Retirement Planning in Sumter County, FL

We did the hard work of finding trustworthy partners in Sumter County, FL. 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 Sumter County, FL

generic_business-71
Retirement Planning Solutions Consulting Group
Location 1558 Baylor Pl, The Villages, FL 32162, USA
Phone (352) 775-2152
Directions
generic_business-71
Meridian Wealth Management, LLC
SEC File# 801-70676
CRD# 151523
Location 2462 Burnsed Blvd, The Villages, FL 32163, USA
Phone (352) 900-5046
Directions
generic_business-71
Synergy Wealth Alliance
Location 978 Del Mar Drive, The Villiages, Lady Lake, FL 32159, USA
Phone (352) 259-8498
Directions
generic_business-71
George Mathis - Raymond James
Location 2631 W Torch Lake Dr, The Villages, FL 32163, USA
Phone (352) 430-1351
Directions
generic_business-71
The Buzard Kinzer Group - Morgan Stanley
Location 832 Lake Sumter Landing, The Villages, FL 32162, USA
Phone (352) 751-7850
Directions
generic_business-71
Grant Tribble - Raymond James
2 out of 5
Location 2631 W Torch Lake Dr, The Villages, FL 32163, USA
Phone (352) 430-1351
Directions
generic_business-71
Wells Fargo Advisors Financial Network
SEC File# 801-57434
CRD# 11025
Location 1070 Lake Sumter Landing, The Villages, FL 32162, USA
Phone (352) 633-8248
Directions
generic_business-71
Retirement Evolution Group, LLC
Location 3990 E, FL-44, Wildwood, FL 34785, USA
Phone (352) 448-8011
Directions
generic_business-71
Smathers Financial Group, Inc.
5 out of 5
Location 8564 E, Co Rd 466 #205, The Villages, FL 32162, USA
Phone (352) 561-3060
Directions
generic_business-71
Charles Schwab
SEC File# 801-35905
CRD# 106753
4 out of 5
Location 1048 Lake Sumter Landing, Lady Lake, FL 32162, USA
Phone (352) 430-3080
Directions
SEC File# 801-56942
CRD# 281958
Location 510 Co Rd 466 Ste 207, Office #A, Lady Lake, FL 32159, USA
Phone (352) 633-7004
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Mission Wealth Management Group of Raymond James
Location 2631 W Torch Lake Dr, The Villages, FL 32163, USA
Phone (352) 430-1351
Directions
generic_business-71
Evershore Financial Group
Location 3130 Glenview Rd, The Villages, FL 32162, USA
Phone (352) 259-9726
Directions
generic_business-71
Desjardins Retirement Solutions LLC
5 out of 5
Location 363 Fennell Blvd, Lady Lake, FL 32159, USA
Phone (352) 444-1400
Directions
generic_business-71
Merrill Lynch Wealth Management
3 out of 5
Location 1100 Canal St, The Villages, FL 32162, USA
Phone (352) 350-2700
Directions
Retirement Planning in Sumter County, FL

About Sumter County, FL for Those Planning to Retire

Sumter County, FL is a vibrant and dynamic community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic and iconic Webster Flea Market to the sprawling and luxurious Villages retirement community, Sumter County has something for everyone. The county is home to major employers such as Walmart, The Villages, and Sumter Electric Cooperative, and is traversed by major highways like I-75 and the Florida Turnpike. Neighborhoods like Wildwood and Oxford offer a mix of rural charm and modern amenities, while the bustling commercial corridors of US-301 and SR-44 provide ample opportunities for shopping and dining. Whether you're a seasoned resident or a first-time visitor, Sumter County is a place that will captivate and inspire you with its unique blend of history, culture, and modernity.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Sumter County, FL can benefit from a bank in various ways. One specific example is through the provision of loans for agricultural purposes. Sumter County is known for its vast agricultural lands, which are primarily used for cattle farming and citrus production. However, the cost of running these operations can be quite high, and farmers may need financial assistance to purchase equipment or maintain their farms. A bank can offer loans with flexible repayment terms to help farmers meet their financial needs. Additionally, a bank can provide other financial services such as savings accounts, checking accounts, and credit cards, which can help residents manage their finances more effectively. With a bank's support, residents of Sumter County can improve their financial well-being and contribute to the growth of the local economy.

Insurance Broker

Residents of Sumter County, FL can benefit from the assistance of an insurance broker in several ways. With the county being home to a large senior population, an insurance broker could assist them in finding the best Medicare supplement plans to fit their unique needs. Additionally, with Sumter County being located in Central Florida, residents may be at risk for natural disasters such as hurricanes. An insurance broker could help residents understand their homeowner's insurance policies and ensure they have adequate coverage for potential damages. Furthermore, an insurance broker could assist small business owners in the county with finding the best group health insurance plans for their employees. Overall, an insurance broker can provide invaluable assistance to residents of Sumter County, FL in navigating the complex world of insurance.

Wealth Management

Residents of Sumter County, FL could benefit from the services of a wealth manager in a variety of ways. For example, a wealth manager could assist with retirement planning, investment management, and tax planning. In particular, Sumter County has a large retirement population, which means that many residents may have unique financial needs and goals related to retirement. A wealth manager could help these individuals navigate the complexities of retirement planning and ensure that they have a secure financial future. Additionally, a wealth manager could help residents of Sumter County manage their investments, which could be especially important given the volatility of the stock market. Finally, a wealth manager could assist with tax planning, which could help residents minimize their tax burden and maximize their financial resources. Overall, a wealth manager could be an invaluable resource for residents of Sumter County looking to achieve their financial goals.

Financial Advisor

Residents of Sumter County, FL could greatly benefit from the services of a financial advisor in many ways. One specific area where a financial advisor could be of assistance is in helping residents navigate the unique retirement landscape of Sumter County. As the home of The Villages, a sprawling retirement community, Sumter County has a higher percentage of retirees than most other counties in the state. A financial advisor could help retirees in Sumter County make the most of their retirement savings, plan for healthcare costs, and ensure that they have a sustainable income stream throughout their retirement years. Additionally, a financial advisor could help younger residents in Sumter County plan for their financial future, whether that means saving for a down payment on a home or investing for their retirement. With the help of a financial advisor, residents of Sumter County can feel confident that they are making smart financial decisions and securing their financial future.

Mortgage Loan Officer

Residents of Sumter County, FL can benefit from the services of a mortgage loan officer in a variety of ways. Firstly, with the county's population growth rate of 4.5%, many residents are looking to purchase their first homes or upgrade to larger properties. A mortgage loan officer can help these individuals navigate the complex process of obtaining a mortgage, ensuring that they receive the best possible rates and terms. Additionally, Sumter County is home to a large number of retirees, many of whom may be interested in purchasing second homes or investment properties. A mortgage loan officer can help these individuals understand the unique financial considerations of purchasing property later in life, such as using retirement savings to make a down payment or managing income from rental properties. Overall, the services of a mortgage loan officer can be invaluable to residents of Sumter County, FL looking to achieve their real estate goals.

Tax Services

Residents of Sumter County, FL can benefit greatly from the guidance of a tax advisor. With the county's growing population and diverse economy, a tax advisor can assist residents with navigating the complexities of tax laws and regulations. For instance, Sumter County is known for its booming retirement communities, which can present unique tax challenges for retirees. A tax advisor can help retirees understand their tax obligations and maximize their retirement benefits. Additionally, Sumter County is home to a number of small businesses, which can also benefit from the expertise of a tax advisor. A tax advisor can assist small business owners with tax planning, compliance, and financial management, allowing them to focus on growing their businesses. Overall, a tax advisor can provide valuable support and guidance to residents of Sumter County, helping them to achieve their financial goals and navigate the complex world of taxes.

Estate Planning Lawyer

Residents of Sumter County, FL can benefit greatly from the services of an estate planning lawyer. These legal professionals can help individuals in the county to create comprehensive estate plans that take into account the unique laws and regulations of Florida. For example, Sumter County has a large population of retirees, and estate planning lawyers can help these individuals to create plans that ensure their assets are distributed according to their wishes after they pass away. Additionally, estate planning lawyers can assist with the creation of trusts, which can be particularly useful for individuals with complex financial situations or those who want to protect their assets from creditors or other potential risks. Overall, the expertise of an estate planning lawyer can provide peace of mind for residents of Sumter County, helping them to protect their assets and ensure that their wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs