Retirement Planning in Midland, MI

We did the hard work of finding trustworthy partners in Midland, MI. Fill out the form to get connected.
Scroll to List of Firms

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Midland, MI

Garl Greg
Location 5800 Eastman Ave, Midland, MI 48640, USA
Phone (989) 837-3683
Language http://www.greggarl.com/
Directions
Edward Jones:
Location 5916 Eastman Ave # C, Midland, MI 48640, USA
Phone (989) 835-1231
Language https://www.edwardjones.com/
Directions
Tri-Star Trust Bank
5 out of 5
Location 200 E Main St #100, Midland, MI 48640, USA
Phone (989) 492-7620
Language http://www.tristartrust.com/
Directions
Main Financial Group
Location 910 Eastlawn Dr #100, Midland, MI 48642, USA
Phone (989) 486-8080
Directions
Weston Woodbridge - Thrivent
Location 1515 Commerce Dr Ste G, Midland, MI 48642, USA
Phone (989) 835-2600
Language https://connect.thrivent.com/weston-woodbridge?utm_source=GMB&utm_medium=Yext&y_source=1_MTcyOTIyNjQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Hantz Financial Services - Midland, Michigan
4 out of 5
Location 2603 W Wackerly St #100, Midland, MI 48640, USA
Phone (989) 839-4916
Language http://www.hantzgroup.com/
Directions
Great Lakes Financial Services
Location 1509 Washington St B, Midland, MI 48640, USA
Phone (989) 839-8151
Directions
Retirement Planning in Midland, MI

About Midland, MI for Those Planning to Retire

Midland, MI is a charming city located in the heart of Michigan's Great Lakes Bay Region. This city is known for its stunning landmarks, including the Dow Diamond, which is home to the Great Lakes Loons minor league baseball team, and the Midland Center for the Arts, which showcases a variety of cultural events throughout the year. The city is also home to numerous top employers, including Dow Chemical, Dow Corning, and MidMichigan Health, which offer a wide range of job opportunities to residents. When it comes to major highways and streets, Midland is conveniently located near several major thoroughfares, including US-10, M-20, and M-47, making it easy for residents to get around town and explore the surrounding area. Finally, Midland is home to several diverse neighborhoods, each with its own unique character and charm, including the historic downtown area, the peaceful tree-lined streets of the West End, and the family-friendly neighborhoods of the East End.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Midland, MI can benefit from a bank in various ways. One of the most common ways is through providing financial assistance to small businesses, which are the backbone of the city's economy. Banks can offer loans and lines of credit to entrepreneurs looking to start or expand their businesses, allowing them to create jobs and contribute to the local economy. Additionally, banks can provide personalized financial advice and education to help residents manage their finances more effectively. This is particularly important in Midland, where the cost of living is relatively high compared to other cities in Michigan. By working with a bank, residents can learn how to budget their money, save for the future, and invest wisely. Overall, banks play a critical role in supporting the economic growth and financial well-being of Midland's residents.

Insurance Broker

Residents of Midland, MI can benefit greatly from the services of an insurance broker. With the city's economy heavily reliant on the chemical and manufacturing industries, residents may require specific insurance coverage to protect their homes, businesses, and personal assets from any potential environmental hazards. An insurance broker can help residents navigate the complexities of insurance policies and provide tailored solutions to their unique needs. Additionally, with the city's proximity to the Great Lakes, residents may require specialized coverage for flood and water damage. An insurance broker can provide expert advice on the best policies to protect against these risks. Overall, an insurance broker can be a valuable resource for Midland, MI residents looking to protect themselves and their assets in an ever-changing and unpredictable world.

Wealth Management

Residents of Midland, MI can benefit greatly from the services of a wealth manager. With a strong economy driven by manufacturing, healthcare, and education, the city offers plenty of opportunities for wealth creation. However, managing that wealth can be a complex and overwhelming task. A wealth manager can help residents navigate the intricacies of investment strategies, tax planning, and estate planning. They can also provide guidance on retirement planning, college savings, and insurance needs. Additionally, a wealth manager can help residents with charitable giving, which is a common practice in Midland, MI. The city is home to several philanthropic organizations, including the Midland Area Community Foundation and the Dow Chemical Company Foundation. A wealth manager can help residents maximize their charitable contributions and make a positive impact on their community. Overall, a wealth manager can provide valuable support and guidance to residents of Midland, MI as they work to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Midland, MI can greatly benefit from the guidance of a financial advisor in a multitude of ways. With its thriving economy, Midland is home to many successful businesses and high-income earners, making it crucial for individuals to have a solid financial plan in place. A financial advisor can assist in creating a comprehensive budget, managing debt, and investing in the right opportunities for long-term growth. Furthermore, with the recent boom in the oil and gas industry, many Midland residents have found themselves with sudden wealth and may require assistance in managing their newfound assets. A skilled financial advisor can provide invaluable advice on tax planning, estate planning, and retirement planning to ensure that individuals are financially secure both now and in the future. Overall, a financial advisor is a valuable resource for residents of Midland, MI looking to achieve their financial goals and build a stable financial future.

Mortgage Loan Officer

Residents of Midland, MI can benefit from the expertise of a mortgage loan officer in a variety of ways. For instance, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage loan, which can be challenging due to the unique housing market of Midland. With its mix of historic homes and modern developments, Midland offers a diverse range of housing options, each with its own set of challenges when it comes to securing financing. Additionally, a mortgage loan officer can help residents understand the various types of loans available to them, such as FHA or VA loans, and determine which option is best suited to their needs. By working with a mortgage loan officer, residents of Midland can ensure that they are making informed decisions about their financial future and securing the best possible terms for their mortgage.

Tax Services

Residents of Midland, MI could benefit from the expertise of a tax advisor in a number of ways. Firstly, with the presence of Dow Chemical Company, one of the largest chemical producers in the world, many residents may have complex tax situations related to stock options or other forms of compensation. Additionally, Midland is home to many retirees who may need assistance with tax planning and minimizing their tax liability during retirement. Furthermore, with the recent changes to the tax code, a tax advisor can help residents navigate the new laws and ensure they are taking advantage of all available deductions and credits. In short, a tax advisor can provide invaluable assistance to residents of Midland, MI in managing their tax obligations and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Midland, MI can benefit from an estate planning lawyer in several ways. One specific way is through the creation of a comprehensive estate plan that takes into account the unique needs of the community. With the city being home to Dow Chemical Company, many residents may have complex assets such as stock options, retirement plans, and intellectual property. An estate planning lawyer can help individuals navigate these complexities and ensure that their assets are distributed according to their wishes. Additionally, with the city being prone to severe weather conditions such as tornadoes and floods, an estate planning lawyer can help residents prepare for unexpected events by creating a plan that includes provisions for emergency situations. Overall, an estate planning lawyer can provide peace of mind and ensure that residents of Midland, MI have a plan in place to protect their assets and loved ones.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Midland, MI are comprehensive and tailored to meet the unique needs of each client. The planner can provide services such as investment management, tax planning, estate planning, and social security optimization. Midland, MI is home to several large corporations, including Dow Chemical and Dow Corning, which can provide significant retirement benefits to their employees. The retirement planner can help clients navigate the complexities of these benefits and ensure they are maximizing their retirement income. Additionally, Midland, MI is located in the heart of the Great Lakes Bay Region, which offers a variety of retirement living options, from urban apartments to rural estates. The planner can assist clients in finding the perfect retirement community to fit their lifestyle. With the help of a retirement planner in Midland, MI, clients can feel confident in their retirement plan and enjoy their golden years to the fullest.

Midland, MI is the ultimate destination for retirees who are seeking a reliable and efficient retirement planner. The city is home to a plethora of financial institutions and advisory firms that specialize in retirement planning. Midland boasts a unique blend of small-town charm and big-city amenities, making it an ideal location for those who want to enjoy a peaceful retirement without sacrificing access to essential services. What sets Midland apart from other cities is its vibrant community of retirees who have already experienced the benefits of working with a skilled retirement planner. With its diverse range of financial experts, Midland offers retirees an unparalleled level of expertise and guidance in navigating the complexities of retirement planning. Whether you're looking to invest in stocks, bonds, or real estate, Midland has everything you need to make informed decisions about your financial future.