List of Firms
Top Retirement Planners in Leon County, FL
Poppell Financial Group, LLC
Tallahassee Financial Advisors
Jaime A. Planells, CFP® - Raymond James
Prudential - Trey Laffitte, CFP®, RICP®, ChFC®
Rosenberg Alvis Ambrose Wealth Management
Prudential: Steve Halsell, CFP®, ChFC®, WMCP®, RICP®, CASL®
Rally Point Financial Group
The Vedder Group
TNB Financial Services
Palmer • Planells Wealth Group | Raymond James
Cassedy & Company
About Leon County, FL for Those Planning to Retire
Leon County, FL is a vibrant and diverse community located in the heart of the Sunshine State. With a rich history and a thriving economy, this county is home to a plethora of landmarks, top employers, major highways and streets, and unique neighborhoods that make it a desirable place to live, work, and play. From the towering Florida State Capitol Building to the iconic Florida State University campus, Leon County boasts some of the most recognizable landmarks in the state. Other notable landmarks include the Tallahassee Museum, the Alfred B. Maclay Gardens State Park, and the Challenger Learning Center. As for top employers, Leon County is home to a diverse range of businesses and organizations, including the State of Florida, Florida State University, Tallahassee Memorial Healthcare, and the City of Tallahassee. These employers provide jobs for thousands of residents and help drive the local economy.
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
A retirement planner in Leon County, FL can provide a wide range of retirement planning services to help individuals prepare for their golden years. One of the specific services that a retirement planner in Leon County, FL can offer is guidance on how to navigate the unique tax laws and regulations in the state of Florida. With its lack of state income tax and favorable estate tax laws, Florida is a popular destination for retirees. However, there are still many complex tax issues that retirees need to be aware of, such as how to minimize taxes on Social Security benefits and how to structure their retirement income to avoid triggering unnecessary taxes. A retirement planner in Leon County, FL can help individuals understand these complexities and develop a tax-efficient retirement plan that maximizes their retirement income while minimizing their tax burden.
Leon County, FL is the ultimate destination for anyone seeking a retirement planner. The county boasts a plethora of financial advisors, investment managers, and retirement planners who are equipped with the knowledge and expertise to guide retirees towards their financial goals. The county's strategic location and vibrant economy provide a conducive environment for retirement planning, with a wide range of investment opportunities and financial products available. Additionally, Leon County's retirement planners are known for their exceptional customer service, attention to detail, and personalized approach to retirement planning. They take the time to understand each client's unique financial situation and tailor their advice and recommendations accordingly. Whether you're looking to invest in real estate, stocks, or mutual funds, Leon County's retirement planners have got you covered. With their bursty and complex approach to financial planning, you can be assured of a retirement plan that is both comprehensive and effective.
A retirement planner in Leon County, FL is a financial expert who helps individuals plan for their retirement years. This includes analyzing their current financial situation, determining their retirement goals, and developing a personalized retirement plan. In Leon County, FL, retirement planning is particularly complex due to the area's unique demographics and economic factors. With a large population of retirees and a growing number of younger residents, retirement planners in Leon County must navigate a diverse range of financial needs and goals. Additionally, the county's economy is heavily influenced by the state government and the healthcare industry, which can impact retirement planning strategies. A skilled retirement planner in Leon County must be able to navigate these complexities and develop customized solutions that meet the unique needs of each client.
Leon County, FL residents should consider reaching out to a retirement planner when they are approaching retirement age or have already retired. This is especially important for those who have lived in Leon County for a significant amount of time, as the cost of living and economic climate in the area can greatly impact their retirement plans. With its diverse population and unique blend of urban and rural areas, Leon County presents a complex set of challenges and opportunities for retirees. A retirement planner can help residents navigate these complexities and create a personalized plan that takes into account their unique financial situation, retirement goals, and lifestyle preferences. Whether residents are looking to downsize, start a second career, or travel the world, a retirement planner can provide the guidance and support they need to make the most of their retirement years in Leon County.
When it comes to finding a retirement planner in Leon County, FL, there are several important qualities to consider. Firstly, the planner should possess a deep understanding of the local economy and financial landscape. Leon County is home to a diverse range of industries, including healthcare, education, and government, which can all have a significant impact on retirement planning. Additionally, the planner should be able to navigate the complex tax laws and regulations that apply specifically to Florida residents. They should also have a comprehensive understanding of the various retirement savings options available, such as IRA's, 401(k)'s, and pensions. Finally, the planner should be able to communicate effectively with clients, listening carefully to their unique needs and goals and providing personalized advice and guidance. In a county as dynamic and varied as Leon, a retirement planner must be adaptable, knowledgeable, and committed to helping their clients achieve financial security in their golden years.
Leon County, FL is home to some of the top retirement plan providers in the state. Among them is Vanguard, a company known for its low-cost index funds and exceptional customer service. With its headquarters in Pennsylvania, Vanguard has a strong presence in Leon County, FL, offering a wide range of investment options to retirees. Another top retirement plan provider in Leon County, FL is Fidelity Investments, which has been serving the needs of retirees for over 70 years. Fidelity Investments offers a variety of retirement products, including mutual funds, annuities, and IRAs, making it a popular choice among retirees in Leon County, FL. Additionally, T. Rowe Price, a company that has been providing investment services for over 80 years, has a strong presence in Leon County, FL. T. Rowe Price offers a variety of retirement products, including mutual funds, annuities, and IRAs, making it a popular choice among retirees in Leon County, FL.
Retirement planners in Leon County, FL typically get compensated in a variety of ways. Some may charge a flat fee for their services, while others may work on a commission basis, receiving a percentage of the assets they manage. Additionally, some planners may receive compensation through a combination of fees and commissions. In Leon County, FL, it is not uncommon for retirement planners to specialize in working with clients who have unique financial situations, such as small business owners or individuals with complex investment portfolios. These planners may charge higher fees due to the specialized nature of their services. Overall, the compensation structure for retirement planners in Leon County, FL varies depending on the individual planner and the needs of their clients.