Retirement Planning in Clarke County, VA

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List of Firms

Top Retirement Planners in Clarke County, VA

Fredericks & Associates LLC
5 out of 5
Location 640 Warrior Dr Ste 111, Stephens City, VA 22655, USA
Phone (540) 869-2880
Language http://fredericksandassociates.com/
Directions
Clarke County Planning-Zoning
Location 101 Chalmers Ct # B, Berryville, VA 22611, USA
Phone (540) 955-5132
Language https://www.clarkecounty.gov/business/planning-zoning
Directions
Fairfax County Retirement Systems
5 out of 5
Location 12015 Lee Jackson Memorial Hwy #350, Fairfax, VA 22033, USA
Phone (703) 279-8200
Language http://www.fairfaxcounty.gov/retirement/
Directions
CLARKE COUNTY
Location 101 Chalmers Ct suite b, Berryville, VA 22611, USA
Phone (540) 955-5100
Language http://yesclarkecounty.com/
Directions
John R. Clawson, MBA, CFP®, Shenandoah Valley Financial Services
Location 440 W Jubal Early Dr #220, Winchester, VA 22601, USA
Phone (540) 662-4642
Language https://www.shenandoahvalleyfinancial.com/
Directions
Shenandoah Valley Westminster-Canterbury
4 out of 5
Location 300 Westminster Canterbury Dr, Winchester, VA 22603, USA
Phone (540) 665-0156
Language http://www.svwc.org/
Directions
Meridian Financial Partners
SEC File# 801-107287
CRD# 281969
5 out of 5
Location 39 S 4th St, Warrenton, VA 20186, USA
Phone (540) 878-5416
Language http://www.meridianfinancialpartners.com/
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Clermont Trust
Location 2299 Bishop Meade Rd, Boyce, VA 22620, USA
Phone (540) 837-2959
Language http://www.clermonttrust.com/
Directions
RBC Wealth Management
Location 40 S Loudoun St, Winchester, VA 22601, USA
Phone (800) 677-4030
Language http://www.rbcwm-usa.com/
Directions
Water Street Financial
SEC File# 801-121720
CRD# 314822
5 out of 5
Location 335 Westside Station Dr, Winchester, VA 22601, USA
Phone (540) 450-8351
Language https://www.waterstreetfinancial.com/
Directions
FreshEye Innovative Solutions
5 out of 5
Location 2 Main St, Round Hill, VA 20141, USA
Phone (855) 373-7439
Language http://www.fresheyeis.com/
Directions
Retirement Planning in Clarke County, VA

About Clarke County, VA for Those Planning to Retire

Clarke County, VA is a historic and picturesque region located in the northern part of the state. The area is dotted with landmarks that reflect its rich history, including the Burwell-Morgan Mill, the Battletown Inn, and the Shenandoah River. The county is also home to a number of top employers, such as Berryville Graphics, American Woodmark, and Trex Company. Major highways and streets in the area include Route 7, Route 50, and Route 340, which provide easy access to nearby cities like Winchester and Leesburg. Neighborhoods in Clarke County range from charming small towns like Berryville and Boyce to sprawling rural communities like White Post and Millwood. Whether you're looking for a quiet retreat or a bustling hub of activity, Clarke County has something to offer for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Clarke County, VA can benefit from a bank in various ways. One of the most common ways is through acquiring loans for home purchases. Clarke County is a rural area with a population of approximately 14,000 people, and many residents may require financial assistance to purchase a home. Banks can provide loans with competitive interest rates and flexible repayment options to help residents achieve their homeownership dreams. Additionally, banks can assist small businesses in the county with loans and credit lines to help them grow and create job opportunities for the community. Finally, banks can offer financial education and resources to help residents manage their finances effectively, especially during challenging economic times. In conclusion, banks can play a crucial role in supporting the economic growth and development of Clarke County, VA, and its residents.

Insurance Broker

Residents of Clarke County, VA can benefit from the services of an insurance broker in many ways. Firstly, an insurance broker can help them navigate the complex world of insurance policies and find the best coverage for their needs. This is particularly important in Clarke County, where the unique rural landscape and agricultural industry require specialized insurance coverage. Additionally, an insurance broker can assist residents in finding affordable insurance options, which is crucial in a county with a median household income that is lower than the state average. Furthermore, an insurance broker can provide valuable advice and support during the claims process, which can be overwhelming and confusing for many residents. Overall, an insurance broker can be a valuable resource for residents of Clarke County, helping them to protect their assets and livelihoods.

Wealth Management

Residents of Clarke County, VA could greatly benefit from the services of a wealth manager. Specifically, the area's unique blend of rural and suburban living presents a complex financial landscape that requires expert navigation. A wealth manager can assist with a range of financial planning needs, from retirement savings to estate planning, and can provide guidance on investment opportunities that align with the individual's financial goals. Additionally, with the county's proximity to Washington D.C., many residents may have high-paying jobs or own businesses that require specialized financial planning. A wealth manager can help these individuals optimize their finances and minimize tax liabilities. Overall, a wealth manager can provide valuable support to Clarke County residents as they navigate the intricacies of their financial lives.

Financial Advisor

Residents of Clarke County, VA can greatly benefit from the expertise of a financial advisor. With a population of just over 14,000, Clarke County is a rural area with a strong agricultural presence. A financial advisor can assist farmers and small business owners with financial management, including budgeting, tax planning, and investment strategies. Additionally, many residents of Clarke County are retirees or approaching retirement age. A financial advisor can help these individuals navigate the complexities of retirement planning, including Social Security benefits, pension plans, and investment options. With the cost of living in Clarke County being slightly higher than the national average, a financial advisor can also help residents create a personalized financial plan to achieve their long-term financial goals, such as saving for a child's education or purchasing a home. Overall, a financial advisor can provide invaluable guidance and support to residents of Clarke County, helping them to achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Clarke County, VA can benefit from the assistance of a mortgage loan officer in several ways. Firstly, due to the county's rural nature and limited job opportunities, many residents may struggle to save enough money for a down payment on a home. A mortgage loan officer can help guide them through the process of obtaining a loan and finding the best options for their financial situation. Additionally, Clarke County has a unique housing market with a mix of historic homes and new developments. A knowledgeable mortgage loan officer can help residents navigate the complexities of purchasing a historic property, such as understanding the potential costs of renovations and ensuring the property meets certain standards. Finally, with the ongoing COVID-19 pandemic, many residents may be experiencing financial hardship and struggling to make mortgage payments. A mortgage loan officer can provide guidance and resources for those seeking loan forbearance or other forms of financial assistance during this difficult time.

Tax Services

Residents of Clarke County, VA can benefit from the expertise of a tax advisor in several ways. Firstly, a tax advisor can assist them in navigating the complex tax laws and regulations in Clarke County, which can be particularly challenging for those who are self-employed or own a small business. Additionally, a tax advisor can help residents minimize their tax liabilities and maximize their deductions, which can ultimately result in significant savings. This is especially important for residents of Clarke County, which is known for its high cost of living and property taxes. Furthermore, a tax advisor can provide guidance on estate planning and help residents prepare for the future by creating a comprehensive plan that takes into account their unique financial situation and goals. In short, a tax advisor can be an invaluable resource for residents of Clarke County, VA, helping them navigate the complexities of the tax system and achieve their financial objectives.

Estate Planning Lawyer

Residents of Clarke County, VA could benefit from the services of an estate planning lawyer in a variety of ways. Firstly, an estate planning lawyer can assist in drafting a will or trust, which is essential for ensuring that an individual's assets are distributed according to their wishes after their passing. Additionally, an estate planning lawyer can help with the creation of a power of attorney, which designates someone to make financial or medical decisions on an individual's behalf in the event that they are unable to do so themselves. In Clarke County, VA, where the population is primarily rural and agricultural, an estate planning lawyer could also provide guidance on how to pass down family farms or other properties to future generations without incurring significant tax liabilities. Furthermore, an estate planning lawyer can help with the establishment of charitable trusts or foundations, which can provide significant tax benefits while allowing individuals to support causes they care about.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Clarke County, VA are comprehensive and tailored to the specific needs of each client. The planner can provide guidance on retirement savings, investment strategies, and income planning. They can also help clients navigate the complexities of Social Security and Medicare. One unique aspect of retirement planning in Clarke County, VA is the abundance of historic properties and farmland. A retirement planner can assist clients in incorporating these assets into their retirement plan, whether it be through selling or leasing them for additional income, or using them as a part of a legacy plan for future generations. The planner can also provide advice on estate planning, including the preservation and transfer of these assets. With their extensive knowledge and expertise, a retirement planner in Clarke County, VA can help clients achieve their retirement goals and secure their financial future.

Clarke County, VA is the ultimate destination for retirees seeking the best retirement planner. The county boasts of a picturesque landscape that is serene and peaceful, making it an ideal location for those looking to settle down and enjoy their golden years. With its rich history and culture, Clarke County, VA offers a wide range of activities and events that cater to the needs of retirees, including art exhibitions, festivals, and outdoor recreation. The county is also home to some of the best retirement planners in the country, who are well-versed in the latest trends and strategies to help retirees secure their financial future. These planners are highly experienced and have a deep understanding of the local market, allowing them to provide tailored advice and solutions to their clients. Whether you are looking to invest in real estate, stocks, or bonds, Clarke County, VA has the expertise and resources to help you achieve your retirement goals.