Retirement Planning in Delaware County, IN

We did the hard work of finding trustworthy partners in Delaware County, IN. 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 Delaware County, IN

generic_business-71
LHD Retirement
1 out of 5
Location 250 W 96th St #350, Indianapolis, IN 46260, USA
Phone (855) 250-9597
Directions
generic_business-71
David P Gilliam & Associates Inc
SEC File# 801-123723
CRD# 285515
5 out of 5
Location 2600 W Jackson St, Muncie, IN 47303, USA
Phone (765) 281-0012
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
civic_building-71
Delaware-Muncie Metro Plan Commission
Location 100 W Main St #206, Muncie, IN 47305, USA
Phone (765) 747-7740
Directions
Retirement Planning in Delaware County, IN

About Delaware County, IN for Those Planning to Retire

Delaware County, IN, located in the heart of the Midwest, is a vibrant and bustling community with a rich history and diverse culture. The county boasts a number of notable landmarks, including the Minnetrista cultural center, the Ball State University campus, and the Prairie Creek Reservoir. These landmarks serve as anchors for the community and draw visitors from near and far. In terms of employment, Delaware County is home to a number of top employers, including the Ball Memorial Hospital, Indiana Michigan Power, and the Muncie Community School Corporation. These organizations provide critical services and job opportunities for residents of the county, helping to drive economic growth and prosperity. When it comes to transportation, Delaware County is well-connected to the surrounding region by a number of major highways and streets, including Interstate 69, US Route 35, and State Road 3. These thoroughfares provide easy access to neighboring cities and towns, as well as to major airports and transportation hubs.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Delaware County, IN can benefit from a bank in numerous ways. For instance, the bank can provide them with financial assistance to start their own businesses, which is essential given that the county is home to small and medium-sized enterprises. The bank can also offer loans to residents who want to purchase homes, especially given that the county has a growing real estate market. Additionally, the bank can provide financial education to residents, which is necessary given that the county has a high poverty rate. Furthermore, the bank can help residents with their retirement planning, given that the county has a large aging population. Overall, a bank can be an essential partner for the residents of Delaware County, IN, providing them with financial solutions that are tailored to their unique needs and circumstances.

Insurance Broker

Residents of Delaware County, IN can greatly benefit from the services of an insurance broker. With the county being home to over 118,000 residents, navigating the complex world of insurance can be daunting. An insurance broker can offer personalized guidance and support to help residents find the best insurance coverage for their unique needs. Whether it's navigating the intricacies of health insurance, finding the right coverage for a small business, or ensuring that a homeowner's policy adequately protects against natural disasters like tornadoes, an insurance broker can provide invaluable expertise and peace of mind. Additionally, with Delaware County being home to Ball State University, an insurance broker can assist students and their families in finding affordable and comprehensive health insurance options. Overall, an insurance broker can help Delaware County residents save time, money, and stress when it comes to finding the right insurance coverage.

Wealth Management

Residents of Delaware County, IN could benefit from the services of a wealth manager in a multitude of ways. For example, a wealth manager could assist with retirement planning, estate planning, and investment management. Specifically, in Delaware County, IN, where the median household income is $45,000, a wealth manager could help residents optimize their finances to achieve their long-term financial goals. With a population of over 114,000 people, there are surely many individuals who would benefit from the expertise of a wealth manager. Moreover, with a diverse economy that includes manufacturing, healthcare, and education, a wealth manager could help residents navigate the complexities of their specific industries and identify opportunities for growth. By providing tailored financial advice and guidance, a wealth manager could help residents of Delaware County, IN achieve financial security and peace of mind.

Financial Advisor

Residents of Delaware County, IN would greatly benefit from the expertise of a financial advisor. With a population of over 117,000 people, the county is home to a diverse array of individuals with unique financial goals and needs. A financial advisor can provide guidance on everything from creating a budget to investing in the stock market. In addition, Delaware County has a significant number of retirees, and a financial advisor can assist with retirement planning, including maximizing Social Security benefits and creating a sustainable income stream. Furthermore, the county is home to several colleges and universities, and a financial advisor can help students and their families navigate the complexities of paying for higher education. Overall, a financial advisor can provide invaluable assistance to the residents of Delaware County, IN, helping them achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Delaware County, IN could benefit from the expertise of a mortgage loan officer in a number of ways. For example, with the county's population of over 114,000, there is likely a high demand for housing, and a loan officer could assist with securing financing for a new home purchase. Additionally, Delaware County is home to Ball State University, which has a significant impact on the local economy. A mortgage loan officer could help university employees and other residents navigate the complexities of home financing, including options for first-time homebuyers and those with less-than-perfect credit. Furthermore, Delaware County is located in the heart of Indiana's manufacturing belt, which means that many residents work in factories or other industrial settings. A loan officer could help these individuals understand their options for home financing, including special programs for veterans or those in certain professions. Overall, a mortgage loan officer could be a valuable resource for anyone in Delaware County looking to purchase a home or refinance an existing mortgage.

Tax Services

Residents of Delaware County, IN can benefit from a tax advisor in numerous ways. With the county's economy reliant on manufacturing and healthcare, a tax advisor can help residents navigate the complex tax laws surrounding these industries. Additionally, Delaware County has a high percentage of residents over the age of 65, making tax planning for retirement a crucial aspect of financial planning. A tax advisor can assist with retirement account contributions, required minimum distributions, and other tax implications of retirement. Furthermore, the county is home to Ball State University, and a tax advisor can help students and faculty members navigate the unique tax situations that come with being a student or employee of a university. Overall, a tax advisor can provide invaluable assistance to residents of Delaware County in navigating the complex and ever-changing tax landscape.

Estate Planning Lawyer

Residents of Delaware County, IN can benefit from the services of an estate planning lawyer in various ways. Firstly, an estate planning lawyer can help residents create a comprehensive plan that outlines how their assets should be distributed after they pass on. This is especially important for residents of Delaware County, IN, where the population is aging, and many families have significant assets that need to be protected. Additionally, an estate planning lawyer can help residents minimize tax liabilities and ensure that their beneficiaries receive the maximum amount possible. They can also assist with creating trusts, setting up powers of attorney, and drafting living wills. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Delaware County, IN, ensuring that their legacy is protected and their wishes are carried out.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs