Retirement Planning in Bradley County, TN

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

Get Help with Planning for Retirement


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Bradley County, TN

Waypoint Financial Partners, LLC / Equitable Advisors
Location 4160 N Ocoee St ste 9, Cleveland, TN 37312, USA
Phone (423) 472-1947
Cooper & Cooper Investment Advisors of Raymond James
5 out of 5
Location 3780 Ocoee Pl NW, Cleveland, TN 37312, USA
Phone (423) 614-1720
Tennessee Valley Retirement Solutions: Victor Boltniew
5 out of 5
Location 1510 Stuart Rd NE Ste 204C, Cleveland, TN 37312, USA
Phone (423) 614-4005
SEC File# 801-8095
CRD# 2881
5 out of 5
Location 2380 N Ocoee St, Cleveland, TN 37311, USA
Phone (423) 473-8002
Insight Retirement Plan Consultants of Raymond James
Location 1200 Premier Dr Suite 100, Chattanooga, TN 37421, USA
Phone (423) 510-8479
Retirement Planning in Bradley County, TN

About Bradley County, TN for Those Planning to Retire

Nestled in the heart of Tennessee, Bradley County boasts a plethora of landmarks and attractions that will leave visitors in awe. From the breathtaking Cherokee National Forest to the historic Cleveland Downtown Square, there is something for everyone to enjoy. As for top employers, Bradley County is home to a diverse range of businesses, including Whirlpool, Amazon, and Wacker Chemie. These companies provide ample job opportunities for the local community and contribute to the county's thriving economy. When it comes to major highways and streets, Bradley County is intersected by several major thoroughfares, including Interstate 75 and U.S. Route 64. These roads provide easy access to neighboring cities and states, making Bradley County an ideal location for both business and leisure travel. Finally, Bradley County is home to several distinct neighborhoods, each with its own unique charm and character.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Bradley County, TN can benefit from a bank in several ways. One of the most common ways is through loans that can help them achieve their financial goals. For instance, residents can apply for home loans to purchase a house in Cleveland, the county seat of Bradley County. With its vibrant economy and growing population, Cleveland is an attractive place to live, work, and raise a family. However, the cost of buying a house can be prohibitive for many people. A bank can help by providing affordable loans with flexible terms that suit the borrower's needs. Additionally, banks can offer personal loans, auto loans, and business loans to help residents start or expand their businesses, buy a car, or pay for unexpected expenses. In short, a bank can be a valuable partner for residents of Bradley County, TN, providing them with the financial resources they need to achieve their dreams and improve their quality of life.

Insurance Broker

Residents of Bradley County, TN would greatly benefit from the services of an insurance broker. With the county being home to a large number of small businesses, an insurance broker could help these businesses find the best insurance policies to protect their assets and employees. Additionally, with the county being located in an area prone to natural disasters such as tornadoes and flooding, an insurance broker could assist residents in finding the right coverage to protect their homes and property. Furthermore, with the county having a higher-than-average poverty rate, an insurance broker could help low-income residents find affordable health insurance options and navigate the complexities of the healthcare system. Overall, an insurance broker could provide invaluable assistance to the residents of Bradley County in protecting their livelihoods and well-being.

Wealth Management

Residents of Bradley County, TN can benefit greatly from the services of a wealth manager. With an average household income of $43,000, many residents may struggle to manage their finances and plan for the future. A wealth manager can provide guidance on investment strategies, retirement planning, and tax optimization. They can also help residents navigate the complexities of estate planning and ensure that their assets are protected for future generations. In addition, a wealth manager can provide education and resources to help residents make informed financial decisions. With the guidance of a skilled wealth manager, residents of Bradley County can have peace of mind knowing that their financial future is secure.

Financial Advisor

Residents of Bradley County, TN can greatly benefit from the services of a financial advisor due to the unique financial challenges they face. With a population of over 100,000 people, Bradley County is home to a diverse group of individuals with varying financial backgrounds. Many residents work in the manufacturing and healthcare industries, which can come with unstable income and limited retirement benefits. Furthermore, the county has a poverty rate of 15%, higher than the national average. A financial advisor can help residents navigate these challenges and create a personalized financial plan that addresses their specific needs. This may include strategies for retirement savings, debt management, and college planning. Additionally, a financial advisor can provide guidance on investing in the local economy, which is largely driven by the tourism industry and small businesses. By working with a financial advisor, residents of Bradley County can achieve financial stability and improve their overall quality of life.

Mortgage Loan Officer

Residents of Bradley County, TN would greatly benefit from the expertise of a mortgage loan officer. With the county's growing population and booming real estate market, navigating the complexities of obtaining a mortgage can be a daunting task. A knowledgeable loan officer can assist residents in finding the best mortgage options that fit their unique financial situation and goals. Additionally, the loan officer can provide guidance on the various programs available, such as the Tennessee Housing Development Agency's Great Choice Home Loan program, which offers down payment assistance to eligible borrowers. With the median home value in Bradley County being $157,100, a mortgage loan officer can also help residents understand the impact of interest rates and loan terms on their monthly payments. The loan officer's expertise can ultimately save residents time and money while ensuring they make an informed decision when purchasing a home in Bradley County.

Tax Services

Residents of Bradley County, TN can benefit from the expertise of a tax advisor in a multitude of ways. For instance, the county has a relatively high property tax rate compared to the state average, so a tax advisor can help homeowners navigate the complexities of property tax deductions and exemptions. In addition, Bradley County has a growing economy, with a significant number of small businesses and entrepreneurs. A tax advisor can help these individuals maximize their tax savings through proper business structure, deductions, and credits. Furthermore, Bradley County is home to a diverse population, with many retirees and low-income families. A tax advisor can assist these individuals in understanding and accessing tax credits and benefits that they may not be aware of, such as the Earned Income Tax Credit and property tax relief programs. Overall, a tax advisor can provide valuable guidance and support to the residents of Bradley County, TN, helping them navigate the complexities of the tax system and achieve their financial goals.

Estate Planning Lawyer

Residents of Bradley County, TN could greatly benefit from the services of an estate planning lawyer. With the county's population of over 105,000 people, there is a high likelihood that many of them have assets and properties that they would like to protect and pass down to their loved ones. An estate planning lawyer can assist in drafting wills, trusts, and other legal documents that can ensure the orderly distribution of assets upon the client's death. Additionally, the lawyer can help minimize taxes and fees associated with the transfer of assets, which can save the client's beneficiaries significant amounts of money. Furthermore, an estate planning lawyer can also provide guidance on healthcare directives and powers of attorney, which can be especially important in a county like Bradley, where many residents are retirees or elderly individuals who may require medical attention or assistance with decision-making. Overall, an estate planning lawyer can provide invaluable assistance to Bradley County residents in protecting their assets and ensuring their wishes are carried out after their passing.


Retirement Income Planning FAQs