Retirement Planning in Summit County, UT

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List of Firms

Top Retirement Planners in Summit County, UT

Investment Management Consultants
SEC File# 801-122373
CRD# 122718
5 out of 5
Location 6465 S 3000 E STE 200, Salt Lake City, UT 84121, USA
Phone (801) 438-2700
Language http://imcportfolio.com/
Directions
Altius Learning Inc.
Location 1830 Prospector Ave, Park City, UT 84060, USA
Phone (435) 731-8048
Language http://www.altiuslearning.com/
Directions
Financial Advisors | U.S. Bancorp Investments
Location 1514 Park Ave, Park City, UT 84060, USA
Phone (435) 647-0417
Language https://www.usbank.com/wealth-management/find-an-advisor/ut/park-city/michael-kundinger.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website
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Kristin Laub - Morgan Stanley
Location 1441 W Ute Blvd Suite 180, Park City, UT 84098, USA
Phone (435) 645-2765
Language https://advisor.morganstanley.com/kristin.laub?y_source=1_MTYxNzI0NjItNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Financial Planning Office LLC
Location 1308 S 1700 E Suite 208, Salt Lake City, UT 84108, USA
Phone (801) 466-4101
Directions
Orion Financial LLC
Location 1389 Center Dr #200, Park City, UT 84098, USA
Phone (877) 594-3340
Language https://www.orionfin.net/?utm_source=gmb%20utah&utm_medium=gmb&utm_campaign=gmb%20utah
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Your Financial Resource, Inc.
Location 738 Canyon Crest Dr, Bountiful, UT 84010, USA
Phone (801) 295-2000
Language http://www.yourfinancialresource.com/
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Retirement Planning in Summit County, UT

About Summit County, UT for Those Planning to Retire

Summit County, UT is a stunning region that's home to a plethora of landmarks and attractions. From the majestic mountains that dominate the skyline to the charming neighborhoods that dot the landscape, there's no shortage of things to see and experience here. Some of the most notable landmarks in Summit County include the Park City Mountain Resort, the Uinta-Wasatch-Cache National Forest, and the Jordanelle Reservoir. In terms of top employers, Summit County is home to a diverse range of businesses and industries. Some of the most prominent employers in the region include the Park City School District, the Park City Mountain Resort, and the Deer Valley Resort. Other notable employers include the Intermountain Healthcare Park City Hospital, the Park City Marriott, and the Montage Deer Valley. When it comes to highways and streets, Summit County is well-connected to the surrounding areas.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Summit County, UT can benefit from a bank in several ways. Firstly, banks can provide loans for individuals looking to purchase homes in the area. Summit County is known for its picturesque mountain views and outdoor recreational activities, making it a desirable location for many. A bank can help residents secure a mortgage and achieve their dream of owning a home in this beautiful area. Additionally, banks can provide financial planning services to help residents save for their future and make informed investment decisions. Summit County is also home to several small businesses, and banks can offer business loans to help these companies grow and thrive. Overall, a bank can be a valuable resource for residents of Summit County, providing them with the financial tools and guidance they need to achieve their goals and improve their quality of life.

Insurance Broker

Residents of Summit County, UT can greatly benefit from the services of an insurance broker. With the county being home to several world-class ski resorts, it is crucial for residents to have proper insurance coverage for winter sports activities. An insurance broker can help individuals and families find the right insurance policies that cover skiing and snowboarding accidents, as well as other winter sports-related injuries. Additionally, Summit County is prone to natural disasters such as wildfires and floods. An insurance broker can assist homeowners in finding the right coverage to protect their homes and belongings in case of such events. The broker can also help businesses in the area find the right insurance policies for their unique needs, such as liability insurance for ski resorts or property insurance for vacation rental properties. With the help of an insurance broker, residents of Summit County can have peace of mind knowing that they are properly covered in case of any unforeseen events.

Wealth Management

Residents of Summit County, UT could benefit from the expertise of a wealth manager in a variety of ways. One specific area where a wealth manager could be particularly helpful is in navigating the local real estate market. Summit County is home to several popular ski resorts, including Park City Mountain Resort and Deer Valley Resort, which attract a significant number of second-home buyers and investors. A wealth manager with knowledge of the local market could help residents make informed decisions about buying, selling, or renting property in the area. Additionally, a wealth manager could provide guidance on tax planning, retirement planning, and estate planning, all of which can be especially complex for high-net-worth individuals in Summit County. With their expertise and experience, a wealth manager could help residents of Summit County achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Summit County, UT can benefit greatly from the services of a financial advisor. One of the most common ways they can be helped is by creating a personalized financial plan that takes into account their unique circumstances. This could include factors such as the high cost of living in the area, the prevalence of seasonal employment, and the potential impact of tourism on the local economy. A skilled financial advisor can help residents navigate these challenges and make informed decisions about saving, investing, and managing their money. Additionally, they can provide guidance on issues like retirement planning, tax optimization, and estate planning, helping residents to achieve their long-term financial goals and secure their financial future. With the help of a financial advisor, residents of Summit County can feel confident that they are making smart financial decisions that will support their goals and aspirations.

Mortgage Loan Officer

Summit County, UT is a unique place with a diverse population that includes both permanent residents and seasonal visitors. As such, the most common ways that residents of Summit County would be helped by a mortgage loan officer are manifold. For example, a mortgage loan officer can help residents secure financing for a new home, whether it be a primary residence or a vacation property. Additionally, they can assist with refinancing existing mortgages to take advantage of lower interest rates or to free up equity for other investments. Furthermore, a mortgage loan officer can help residents navigate the complex world of mortgage lending, which can be particularly challenging in a market like Summit County, where property values can fluctuate significantly depending on the season. Ultimately, a mortgage loan officer can provide invaluable guidance and support to residents of Summit County as they navigate the often-daunting world of real estate finance.

Tax Services

Residents of Summit County, UT can benefit from the expertise of a tax advisor in various ways. For instance, given that Summit County is a popular tourist destination, tax advisors can help residents navigate the complex tax implications of renting out their properties on platforms such as Airbnb. Additionally, with the county's booming real estate market, a tax advisor can provide guidance on how to maximize deductions related to property taxes and mortgage interest. Furthermore, as Summit County is home to many small businesses, a tax advisor can assist entrepreneurs with tax planning and compliance to ensure they are taking advantage of all possible deductions and credits. Overall, a tax advisor can help residents of Summit County, UT make informed decisions about their finances and ensure they are maximizing their tax benefits.

Estate Planning Lawyer

Residents of Summit County, UT can benefit greatly from the guidance of an estate planning lawyer. With its breathtaking mountain ranges and popular ski resorts, Summit County is a prime spot for vacation homes and second residences. An estate planning lawyer can help these property owners ensure that their assets are properly protected and distributed according to their wishes. Additionally, many residents in Summit County are retirees who may require assistance with long-term care planning and Medicaid eligibility. An estate planning lawyer can provide valuable advice on these matters and help clients navigate the complex legal landscape. Furthermore, with the county's growing population and booming real estate market, it's important for individuals to have a solid estate plan in place to protect their assets and avoid costly probate proceedings. Overall, an experienced estate planning lawyer can provide invaluable support and peace of mind to residents of Summit County, UT.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a seasoned retirement planner in Summit County, UT are multifarious and intricate. One of the most distinguishing features of Summit County, UT is its scenic beauty and abundant recreational opportunities. A retirement planner in this county can help clients plan for a retirement that is not only financially secure but also offers ample opportunities for outdoor activities such as skiing, hiking, and fishing. The planner can assist clients in identifying retirement communities that are situated amidst picturesque landscapes and offer easy access to recreational facilities. Moreover, the planner can also help clients create a retirement budget that takes into account the cost of living in Summit County, UT, which is higher than the national average due to the county's popularity as a tourist destination. Additionally, the planner can provide guidance on tax-efficient retirement income strategies that are tailored to the unique tax laws of Utah.

Summit County, UT is the ideal location to find a retirement planner due to its stunning natural beauty and thriving economy. With its breathtaking mountain ranges, crystal-clear lakes, and picturesque landscapes, Summit County offers a serene and tranquil environment that is perfect for planning your retirement. Moreover, the county boasts a robust economy that offers ample opportunities for investment and financial growth. From the bustling city of Park City to the charming towns of Kamas and Coalville, Summit County has a diverse range of communities that cater to different lifestyles and preferences. Whether you are looking for a retirement planner who specializes in real estate investments, stocks, or bonds, Summit County has a wealth of qualified professionals who can help you achieve your financial goals. So, if you are looking for a place to retire in style and comfort, look no further than Summit County, UT.