Retirement Planning in Kenton County, KY

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List of Firms

Top Retirement Planners in Kenton County, KY

Tri-State Retirement Inc. - Cincinnati Office
Location 312 Walnut St Suite 1600, Cincinnati, OH 45202, USA
Phone (513) 721-0900
Myles & Myles Retirement Planners
Location 525 W 5th St #310, Covington, KY 41011, USA
Phone (859) 431-5321
Hannegan Wealth Management LLC
Location 180 Barnwood Dr, Edgewood, KY 41017, USA
Phone (859) 291-0101
Retirement & Est Planning
Location 3940 Olympic Blvd # 370, Erlanger, KY 41018, USA
Phone (859) 647-6777
Planning and Development Services of Kenton County
5 out of 5
Location 1840 Simon Kenton Wy #3400, Covington, KY 41011, USA
Phone (859) 331-8980
Benjamin Gehrke - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 130 Dudley Pike Ste 250, Edgewood, KY 41017, USA
Phone (859) 838-4400
Retirement Planning
Location 5319 Delhi Rd, Cincinnati, OH 45238, USA
Phone (513) 598-5678
Retirement Planning in Kenton County, KY

About Kenton County, KY for Those Planning to Retire

Kenton County, KY is a bustling area with a variety of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Baker Hunt Art & Cultural Center to the sprawling Florence Mall, there's something for everyone in this vibrant community. Top employers include St. Elizabeth Healthcare, Fidelity Investments, and Amazon, providing ample job opportunities for residents. Major highways such as I-75 and I-275 make it easy to navigate the area, while streets like Dixie Highway and Madison Pike offer a variety of shopping and dining options. Neighborhoods range from the charming historic homes of Covington's Licking Riverside to the newer developments of Independence and Union. With so much to offer, Kenton County is a great place to live, work, and play.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Kenton County, KY can benefit from a bank in numerous ways. A bank can provide financial support to those who need it most, whether it be through loans, credit cards, or savings accounts. With Kenton County being home to a diverse population, a bank can provide tailored financial solutions that meet the unique needs of each individual. For instance, the county has a large population of retirees who may require specialized retirement planning services. Additionally, with the county being home to several small businesses, banks can provide support to these entrepreneurs through business loans and other financial services. Furthermore, a bank can help residents of Kenton County build and maintain good credit scores, which can be crucial when applying for loans or mortgages. Overall, a bank can be a valuable resource to the residents of Kenton County, providing financial stability and guidance for all their financial needs.

Insurance Broker

Residents of Kenton County, KY can benefit greatly from the expertise of an insurance broker. With the county being home to several large employers, such as Fidelity Investments and St. Elizabeth Healthcare, many residents may have access to various insurance options through their workplace. However, navigating the complexities of these plans can be daunting, especially for those who are unfamiliar with the intricacies of insurance policies. An insurance broker can provide valuable guidance and support in selecting the right plan, ensuring that residents have access to the coverage they need at a price that fits their budget. Additionally, with Kenton County being located in the greater Cincinnati area, residents may have unique insurance needs related to cross-state healthcare coverage or auto insurance requirements. An insurance broker can help residents navigate these complexities and ensure they have the right coverage for their specific situation.

Wealth Management

Residents of Kenton County, KY could benefit greatly from the services of a wealth manager. With its proximity to Cincinnati, Ohio, Kenton County has a diverse economy with a mix of small businesses and large corporations. A wealth manager can help residents navigate this complex financial landscape by providing personalized investment advice and helping them develop a comprehensive financial plan. They can also assist with retirement planning, tax strategies, and estate planning. Additionally, a wealth manager can help residents manage their debt and create a budget that fits their lifestyle. With the guidance of a wealth manager, residents of Kenton County can feel confident in their financial future and achieve their long-term goals.

Financial Advisor

Residents of Kenton County, KY could greatly benefit from the guidance and expertise of a financial advisor. With a population of over 166,000 people, Kenton County is the third most populous county in Kentucky. As such, there are a myriad of financial challenges that residents may face, such as managing debt, planning for retirement, and investing wisely. A financial advisor can help residents navigate these challenges by providing personalized advice and creating tailored financial plans. For example, given that Kenton County has a relatively high median household income of $62,000, a financial advisor could help residents optimize their tax strategies and make informed decisions about investing in retirement accounts. Additionally, with a median home value of $159,000, residents may benefit from advice on managing mortgage payments and building equity in their homes. Overall, a financial advisor can provide invaluable support to residents of Kenton County as they navigate the complex and ever-changing world of personal finance.

Mortgage Loan Officer

Residents of Kenton County, KY can greatly benefit from the services of a mortgage loan officer. These professionals are experts in the field of real estate financing and can help residents secure funding for their dream home or investment property. With the rising cost of real estate in Kenton County, KY, a mortgage loan officer can provide valuable insight into the local market and help residents navigate the complex process of applying for a loan. They can also assist with credit checks, pre-approvals, and finding the best interest rates available. In addition, a mortgage loan officer can help residents explore alternative financing options, such as FHA loans or VA loans, which may be more suitable for their specific needs. Overall, the expertise and guidance of a mortgage loan officer can make the home buying process in Kenton County, KY much smoother and more manageable for residents.

Tax Services

Residents of Kenton County, KY can benefit greatly from the services of a tax advisor. With the county being home to several Fortune 500 companies, including Procter & Gamble and Fifth Third Bank, there are many high-income earners who require specialized tax planning and advice. Additionally, Kenton County is known for its diverse population, with a significant number of immigrants and non-English speakers. A tax advisor can assist these individuals in navigating the complexities of the tax system and ensure that they are taking advantage of all available deductions and credits. Furthermore, with the recent changes to the tax code, it is more important than ever for residents of Kenton County to seek the guidance of a tax advisor to ensure that they are maximizing their tax savings and avoiding any potential penalties or audits.

Estate Planning Lawyer

Residents of Kenton County, KY can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after their death. This is particularly important in Kenton County, KY, where the population is aging, and many residents are retirees. An estate planning lawyer can help them plan for their future by setting up trusts, wills, and other legal documents that protect their assets and ensure their loved ones are taken care of. Additionally, an estate planning lawyer can also help residents of Kenton County, KY with tax planning, Medicaid planning, and other legal matters related to their estates. With the help of an experienced estate planning lawyer, residents of Kenton County, KY can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.


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