Retirement Planning in Livingston County, MI

We did the hard work of finding trustworthy partners in Livingston County, MI. Fill out the form to get connected.

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Livingston County, MI

generic_business-71
Strickler Financial Group
5 out of 5
Location 10299 E Grand River Ave suite i, Brighton, MI 48116, USA
Phone (517) 618-9000
Directions
generic_business-71
Retirement Planning Solutions of Michigan
5 out of 5
Location 425 W Huron St Suite 230, Milford, MI 48381, USA
Phone (248) 893-6428
Directions
generic_business-71
Medicare Planning Solutions of Michigan
Location 425 W Huron St Suite 230, Milford, MI 48381, USA
Phone (248) 714-6838
Directions
generic_business-71
Archer Huntley Financial Services
Location 2140 Grand River Anx, Brighton, MI 48114, USA
Phone (810) 229-5212
Directions
generic_business-71
Old Oak Financial Planning Inc
Location 7077 Fieldcrest Dr #400, Brighton, MI 48116, USA
Phone (810) 220-4400
Directions
generic_business-71
LPL Financial
SEC File# 801-10970
CRD# 6413
5 out of 5
Location 230 N 2nd St #150, Brighton, MI 48116, USA
Phone (810) 225-2088
Directions
generic_business-71
Safe Money Retirement Solutions
5 out of 5
Location 138 E Liberty St, South Lyon, MI 48178, USA
Phone (248) 278-6087
Directions
generic_business-71
Morgan Stanley
SEC File# 801-118877
CRD# 309263
Location 119 W Clinton St, Howell, MI 48843, USA
Phone (517) 552-4641
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
generic_business-71
Summit Financial Planning, Jeffrey Hansen, CFP
Location 100 Lucy Rd, Howell, MI 48843, USA
Phone (248) 613-3819
Directions
Retirement Planning in Livingston County, MI

About Livingston County, MI for Those Planning to Retire

Livingston County, MI is a vibrant and dynamic community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning beauty of the Huron River to the historic charm of Brighton's downtown district, Livingston County is a place of endless possibilities. Some of the most notable landmarks in the area include the Howell Opera House, the Brighton Millpond, and the Pinckney State Recreation Area. These landmarks not only add to the visual appeal of the county, but they also provide residents and visitors with a wealth of recreational and cultural opportunities. As for top employers, Livingston County is home to a diverse mix of businesses, including the General Motors Technical Center, St. Joseph Mercy Livingston Hospital, and the Livingston Educational Service Agency. These employers offer a wide range of job opportunities, from healthcare and education to manufacturing and technology. When it comes to major highways and streets, Livingston County is well-connected to the rest of Michigan and beyond.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Livingston County, MI residents can benefit from a bank in multiple ways. Firstly, banks offer financial services such as savings and checking accounts, loans, and credit cards. These services can help residents manage their finances, save money, and build credit. Additionally, banks provide access to ATMs and online banking, making it convenient for residents to access their money and manage their accounts. For example, Livingston County is home to many small businesses, and banks can provide financing options to help them grow and expand. Furthermore, banks can offer financial education and resources to help residents make informed financial decisions. Overall, a bank can be a valuable resource for Livingston County residents looking to manage their finances and achieve their financial goals.

Insurance Broker

Livingston County, MI is a thriving community that is home to a diverse population. With its unique blend of urban and rural areas, residents of this county require insurance coverage that is tailored to their specific needs. An insurance broker can provide invaluable assistance to those seeking coverage in this area. For example, Livingston County, MI is known for its high rate of severe weather events, including tornadoes and hailstorms. An insurance broker can help residents navigate the complexities of insurance coverage for these types of events, ensuring that they are adequately protected in the event of damage to their homes or property. Additionally, an insurance broker can assist residents in finding affordable health insurance coverage, which is particularly important given the rising cost of healthcare in the United States. Overall, an insurance broker can be a valuable resource for residents of Livingston County, MI, helping them to find the coverage they need to protect themselves and their families.

Wealth Management

Residents of Livingston County, MI could greatly benefit from the services of a wealth manager in a variety of ways. One specific example is the fact that Livingston County has a higher-than-average median household income compared to the rest of Michigan. This means that many residents may have a greater amount of assets to manage and may need guidance on how to best allocate and invest those assets. A wealth manager could assist with creating a personalized financial plan that takes into account each individual's unique goals and risk tolerance, as well as provide ongoing monitoring and adjustments as needed. Additionally, with the county's proximity to major cities such as Detroit and Ann Arbor, residents may have access to more investment opportunities and a wealth manager could help navigate these options. Overall, a wealth manager could provide valuable expertise and support to help residents of Livingston County achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Livingston County, MI could greatly benefit from the expertise of a financial advisor. With its diverse economy, including agriculture, manufacturing, and healthcare industries, residents face unique financial challenges. A skilled advisor can help individuals and families navigate these challenges by providing tailored financial planning, investment management, and retirement planning services. For example, with the county's median household income being higher than the state average, residents may need guidance on how to best manage their wealth and plan for long-term financial goals. Additionally, with the county's proximity to major cities like Detroit and Ann Arbor, residents may need help navigating the complexities of urban living, such as higher living costs and taxes. A financial advisor can provide valuable insights and strategies to help residents make informed decisions and achieve financial success.

Mortgage Loan Officer

Livingston County, MI is a thriving community that is home to many residents who are looking to purchase their dream homes. A mortgage loan officer can help these residents by providing them with the necessary financial assistance to make their dreams a reality. With the complex and ever-changing housing market in Livingston County, MI, a mortgage loan officer can provide invaluable insights and guidance to prospective buyers. They can help them navigate the complex mortgage application process and find the best possible rates and terms for their unique financial situation. Additionally, a mortgage loan officer can help residents with specific needs, such as those looking to purchase a home in a rural area or those with unique credit situations. With the help of a mortgage loan officer, residents of Livingston County, MI can achieve their homeownership goals and build a brighter future for themselves and their families.

Tax Services

Livingston County, MI residents can greatly benefit from the services of a tax advisor. With the county's booming economy, tax laws can be complex and ever-changing, making it difficult for residents to navigate on their own. A tax advisor can provide valuable assistance in areas such as tax planning, preparation, and compliance. They can also help residents maximize their deductions and credits, which can lead to significant savings. Additionally, with the county's growing population, many residents may have unique tax situations, such as owning rental properties or running a small business, which require specialized knowledge and expertise that a tax advisor can provide. Overall, a tax advisor can help Livingston County residents stay on top of their tax obligations and minimize their tax liability, allowing them to focus on other important aspects of their lives.

Estate Planning Lawyer

Residents of Livingston County, MI can benefit from the services of an estate planning lawyer in numerous 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 especially important in Livingston County, MI, where the population is rapidly growing and there are many families with significant assets. An estate planning lawyer can help residents navigate the complexities of probate court and ensure that their loved ones are taken care of after they are gone. Additionally, an estate planning lawyer can assist with setting up trusts, establishing power of attorney, and creating healthcare directives, all of which can provide peace of mind for residents of Livingston County, MI. Overall, an estate planning lawyer can provide invaluable assistance to residents of Livingston County, MI who want to ensure that their legacy is protected and their loved ones are provided for.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs