Retirement Planning in Champaign County, IL

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Top Retirement Planners in Champaign County, IL

SEC File# 801-112948
CRD# 131304
Location 301 N Neil St #203, Champaign, IL 61820, USA
Phone (217) 398-1900
Directions
Edward Jones - Financial Advisor: Darrold A Kennedy, AAMS™
5 out of 5
Location 1912 Round Barn Rd Suite E, Champaign, IL 61821, USA
Phone (217) 398-6562
Directions
Charles Schwab
SEC File# 801-35905
CRD# 106753
Location 2219 S Neil St, Champaign, IL 61820, USA
Phone (217) 689-4733
Directions
Douglas Owens - Prudential Financial
Location 2305 Village Green Pl suite a, Champaign, IL 61822, USA
Phone (217) 974-7804
Directions
Dean Crandall - Morgan Stanley
Location 1806 Fox Dr, Champaign, IL 61820, USA
Phone (217) 351-3626
Directions
Your Family Bank
5 out of 5
Location 313 N Mattis Ave Suite 209, Champaign, IL 61821, USA
Phone (217) 378-7116
Directions
Benefit Planning Consultants (BPC)
3 out of 5
Location 2110 Clearlake Blvd, Champaign, IL 61826, USA
Phone (217) 355-2300
Directions
Jessie DeHaan - COUNTRY Financial representative
5 out of 5
Location 1200 W Bloomington Rd, Champaign, IL 61821, USA
Phone (217) 352-3466
Directions
Boyer & Sappenfield Investment
Location 1 N Sycamore St, Villa Grove, IL 61956, USA
Phone (217) 832-3033
Directions
Franklin Wealth Advisors, Inc
SEC File# 801-60153
CRD# 109032
Location 1606 Willow View Rd Suite 2-F, Urbana, IL 61802, USA
Phone (217) 337-7526
Directions
Benjamin F. Edwards
Location 2309 Village Green Pl Ste A, Champaign, IL 61822, USA
Phone (217) 318-0134
Directions
Y G Financial Group, Pc
5 out of 5
Location 804 N Neil St, Champaign, IL 61820, USA
Phone (217) 352-1570
Directions
Retirement Planning in Champaign County, IL

About Champaign County, IL for Those Planning to Retire

Champaign County, located in central Illinois, is a vibrant and diverse community with a rich history and a plethora of landmarks and attractions. From the iconic University of Illinois campus to the charming downtown Champaign area, there is something for everyone to enjoy. Some of the top employers in the area include the University of Illinois, Carle Foundation Hospital, and Kraft Heinz Company, providing a wide range of job opportunities for residents. Major highways such as I-57 and I-74 run through the county, connecting it to nearby cities and making transportation easy and accessible. The county is also home to several unique neighborhoods, each with its own character and charm. From the historic West Side to the trendy Campustown area, residents have a variety of options when it comes to choosing a place to call home. Overall, Champaign County is a dynamic and bustling community with a vibrant culture and a strong economy, making it an excellent place to live, work, and play.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Champaign County, IL could benefit from a bank in numerous ways. For instance, banks can provide financial assistance to individuals who wish to start a business in Champaign County, which is known for its vibrant entrepreneurial ecosystem. Additionally, banks can offer various types of loans, such as home loans, car loans, and personal loans, to help residents achieve their financial goals. Moreover, banks can provide investment opportunities to residents who want to grow their wealth, particularly in Champaign County's thriving agricultural sector. Furthermore, banks can offer financial education and advice to help residents make informed decisions about their money. Overall, a bank can be a valuable resource for residents of Champaign County, providing them with the financial tools and resources they need to succeed.

Insurance Broker

Residents of Champaign County, IL could greatly benefit from the expertise of an insurance broker in navigating the complex world of insurance policies. With the county's diverse population and range of industries, an insurance broker can help residents find the coverage that best suits their unique needs. For example, farmers in the county may require specialized insurance for their crops and livestock, while small business owners may need liability coverage tailored to their specific industry. Additionally, the broker can provide guidance on the often-confusing terminology and fine print of insurance policies, ensuring that residents fully understand their coverage and are not caught off guard by unexpected expenses. With the help of an insurance broker, residents of Champaign County can have peace of mind knowing that they have the right coverage for their individual circumstances.

Wealth Management

Residents of Champaign County, IL could greatly benefit from the services of a wealth manager in several ways. Firstly, with its diverse economy, ranging from agriculture to technology, Champaign County presents unique investment opportunities that require specialized knowledge and expertise. A wealth manager can help residents navigate these opportunities and make informed investment decisions that align with their financial goals. Additionally, Champaign County has a growing population of retirees who may require assistance with retirement planning, estate planning, and tax management. A wealth manager can provide guidance on these complex financial matters and help retirees maximize their retirement income. Furthermore, with the University of Illinois at Urbana-Champaign located in Champaign County, many residents may have complex financial situations involving student loans, grants, and scholarships. A wealth manager can help these individuals manage their finances and plan for the future, ensuring that they make the most of their education and career opportunities.

Financial Advisor

Residents of Champaign County, IL may benefit from the expertise of a financial advisor in a variety of ways. One specific area of concern in Champaign County is the high cost of living, which can make it challenging for individuals and families to save for long-term goals such as retirement or college tuition. A financial advisor can help residents navigate these challenges by providing personalized guidance on budgeting, saving, and investing. They can also offer advice on managing debt, including student loans and mortgages, and help clients develop strategies for building wealth over time. Additionally, a financial advisor can assist with estate planning and tax preparation, ensuring that clients are taking advantage of all available deductions and minimizing their tax burden. Overall, working with a financial advisor can provide Champaign County residents with the tools and resources they need to achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Champaign County, IL can benefit greatly from the services of a mortgage loan officer. With the county's population of over 200,000, many individuals and families are in need of financial assistance when it comes to purchasing a home. A mortgage loan officer can assist in navigating the complex process of obtaining a mortgage, including determining eligibility, finding the best rates and terms, and securing the necessary documentation. Additionally, with Champaign County being home to the University of Illinois at Urbana-Champaign, many first-time homebuyers may require extra guidance and support. A mortgage loan officer can provide valuable education on the home buying process and help individuals and families make informed decisions. Overall, the expertise and assistance of a mortgage loan officer can make the dream of owning a home a reality for many residents of Champaign County, IL.

Tax Services

Residents of Champaign County, IL can benefit from the expertise of a tax advisor in various ways. With the county's diverse economy, ranging from agriculture to technology, tax laws can be complex and confusing. A tax advisor can help residents navigate the intricacies of tax code, ensuring compliance and maximizing deductions. Additionally, Champaign County has a large student population, with the University of Illinois at Urbana-Champaign located in the area. Tax advisors can assist students with tax planning and filing, including education-related deductions and credits. Furthermore, Champaign County has a growing number of small businesses, and tax advisors can provide guidance on tax planning and strategies for minimizing tax liability. In short, a tax advisor can be a valuable resource for Champaign County residents, helping them navigate the complexities of tax law and achieve their financial goals.

Estate Planning Lawyer

Residents of Champaign County, IL can benefit from the expertise of an estate planning lawyer in numerous ways. One of the most common ways is through the creation of a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is especially important in Champaign County, where the population is diverse and includes a large number of international students and faculty from the University of Illinois. An estate planning lawyer can help these individuals navigate complex tax and immigration laws to ensure their assets are protected and their loved ones are taken care of. Additionally, an estate planning lawyer can assist with the creation of a trust, which can provide ongoing financial support for beneficiaries and protect assets from creditors and lawsuits. Overall, working with an estate planning lawyer can provide peace of mind and ensure that one's legacy is preserved in Champaign County, IL.

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