Retirement Planning in Clinton County, IN

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List of Firms

Top Retirement Planners in Clinton County, IN

Lincoln Financial Group
3 out of 5
Location 1301 S S Harrison St, Fort Wayne, IN 46802, USA
Phone (877) 275-5462
Goldstone Financial Group
SEC File# 801-99350
CRD# 222520
5 out of 5
Location One Lincoln Center 18 West, 140 Butterfield Rd 16th Floor, Oakbrook Terrace, IL 60181, USA
Phone (630) 620-9300
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: 9:00 AM – 1:00 PM Sunday: Closed
Clinton J Faust - Financial Advisor, Ameriprise Financial Services, LLC
Location 10405 6th Ave N Ste 220, Plymouth, MN 55441, USA
Phone (763) 543-5182
Wealth Enhancement Group
5 out of 5
Location 308A Ogden Ave, Clinton, WI 53525, USA
Phone (608) 676-2236
Five Star Residences of Lafayette
5 out of 5
Location 250 Shenandoah Dr, Lafayette, IN 47905, USA
Phone (765) 449-4475
Retirement Planning in Clinton County, IN

About Clinton County, IN for Those Planning to Retire

Clinton County, located in Indiana, is a bustling area with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Frankfort downtown square to the scenic Wildcat Creek, there is no shortage of sights to see in this beautiful county. The top employers in the area include Frito-Lay, Tyson Foods, and Indiana Packers Corporation, providing ample job opportunities for residents. The county is also conveniently located near major highways such as I-65 and US-421, making travel in and out of the area a breeze. Neighborhoods in Clinton County range from charming historic homes in Frankfort to newer developments in the surrounding areas. Whether you prefer the hustle and bustle of city life or the peace and quiet of the countryside, there is a neighborhood to suit your needs. Overall, Clinton County is a vibrant and diverse community that offers something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Clinton County, IN can benefit from a bank in several ways. For instance, a bank can provide financial assistance to small businesses in the area by offering loans and lines of credit. This can help boost the local economy and create job opportunities for residents. Additionally, banks can offer savings and checking accounts to individuals, allowing them to manage their finances more effectively and plan for the future. In a county like Clinton, which is primarily rural and agricultural, farmers may also benefit from agricultural loans and other financial services tailored to their unique needs. Overall, a bank can serve as a valuable resource for residents of Clinton County, IN, providing them with the financial tools and support they need to achieve their goals and thrive in their community.

Insurance Broker

Residents of Clinton County, IN can benefit from the expertise of an insurance broker in many ways. With the county being home to a diverse population, an insurance broker can help individuals navigate the complexities of the insurance market and find the best coverage options for their specific needs. For example, farmers in Clinton County may require specialized insurance coverage for their crops and livestock, while small business owners may need liability insurance to protect against lawsuits. Additionally, with Clinton County experiencing severe weather conditions such as tornadoes and floods, an insurance broker can help residents find comprehensive coverage for their homes and property. Overall, an insurance broker can provide invaluable assistance to residents of Clinton County, IN, ensuring that they have the appropriate insurance coverage to protect their assets and livelihoods.

Wealth Management

Residents of Clinton County, IN could benefit greatly from the services of a wealth manager. With a population of just over 32,000, the county is primarily rural, with a focus on agriculture and manufacturing. A wealth manager could assist residents in managing their finances and investments, helping them to grow their wealth and secure their financial future. In particular, residents who own farms or small businesses could benefit from the expertise of a wealth manager, who could help them navigate the complexities of taxes, estate planning, and succession planning. Additionally, a wealth manager could help residents to diversify their portfolios and take advantage of investment opportunities that may be unique to the region, such as investing in local agribusinesses or manufacturing companies. Overall, a wealth manager could provide invaluable guidance and support to residents of Clinton County, IN, helping them to achieve their financial goals and build a brighter future for themselves and their families.

Financial Advisor

Residents of Clinton County, IN could benefit greatly from the expertise of a financial advisor. With a population of just over 32,000, Clinton County is a rural community that relies heavily on agriculture and manufacturing industries. A financial advisor could assist individuals and families in creating a budget that accommodates for the unique expenses associated with living in a rural area, such as maintaining a large property or owning a farm. Additionally, a financial advisor could provide guidance on investing in local businesses and industries, as well as navigating the complexities of estate planning and retirement savings. With the help of a financial advisor, residents of Clinton County could feel more confident in their financial future and make informed decisions that benefit both themselves and their community.

Mortgage Loan Officer

Residents of Clinton County, IN can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the loan officer can assist them in navigating the complex process of obtaining a mortgage loan. With their knowledge of the local real estate market, they can help borrowers find the best loan products that suit their needs and financial situation. Clinton County, IN is known for its diverse population and unique housing market, so having a loan officer who understands the nuances of the area is crucial. Additionally, the loan officer can provide guidance on improving credit scores and increasing the chances of loan approval. They can also help borrowers understand the various fees and costs associated with the mortgage process, such as closing costs and prepayment penalties. Overall, a mortgage loan officer can be an invaluable resource for residents of Clinton County, IN looking to purchase a home or refinance their existing mortgage.

Tax Services

Clinton County, IN residents can benefit greatly from the services of a tax advisor. With the county's economy heavily reliant on agriculture, a tax advisor can provide valuable insights on how farmers and agribusinesses can maximize their tax deductions and credits. Moreover, the county's small business owners can also benefit from the expertise of a tax advisor in navigating complex tax laws and regulations, especially with the recent changes brought about by the Tax Cuts and Jobs Act. Additionally, with the county's population aging, a tax advisor can help seniors who may be unfamiliar with the tax implications of their retirement income and healthcare expenses. Overall, a tax advisor can provide crucial assistance to Clinton County, IN residents in managing their finances, minimizing their tax liabilities, and achieving their financial goals.

Estate Planning Lawyer

Residents of Clinton County, IN could benefit from the assistance of an estate planning lawyer in a variety of ways. One specific aspect unique to Clinton County is the abundance of farmland and agricultural businesses. An estate planning lawyer could help farmers and business owners ensure that their land and assets are properly protected and passed down to future generations. This may include creating trusts, drafting wills, and establishing power of attorney. Additionally, the lawyer could assist with navigating complex tax laws and minimizing tax liabilities. For those who may not own agricultural businesses, an estate planning lawyer could still provide valuable guidance on creating a comprehensive estate plan, including drafting healthcare directives and planning for long-term care. Overall, the expertise of an estate planning lawyer can provide peace of mind and ensure that assets are distributed according to the wishes of the individual.


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