Retirement Planning in Grand Haven, MI

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List of Firms

Top Retirement Planners in Grand Haven, MI

West Michigan Wealth Management. LLC
5 out of 5
Location 201 S Beacon Blvd, Grand Haven, MI 49417, USA
Phone (616) 457-7526
Directions
Kar-Mel Financial Planners
Location 7357 S Walker Rd, Spring Lake, MI 49456, USA
Phone (231) 733-1166
Directions
Grand Wealth Management
SEC File# 801-63306
CRD# 132137
Location 333 Bridge St NW Ste 800, Grand Rapids, MI 49504, USA
Phone (616) 451-4228
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
SEC File# 801-120208
CRD# 312073
Location 320 120th Ave, Holland, MI 49424, USA
Phone (616) 820-1040
Directions
LVZ Financial Planning
5 out of 5
Location 240 S River Ave, Holland, MI 49423, USA
Phone (616) 394-4994
Directions
Independence Financial Services
Location 518 W Savidge St # 1, Spring Lake, MI 49456, USA
Phone (616) 842-6000
Directions
SEC File# 801-10746
CRD# 793
5 out of 5
Location 1 S Harbor Dr, Grand Haven, MI 49417, USA
Phone (616) 846-3620
Directions
Edward Jones - Financial Advisor: Matt Strong
SEC File# 801-3297
CRD# 250
5 out of 5
Location 15 S 7th St, Grand Haven, MI 49417, USA
Phone (616) 844-9203
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-117843
CRD# 282011
Location 41 Washington Ave #318, Grand Haven, MI 49417, USA
Phone (248) 224-7733
Directions
SEC File# 801-8095
CRD# 2881
Location 12 Washington Ave #200, Grand Haven, MI 49417, USA
Phone (616) 842-2722
Directions
Mariner Wealth Advisors
SEC File# 801-111823
CRD# 289886
Location 250 Monroe Ave NW 4th floor, Grand Rapids, MI 49503, USA
Phone (248) 377-8761
Directions
Retirement Planning Made Easy
Location 89 Ionia Ave NW, Grand Rapids, MI 49503, USA
Phone (800) 903-2562
Directions
Abbit Management Corp.
Location 16986 Robbins Rd #100, Grand Haven, MI 49417, USA
Phone (616) 842-0280
Directions
Retirement Planning in Grand Haven, MI

About Grand Haven, MI for Those Planning to Retire

Grand Haven, MI is a charming city nestled on the shores of Lake Michigan, boasting a rich history and a vibrant community. The city is home to several landmarks, including the iconic Grand Haven Lighthouse and the historic Musical Fountain, which puts on a dazzling display of lights and water every night during the summer months. As for top employers, Grand Haven is home to a diverse range of businesses, from manufacturing companies like Shape Corp and JSJ Corporation to healthcare providers like North Ottawa Community Health System and Spectrum Health. When it comes to transportation, Grand Haven is conveniently located near major highways like US-31 and I-96, making it easy to get around the region. The city also has several major streets, including Harbor Drive, Washington Avenue, and Columbus Avenue, which are lined with shops, restaurants, and other attractions. As for neighborhoods, Grand Haven has something for everyone. The downtown area is bustling with activity, while the nearby historic district boasts beautiful homes and charming streetscapes.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Grand Haven, MI can benefit from a bank in numerous ways. Firstly, banks in Grand Haven can provide financial assistance to individuals and businesses in the form of loans, credit cards, and mortgages. This is especially important for small business owners who require funding to grow their businesses. Secondly, banks can offer investment services to residents who are looking to grow their wealth. This can include stocks, bonds, and mutual funds. Thirdly, banks can provide various financial services such as checking and savings accounts, online banking, and mobile banking. This is especially important for residents who require quick and easy access to their funds. Additionally, banks in Grand Haven can provide financial education to residents, which can help them better understand their finances and make informed financial decisions. With Grand Haven being a popular tourist destination, banks can also offer foreign currency exchange services to visitors. Overall, banks in Grand Haven can play a crucial role in helping residents manage their finances and achieve their financial goals.

Insurance Broker

Residents of Grand Haven, MI can benefit greatly from the expertise of an insurance broker. With a population of just over 10,000 people, Grand Haven is a small but vibrant community located on the shores of Lake Michigan. Due to its proximity to the water, residents may be at risk for flooding and other water-related damage. An insurance broker can help residents navigate the complexities of flood insurance and ensure that they have adequate coverage to protect their homes and belongings. Additionally, an insurance broker can help residents find the best rates on home, auto, and life insurance policies, taking into account factors such as age, driving record, and family size. With so many options available, it can be overwhelming for residents to choose the right insurance plan. An insurance broker can simplify the process and provide peace of mind for residents in Grand Haven and beyond.

Wealth Management

Residents of Grand Haven, MI could benefit from the expertise of a wealth manager in a variety of ways. One specific example is the potential for investment opportunities in the local tourism industry. Grand Haven is a popular destination for tourists, with its scenic beaches and historic lighthouse drawing visitors from all over the country. A wealth manager could help residents capitalize on this by identifying investment opportunities in local hotels, restaurants, and attractions. Additionally, a wealth manager could assist residents in creating a comprehensive financial plan that takes into account the unique challenges and opportunities of living in a small, tight-knit community like Grand Haven. This might include strategies for saving for retirement, managing debt, and maximizing tax benefits. With the help of a skilled wealth manager, residents of Grand Haven could feel more confident and secure in their financial future.

Financial Advisor

Residents of Grand Haven, MI would benefit from the guidance of a financial advisor in a multitude of ways. With its proximity to Lake Michigan and the abundance of outdoor activities available, many residents may prioritize spending on recreational pursuits, potentially neglecting their long-term financial goals. A financial advisor can help individuals create a comprehensive financial plan that balances their current lifestyle with their future aspirations. Additionally, Grand Haven is a popular tourist destination, with many residents owning rental properties or operating small businesses. A financial advisor can offer guidance on investment opportunities and tax implications specific to the tourism industry. Furthermore, Grand Haven has a significant population of retirees, and a financial advisor can assist in creating a retirement plan that ensures a comfortable and secure future. Overall, a financial advisor can provide invaluable support to residents of Grand Haven, MI, helping them navigate the unique financial landscape of this vibrant lakeside community.

Mortgage Loan Officer

Residents of Grand Haven, MI can benefit from the expertise of a mortgage loan officer in a multitude of ways. One of the most common ways is by helping them navigate the complex and ever-changing housing market in the area. Grand Haven is a picturesque city located on the eastern shore of Lake Michigan, known for its stunning beaches and historic downtown district. However, with its prime location and desirable amenities, the housing market in Grand Haven can be fiercely competitive and difficult to navigate. A mortgage loan officer can provide invaluable guidance on the best loan options available to residents, as well as help them understand the nuances of the local real estate market. They can also assist in securing the necessary financing to purchase a home in Grand Haven, which can be particularly challenging for first-time homebuyers or those with less-than-stellar credit. With the help of a knowledgeable mortgage loan officer, residents of Grand Haven can achieve their dream of homeownership and enjoy all that this vibrant city has to offer.

Tax Services

Residents of Grand Haven, MI would benefit greatly from the expertise of a tax advisor. With a population of approximately 11,000 people, Grand Haven is a small city located on the eastern shore of Lake Michigan. The area is known for its beautiful beaches and thriving tourism industry, which can complicate tax filings for both individuals and businesses. A tax advisor can provide guidance on deductions related to rental properties or income earned through short-term rentals, as well as navigating the complexities of state and local tax laws. Additionally, many residents of Grand Haven are retirees or nearing retirement age, and a tax advisor can offer strategies for maximizing retirement savings and minimizing tax liabilities. With the help of a skilled tax advisor, residents of Grand Haven can ensure that they are making informed financial decisions and keeping more of their hard-earned money.

Estate Planning Lawyer

Residents of Grand Haven, MI can benefit greatly from the services of an estate planning lawyer. These lawyers specialize in helping individuals develop a comprehensive plan for their assets and property in the event of their death or incapacitation. For Grand Haven residents, this may include considerations for the unique geography and climate of the area. For example, an estate planning lawyer may advise clients on how to protect their waterfront property from erosion or flooding, or how to ensure that their assets are distributed fairly among family members who may have differing opinions on the value of lakefront property. Additionally, an estate planning lawyer can help residents navigate the complex laws and regulations surrounding estate taxes, trusts, and probate court in Michigan. With the guidance of an experienced estate planning lawyer, Grand Haven residents can have peace of mind knowing that their assets and loved ones will be taken care of according to their wishes.

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