Retirement Planning in Clinton, SC

We did the hard work of finding trustworthy partners in Clinton, SC. Fill out the form to get connected.

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Clinton, SC

JEHM Wealth & Retirement
5 out of 5
Location 117 Woodruff Pl Cir Suite A, Simpsonville, SC 29681, USA
Phone (864) 527-0482
Directions
Christopher Benson - Raymond James
5 out of 5
Location 332 Church St, Laurens, SC 29360, USA
Phone (864) 681-1560
Directions
Edward Jones - Financial Advisor: Gary S Davis, AAMS®
SEC File# 801-3297
CRD# 250
Location 100 Plaza Cir B, Clinton, SC 29325, USA
Phone (864) 833-0414
Directions
Family Legacy, Inc.
SEC File# 801-49710
CRD# 110945
5 out of 5
Location 900 Pendleton St STE 200, Greenville, SC 29601, USA
Phone (864) 233-0808
Directions
Robert Kopp - Thrivent
Location 1108 Harrington St, Newberry, SC 29108, USA
Phone (803) 768-4696
Directions
Langston Place
4 out of 5
Location 939 Springdale Dr, Clinton, SC 29325, USA
Phone (864) 358-9045
Directions
Woodbridge of Clinton
5 out of 5
Location 300 Jacobs Hwy, Clinton, SC 29325, USA
Phone (864) 833-3425
Directions
The Clinton Presbyterian Community
4 out of 5
Location 801 Musgrove St, Clinton, SC 29325, USA
Phone (864) 358-9339
Directions
Walker, Higgins & Associates Wealth Management, LLC
SEC File# 801-46595
CRD# 110377
Location 350 E St John St, Spartanburg, SC 29302, USA
Phone (864) 582-4597
Directions
Wells Fargo Advisors
Location 203 S Broad St, Clinton, SC 29325, USA
Phone (864) 833-0340
Directions
The Association of Retirement Planning Solutions
Location 14 Huntingtower Ln, Simpsonville, SC 29681, USA
Phone (864) 228-9545
Directions
Dear Retirement
5 out of 5
Location 857 NE Main St, Simpsonville, SC 29681, USA
Phone (864) 428-7733
Directions
The Retirement Company, LLC
5 out of 5
Location 407 Parker Ivey Dr, Greenville, SC 29607, USA
Phone (864) 244-0375
Directions
United Ministries of Clinton
5 out of 5
Location 500 Academy St, Clinton, SC 29325, USA
Phone (864) 938-9070
Directions
Peay J Jay CPA
SEC File# 801-113689
CRD# 133492
Location 301 N Broad St, Clinton, SC 29325, USA
Phone (864) 833-4450
Directions
Edward Jones - Financial Advisor: Dan Wilson
5 out of 5
Location 111 E Laurens St, Laurens, SC 29360, USA
Phone (864) 715-1151
Directions
Retirement Planning in Clinton, SC

About Clinton, SC for Those Planning to Retire

Clinton, SC is a small town with a big personality. Its landmarks include the historic Presbyterian College, which dates back to 1880 and boasts a beautiful campus with stunning architecture. The town is also home to the Clinton Museum, which showcases the area's rich history and culture. Top employers in Clinton include the Laurens County School District, which provides education to thousands of students in the area, and the Whitten Center, a state-run facility that provides care to individuals with disabilities. Major highways and streets in Clinton include Interstate 26, which runs through the town and provides easy access to nearby cities like Columbia and Greenville. Other important roads include Highway 72 and Highway 56, which connect Clinton to other towns and cities in the region. Neighborhoods in Clinton are diverse and vibrant, with everything from historic homes to modern apartments.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Clinton, SC can benefit from a bank in various ways. One of the most common ways is through the provision of financial services such as savings accounts, loans, and credit cards. Banks can help residents save money for future investments or emergencies, which is crucial given that Clinton, SC is a small town with limited job opportunities. Additionally, banks can provide loans to residents who need to start businesses or buy homes. This can help boost the local economy and provide more job opportunities for residents. Furthermore, banks can offer credit cards to residents, which can be used to make purchases and build credit history. This can be particularly helpful for young adults who are just starting out in life. Overall, banks can play a vital role in improving the financial well-being of residents in Clinton, SC.

Insurance Broker

Residents of Clinton, SC can benefit from an insurance broker in a multitude of ways. With a population of approximately 8,500, Clinton is a small town that is home to many families and individuals who may not have the time or expertise to navigate the complex world of insurance. An insurance broker can help residents find the right coverage for their unique needs, whether it be for home, auto, or life insurance. Additionally, brokers can provide valuable advice on how to minimize risks and reduce premiums. For example, residents living in flood-prone areas of Clinton may need specialized coverage that protects against water damage. An insurance broker can help them understand their options and ensure they have the right coverage in place. Overall, an insurance broker can save residents time, money, and provide peace of mind knowing they are fully protected.

Wealth Management

Residents of Clinton, SC can benefit from the services of a wealth manager in various ways. For instance, a wealth manager can help them create a personalized financial plan that takes into account their unique financial goals and circumstances. This could include investment strategies, retirement planning, tax planning, and estate planning. Additionally, a wealth manager can help residents of Clinton, SC navigate the complex world of financial products and services, such as stocks, bonds, mutual funds, and insurance. With their expertise, a wealth manager can help clients make informed decisions about their finances and investments, and help them stay on track to achieve their long-term financial goals. In a town like Clinton, SC, where the cost of living is relatively low compared to other parts of the country, a wealth manager can help residents make the most of their money and ensure they have a secure financial future.

Financial Advisor

Residents of Clinton, SC can benefit from the guidance and expertise of a financial advisor in a variety of ways. One specific area where a financial advisor can be particularly helpful in Clinton is in developing a retirement plan. With a median age of 39, many Clinton residents may be starting to think about their long-term financial goals and how to achieve them. A financial advisor can help residents assess their current financial situation, identify their retirement goals, and develop a personalized plan to reach those goals. This could include strategies for saving and investing, managing debt, and protecting assets. Additionally, a financial advisor can help Clinton residents navigate the complex world of retirement planning, including understanding tax implications, evaluating different retirement account options, and planning for healthcare costs in retirement. By working with a financial advisor, Clinton residents can feel more confident and secure in their financial future.

Mortgage Loan Officer

Residents of Clinton, SC can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the loan officer can assist in finding the best mortgage rates and terms that suit the financial goals and needs of the residents. Secondly, the loan officer can help navigate the complex process of applying for a mortgage, including the documentation and paperwork required. Additionally, the loan officer can provide guidance on the various types of mortgages available, such as fixed-rate or adjustable-rate mortgages. One specific aspect of Clinton, SC that a loan officer can assist with is the town's historic district. Due to its designation as a National Register Historic District, some homes in Clinton may require special considerations when it comes to obtaining a mortgage or renovating the property. A knowledgeable loan officer can help residents navigate these unique circumstances and obtain the financing they need to purchase or renovate a historic home in Clinton, SC.

Tax Services

Residents of Clinton, SC can greatly benefit from the expertise of a tax advisor. With the city being home to several small businesses, a tax advisor can assist in navigating the complex tax laws and regulations that businesses must adhere to. Additionally, many residents in Clinton are retirees who may have complex tax situations, including pensions, social security benefits, and investment income. A tax advisor can help these individuals optimize their tax returns and ensure they are taking advantage of any available deductions or credits. Furthermore, with Clinton being located in Laurens County, a tax advisor can also assist residents with navigating any local tax laws that may apply. Overall, a tax advisor can provide invaluable assistance to residents of Clinton, SC in maximizing their tax benefits and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Clinton, SC can benefit greatly from the services of an estate planning lawyer. With a population of just over 8,000, Clinton is a small town in Laurens County, South Carolina. An estate planning lawyer can assist residents in creating wills, trusts, and other legal documents to ensure that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help residents plan for incapacity by creating powers of attorney and healthcare directives. For those with children, an estate planning lawyer can help establish guardianship and create trusts to provide for their children's future. With the complexity of state and federal laws, an estate planning lawyer can provide invaluable guidance to residents of Clinton, SC to ensure that their wishes are carried out and their loved ones are taken care of after they are gone.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs