TOP 10 Tax planning for seniors in Florida

Blanken Management is a premier finance institution located at 34990 Emerald Coast Parkway in Destin, Florida, United States. Specializing in Investment Management, Financial Planning, and Business Retirement Planning, our team of experts is dedicated to helping clients achieve their financial goals. Our CEO and Senior Investment Advisor leads a team of professionals who offer personalized services tailored to each client's unique needs. We offer a free initial consultation and provide a complimentary Retirement Guide to help clients plan for their future. Contact Blanken Management today to start securing your financial future.

AGM Secure Money is a finance institution located at 34990 Emerald Coast Parkway, Destin, Florida, United States. Our mission is to protect our clients' assets from market declines with predictability and certainty. With 14 years of experience, we prioritize ensuring that our clients' money is safe and secure in a volatile market. We offer options to protect against risks such as inflation, taxes, volatility, and longevity, providing a balance of safety and growth for a successful retirement. Our services include educational workshops, one-on-one meetings, and online webinars to help clients understand their financial options and make informed decisions. We work with top-rated insurance companies to offer products that provide safety of principal and reasonable rates of return. Our core values are safety, reasonable returns, and simplicity, ensuring that our clients have a comfortable retirement. Contact us today to learn more about how AGM Secure Money can help you protect your financial future.

Florida Benefit Specialists is a finance institution located at 1027 Northwest 134th Way in Newberry, Florida. Our team of experts specializes in providing personalized financial solutions to individuals and businesses in the area. Whether you are looking for retirement planning, investment advice, insurance options, or other financial services, our dedicated staff is here to help. With a commitment to excellence and customer satisfaction, Florida Benefit Specialists is your go-to resource for all of your financial needs. Contact us today to schedule a consultation and start planning for a secure financial future.

Cale Flage, CFP - Financial Planner is a reputable finance institution located at 12921 Southwest 1st Road in Tioga, Florida, United States. With a certified financial planner on staff, clients can expect expert advice and personalized financial planning services to help them achieve their goals. Whether you are looking to invest, save for retirement, or plan for the future, Cale Flage, CFP is dedicated to providing top-notch financial guidance tailored to your individual needs.

Your Financial Legacy is a leading finance institution located at 2114 Northwest 40th Terrace in Gainesville, Florida, United States. We specialize in helping individuals and families plan for their financial future and create a lasting legacy for generations to come. Our team of experienced financial advisors provide personalized strategies and solutions to help you achieve your financial goals. Whether you are looking to invest for retirement, save for your children's education, or protect your assets, Your Financial Legacy is here to guide you every step of the way. Contact us today to start building your financial legacy.

Pinnacle Retirement Advisors, LLC is a finance institution located in Ocala, Florida, United States. Our team of experienced professionals is dedicated to helping clients achieve their retirement goals through personalized financial planning and investment strategies. We offer a wide range of services, including retirement planning, investment management, and estate planning. At Pinnacle Retirement Advisors, LLC, we are committed to providing our clients with the highest level of service and expertise to help them secure a stable financial future.

Estate & Retirement Resources is a finance institution located at 7500 Southwest 61st Avenue in Ocala, Florida, United States. Our mission is to guide our clients towards financial security and a successful retirement journey. Founded with the goal of assisting clients in every aspect of their financial lives, our experienced professionals take a hands-on approach to financial advice. We truly care about helping make your dreams a reality and strive to build long-term relationships with our clients. Follow us on various media channels in the Ocala and Local Florida areas, including YouTube and streaming channels such as CBS, ABC, NBC, and Fox. We believe in sharing information and resources to help you plan for a satisfying retirement.

V.S.S. Financials is a finance institution located at 9501 U.S. Highway 19, Port Richey, Florida, United States. Our mission is to provide clients with solutions to safeguard their money and assets. We specialize in retirement income and legacy planning for individuals and families nearing or in retirement. Our aim is to help clients achieve peace of mind and financial freedom in their retirement years. We strive to build meaningful and beneficial relationships with our clients, going beyond simple transactions.

Financial Sense People is a finance institution located at 825 North Citrus Avenue in Crystal River, Florida. Our team of experienced professionals is dedicated to helping individuals and businesses make sound financial decisions. Whether you need help with budgeting, investing, or planning for retirement, we are here to provide expert guidance and support. Visit us today to learn how we can help you achieve your financial goals.

Summit Brokerage Services, Inc. is a finance institution located at 5545 Pasco Way in Port Richey, Florida, United States. As a region of Cetera Advisor Networks, Summit Financial Networks offers a range of financial services including securities and advisory services. Securities are offered through Cetera Advisor Networks LLC, a member of FINRA/SIPC, while some advisory services are provided by Cetera Advisor Networks LLC and others by Cetera Advisor Networks LLC, registered investment advisers. It is important to note that Cetera firms are independently owned. The professionals affiliated with Summit Brokerage Services may offer brokerage services, investment advisory services, or both, depending on their registration. Be sure to check the background of any investment professional you choose to work with. Visit our website to explore helpful calculators and learn more about our services.

James Aten - Raymond James is a leading financial institution located at 4345 Commercial Way in Spring Hill, Florida, United States. Specializing in finance, they provide a wide range of services including investment management, financial planning, and retirement solutions. With a team of experienced professionals, they strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, James Aten - Raymond James is dedicated to providing personalized and comprehensive financial solutions tailored to your individual needs. Contact them today to learn more about how they can help you secure your financial future.

Edward Jones - Financial Advisor: Anthony L Battaglia, CFP® is a reputable finance institution located at 2605 Enterprise Road East in Clearwater, Florida, United States. As a Certified Financial Planner, Anthony L Battaglia provides expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones - Financial Advisor: Anthony L Battaglia, CFP® is dedicated to helping individuals and families secure their financial future.

Ackerman Financial Group is a leading finance institution located at 111 North Belcher Road in Clearwater, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services including investment planning, retirement planning, estate planning, and more. Their personalized approach ensures that each client receives tailored solutions to meet their specific financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Ackerman Financial Group is dedicated to helping you achieve financial success.

Modera Wealth Management in Inverness, FL is a team of experienced financial advisors and planners dedicated to helping clients achieve their financial goals. Located at 221 West Main Street, our institution provides personalized and comprehensive financial services to individuals and families in the Inverness area. Our team is committed to building long-term relationships with our clients, offering expert guidance on investments, retirement planning, estate planning, and more. With a focus on transparency and integrity, Modera Wealth Management is your trusted partner in navigating the complexities of finance and securing a prosperous future.

Scott Linington - Raymond James is a reputable financial institution located at 2605 Enterprise Road East in Clearwater, Florida, United States. Specializing in financial services, investment management, and wealth planning, our experienced team is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and a comprehensive range of financial solutions, we strive to provide the highest level of expertise and support to our clients. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Lesli Luther is a finance institution located at 1100 Canal Street, The Villages, Florida, United States. Lesli Luther specializes in managing wealth by creating personalized strategies tailored to individual financial goals. By combining the investment insights of Merrill and the banking solutions of Bank of America, clients can have access to a comprehensive approach to wealth management. Lesli Luther is committed to serving the community through volunteering and believes in building long-term relationships with clients by understanding their evolving needs and priorities. With a focus on personalized financial planning, Lesli Luther helps clients navigate important life decisions such as retirement planning, education funding, and legacy planning. By utilizing tools like the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients can receive tailored advice and resources to help achieve their financial objectives. Lesli Luther is dedicated to helping clients stay on track towards their goals by regularly reviewing and adjusting their financial approach. With a mission to understand each client's unique situation, Lesli Luther offers a personalized approach to wealth management that aligns with individual aspirations and risk tolerance. As a registered advisor in multiple states, Lesli Luther is equipped to provide expert guidance on investment strategies and financial planning. By working with a dedicated Merrill advisor, clients can benefit from personalized investment strategies and comprehensive financial solutions to help them achieve their financial goals.

Deb Beck - Thrivent is a finance institution located at 5600 Spinnaker Loop, Lady Lake, Florida, United States. We offer objective guidance to help you lead a full life, providing financial clarity and encouraging generosity as an expression of faith. Our services include financial advice, investments, insurance, banking, and generosity programs to help you make the most of your retirement. With over 100 years of experience, Thrivent is a Fortune 500 company serving over 2 million clients and their communities. Our team of experts specializes in wealth management, retirement planning, and risk products to ensure you receive the best care at each stage of your financial journey. Visit our website for more information on licensing, professional designations, and the services we offer.

Desjardins Retirement Solutions LLC is a finance institution located at 363 Fennell Boulevard in Lady Lake, Florida, United States. Specializing in retirement planning and investment management, they offer a range of services to help individuals prepare for a secure financial future. With a team of experienced professionals, Desjardins Retirement Solutions LLC is dedicated to helping clients achieve their retirement goals through personalized financial strategies and expert guidance. Whether you are looking to build wealth for your golden years or ensure a comfortable retirement, this institution is committed to helping you navigate the complexities of retirement planning with confidence and peace of mind.

JB Meridian Advisors, LLC is a finance institution located at 1009 East Avenue in Clermont, Florida, United States. We offer expert financial advice and services to help our clients navigate the complexities of the financial world. Our team of experienced advisors is dedicated to providing personalized solutions to meet the unique needs and goals of each individual or business we work with. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, JB Meridian Advisors, LLC is here to help you every step of the way. Contact us today to schedule a consultation and start building a solid financial foundation for tomorrow.

Keiber Retirement Solutions is a finance institution located at 15701 State Route 50 in Clermont, Florida, United States. Specializing in retirement planning, they offer a range of services to help individuals secure their financial future. Whether you are looking to invest for retirement, create a savings plan, or manage your assets, Keiber Retirement Solutions can provide expert guidance and personalized solutions to meet your needs. Their team of experienced professionals is dedicated to helping clients navigate the complexities of retirement planning and make informed decisions about their finances. Visit Keiber Retirement Solutions today to start planning for a secure and prosperous retirement.

Cartier Financial is a trusted finance institution located at 510 West Montrose Street in Clermont, Florida, United States. Our team of experienced financial professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Cartier Financial is here to help. We pride ourselves on our personalized approach and commitment to helping our clients achieve their financial goals. Visit us today to see how we can assist you with all of your financial needs.

REAP | Retirement & Estate Advisors & Professionals is a leading finance institution located at 801 International Parkway, Lake Mary, Florida, United States. Our team of experts are true fiduciaries who can help manage your finances for a successful future. We specialize in improving all facets of your life, including estate planning, financial management, income strategies, and taxation. As a multi-disciplinary advisory firm, we are dedicated to helping families and individuals achieve their financial goals. At REAP, we offer a complimentary review of your legal, financial, and tax documents to ensure that your financial affairs are organized and optimized for success. Our goal is to provide you with the peace of mind that comes with financial security, and we strive to deliver outstanding customer service that you will love. We offer a variety of complimentary videos and resources to guide you through your financial journey.

Anders Retirement & Investment Advisors is a finance institution located at 124 East Welbourne Avenue, Winter Park, Florida, United States. Our team is dedicated to providing financial planning services that prioritize your needs and goals. We are committed to working in your best interest, ensuring that your investments are aligned with your financial objectives. At Anders Retirement & Investment Advisors, we have the flexibility to work with any institution or product to find the best fit for you. While other firms may prioritize their own profits or push specific products, we are focused on finding the right solutions for your unique situation.

Financial Services & More is an accounting and finance institution located at 600 North Thacker Avenue, Kissimmee, Florida, United States. We offer complete bookkeeping services for small businesses, including monthly, quarterly, and year-end balance sheet and operating statement preparation. Our total payroll services are tailored specifically for small business clients. Our dedicated staff is committed to helping our clients solve any financial problems they may have. Our clients have praised us for being the best place to get taxes done, with attentive and professional staff. Our Online Office allows for easy access to financial services from the comfort of your home or business, enabling you to actively participate in your financial management. Visit us today and experience the difference our personalized services can make for your financial needs.

Retirement Wealth Specialists is a finance institution located at 407 Wekiva Springs Road in Longwood, Florida, United States. Our team of experts is dedicated to helping individuals plan for a secure financial future during retirement. We offer personalized wealth management services, investment strategies, and retirement planning solutions to help our clients achieve their financial goals. Contact us today to schedule a consultation and start building your retirement wealth.

Morgan Stanley Financial Advisors is a leading finance institution located at 142 South Woodland Boulevard in DeLand, Florida, United States. Our team of skilled financial advisors is dedicated to providing personalized wealth management solutions to help clients achieve their financial goals. With a strong reputation for excellence and a commitment to integrity, Morgan Stanley Financial Advisors is a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you secure your financial future.

First Choice Wealth & Retirement is a premier finance institution located at 1971 Lee Road in Winter Park, Florida, United States. Specializing in wealth management and retirement planning, our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. With a personalized approach and a focus on long-term success, First Choice Wealth & Retirement is the ideal choice for individuals looking to build and protect their wealth. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Edward Jones - Financial Advisor: Brenda B Ehrke, CFP®|ChFC® is a trusted financial institution located at 2450 West Bay Drive in Largo, Florida, United States. As a Certified Financial Planner and Chartered Financial Consultant, Brenda B Ehrke offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a commitment to providing exceptional service and tailored solutions, Edward Jones is dedicated to helping individuals and families secure their financial futures. Visit our office today to learn more about our comprehensive financial planning services.

Living Legacies with LaVeta is a finance, health, and insurance agency located at 6925 Lake Ellenor Drive in Orlando, Florida. Our mission is to inspire and empower individuals to achieve holistic growth and development in all aspects of their lives. Founder LaVeta C. Hayes brings over 37 years of experience in financial management from her time at the U.S. Department of Agriculture, Forest Service. At Living Legacies with LaVeta, we offer personalized consultations to help you manage and protect your money, create lasting legacies, and make informed decisions about your health insurance, particularly for seniors looking to enroll in Medicare plans. Our licensed professionals have strong relationships with customers and communities across the United States and Canada.

Merrill Lynch Financial Advisor Kirk Thiel is a finance institution located at 26301 US Highway 19 North, Clearwater, Florida, United States. They specialize in managing wealth with a deep understanding of their client's financial picture. They offer flexible strategies tailored to the changing market conditions and provide access to investment insights from Merrill and banking solutions from Bank of America. The institution is committed to participating in the community through volunteering and offers personalized wealth management strategies through Merrill Personal Wealth Analysis™. Their financial advisors focus on family, goals, and priorities, adapting their approach as their client's lives evolve. By getting to know their clients personally, they help create financial plans that align with their aspirations and provide advice and guidance to help them achieve their goals. With a focus on understanding their client's investing preferences, they customize financial approaches to suit individual needs. The institution believes in staying connected with clients to ensure their financial approaches reflect any changes in their lives or goals. Merrill Lynch Financial Advisor Kirk Thiel is dedicated to helping clients achieve their financial goals through personalized strategies and comprehensive financial solutions.