Retirement Planning in Allen County, OH

We did the hard work of finding trustworthy partners in Allen County, OH. Fill out the form to get connected.

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 Allen County, OH

generic_business-71
Wendel Retirement Planning
Location 114 N Wayne St, Van Wert, OH 45891, USA
Phone (419) 375-1070
Directions
generic_business-71
Rahrig Financial Group
Location 840 Ohio St, Delphos, OH 45833, USA
Phone (567) 601-0580
Directions
civic_building-71
Lima Allen County Regional Planning Commission
Location 130 W North St, Lima, OH 45801, USA
Phone (419) 228-1836
Directions
generic_business-71
Allen County Family Planning
5 out of 5
Location 219 E Market St, Lima, OH 45801, USA
Phone (419) 228-6154
Directions
generic_business-71
Raymond James Financial Services
Location 229 E 2nd St, Delphos, OH 45833, USA
Phone (419) 692-4133
Directions
generic_business-71
Eikenberry Retirement Planning
Location 3729 Shawnee Rd, Lima, OH 45806, USA
Phone (419) 222-1128
Directions
generic_business-71
Eikenberry Retirement Planning
SEC File# 801-68010
CRD# 141413
Location 1441 St Marys Ave, Sidney, OH 45365, USA
Phone (937) 498-1128
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
WealthCent Financial Planning
Location 5227 Agerter Rd, Lima, OH 45805, USA
Phone (567) 825-2294
Directions
generic_business-71
Golden Reserve
SEC File# 801-121383
CRD# 283588
5 out of 5
Location 138 W High St, Lima, OH 45801, USA
Phone (419) 210-8227
Directions
Retirement Planning in Allen County, OH

About Allen County, OH for Those Planning to Retire

Allen County, OH is a vibrant and diverse community located in the heart of Ohio. It is home to many notable landmarks, such as the Lima Locomotive Works, the Allen County Museum, and the Veterans Memorial Civic and Convention Center. The county is also known for its top employers, including Lima Memorial Health System, Procter & Gamble, and Husky Energy. Major highways and streets, such as I-75, US-30, and State Route 309, connect the county to nearby cities and towns. The neighborhoods in Allen County range from historic districts, such as the West Central District, to newer developments, like the Elida School District. With its rich history, thriving economy, and welcoming community, Allen County is a great place to call home.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Allen County, OH can benefit from a bank in a multitude of ways. For instance, with Lima being the largest city in Allen County, many residents may require loans to start or expand their businesses. A bank can provide the necessary funds for these individuals to achieve their entrepreneurial dreams. Additionally, with the county's economy being heavily reliant on manufacturing, residents may require financial assistance to purchase equipment or materials. A bank can offer loans or lines of credit to assist with these expenses. Furthermore, with Allen County having a significant agricultural sector, farmers may require loans for seed, equipment, or land purchases. A bank can provide tailored loans to meet the unique needs of farmers. Overall, a bank can play a vital role in helping residents of Allen County, OH achieve their financial goals and contribute to the county's economic growth.

Insurance Broker

Residents of Allen County, OH can benefit from the services of an insurance broker in numerous ways. For instance, an insurance broker can help residents find suitable health insurance plans that cater to their specific needs and budget. Given that Allen County, OH has a population of over 100,000 people, finding the right health insurance plan can be a daunting task. Additionally, an insurance broker can assist residents in finding affordable life insurance policies that provide adequate coverage for their families. With the county's median household income at $52,000, it is crucial for residents to have access to cost-effective insurance policies. Furthermore, an insurance broker can help residents navigate the complex world of auto insurance, which is especially important in Allen County, OH, where the average commute time is 20 minutes. With an insurance broker's expertise, residents can find the right coverage to protect their vehicles and themselves in case of an accident.

Wealth Management

Residents of Allen County, OH could greatly benefit from the expertise of a wealth manager. With its diverse economy, including industries such as healthcare, manufacturing, and agriculture, Allen County presents unique financial challenges and opportunities. A wealth manager could help navigate the complexities of these industries, providing guidance on investment strategies and risk management. Furthermore, with a population that includes both urban and rural areas, a wealth manager could offer tailored financial planning services to meet the specific needs of each client. For example, residents in rural areas may require assistance with estate planning and succession planning for their family farms, while those in urban areas may need advice on retirement planning and managing their investments. Overall, a wealth manager could provide invaluable support to the residents of Allen County, helping them achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Allen County, OH can benefit from the services of a financial advisor in several ways. Firstly, a financial advisor can help them manage their investments and plan for retirement. Given that Allen County is home to a diverse range of industries, including healthcare, education, and manufacturing, a financial advisor can help residents diversify their investment portfolios to minimize risk and maximize returns. Secondly, a financial advisor can help residents navigate the complex tax laws in Ohio and ensure that they are taking advantage of all available tax breaks. This is particularly important given that Ohio has a progressive income tax system, which means that residents with higher incomes pay a higher percentage of their income in taxes. Finally, a financial advisor can help residents plan for major life events, such as buying a home or starting a family. This is especially important in Allen County, which has a relatively high homeownership rate compared to other counties in Ohio.

Mortgage Loan Officer

Residents of Allen County, OH may seek assistance from a mortgage loan officer for a variety of reasons. One of the most common reasons is to purchase a home in the area. Allen County is home to several cities, including Lima, Delphos, and Spencerville, each with its own unique charm and character. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, from pre-approval to closing. Additionally, the loan officer can provide valuable insight into the local housing market, including trends in home prices and availability. With the help of a mortgage loan officer, residents of Allen County can achieve their dream of homeownership and establish roots in this vibrant and growing community.

Tax Services

Residents of Allen County, OH can benefit greatly from the services of a tax advisor. With the county's diverse economy comprising of agriculture, healthcare, and manufacturing industries, tax laws can be quite complex and confusing. A tax advisor can assist residents in navigating these laws and regulations to maximize their tax savings while ensuring compliance with state and federal tax laws. For instance, residents who own farms in Allen County, OH may be eligible for tax credits and deductions that they are unaware of, such as the Ohio Agricultural Use Valuation program. A tax advisor can help farmers understand the eligibility criteria and ensure that they are taking advantage of all available tax benefits. Similarly, residents who work in the healthcare industry may be eligible for tax deductions for expenses such as continuing education and licensing fees. A tax advisor can help healthcare professionals understand the tax implications of these expenses and ensure that they are properly claimed on their tax returns.

Estate Planning Lawyer

Residents of Allen County, OH can greatly benefit from the services of an estate planning lawyer. With the county's population of over 100,000 people, it is important for individuals to have a comprehensive estate plan in place to protect their assets and ensure their wishes are carried out after their passing. An estate planning lawyer can assist with drafting wills, trusts, and powers of attorney, as well as provide guidance on tax planning and asset protection strategies. Additionally, the lawyer can help navigate the complex probate process in Ohio, which can be especially challenging in Allen County due to its unique court system. By working with an estate planning lawyer, residents of Allen County can have peace of mind knowing their affairs are in order and their loved ones will be taken care of in the future.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs