Retirement Planning in Kentwood, MI

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List of Firms

Top Retirement Planners in Kentwood, MI

Retirement Planning Inc
Location 500 Cascade W Pkwy SE #210, Grand Rapids, MI 49546, USA
Phone (616) 949-7554
Language http://retirementplanninginc.net/
Directions
ARGI Financial Group
Location 607 Cascade W Pkwy SE, Grand Rapids, MI 49546, USA
Phone (844) 476-2744
Language https://argifinancialgroup.com/
Directions
Kentwood Planning & Zoning
Location 4900 Breton Rd SE, Kentwood, MI 49508, USA
Phone (616) 554-0707
Language https://www.kentwood.us/city_services/city_departments/planning/zoning_ordinance.php
Directions
Financial Advisory Corporation
SEC File# 801-33761
CRD# 105472
Location 4251 Cascade Rd SE, Grand Rapids, MI 49546, USA
Phone (616) 235-5260
Language https://facwealth.com/
Directions
Security Benefits Center
5 out of 5
Location 2350 32nd St SE Ste. 100, Kentwood, MI 49508, USA
Phone (616) 965-6275
Language http://securitybenefitscenter.com/
Directions
Fifth Third Preferred - Jacob Mysliwiec
Location 6210 Kalamazoo Ave SE, Grand Rapids, MI 49508, USA
Phone (616) 771-5040
Language https://preferredspecialist.53.com/mi/grand-rapids/6210-kalamazoo-avenue-southeas.html
Directions
Journey Retirement Plan Services Llc
Location 3001 Orchard Vista Dr SE, Grand Rapids, MI 49546, USA
Phone (616) 558-9491
Language https://journeyrps.com
Directions
Provisio Retirement Partners
5 out of 5
Location 5088 Corporate Exchange Blvd SE SUITE 200, Grand Rapids, MI 49512, USA
Phone (616) 820-0404
Language http://www.provisioretirement.com/
Directions
Sharon Dykhouse - Morgan Stanley
Location 5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546, USA
Phone (616) 974-8923
Language https://advisor.morganstanley.com/sharon.dykhouse?y_source=1_MTA4Mjc4MTYtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
VanSingel Financial Services
Location 7199 Kalamazoo Ave SE Suite 200, Caledonia, MI 49316, USA
Phone (616) 259-1008
Language https://www.vansingelfinancial.com/
Directions
Bailey's Grove Retirement Community
5 out of 5
Location 5252 Bailey's Center Drive SE, Kentwood, MI 49512, USA
Phone (616) 871-9300
Language https://mybrio.org/affordable-housing/
Directions
Retirement Planning in Kentwood, MI

About Kentwood, MI for Those Planning to Retire

Kentwood, MI is a bustling city located in Kent County, Michigan. This vibrant community is home to a variety of landmarks that showcase its rich history and culture. One of the most notable landmarks is the Kentwood City Hall, which serves as the center of government for the city. Other notable landmarks include the Woodland Mall, which is a popular shopping destination, and the Kentwood Community Center, which offers a variety of recreational activities for residents. In terms of employment, Kentwood is home to a number of top employers, including Steelcase, which is a leading manufacturer of office furniture, and Spectrum Health, which is one of the largest healthcare providers in the region. Other major employers in the area include SpartanNash, which is a grocery store chain, and GE Aviation, which is a leading supplier of jet engines. Kentwood is also well-connected to the rest of the region via a number of major highways and streets.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Kentwood, MI would be helped by a bank in a myriad of ways. One of the most common ways is through the provision of loans for various purposes such as home renovation or starting a business. With Kentwood being a rapidly growing city, many residents may require financial assistance to pursue their entrepreneurial dreams or to upgrade their homes. Additionally, the bank can provide financial education to residents to help them make informed decisions about their money. With the complexity of financial markets and the fast-paced nature of modern life, residents may need guidance on how to save, invest, and manage their finances effectively. Finally, banks can offer convenient and secure ways to access money, such as online banking and mobile apps, which are especially important in a city like Kentwood, where residents are always on the move.

Insurance Broker

Residents of Kentwood, MI can benefit greatly from the services of an insurance broker. With the city's diverse population and growing economy, an insurance broker can help individuals and businesses navigate the complex world of insurance policies and find the best coverage to fit their unique needs. For instance, Kentwood is home to several large corporations, including Steelcase and SpartanNash, which require specialized insurance coverage for their operations. Additionally, with the city's location in the Great Lakes region, residents may need specific coverage for natural disasters such as floods or severe weather. An insurance broker can provide expert guidance and help individuals and businesses find the right policies to protect their assets and investments. Furthermore, with the ongoing COVID-19 pandemic, an insurance broker can assist in finding coverage for health and business interruption insurance, ensuring that residents of Kentwood are protected during these uncertain times.

Wealth Management

Residents of Kentwood, MI can benefit from the services of a wealth manager in a multitude of ways. One specific area where a wealth manager can provide valuable assistance is in navigating the complex tax laws that are unique to the state of Michigan. With a wealth manager's expertise, residents can optimize their tax strategies and potentially save thousands of dollars each year. Additionally, a wealth manager can help Kentwood residents plan for their long-term financial goals, such as retirement or college savings, by creating personalized investment portfolios that align with their risk tolerance and objectives. Furthermore, a wealth manager can advise on estate planning, ensuring that assets are distributed according to their clients' wishes and minimizing tax liabilities for their heirs. Overall, the guidance and expertise of a wealth manager can provide Kentwood residents with peace of mind and financial security for years to come.

Financial Advisor

Residents of Kentwood, MI can benefit greatly from the services of a financial advisor. With a population of over 50,000, the city has a diverse mix of individuals with varying financial needs. A financial advisor can assist residents with managing their finances, creating a budget, and planning for their future. In particular, Kentwood is known for its thriving small business community, and a financial advisor can help entrepreneurs with financial planning, cash flow management, and investment strategies. Additionally, Kentwood has a significant population of retirees, and a financial advisor can provide guidance on retirement planning, social security benefits, and estate planning. With the right financial advisor, residents of Kentwood can achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Kentwood, MI can benefit from the expertise of a mortgage loan officer in many ways. For example, a mortgage loan officer can assist residents in navigating the complex and ever-changing world of mortgage lending. In Kentwood, MI, where the housing market is highly competitive, a mortgage loan officer can help residents understand the various mortgage options available to them and help them find the best loan for their specific needs. Additionally, a mortgage loan officer can help residents with the often-daunting task of completing the mortgage application process, which can be complicated and time-consuming. With their knowledge and experience, a mortgage loan officer can help residents secure the financing they need to purchase their dream home in Kentwood, MI.

Tax Services

Residents of Kentwood, MI can benefit from the services of a tax advisor in several ways. One of the most common ways is through tax planning and preparation. A tax advisor can help residents understand the complex tax laws and regulations in Kentwood, MI, and ensure that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can assist residents in creating a long-term tax strategy that can help them save money and avoid penalties. For example, Kentwood, MI has a local income tax that residents must pay in addition to state and federal taxes. A tax advisor can help residents navigate this additional tax and ensure that they are paying the correct amount. Furthermore, a tax advisor can provide guidance on how to minimize the impact of property taxes, which can be high in Kentwood, MI due to the city's strong economy and desirable location. Overall, a tax advisor can be a valuable resource for residents of Kentwood, MI looking to manage their finances and minimize their tax burden.

Estate Planning Lawyer

Residents of Kentwood, MI can benefit from an estate planning lawyer in various ways. For instance, an estate planning lawyer can assist residents in creating wills, trusts, and powers of attorney to ensure their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents minimize estate taxes and avoid probate, which can be a lengthy and costly process. Furthermore, in Kentwood, MI, where the population is diverse, an estate planning lawyer can help residents navigate complex family situations, such as blended families and second marriages, to ensure their assets are distributed fairly. Lastly, an estate planning lawyer can provide guidance on long-term care planning, including Medicaid planning, for residents who may need assistance in the future. Overall, an estate planning lawyer can provide invaluable assistance to residents of Kentwood, MI, ensuring their assets are protected and their wishes are carried out.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in Kentwood, MI are essential for individuals looking to secure their financial future. A retirement planner in Kentwood, MI can provide a range of services, including investment advice, estate planning, and tax planning. With its diverse population and thriving economy, Kentwood, MI offers unique opportunities and challenges for retirement planning. The retirement planner can help clients navigate the complex tax laws and investment landscape of Kentwood, MI, ensuring that they are well-prepared for their golden years. Whether clients are looking to retire in Kentwood, MI or elsewhere, the retirement planner can help them build a comprehensive retirement plan that meets their unique needs and goals. With their expertise and experience, retirement planners in Kentwood, MI can provide peace of mind and financial security for their clients.

Kentwood, MI is the optimal location to obtain a retirement planner due to its thriving financial industry. The city boasts a plethora of financial institutions and advisory firms that specialize in retirement planning, providing a diverse range of options for retirees to choose from. In addition, the city's strategic location in the heart of Michigan's economic hub allows for easy access to a wide range of investment opportunities, from stocks and bonds to real estate and commodities. Furthermore, Kentwood's strong community spirit and commitment to quality of life ensures that retirees can enjoy a comfortable and fulfilling retirement, with ample opportunities for social engagement and cultural enrichment. Overall, Kentwood's unique blend of financial expertise, investment opportunities, and community support makes it the ideal destination for anyone seeking a retirement planner.