Retirement Planning in Monroe County, FL

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List of Firms

Top Retirement Planners in Monroe County, FL

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De Moss Financial Inc
Location 89015 Overseas Hwy # 3, Tavernier, FL 33070, USA
Phone (305) 664-0034
Directions
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Northwestern Mutual Financial
Location 1757 Overseas Hwy, Marathon, FL 33050, USA
Phone (305) 743-3002
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Emily Brouilette - Financial Advisor, Ameriprise Financial Services, LLC
Location 422 Fleming St, Naval Air Station Key West, FL 33040, USA
Phone (305) 394-5715
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Leeward Wealth Management - Karen Vaught AAMS - Financial Advisor
Location 524 Eaton St Suite 210, Naval Air Station Key West, FL 33040, USA
Phone (305) 766-7710
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Chapman & Cardwell Capital Management
Location 99101 Overseas Hwy, Key Largo, FL 33037, USA
Phone (305) 451-0408
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Tom Nitti - Raymond James
5 out of 5
Location 3154 Northside Dr, Key West, FL 33040, USA
Phone (305) 294-9575
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Retirement Planning in Monroe County, FL

About Monroe County, FL for Those Planning to Retire

Monroe County, located in the southernmost point of Florida, boasts a plethora of landmarks that draw in tourists from all over the world. From the iconic Seven Mile Bridge stretching over the crystal-clear waters of the Gulf of Mexico to the vibrant and bustling streets of Key West, there's never a dull moment in this tropical paradise. Top employers in Monroe County include the Monroe County School District, the Monroe County Sheriff's Office, and the Florida Keys Electric Cooperative. Major highways and streets include US-1, the Overseas Highway, and the Florida Keys Scenic Highway. Neighborhoods in Monroe County range from charming historic districts in Key West to sprawling waterfront estates in Marathon. Whether you're a local or a visitor, there's always something new to discover in Monroe County.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Monroe County, FL can benefit from a bank in several ways. Firstly, with the county being home to various tourist attractions, such as the Florida Keys, residents can take advantage of the bank's travel services, including currency exchange and travel insurance. Secondly, with the county being prone to hurricanes, a bank can provide assistance in the form of disaster relief loans, helping residents get back on their feet after a natural disaster. Additionally, with Monroe County being a major fishing hub, a bank can offer specialized loans and financial advice to those in the fishing industry, helping them grow and sustain their businesses. Overall, a bank can provide a range of services tailored to the unique needs of Monroe County residents, making it an essential resource for the community.

Insurance Broker

Residents of Monroe County, FL can greatly benefit from the services of an insurance broker. With the county being home to various industries such as tourism, fishing, and agriculture, an insurance broker can help individuals and businesses navigate the complexities of insurance policies specific to their industry. For instance, an insurance broker can help fishing companies secure coverage for their boats and equipment, while also ensuring that they have liability coverage in case of accidents. Additionally, an insurance broker can assist homeowners in Monroe County, FL in finding policies that provide coverage for the unique risks associated with living in a hurricane-prone area. With the help of an insurance broker, residents of Monroe County, FL can have peace of mind knowing that they have the right insurance coverage to protect their assets and livelihoods.

Wealth Management

Residents of Monroe County, FL could benefit greatly from the services of a wealth manager in a variety of ways. Given the high cost of living in the area, many individuals and families may struggle to manage their finances effectively. A wealth manager could provide guidance on budgeting, saving, and investing, helping residents to make the most of their resources. Additionally, the unique geography of Monroe County - which includes the Florida Keys - presents some specific financial challenges, such as the high cost of flood insurance and the potential for hurricane damage. A wealth manager could help residents navigate these issues and develop a comprehensive financial plan that takes into account the risks and opportunities specific to their location. With the help of a skilled wealth manager, residents of Monroe County could feel more confident and secure in their financial future.

Financial Advisor

Residents of Monroe County, FL could benefit from the guidance of a financial advisor in a variety of ways. One specific area where a financial advisor could be particularly helpful is in navigating the unique challenges of living in a coastal community. Monroe County is home to the Florida Keys, a chain of islands that stretches over 100 miles. While the Keys are known for their natural beauty and vibrant tourism industry, they also face significant risks from hurricanes and other natural disasters. A financial advisor could help residents plan for these risks by recommending appropriate insurance coverage, creating emergency funds, and developing strategies for rebuilding after a disaster. Additionally, a financial advisor could assist residents in managing their finances in a way that accounts for the high cost of living in a tourist destination, including finding ways to save on taxes, utilities, and other expenses. Overall, a financial advisor could provide valuable guidance to help residents of Monroe County achieve their financial goals and navigate the unique challenges of living in this coastal community.

Mortgage Loan Officer

Residents of Monroe County, FL often turn to mortgage loan officers for assistance in securing financing for their homes. With the county's unique geography, which includes the Florida Keys, many residents may require specialized loan options, such as those for waterfront properties or homes on stilts. Additionally, the county's tourism industry can lead to fluctuations in the local housing market, making it important for residents to work with a knowledgeable loan officer who can help them navigate these changes. A mortgage loan officer can also provide guidance on the various loan programs available, such as FHA and VA loans, and help residents determine which options best suit their financial situation. Overall, the expertise and support provided by a mortgage loan officer can be invaluable to residents of Monroe County, FL looking to purchase or refinance their homes.

Tax Services

Residents of Monroe County, FL can benefit from the expertise of a tax advisor in numerous ways. Firstly, with the county's high cost of living, a tax advisor can help individuals and businesses navigate the complex tax laws and regulations to minimize their tax liability and maximize their deductions. Additionally, with the county's large tourism industry, a tax advisor can assist businesses in understanding the tax implications of hiring seasonal employees and managing sales tax. Moreover, with the county's susceptibility to natural disasters such as hurricanes, a tax advisor can help individuals and businesses understand the tax implications of disaster relief and insurance claims. Overall, a tax advisor can provide invaluable support and guidance to the residents of Monroe County, FL in navigating the complex and ever-changing tax landscape.

Estate Planning Lawyer

Residents of Monroe County, FL can benefit from the services of an estate planning lawyer in numerous ways. One specific area where an estate planning lawyer can be of assistance is in the area of property ownership. Due to the unique geography of Monroe County, which includes the Florida Keys, many residents own property that is subject to unique zoning and environmental regulations. An estate planning lawyer can help ensure that these regulations are taken into account when creating a plan for the transfer of property to heirs or beneficiaries. Additionally, an estate planning lawyer can assist with the creation of trusts and other legal instruments that can help protect property from potential creditors or legal challenges. By working with an estate planning lawyer, residents of Monroe County can ensure that their assets are protected and that their wishes are carried out in the event of their passing.

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