Retirement Planning in Leelanau County, MI

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List of Firms

Top Retirement Planners in Leelanau County, MI

Elemint Wealth Management
5 out of 5
Location 12930 S W Bay Shore Dr, Traverse City, MI 49684, USA
Phone (231) 486-0804
Language https://elemintwealth.com/
Directions
Pillar Financial Services LLC
Location 101 Dame St, Suttons Bay, MI 49682, USA
Phone (231) 271-1120
Directions
Resilient Financial Planning
SEC File# 801-120528
CRD# 124242
5 out of 5
Location 236 1/2 E Front St, Traverse City, MI 49684, USA
Phone (231) 714-9455
Language https://resilientfp.com/
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location Glen Arbor, MI 49636, USA
Language https://www.edwardjones.com/
Directions
Legacy Financial Services Group
Location 5499, 10691 E Carter Rd # 101, Traverse City, MI 49684, USA
Phone (231) 933-0631
Language http://www.discoverlegacy.net/
Directions
Up North Financial, LLC
SEC File# 801-120926
CRD# 150996
5 out of 5
Location 223 E State St #200, Traverse City, MI 49684, USA
Phone (231) 929-9300
Language http://upnorthfinancial.com/
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: 9:00 AM – 12:00 PM Sunday: Closed
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Retirement Planning in Leelanau County, MI

About Leelanau County, MI for Those Planning to Retire

Leelanau County, located in the northern region of Michigan's Lower Peninsula, is a picturesque area known for its stunning natural beauty, charming small towns, and rich cultural heritage. The county is home to a number of notable landmarks, including the Sleeping Bear Dunes National Lakeshore, a breathtaking stretch of sand dunes that rise up to 450 feet above Lake Michigan. Other popular attractions include the Leelanau Peninsula Wine Trail, which features over 20 wineries and vineyards, and the historic Fishtown district in the village of Leland, where visitors can explore a collection of restored fishing shanties and docks. In terms of top employers, Leelanau County is largely driven by tourism and agriculture, with many businesses in the hospitality and food production sectors. Major employers in the area include the Grand Traverse Resort and Spa, the Leelanau Sands Casino, and the Leelanau Fruit Company, which produces a variety of fruit-based products.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Leelanau County, MI can benefit from a bank in various ways. Firstly, the bank can provide financial assistance to small businesses that are prevalent in the county, especially those in the tourism industry. With its scenic beauty and wineries, Leelanau County attracts a significant number of tourists, and the bank can help these businesses with loans and other financial products to expand and grow. Secondly, the bank can offer mortgages and home equity loans to residents looking to purchase or renovate their homes. Given that Leelanau County has a high cost of living, these financial products can help residents achieve their homeownership goals. Lastly, the bank can offer financial literacy programs that can help residents manage their finances effectively. With the county's aging population, such programs can be critical in ensuring that residents are financially secure in their retirement years.

Insurance Broker

Residents of Leelanau County, MI could benefit from the services of an insurance broker in a multitude of ways. For one, an insurance broker can help residents navigate the unique challenges of living in a rural area, where access to healthcare and emergency services may be limited. Additionally, an insurance broker can help residents find affordable insurance options that meet their specific needs, whether they are farmers, small business owners, or retirees. With the recent economic downturn caused by the COVID-19 pandemic, many residents of Leelanau County may be struggling financially and could benefit from an insurance broker's expertise in finding cost-effective insurance plans. Furthermore, an insurance broker can provide valuable guidance and support throughout the claims process, ensuring that residents receive the compensation they are entitled to in the event of an accident or other unforeseen circumstance. Overall, an insurance broker can be an invaluable resource for residents of Leelanau County, helping them to protect their health, their assets, and their peace of mind.

Wealth Management

Residents of Leelanau County, MI could greatly benefit from the services of a wealth manager. With a population of just over 20,000, this rural community is known for its stunning natural beauty and thriving tourism industry. However, many residents may struggle with managing their finances and investments, particularly those who rely on seasonal work or small businesses. A wealth manager could provide guidance on everything from retirement planning to tax strategies, helping residents to secure their financial futures. Additionally, with the recent growth of the tech industry in nearby Traverse City, a wealth manager could help Leelanau County residents to navigate the complexities of investing in emerging technologies and startups. Overall, a wealth manager could be a valuable resource for anyone looking to build and protect their wealth in this unique and vibrant community.

Financial Advisor

Residents of Leelanau County, MI could greatly benefit from the expertise of a financial advisor. With its diverse economy that includes agriculture, tourism, and manufacturing, there are many opportunities for individuals to invest their money and grow their wealth. However, navigating the complex world of finance can be daunting, especially for those without a background in economics or business. A financial advisor can help residents of Leelanau County make informed decisions about their money, whether it's creating a budget, investing in stocks or real estate, or planning for retirement. Additionally, with the county's high cost of living and relatively low median income, a financial advisor can provide valuable guidance on how to stretch their dollars and make the most of their resources. Overall, a financial advisor can be a valuable asset to anyone looking to secure their financial future in Leelanau County.

Mortgage Loan Officer

Residents of Leelanau County, MI can benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help residents in Leelanau County, MI to secure a mortgage loan that suits their financial situation. This is particularly important in Leelanau County, MI, where the cost of living is relatively high compared to other areas in Michigan. Secondly, a mortgage loan officer can assist residents in Leelanau County, MI to navigate the complex process of securing a mortgage loan. This can include helping residents to understand the different types of mortgage loans available, as well as the various fees and charges associated with securing a mortgage loan. Lastly, a mortgage loan officer can offer advice to residents in Leelanau County, MI on how to improve their credit score, which can help them to secure a better interest rate on their mortgage loan.

Tax Services

Residents of Leelanau County, MI could greatly benefit from the expertise of a tax advisor. With the county's thriving tourism industry, many residents may have income from short-term rentals or seasonal employment, which can complicate their tax situation. Additionally, Leelanau County is home to a large number of retirees, who may have unique tax considerations such as Social Security benefits and IRA withdrawals. A tax advisor can help these individuals navigate the complex tax code and ensure they are taking advantage of all available deductions and credits. Furthermore, with the recent changes to the tax laws, it is more important than ever for residents of Leelanau County to seek the guidance of a tax advisor to avoid costly mistakes and maximize their tax savings.

Estate Planning Lawyer

Residents of Leelanau County, MI can benefit from the services of an estate planning lawyer in several ways. One specific example is that the lawyer can assist them in developing a plan to protect their assets from the high costs of long-term care in the county. With an aging population, long-term care costs are a significant concern in Leelanau County, MI, and an estate planning lawyer can help residents navigate the complex Medicaid rules and regulations. The lawyer can also help residents create a comprehensive estate plan that includes wills, trusts, and powers of attorney to ensure that their assets are distributed according to their wishes after they pass away. Additionally, the lawyer can help residents minimize estate taxes and avoid probate, which can be a lengthy and expensive process in Leelanau County, MI. Overall, an estate planning lawyer can provide invaluable assistance to residents of Leelanau County, MI in protecting their assets and ensuring that their wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Leelanau County, MI are tailored to meet the unique needs of each client. With an in-depth understanding of the local economy and financial landscape, the planner can provide comprehensive retirement planning services that take into account factors such as tax laws, investment options, and healthcare costs. From creating a personalized retirement plan to managing investments and maximizing Social Security benefits, the planner can help clients achieve their retirement goals. Leelanau County, MI, known for its breathtaking natural beauty and thriving tourism industry, presents unique challenges and opportunities for retirement planning. The planner can help clients navigate these complexities and make informed decisions that will ensure a comfortable and secure retirement.

Leelanau County, MI is a phenomenal location to find a retirement planner due to its remarkable natural beauty and abundance of resources. With its stunning vistas of Lake Michigan and rolling hills, Leelanau County provides a tranquil and picturesque setting for retirees to enjoy their golden years. Moreover, the county is home to a diverse and thriving community, with numerous cultural events and recreational activities available year-round. From hiking and biking trails to award-winning wineries and restaurants, there is something for everyone in Leelanau County. Additionally, the area boasts a strong economy and access to top-notch healthcare facilities, making it an ideal location for retirees seeking to plan for their financial future. With its unique blend of natural beauty, cultural richness, and economic stability, Leelanau County is undoubtedly the best place to find a retirement planner.