone (850) 386-4700
Language http://www.cassedyandcompany.com/
Directions
Retirement Planning in Leon County, FL

About Leon County, FL for Those Planning to Retire

Leon County, FL is a vibrant and diverse community located in the heart of the Sunshine State. With a rich history and a thriving economy, this county is home to a plethora of landmarks, top employers, major highways and streets, and unique neighborhoods that make it a desirable place to live, work, and play. From the towering Florida State Capitol Building to the iconic Florida State University campus, Leon County boasts some of the most recognizable landmarks in the state. Other notable landmarks include the Tallahassee Museum, the Alfred B. Maclay Gardens State Park, and the Challenger Learning Center. As for top employers, Leon County is home to a diverse range of businesses and organizations, including the State of Florida, Florida State University, Tallahassee Memorial Healthcare, and the City of Tallahassee. These employers provide jobs for thousands of residents and help drive the local economy.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Leon County, FL can benefit from a bank in numerous ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. Leon County is home to a diverse population, including students attending Florida State University and Florida A&M University, as well as retirees and working professionals. A bank can provide tailored financial solutions to meet the unique needs of each group. For example, students may benefit from low-interest loans to help pay for tuition and living expenses, while retirees may need assistance with managing their retirement savings. Additionally, banks can offer financial education resources to help residents make informed decisions about their money. With a bank, residents of Leon County can have peace of mind knowing that their financial needs are being met by a trusted institution.

Insurance Broker

Residents of Leon County, FL can benefit from the services of an insurance broker in a number of ways. For instance, a broker can help residents navigate the complex insurance market and find policies that suit their unique needs and budgets. This is especially important in Leon County, which is known for its high rates of natural disasters, such as hurricanes and floods. Brokers can help residents find policies that provide adequate coverage for these risks, as well as other common hazards, such as theft and fire. Additionally, brokers can help residents understand the fine print of insurance policies and make informed decisions about their coverage. This can be particularly helpful in a county like Leon, which has a diverse population with varying insurance needs and levels of financial literacy. Overall, an insurance broker can be a valuable resource for residents of Leon County, helping them protect their homes, businesses, and families from a range of risks.

Wealth Management

Residents of Leon County, FL can benefit from wealth management services in various ways. For example, a wealth manager can help them to create a financial plan that aligns with their goals and objectives. This plan can include investments, retirement planning, tax planning, and estate planning. Furthermore, Leon County has a diverse population, including students, retirees, and business owners. A wealth manager can provide specialized advice to each group, such as helping students to manage student loan debt, assisting retirees with estate planning, and guiding business owners through succession planning. Additionally, Leon County is home to many natural resources, such as parks, lakes, and forests. A wealth manager can help residents to invest in sustainable and socially responsible funds that align with their values and support the preservation of these resources for future generations.

Financial Advisor

Residents of Leon County, FL can benefit from the services of a financial advisor in numerous ways. With a population of over 290,000 people, the county is home to a diverse range of individuals with varying financial goals and needs. A financial advisor can help residents manage their finances, plan for retirement, and invest their money wisely. The advisor can also assist in creating a budget, reducing debt, and ensuring that residents have adequate insurance coverage. Additionally, with the county being home to Florida State University and Florida A&M University, financial advisors can provide specialized guidance to students and faculty members on managing student loans, creating a savings plan, and preparing for the future. Overall, a financial advisor can provide valuable assistance to the residents of Leon County in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Leon County, FL can benefit from the services of a mortgage loan officer in numerous ways. Firstly, a mortgage loan officer can assist residents in securing a mortgage loan to purchase a home in the area. Leon County is known for its diverse neighborhoods and bustling housing market, and a loan officer can help navigate the complexities of securing a loan in this competitive market. Additionally, a loan officer can provide valuable advice and guidance on the various mortgage options available to residents, including fixed-rate and adjustable-rate mortgages, and help them choose the best option for their unique financial situation. Furthermore, a loan officer can assist residents in refinancing their existing mortgages, potentially lowering their monthly payments and saving them money in the long run. With the help of a knowledgeable and experienced mortgage loan officer, residents of Leon County can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Leon County, FL can benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations in Florida, ensuring that they comply with the state's tax requirements. This is particularly important in Leon County, which has a unique tax structure that includes local taxes, such as the Leon County sales tax and the local option gas tax. A tax advisor can also help residents maximize their tax deductions and credits, which can significantly reduce their tax liability. Furthermore, a tax advisor can provide guidance on estate planning, retirement planning, and other financial matters that can have a significant impact on a resident's tax situation. With the help of a tax advisor, residents of Leon County can make informed decisions about their finances and minimize their tax burden.

Estate Planning Lawyer

Residents of Leon County, FL can benefit greatly from the services of an estate planning lawyer. With its diverse population and unique legal landscape, Leon County presents a number of challenges and opportunities for those seeking to plan their estates. An experienced lawyer can help residents navigate complex tax laws, protect their assets from creditors and ensure that their wishes are carried out after they pass away. Additionally, residents of Leon County may need assistance with creating trusts, establishing guardianships, or drafting durable powers of attorney. With so many variables to consider, it is important to work with a lawyer who understands the intricacies of estate planning in Leon County and can help clients achieve their goals in a timely and cost-effective manner.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

A retirement planner in Leon County, FL can provide a wide range of retirement planning services to help individuals prepare for their golden years. One of the specific services that a retirement planner in Leon County, FL can offer is guidance on how to navigate the unique tax laws and regulations in the state of Florida. With its lack of state income tax and favorable estate tax laws, Florida is a popular destination for retirees. However, there are still many complex tax issues that retirees need to be aware of, such as how to minimize taxes on Social Security benefits and how to structure their retirement income to avoid triggering unnecessary taxes. A retirement planner in Leon County, FL can help individuals understand these complexities and develop a tax-efficient retirement plan that maximizes their retirement income while minimizing their tax burden.

Leon County, FL is the ultimate destination for anyone seeking a retirement planner. The county boasts a plethora of financial advisors, investment managers, and retirement planners who are equipped with the knowledge and expertise to guide retirees towards their financial goals. The county's strategic location and vibrant economy provide a conducive environment for retirement planning, with a wide range of investment opportunities and financial products available. Additionally, Leon County's retirement planners are known for their exceptional customer service, attention to detail, and personalized approach to retirement planning. They take the time to understand each client's unique financial situation and tailor their advice and recommendations accordingly. Whether you're looking to invest in real estate, stocks, or mutual funds, Leon County's retirement planners have got you covered. With their bursty and complex approach to financial planning, you can be assured of a retirement plan that is both comprehensive and effective.