List of Firms
Top Retirement Planners in Duval County, FL
Terry Surrency - UBS Financial Services Inc.
Professional Retirement Services
Brian Chappell, CRPS - UBS Financial Services Inc.
InVestra Financial Services
Florida Wealth Planning Group - Ameriprise Financial Services, LLC
Jerald I Seebol - Morgan Stanley
Total Business Planning Inc.
Elicia Mundy - UBS Financial Services Inc.
Reid T Fitzpatrick Financial Planning
Petros Estate & Retirement Planning
Jax Wealth Advisors
About Duval County, FL for Those Planning to Retire
Duval County, located in the northeastern part of Florida, is a bustling hub of activity with a rich history and diverse culture. From the iconic Jacksonville Beach to the historic Riverside neighborhood, there is something for everyone in this vibrant community. Landmarks in Duval County include the Jacksonville Zoo and Gardens, the Cummer Museum of Art and Gardens, and the Jacksonville Landing, a popular shopping and dining destination. The county is also home to several major highways, including I-95, I-10, and US-1, making it easily accessible from anywhere in the state. Top employers in Duval County include the Mayo Clinic, Naval Air Station Jacksonville, and the Duval County Public Schools. The county is also home to several major corporations, such as CSX Corporation and Fidelity National Information Services. Neighborhoods in Duval County range from the historic Springfield district to the upscale San Marco area. Each neighborhood has its own unique character and charm, with a variety of housing options to suit any lifestyle.
Other Financial Planning Services for Retirement
Banks and Credit Unions
Insurance Broker
Wealth Management
Financial Advisor
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
Retirement Income Planning FAQs
Retirement planning services offered by a retirement planner in Duval County, FL can encompass a wide range of financial and investment strategies. From analyzing current expenses and income to projecting future retirement needs, a retirement planner can help individuals create a personalized plan that meets their unique goals and circumstances. In Duval County, FL, retirement planning services may also include guidance on navigating the complex tax laws of the state, as well as advice on how to maximize Social Security benefits. Additionally, a retirement planner may provide insight into local resources and opportunities for seniors, such as community centers, volunteer organizations, and healthcare providers. With their expertise and knowledge of the local area, a retirement planner in Duval County, FL can help individuals achieve a comfortable and secure retirement.
Duval County, FL is the ultimate destination for retirees seeking the best retirement planners. With its idyllic beaches, warm climate, and vibrant culture, Duval County offers a plethora of opportunities for seniors to enjoy their golden years. What sets Duval County apart from other retirement destinations is its robust financial planning industry. The county is home to some of the most highly skilled and experienced retirement planners in the country. These professionals are well-versed in the intricacies of retirement planning, including Social Security optimization, estate planning, and investment management. They are also adept at navigating the complex tax laws that affect retirees. Whether you are looking to maximize your retirement income or ensure that your assets are passed down to your loved ones, Duval County's retirement planners have the expertise to help you achieve your goals. With their guidance, you can rest assured that you will enjoy a comfortable and secure retirement in one of the most beautiful and welcoming communities in the country.
A retirement planner in Duval County, FL specializes in helping individuals plan for their golden years. They analyze their clients' current financial situation and create a personalized plan to achieve their retirement goals. Duval County, FL is home to a diverse population, including a large number of military veterans. As a result, retirement planners in this area must have a deep understanding of the unique challenges facing veterans and their families when it comes to retirement planning. They must also be well-versed in the various retirement benefits and resources available to veterans in the area, such as the Jacksonville Veterans Memorial Arena and the Veterans Memorial Wall. Additionally, retirement planners in Duval County, FL must take into account the potential impact of natural disasters, such as hurricanes, on their clients' retirement plans. This requires a thorough understanding of the local insurance market and the various options available to protect their clients' assets in the event of a disaster.
Residents of Duval County, FL should consider reaching out to a retirement planner when they are approaching their retirement age or are planning to retire soon. With a population of over 950,000, Duval County, FL is the seventh most populous county in Florida. The county is home to several industries, including healthcare, finance, and education. However, the cost of living in Duval County, FL is higher than the national average, which can make it challenging for retirees to maintain their standard of living. A retirement planner can help residents of Duval County, FL navigate the complexities of retirement planning, including managing their retirement income, minimizing taxes, and maximizing their retirement savings. Additionally, a retirement planner can help residents of Duval County, FL plan for unexpected expenses, such as healthcare costs, and ensure that they have a comprehensive retirement plan in place.
A retirement planner in Duval County, FL should possess several important qualities to ensure they can provide the best possible service to their clients. Firstly, they must have a deep understanding of the local market and economic conditions in Duval County, which is known for its diverse economy with a mix of industries such as healthcare, finance, and logistics. Additionally, they should have exceptional communication skills to effectively explain complex financial concepts to their clients in a way that is easy to understand. They must also be detail-oriented and able to analyze financial data to create customized retirement plans that meet their clients' unique needs and goals. Furthermore, they should be knowledgeable about tax laws and regulations in Florida, which can greatly impact retirement planning strategies. Overall, a retirement planner in Duval County, FL should possess a combination of technical expertise, communication skills, and market knowledge to help their clients achieve a comfortable and secure retirement.
Duval County, FL is home to some of the top retirement plan providers in the state. These providers offer a wide range of retirement plans, including 401(k)s, individual retirement accounts (IRAs), and pension plans. One specific provider, headquartered in Duval County, FL, has been recognized for its commitment to sustainable investing. They have implemented an ESG (environmental, social, and governance) investment strategy, which aims to invest in companies that prioritize sustainability and social responsibility. This provider has also partnered with local organizations to promote financial literacy and retirement planning education in Duval County. With such a diverse range of retirement plan providers and a commitment to sustainable investing, Duval County, FL is a great place to retire with peace of mind.
Retirement planners in Duval County, FL are compensated in several ways. One common method is through commission-based fees. This means that the planner receives a percentage of the investments made by their clients. Another way is through hourly or flat-rate fees, where the planner charges a set amount for their services. Additionally, some planners may receive a salary if they work for a financial institution. It is important to note that in Duval County, FL, retirement planners must adhere to strict ethical and legal standards set by the state and federal government, as well as industry regulations. This ensures that clients are protected and receive quality financial advice.