Retirement Planning in Bermuda Run, NC

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List of Firms

Top Retirement Planners in Bermuda Run, NC

Fortified Futures, Inc
Location 514 S Stratford Rd Suite 200, Winston-Salem, NC 27103, USA
Phone (336) 450-2161
Language http://www.fortifiedfutures.com/
Directions
Allegacy Federal Credit Union
2 out of 5
Location 128 Yadkin Valley Rd, Bermuda Run, NC 27006, USA
Phone (336) 830-8600
Language https://www.allegacy.org/locations-atms/bermuda-run-financial-center/?utm_source=gmb&utm_medium=yext
Directions
Richard Buffkin - Thrivent
Location 3425 Mill Run Ln, Pfafftown, NC 27040, USA
Phone (336) 488-4051
Language https://connect.thrivent.com/richard-buffkin?utm_source=GMB&utm_medium=Yext&y_source=1_MjI2MTA4ODEtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Wittenberg Priddy Blankenship, FASI
Location 2990 Bethesda Pl, Winston-Salem, NC 27103, USA
Phone (336) 748-9108
Directions
Diane J Wimmer - Financial Advisor, Ameriprise Financial Services, LLC
Location 1365 Westgate Center Dr A1, Winston-Salem, NC 27103, USA
Phone (336) 659-0172
Language https://www.ameripriseadvisors.com/diane.j.wimmer/?cid=IP_local_google
Directions
Pioneer Financial Group
5 out of 5
Location 500 W 5th St Suite 800, Winston-Salem, NC 27101, USA
Phone (833) 374-6633
Language https://www.pfg-nc.com/
Directions
RE|Focus Financial Planning
Location 500 W 5th St Suite 800, Winston-Salem, NC 27101, USA
Phone (336) 934-0900
Language https://www.refocusfp.com/
Directions
Bermuda Village
5 out of 5
Location 142 Bermuda Village Dr, Bermuda Run, NC 27006, USA
Phone (336) 899-0583
Language http://www.bermudavillage.net/
Directions
Retirement Planning in Bermuda Run, NC

About Bermuda Run, NC for Those Planning to Retire

Bermuda Run, NC is a charming town located in Davie County, known for its rich history and scenic beauty. The town boasts several landmarks, including the Bermuda Run Country Club, which is renowned for its championship golf courses and luxurious amenities. Other notable landmarks include the Davie County Hospital, Bermuda Run Town Hall, and the Tanglewood Park. The town is home to several top employers, including Wake Forest Baptist Health, Novant Health, and Davie County Schools. These employers provide a wide range of job opportunities for residents, making Bermuda Run a great place to live and work. Major highways and streets in the area include I-40, US-158, and NC-801, providing easy access to nearby cities and towns. Additionally, Bermuda Run is surrounded by several neighborhoods, including Bermuda Run West, Bermuda Village, and Kinderton Village, each offering unique amenities and attractions. Overall, Bermuda Run, NC is a vibrant and dynamic community that offers something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Bermuda Run, NC would greatly benefit from the services provided by a bank. One specific need is the ability to access loans and mortgages to purchase or improve their homes. As a small town with a population of just over 1,500, many residents may not have the means to pay for major home repairs or renovations out of pocket. A bank can provide financing options that allow residents to make necessary repairs or upgrades to their homes, which can increase property values and improve quality of life. Additionally, a bank can provide financial education and resources to help residents manage their finances and plan for their future. This can be especially helpful for those who may be new to the area or are unfamiliar with the local economy. Overall, a bank can be a valuable resource for residents of Bermuda Run, NC, providing financial stability and support for both individuals and the community as a whole.

Insurance Broker

Residents of Bermuda Run, NC can benefit from the services of an insurance broker in many ways. Firstly, an insurance broker can help them navigate the complex and ever-changing insurance market, ensuring that they get the best coverage for their needs at the most affordable price. Additionally, an insurance broker can provide tailored advice and guidance on the specific risks and challenges faced by residents of Bermuda Run, such as hurricane and flood damage. With their in-depth knowledge of the insurance industry and local area, an insurance broker can help residents of Bermuda Run make informed decisions about their insurance coverage, protecting them and their families from financial hardship in the event of an unexpected event.

Wealth Management

Residents of Bermuda Run, NC would greatly benefit from the expertise of a wealth manager. With its affluent population and growing economy, Bermuda Run presents unique financial challenges that require specialized knowledge. A wealth manager can provide guidance on investment strategies that align with the community's values and goals. They can also help residents navigate complex tax laws, estate planning, and retirement planning. Furthermore, a wealth manager can assist with charitable giving, which is a significant part of Bermuda Run's culture. With its strong sense of community and commitment to philanthropy, residents of Bermuda Run can trust a wealth manager to help them make a positive impact on the world while achieving their financial objectives.

Financial Advisor

Residents of Bermuda Run, NC could greatly benefit from the guidance of a financial advisor in a multitude of ways. One specific area of concern for residents in this tight-knit community is estate planning. With a median age of 44 and a high percentage of retirees, many residents are grappling with the complex and emotional process of planning for their estates. A financial advisor can provide invaluable assistance in navigating the intricacies of estate planning, including creating wills, establishing trusts, and minimizing tax liabilities. Additionally, as Bermuda Run is a small town with limited job opportunities, a financial advisor can help residents make the most of their income and investments, ensuring a secure financial future for themselves and their families.

Mortgage Loan Officer

Residents of Bermuda Run, NC can benefit from the services of a mortgage loan officer in numerous ways. These professionals can assist in obtaining financing for a home purchase or refinancing an existing mortgage. In Bermuda Run, where the median home value is $328,000, a loan officer can help residents navigate the complex and ever-changing housing market. They can also provide guidance on the best loan products available, such as fixed or adjustable-rate mortgages, and help clients understand the intricacies of mortgage terms, fees, and interest rates. Additionally, loan officers can offer personalized advice and support throughout the home buying process, from pre-approval to closing, ensuring that residents of Bermuda Run can make informed decisions about their financial future.

Tax Services

Residents of Bermuda Run, NC can greatly benefit from the services of a tax advisor. With the town's thriving economy and diverse community, tax laws can be complex and overwhelming for many individuals. A tax advisor can assist residents in navigating the intricate tax code, ensuring that they are in compliance with all applicable laws and regulations. Additionally, Bermuda Run is home to many small businesses, which can greatly benefit from the expertise of a tax advisor. These professionals can help business owners to maximize their deductions, minimize their tax liability, and ensure that they are in compliance with all necessary tax laws. Overall, the services of a tax advisor can provide invaluable assistance to residents of Bermuda Run, NC, helping them to make informed financial decisions and achieve their financial goals.

Estate Planning Lawyer

Residents of Bermuda Run, NC can benefit from the services of an estate planning lawyer in a myriad of ways. One of the most common ways an estate planning lawyer can help is by drafting wills and trusts. This is especially important in Bermuda Run, NC, where the population is predominantly made up of retirees. With an estate planning lawyer's assistance, residents can ensure that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help residents minimize taxes and avoid probate, which can be a time-consuming and costly process. They can also assist in setting up healthcare directives and powers of attorney, which are crucial in the event of incapacitation or illness. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Bermuda Run, NC in planning for their future and protecting their assets.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Bermuda Run, NC can be incredibly valuable for individuals looking to secure their financial future. These services may include assessing current financial situations, creating a personalized retirement plan, and providing ongoing support and guidance throughout the retirement process. Specific to Bermuda Run, NC, retirement planners may also take into account the unique local economic factors and tax laws that could impact retirement planning decisions. With its proximity to the bustling city of Winston-Salem and the natural beauty of the Yadkin River, Bermuda Run offers a diverse range of retirement options that a skilled planner can help navigate. Whether it's maximizing Social Security benefits or investing in local real estate, a retirement planner in Bermuda Run can provide the burstiness and complexity needed to ensure a successful retirement.

Bermuda Run, NC is the ultimate destination for anyone seeking a retirement planner. With its serene environment and numerous amenities, this small town offers an ideal setting for retirees to settle down and plan for their golden years. The town's proximity to major cities such as Winston-Salem and Greensboro makes it an attractive location for those who want to enjoy the best of both worlds. Additionally, Bermuda Run, NC is home to some of the most experienced and knowledgeable retirement planners in the industry. These professionals have a deep understanding of the unique needs and challenges that retirees face, and they are committed to providing personalized solutions that meet each client's specific requirements. Whether you're looking for help with investment management, estate planning, or tax strategies, Bermuda Run, NC has everything you need to make your retirement dreams a reality.