Retirement Planning in Sebring, FL

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Top Retirement Planners in Sebring, FL

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Wise Financial Freedom
5 out of 5
Location 1515 Carrington Ave, Sebring, FL 33875, USA
Phone (863) 243-6626
Directions
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Sim Lodge
Location 4111 Nigeria St, Sebring, FL 33875, USA
Phone (863) 385-5514
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Waypoints Financial
4 out of 5
Location 2478 US-27, Sebring, FL 33870, USA
Phone (863) 402-5650
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Statler Financial Services, Inc.
Location 147 S Ridgewood Dr, Sebring, FL 33870, USA
Phone (863) 382-0037
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Capital Wealth Strategies, Inc
Location Lake Jackson Cove, 1751 US Hwy 27 S, Sebring, FL 33870, USA
Phone (863) 657-4523
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Raymond James Financial Services
SEC File# 801-69815
CRD# 149018
Location 2031 US Hwy 27 S, Sebring, FL 33870, USA
Phone (863) 385-5172
Directions
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Edward Jones - Financial Advisor: Jennifer J Lewis-Gravelle, CRPC™
3 out of 5
Location 5935 US Hwy 27 N Suite 106, Sebring, FL 33870, USA
Phone (863) 314-6313
Directions
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Edward Jones - Financial Advisor: Gino DAmelio, CIMA®
Location 2160 Lakeview Dr, Sebring, FL 33870, USA
Phone (863) 382-4450
Directions
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Gulf Coast Financial Planning LLC
5 out of 5
Location 9015 Town Center Pkwy Suite 110, Bradenton, FL 34202, USA
Phone (941) 822-8778
Directions
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Just Fix This Mess, Inc. Your Organizing & Daily Money Management Firm
5 out of 5
Location 217 Wren Ave, Sebring, FL 33870, USA
Phone (863) 260-0479
Directions
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Johnson Stivender Wealth Advisors, Inc
Location 2031 US Hwy 27 S, Sebring, FL 33870, USA
Phone (863) 385-5172
Directions
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Benton Wealth Management LLC
5 out of 5
Location 231 US Hwy 27 N, Sebring, FL 33870, USA
Phone (863) 402-1700
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Edward Jones - Financial Advisor: Carla A Jones, AAMS™
Location 926 Sebring Square.., Sebring, FL 33870, USA
Phone (863) 385-3600
Directions
Retirement Planning in Sebring, FL

About Sebring, FL for Those Planning to Retire

Sebring, FL is a charming city located in the heart of Highlands County, known for its historic landmarks, top employers, major highways and streets, and diverse neighborhoods. The city is home to the Sebring International Raceway, a world-renowned motorsports facility that hosts the annual 12 Hours of Sebring endurance race. Other notable landmarks include the Highlands Hammock State Park, a beautiful natural oasis with hiking trails and wildlife, and the Sebring Downtown Historic District, a vibrant cultural hub with art galleries, shops, and restaurants. In terms of top employers, Sebring boasts a diverse economy with major players in healthcare, manufacturing, and tourism. AdventHealth Sebring, a leading healthcare provider in the region, is one of the largest employers in the city, followed by Alan Jay Automotive Network, a prominent car dealership group, and Highlands Regional Medical Center, a full-service hospital.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Sebring, FL would be helped by a bank in numerous ways. Firstly, the bank can provide loans to those who wish to start their own business. Sebring is a small town with a population of just over 10,000, and many residents may have entrepreneurial aspirations but lack the initial capital to get started. A bank can help bridge this gap by providing loans with reasonable interest rates and repayment terms. Additionally, banks can offer financial planning services to help residents manage their finances and plan for their future. This is especially important in Sebring, where the median income is below the national average and many residents may struggle to make ends meet. Finally, banks can provide access to online banking services, which is crucial in today's digital age. Many residents of Sebring may not have access to traditional banking services due to their location, but online banking can provide a convenient and secure way to manage their finances from anywhere.

Insurance Broker

Sebring, FL is a small town located in the heart of Florida, where residents face unique challenges when it comes to insurance coverage. An insurance broker can help residents navigate the complexities of insurance policies, from finding the best rates for home and auto insurance to ensuring that individuals and families have adequate health insurance coverage. With its proximity to major highways and the potential for severe weather events like hurricanes, Sebring residents need a broker who understands the specific risks and challenges they face. In addition, an insurance broker can help residents understand the nuances of flood insurance, given the town's location near Lake Jackson and other bodies of water. Whether it's finding the right coverage for a small business or helping an individual navigate the complexities of Medicare, an insurance broker can be an invaluable resource for residents of Sebring, FL.

Wealth Management

Residents of Sebring, FL can benefit from the expertise of a wealth manager in several ways. Firstly, a wealth manager can help individuals and families in Sebring navigate the complex world of investments and financial planning. With a deep understanding of the local economy and market trends, a wealth manager can provide customized investment strategies that align with the specific goals and risk tolerance of each client. Additionally, residents of Sebring may face unique challenges related to retirement planning, such as the need to balance the cost of healthcare with their retirement savings. A wealth manager can help develop a comprehensive retirement plan that takes into account these factors and provides a roadmap for achieving financial security in retirement. Finally, Sebring is a growing community with a diverse population, and a wealth manager can help clients navigate the complexities of estate planning and wealth transfer to ensure that their assets are protected and passed on to future generations in a tax-efficient manner.

Financial Advisor

Residents of Sebring, FL could benefit from the services of a financial advisor in a multitude of ways. One specific area where a financial advisor could be particularly helpful is in navigating the unique challenges faced by retirees in the area. Sebring is a popular retirement destination due to its warm climate and affordable cost of living. However, retirees may face financial challenges such as managing their retirement savings, planning for healthcare costs, and ensuring their estate is properly managed. A financial advisor can provide guidance on these issues and help retirees make informed decisions about their finances. Additionally, Sebring is home to many small business owners who may benefit from the expertise of a financial advisor in managing their business finances and planning for the future. Overall, a financial advisor can be an invaluable resource for residents of Sebring, FL looking to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Sebring, FL could benefit from the expertise of a mortgage loan officer in a variety of ways. For example, Sebring is a small town with a population of just over 10,000 people, and as such, residents may have limited options when it comes to finding the right mortgage lender. A loan officer can help guide residents through the process of finding a lender that meets their specific needs and financial situation. Additionally, Sebring is located in a rural area of Florida, which can make it more challenging for residents to find affordable housing options. A loan officer can help residents explore their options for financing a home, including government-backed loans and other programs that may be available to them. Finally, with the recent economic downturn caused by the COVID-19 pandemic, many residents of Sebring may be struggling to make ends meet.

Tax Services

Residents of Sebring, FL can benefit from the services of a tax advisor in various ways. Firstly, a tax advisor can help them navigate the complex tax laws and regulations that are unique to the state of Florida. This is especially important in Sebring, where the economy is largely driven by the tourism and hospitality industry. A tax advisor can help residents who work in these industries understand how to properly report their income and expenses, as well as take advantage of any available tax deductions. Additionally, a tax advisor can assist Sebring residents in developing a tax strategy that is tailored to their specific financial situation. This can include advice on retirement planning, estate planning, and charitable giving. Overall, working with a tax advisor can help Sebring residents minimize their tax liability and achieve their financial goals.

Estate Planning Lawyer

Residents of Sebring, FL can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is through the creation of a comprehensive estate plan that takes into account the unique circumstances of their lives. This could include drafting wills and trusts, establishing powers of attorney, and creating healthcare directives. Additionally, an estate planning lawyer can assist with the administration of an estate after a loved one has passed away. This can include navigating the probate process, resolving disputes among beneficiaries, and ensuring that all assets are distributed in accordance with the deceased's wishes. Sebring, FL residents may also benefit from an estate planning lawyer's knowledge of local laws and regulations, which can vary significantly from state to state. For example, Florida has specific laws regarding homestead exemptions that could impact how a person's property is distributed after their death.

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