Retirement Planning in Polk County, FL

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Top Retirement Planners in Polk County, FL

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Pearce Financial
Location 301 3rd St NW #218, Winter Haven, FL 33881, USA
Phone (863) 299-5808
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Partners Financial Group
Location 1074 Florida Ave S #103, Lakeland, FL 33803, USA
Phone (863) 688-5800
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Edward R Gardner & Associates
Location 46 4th St SW, Winter Haven, FL 33880, USA
Phone (863) 294-2559
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Family Financial Services
5 out of 5
Location 122 E Tillman Ave, Lake Wales, FL 33853, USA
Phone (863) 220-9383
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Edward Jones Financial
Location 1904 Florida Ave S, Lakeland, FL 33803, USA
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Allen & Company of Florida, Inc.
5 out of 5
Location 250 Ave K SW #106, Winter Haven, FL 33880, USA
Phone (863) 294-7411
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Platinum Financial Planning
Location 2920 Drane Field Rd, Lakeland, FL 33811, USA
Phone (863) 687-3679
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Estate Planning Council of Polk County
Location 1985 E Edgewood Dr, Lakeland, FL 33803, USA
Phone (863) 686-1346
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Retirement Solutions, LLC
SEC File# 801-80175
CRD# 172353
4 out of 5
Location 930 E State Rd 60, Lake Wales, FL 33853, USA
Phone (863) 676-1183
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Pm Paul D.J. Morgis, Certified Financial Planner
SEC File# 801-60628
CRD# 116021
1 out of 5
Location 200 Lake Morton Dr, Lakeland, FL 33801, USA
Phone (863) 603-7081
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Aventail Wealth Management, LLC.
5 out of 5
Location 353 Ave C SW, Winter Haven, FL 33880, USA
Phone (863) 333-1927
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Retirement Planning in Polk County, FL

About Polk County, FL for Those Planning to Retire

Polk County, located in central Florida, is a bustling region brimming with landmarks, top employers, major highways and streets, and diverse neighborhoods. From the historic Bok Tower Gardens to the world-renowned Legoland Florida Resort, Polk County boasts a plethora of iconic landmarks that attract visitors from all over the world. The top employers in the area include Publix Super Markets, Amazon, and Lakeland Regional Health, offering a wide range of job opportunities to the local community. With major highways such as I-4 and US-27, Polk County is easily accessible and well-connected to other parts of the state. The county is also home to notable streets like Florida Avenue and Memorial Boulevard, which are lined with restaurants, shops, and other amenities. From the charming neighborhoods of Lakeland and Winter Haven to the vibrant communities of Haines City and Bartow, Polk County offers a diverse range of living options for residents of all ages and backgrounds.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Polk County, FL could greatly benefit from the services provided by a bank. With a population of over 700,000 people, Polk County has a diverse community with varying financial needs. For example, the county is home to a large agricultural industry, which means that many residents rely on seasonal income. A bank could provide financial planning services and help residents create a budget that accounts for these fluctuations in income. Additionally, Polk County has a significant retirement population, and a bank could offer retirement planning services to ensure that these individuals are financially secure in their golden years. Furthermore, with the county's proximity to theme parks and tourist attractions, a bank could help residents take advantage of the tourism industry by offering loans or financial guidance for starting a small business. Overall, a bank could provide valuable support and resources to the diverse population of Polk County, FL.

Insurance Broker

Residents of Polk County, FL can benefit greatly from the services of an insurance broker. With the county being located in the heart of Florida, residents are at risk of experiencing natural disasters such as hurricanes and floods. An insurance broker can assist residents in finding the right coverage for their homes and vehicles, ensuring that they are protected in the event of a disaster. Additionally, the county has a large population of retirees, who may require specialized insurance coverage for their health and life insurance needs. An insurance broker can help these residents navigate the complex world of insurance, finding the best policies to suit their individual needs. Overall, an insurance broker can provide invaluable assistance to residents of Polk County, FL, helping them to secure the coverage they need to protect themselves and their families.

Wealth Management

Residents of Polk County, FL could benefit from the services of a wealth manager in numerous ways. One specific area where a wealth manager could be of great assistance is in navigating the unique challenges faced by Polk County residents in terms of retirement planning. With the county's population aging rapidly, many individuals are looking for guidance on how to maximize their retirement savings and ensure a comfortable post-work life. A skilled wealth manager can help clients create a personalized retirement plan that takes into account their unique financial situation, goals, and risk tolerance. Additionally, a wealth manager can help clients navigate the complex tax laws and regulations that can impact retirement savings, ensuring that they are making the most of available tax breaks and avoiding costly mistakes. Overall, residents of Polk County can benefit greatly from the expertise of a wealth manager, particularly when it comes to planning for a secure and comfortable retirement.

Financial Advisor

Residents of Polk County, FL can benefit from the services of a financial advisor in various ways. With the county's growing economy, a financial advisor can help individuals and businesses manage their finances, investments, and assets. Polk County is known for its thriving citrus industry, and a financial advisor can assist farmers and agribusinesses in navigating the fluctuations of the market and planning for the future. Additionally, with the county's proximity to major theme parks and tourist attractions, a financial advisor can help individuals in the hospitality industry make wise financial decisions and plan for retirement. Overall, a financial advisor can provide invaluable guidance and support to the residents of Polk County as they navigate their financial journeys.

Mortgage Loan Officer

Residents of Polk County, FL can benefit from the services of a mortgage loan officer in several ways. For instance, the loan officer can help them find the best mortgage options that suit their financial needs and goals. This is particularly important in Polk County, FL, where the real estate market is highly competitive, and the cost of living is relatively high. The loan officer can also assist residents in navigating the complex mortgage application process, which can be overwhelming and confusing without proper guidance. Additionally, the loan officer can provide valuable insights into the local real estate market, including trends and pricing, which can help residents make informed decisions when buying or refinancing a home. Ultimately, the mortgage loan officer can help residents of Polk County, FL achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Polk County, FL can benefit from the expertise of a tax advisor in numerous ways. One of the most common ways is by receiving guidance on how to navigate the complex tax laws and regulations specific to Polk County. For instance, Polk County has a sales tax rate of 7%, which is higher than the state average. A tax advisor can help residents understand how to properly calculate and pay their sales tax, as well as identify any potential exemptions or credits they may qualify for. Additionally, Polk County has a significant agricultural industry, which comes with its own set of tax implications. A tax advisor can assist farmers and ranchers with tax planning strategies that can help reduce their tax liability and maximize their profits. With the help of a tax advisor, residents of Polk County can ensure they are in compliance with all tax laws and regulations while also minimizing their tax burden.

Estate Planning Lawyer

Residents of Polk County, FL could benefit from the services of an estate planning lawyer in a variety of ways. One specific issue that is unique to Polk County is the prevalence of agricultural land. Many residents own farms or ranches, and an estate planning lawyer can help ensure that these properties are properly passed down to future generations. This can involve creating trusts or establishing LLCs to protect the land and assets from creditors or lawsuits. Additionally, an estate planning lawyer can assist with drafting wills and powers of attorney, which are essential documents for anyone who wants to have control over their medical care and financial affairs in the event of incapacitation. With the help of an estate planning lawyer, residents of Polk County can have peace of mind knowing that their assets and interests are protected for the future.

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