Retirement Planning in Lowndes County, GA

We did the hard work of finding trustworthy partners in Lowndes County, GA. Fill out the form to get connected.
Scroll to List of Firms

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 Lowndes County, GA

First Command
SEC File# 801-56942
CRD# 281958
5 out of 5
Location 4333 Bemiss Rd Ste 10, Valdosta, GA 31605, USA
Phone (229) 469-7159
Language https://advisor.firstcommand.com/us/ga/valdosta?utm_source=google_my_business&utm_medium=local_search
Directions
First Command Financial Advisor - Dan Mahoney
Location 4333 Bemiss Rd Ste 10, Valdosta, GA 31605, USA
Phone (229) 469-7159
Language https://advisor.firstcommand.com/us/ga/valdosta/dmmahoney
Directions
AXA Advisors
3 out of 5
Location 1810 N Ashley St Suite 1, Valdosta, GA 31602, USA
Phone (229) 247-1010
Language http://www.allred-day.com/
Directions
Hamilton Trust, Estate & Elder Law
5 out of 5
Location 2502 N Oak St, Valdosta, GA 31602, USA
Phone (229) 207-0850
Language http://hamiltontrust.law/
Directions
Wright Retirement Services
2 out of 5
Location 1009 N Patterson St, Valdosta, GA 31601, USA
Phone (229) 259-9686
Language http://www.wrsllc.com/
Directions
First Command Financial Advisor - Chelcie Sirvid
Location 4333 Bemiss Rd Ste 10, Valdosta, GA 31605, USA
Phone (229) 469-7159
Language https://advisor.firstcommand.com/us/ga/valdosta/csirvid
Directions
Retirement Planning in Lowndes County, GA

About Lowndes County, GA for Those Planning to Retire

Lowndes County, located in the southern part of Georgia, is a vibrant and bustling community that offers a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Lowndes County Courthouse to the beautiful Valdosta State University campus, there are plenty of landmarks to explore. The county is also home to Moody Air Force Base, which employs thousands of people and serves as a vital part of the community. In terms of top employers, Lowndes County boasts a diverse range of businesses, including South Georgia Medical Center, Packaging Corporation of America, and the Valdosta City School System. These companies provide a variety of job opportunities and contribute to the county's economic growth. Major highways and streets in Lowndes County include Interstate 75, which runs through the heart of the county, and Highway 84, which connects the county to nearby cities and towns.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Lowndes County, GA can benefit from a bank in numerous ways. For instance, a bank can provide financial assistance to small businesses in the area, which is crucial for the county's economic growth. Additionally, a bank can offer loans to individuals who need to purchase homes or cars. This is particularly important in Lowndes County, where the cost of living is relatively high, and many residents struggle to make ends meet. Moreover, a bank can help residents save money by offering savings accounts and other investment options. This is essential in a county where many people are living paycheck to paycheck and need to build up their savings for emergencies. Lastly, a bank can offer financial education programs to residents, which can help them improve their financial literacy and make better financial decisions. This is especially important in Lowndes County, where many residents lack access to financial education resources.

Insurance Broker

Residents of Lowndes County, GA can benefit from the services of an insurance broker in numerous ways. Firstly, an insurance broker can help individuals and businesses in Lowndes County navigate the complex and ever-changing world of insurance policies. With the county's diverse population and unique industries, such as agriculture and manufacturing, an insurance broker can provide tailored solutions to meet the specific needs of each client. Additionally, Lowndes County is prone to natural disasters such as hurricanes and floods, making it crucial for residents to have proper insurance coverage. An insurance broker can assist in finding policies that provide adequate protection against these risks. Furthermore, with the rising healthcare costs in the United States, an insurance broker can help residents of Lowndes County find affordable health insurance plans that meet their needs. Overall, an insurance broker can provide invaluable assistance to the residents of Lowndes County, ensuring that they have the necessary coverage to protect themselves, their families, and their businesses.

Wealth Management

Residents of Lowndes County, GA can benefit greatly from the services of a wealth manager. With a population of over 110,000 people, the county has a diverse demographic with varying financial needs. A wealth manager can assist individuals in creating a comprehensive financial plan that takes into account their unique circumstances. For instance, the county has a high poverty rate of 22.8%, which means that many residents may require assistance in managing their limited resources. A wealth manager can provide guidance on budgeting, debt management, and investing to help residents achieve their financial goals. Additionally, with a median home value of $156,000, residents may need help in planning for major expenses such as home renovations or college tuition for their children. A wealth manager can provide tailored solutions to help residents navigate these financial challenges and achieve long-term financial stability.

Financial Advisor

Residents of Lowndes County, GA can benefit from the expertise of a financial advisor in many ways. One specific need that could be addressed is the high poverty rate in the area. With a poverty rate of 23.9%, many residents may struggle with managing their finances and planning for the future. A financial advisor could help individuals create a budget, establish savings goals, and invest wisely to build wealth over time. Additionally, the county has a diverse economy with industries ranging from agriculture to healthcare. A financial advisor could provide tailored advice to individuals based on their specific career paths and financial goals. With the help of a financial advisor, residents of Lowndes County can gain the knowledge and tools necessary to achieve financial stability and success.

Mortgage Loan Officer

Residents of Lowndes County, GA can benefit from the expertise of a mortgage loan officer in several ways. For instance, a mortgage loan officer can help residents navigate the complex process of securing a mortgage loan, which can be particularly challenging in a county like Lowndes, where the median household income is $45,000, well below the national average. Moreover, Lowndes County is home to a large number of military personnel and veterans, who may be eligible for VA loans, but may not be aware of the benefits available to them. Additionally, given the high poverty rate in Lowndes County, many residents may need assistance with down payment and closing costs, which a mortgage loan officer can help them obtain through various programs and incentives. Overall, a mortgage loan officer can play a crucial role in helping residents of Lowndes County achieve their dream of homeownership, despite the unique challenges they may face.

Tax Services

Residents of Lowndes County, GA could greatly benefit from the expertise of a tax advisor. With a population of over 110,000, the county is home to a diverse range of individuals, from low-income families to high-earning professionals. A tax advisor can help these residents navigate the complex tax laws and regulations in order to maximize their refunds and minimize their liabilities. For example, many residents of Lowndes County work in agriculture, and a tax advisor could provide guidance on deductions related to farming expenses. Additionally, the county is home to several military installations, and a tax advisor could help military families take advantage of tax breaks related to their service. With so many unique tax situations in Lowndes County, a tax advisor could provide invaluable assistance to residents looking to optimize their financial situation.

Estate Planning Lawyer

Residents of Lowndes County, GA could greatly benefit from the services of an estate planning lawyer in a variety of ways. One specific example is the high number of small business owners in the area who may need assistance with succession planning and transferring ownership of their business to their heirs. Additionally, many residents in the county own large plots of land or farms, which can present unique challenges when it comes to passing down property to future generations. An estate planning lawyer can help navigate these complex issues and ensure that assets are distributed according to the individual's wishes. Furthermore, with the county's growing population and increasing property values, it is important for residents to have a comprehensive estate plan in place to protect their assets and minimize tax liabilities. An estate planning lawyer can provide valuable guidance on these matters and help residents achieve peace of mind knowing that their affairs are in order.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in Lowndes County, GA can provide a range of services to help individuals prepare for their golden years. These services can include investment advice, tax planning, estate planning, and more. One specific aspect of retirement planning in Lowndes County that requires particular attention is the area's unique demographic makeup. With a population that is both aging and diverse, retirement planners must be attuned to the specific needs and challenges facing their clients. This might include helping retirees navigate the complexities of Medicare and Social Security, as well as providing guidance on how to manage their assets in a way that maximizes their income and minimizes their tax burden. Additionally, retirement planners in Lowndes County may need to be well-versed in the local real estate market, as many retirees choose to downsize or relocate during their retirement years. Overall, retirement planning in Lowndes County requires a nuanced and multifaceted approach that takes into account the unique needs and circumstances of each individual client.

Lowndes County, GA is the ideal place to find a retirement planner due to its diverse range of financial experts and resources. The county boasts a thriving financial community that offers a wealth of knowledge and experience in retirement planning. From certified financial planners to investment advisors, Lowndes County has a plethora of professionals who can help retirees navigate the complex world of retirement planning. Additionally, the county is home to several retirement communities that offer a variety of services and amenities to help seniors live their best lives. Whether you're looking for advice on investment strategies or assistance with estate planning, Lowndes County has everything you need to ensure a comfortable and secure retirement. With its strong financial infrastructure and commitment to supporting seniors, Lowndes County is the perfect place to start your retirement planning journey.