Retirement Planning in Columbus, IN

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List of Firms

Top Retirement Planners in Columbus, IN

WWA Planning & Investments
Location 427 Washington St, Columbus, IN 47201, USA
Phone (812) 379-1120
Language http://www.wwafp.com/
Directions
John Sandlin - Thrivent
5 out of 5
Location 904 Washington St, Columbus, IN 47201, USA
Phone (812) 764-8201
Language https://connect.thrivent.com/john-sandlin?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzY4OTAtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Edward Jones - Financial Advisor: Ken Free
SEC File# 801-3297
CRD# 250
1 out of 5
Location 1712 Central Ave, Columbus, IN 47201, USA
Phone (812) 378-0022
Language https://www.edwardjones.com/us-en/financial-advisor/ken-free
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Schumaker Investments LLC
Location 2335 Riverside Dr, Columbus, IN 47201, USA
Phone (812) 376-3262
Directions
Engelstad Wealth Advisors
Location 250 Franklin St, Columbus, IN 47201, USA
Phone (812) 799-0345
Language https://www.raymondjames.com/engelstadwealth
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4010 W Goeller Blvd # B, Columbus, IN 47201, USA
Phone (812) 342-8193
Language https://www.edwardjones.com/
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 5532 E 25th St, Columbus, IN 47203, USA
Phone (812) 376-0370
Language https://www.edwardjones.com/
Directions
Retirement Planning in Columbus, IN

About Columbus, IN for Those Planning to Retire

Columbus, IN is a vibrant city with a rich history and an array of landmarks that showcase its unique character. From the iconic Miller House and Garden to the historic Bartholomew County Courthouse, the city is a testament to the ingenuity and creativity of its residents. Top employers in Columbus include Cummins Inc., Faurecia, and LHP Engineering Solutions, which provide a diverse range of job opportunities for the city's residents. Major highways and streets in Columbus include Interstate 65, US Route 31, and State Road 46, which connect the city to other major metropolitan areas in the region. Columbus is also home to a variety of neighborhoods, each with its own distinct personality and charm. From the quaint and cozy homes of the Northside to the bustling downtown district, there is something for everyone in this vibrant city.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Columbus, IN could be helped by a bank in various ways. Firstly, a bank can provide financial assistance to individuals who are looking to purchase a home in Columbus, IN. With the cost of living in Columbus, IN being higher than the national average, many residents may require a mortgage to purchase a home. Secondly, a bank can offer loans to small business owners looking to start or expand their business in Columbus, IN. As a city known for its architecture and design, Columbus, IN is home to many small businesses that may require financial assistance to grow. Lastly, a bank can provide residents with access to financial advisors who can help them manage their finances and plan for their future. With the median household income in Columbus, IN being lower than the national average, many residents may require guidance on how to budget and save for their future.

Insurance Broker

Residents of Columbus, IN can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help residents find the most suitable insurance policies for their unique needs. Columbus, IN is a growing city with a diverse population, and insurance needs can vary greatly among individuals and businesses. An insurance broker can help navigate the complexities of insurance policies and regulations, ensuring that residents are adequately covered and protected. Additionally, an insurance broker can assist with claims processing, providing guidance and support during the often-stressful process. With the help of an insurance broker, residents of Columbus, IN can have peace of mind knowing that they have the right insurance coverage to protect their assets and livelihoods.

Wealth Management

Residents of Columbus, IN can benefit from the services of a wealth manager in various ways. One specific example is through investment planning. Columbus, IN is home to many small businesses and industries that can provide a stable source of income for its residents. A wealth manager can help individuals identify investment opportunities that align with their financial goals and risk tolerance. They can also offer advice on diversifying their portfolio to mitigate potential losses. Moreover, a wealth manager can provide tax planning services to help residents maximize their returns and minimize their tax liabilities. With the help of a wealth manager, residents of Columbus, IN can secure their financial future and achieve their long-term financial goals.

Financial Advisor

Residents of Columbus, IN could greatly benefit from the guidance of a financial advisor in several ways. Firstly, with the city's thriving economy, a financial advisor could help residents make informed investment decisions that align with their financial goals. Additionally, with Columbus being home to many large corporations, a financial advisor could assist residents in navigating the complexities of employee benefit plans and stock options. Furthermore, with the city's growing population, a financial advisor could help residents plan for major life events such as purchasing a home, starting a family, or saving for their children's education. Overall, a financial advisor could provide invaluable support to the residents of Columbus, IN in achieving their financial aspirations and securing their financial future.

Mortgage Loan Officer

Residents of Columbus, IN can greatly benefit from the services of a mortgage loan officer. These professionals can help individuals secure funding to purchase their dream homes or refinance their existing mortgages. With Columbus, IN being a thriving city with a population of over 47,000 people, there are many unique challenges that residents may face when it comes to obtaining a mortgage. For instance, Columbus, IN has a diverse range of housing options, including historic homes and new construction properties. A mortgage loan officer can help residents navigate the complex process of securing a mortgage for these types of properties, which may have different requirements and regulations. Additionally, with Columbus, IN being home to several large employers, such as Cummins Inc., a mortgage loan officer can help residents who are employed by these companies obtain special loan programs or discounts. Overall, a mortgage loan officer can provide invaluable assistance to residents of Columbus, IN in achieving their homeownership goals.

Tax Services

Residents of Columbus, IN could benefit greatly from the expertise of a tax advisor. With a population of over 47,000, many individuals and families in the area may struggle to navigate the complexities of the tax system. A tax advisor could provide guidance on a range of topics, from maximizing deductions and credits to minimizing tax liabilities. Specifically, residents of Columbus, IN may benefit from a tax advisor who is knowledgeable about the state's tax laws, as Indiana has its own unique tax code. Additionally, a tax advisor could assist small business owners in the area with tax planning and compliance, helping them to avoid costly mistakes and ensure that they are properly reporting their income and expenses. With the help of a skilled tax advisor, residents of Columbus, IN can feel confident that they are making informed decisions and maximizing their financial potential.

Estate Planning Lawyer

Residents of Columbus, IN can benefit from estate planning lawyers in a multitude of ways. Firstly, an estate planning lawyer can help residents create a comprehensive plan for their assets, including property, investments, and personal belongings. This is especially important in Columbus, IN, where the population is growing rapidly, and property values are increasing. Secondly, an estate planning lawyer can assist residents in creating a will or trust, which can help ensure that their assets are distributed according to their wishes. This is essential in Columbus, IN, where many residents have strong ties to the community and want to ensure that their assets are used to benefit the city. Lastly, an estate planning lawyer can help residents navigate complex tax laws and minimize tax liabilities, which can be particularly challenging in Columbus, IN, where the tax code is constantly changing. Overall, an estate planning lawyer can provide invaluable support to residents of Columbus, IN, helping them protect their assets and secure their legacy for future generations.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Columbus, IN can help individuals prepare for their golden years. With a complex and ever-changing retirement landscape, it can be challenging to navigate the options available. A planner can provide guidance on investment strategies, tax planning, and estate planning. Columbus, IN, known for its thriving arts and culture scene, offers unique opportunities for retirees to engage in creative pursuits. A retirement planner in Columbus can help clients tailor their retirement plans to include activities such as art classes, theater productions, and music performances. With the planner's burstiness of knowledge and the city's cultural richness, retirees can enjoy a fulfilling retirement while maintaining financial stability.

Columbus, IN is the perfect destination to get a retirement planner. With its picturesque landscapes and vibrant community, it offers a plethora of options for retirees to enjoy their golden years. The city's unique architecture, designed by renowned architects such as Eero Saarinen, I.M. Pei, and Harry Weese, is a testament to its commitment to innovation and creativity. This same spirit is reflected in the financial planning services offered by the city's professionals. Columbus, IN's retirement planners are known for their expertise and personalized approach, ensuring that each client's needs and goals are met with precision. Whether you're looking to invest in a retirement plan or simply seeking advice on how to manage your finances, Columbus, IN's retirement planners have got you covered. So, if you're looking for a place to retire in peace and comfort, look no further than Columbus, IN.