Estate Planning Attorneys in Cambridge, MN

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List of Firms

Top Cambridge, MN Estate Planning Law Firms

Lindberg & Mckinnis: Mc Kinnis D Sherwood
Location 200 3rd Ave NE #300, Cambridge, MN 55008, USA
Phone (763) 689-9596
Directions
Joslin & Moore Law Office PA
5 out of 5
Location 221 2nd Ave NW, Cambridge, MN 55008, USA
Phone (763) 689-4101
Directions
Anderson Angela
Location 538 Main St S #150, Cambridge, MN 55008, USA
Phone (763) 689-8931
Directions
Kelsey Michelle
2 out of 5
Location 100 Buchanan St N #1, Cambridge, MN 55008, USA
Phone (763) 689-8931
Directions
Estate Planning Lawyers in Cambridge, MN

Where Estate Planners in Cambridge, MN Serve

Cambridge, MN is a charming city located in Isanti County, Minnesota. The city is home to several landmarks including the Cambridge Medical Center, the Rum River State Forest, and the Cambridge City Park. The top employers in the city include the Cambridge-Isanti School District, the Cambridge Medical Center, and the City of Cambridge. Major highways that run through the city include Highway 65 and Highway 95, while Main Street and South Ashland Street are the major streets in the city. Cambridge is divided into several neighborhoods including the North Cedar Street neighborhood, the South Main Street neighborhood, and the Rum River neighborhood. Overall, Cambridge is a vibrant city with a rich history and a strong sense of community.

Financial Services Related to Estate Planning in Cambridge, MN

Banks and Credit Unions

Residents of Cambridge, MN can benefit from a bank in several ways. One of the most common ways is through access to financial services such as savings and checking accounts, loans, and credit cards. With a bank, residents can easily manage their finances, pay bills, and save for the future. Additionally, banks in Cambridge, MN can provide financial education and guidance to help residents make informed decisions about their money. For example, a bank could offer advice on how to save for a down payment on a house, or how to build credit. With its growing population and diverse economy, Cambridge, MN is a community that can greatly benefit from the services and resources that a bank can provide.

Insurance Broker

Residents of Cambridge, MN could benefit greatly from the services of an insurance broker. With the harsh winter weather that can hit the area, homeowners and drivers alike would benefit from having a broker help them find the right coverage for their needs. Additionally, the town has a growing population of small business owners who could benefit from the expertise of a broker in finding the right insurance policies to protect their businesses. With the help of an insurance broker, residents of Cambridge, MN can have peace of mind knowing that they are adequately covered in the event of unexpected events such as natural disasters or accidents.

Retirement Planning

Residents of Cambridge, MN could benefit greatly from the expertise of a retirement planner. With a population of just over 8,000, many individuals in the area may not have access to the resources or knowledge needed to plan for their retirement. A retirement planner can assist with creating a personalized plan that takes into account factors such as Social Security benefits, 401(k) contributions, and other retirement savings options. Additionally, with Cambridge being a rural community, a retirement planner can help residents navigate the unique challenges that come with living in a smaller town, such as limited investment opportunities and a potentially smaller job market. By working with a retirement planner, residents of Cambridge can feel confident in their ability to achieve their retirement goals and enjoy their golden years.

Wealth Management

Residents of Cambridge, MN can benefit greatly from the services of a wealth manager. A wealth manager can help residents of Cambridge, MN with financial planning, investment management, retirement planning, and estate planning. Additionally, a wealth manager can help residents of Cambridge, MN navigate the unique financial challenges of living in a rural community. For example, a wealth manager can help residents of Cambridge, MN plan for the financial impact of a bad harvest or a downturn in the local economy. Overall, a wealth manager can provide residents of Cambridge, MN with peace of mind and financial security.

Financial Advisor

Residents of Cambridge, MN can benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor can help is by creating a personalized plan for retirement savings. With many residents in Cambridge working in industries such as manufacturing and healthcare, having a solid retirement plan is crucial for their financial future. A financial advisor can also assist with budgeting and debt management, which can be especially helpful for those who may be struggling to make ends meet due to the rising cost of living in the area. Additionally, with Cambridge being a small town, many residents may not have access to the same financial resources as those in larger cities, making the guidance of a financial advisor even more valuable.

Mortgage Loan Officer

Residents of Cambridge, MN would be helped by a mortgage loan officer in a variety of ways. One specific benefit for residents of Cambridge is that a mortgage loan officer can help them navigate the local housing market. With Cambridge's growing population and limited housing inventory, finding the right home at the right price can be a challenge. A mortgage loan officer can assist residents in understanding their financing options, including down payment assistance programs and first-time homebuyer programs, which can make homeownership more accessible. Additionally, a mortgage loan officer can help residents understand the local real estate market and provide guidance on negotiating with sellers. By working with a mortgage loan officer, residents of Cambridge can feel confident in their home buying decisions and achieve their dreams of homeownership.

Tax Services

Residents of Cambridge, MN could benefit from the expertise of a tax advisor in several ways. For starters, a tax advisor can help individuals navigate the complex tax code and ensure that they are taking advantage of all available deductions and credits. This could lead to significant savings on their tax bill. Additionally, residents of Cambridge, MN who own small businesses or rental properties could benefit from the advice of a tax advisor on how to structure their finances in a tax-efficient manner. For example, a tax advisor could help them understand how to depreciate assets or take advantage of deductions related to business expenses. Overall, a tax advisor can provide valuable guidance to residents of Cambridge, MN on how to minimize their tax liability and make the most of their financial resources.

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