Retirement Planning in Nicholasville, KY

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List of Firms

Top Retirement Planners in Nicholasville, KY

Wrenne Financial Planning
5 out of 5
Location 3399 Tates Creek Rd #115, Lexington, KY 40502, USA
Phone (859) 538-6044
Language https://www.wrennefinancial.com/
Directions
Ballast, Inc.
SEC File# 801-79651
CRD# 152695
5 out of 5
Location 360 E Vine St #320, Lexington, KY 40507, USA
Phone (859) 226-0625
Language http://www.ballastplan.com/
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Brown Biggins Group - Morgan Stanley
Location 444 E Main St Ste 111, Lexington, KY 40507, USA
Phone (859) 231-9500
Language https://advisor.morganstanley.com/brown-biggins-group?y_source=1_MTA4Mjk0NzEtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Edward Jones - Financial Advisor: Daniel B Van Horn
5 out of 5
Location 119 Quinn Dr, Nicholasville, KY 40356, USA
Phone (859) 885-1778
Language https://www.edwardjones.com/us-en/financial-advisor/daniel-vanhorn?y_source=1_MjM3MzIzMy03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Directions
Thrivent Financial
SEC File# 801-60701
CRD# 115785
5 out of 5
Location 771 Corporate Dr Suite 700, Lexington, KY 40503, USA
Phone (859) 303-5186
Language https://local.thrivent.com/directory/ky/lexington
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
Directions
Alpha Financial Partners
SEC File# 801-117851
CRD# 306639
5 out of 5
Location 710 E Main St #110, Lexington, KY 40502, USA
Phone (859) 785-2660
Language https://www.alphaky.com/
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Sparks Financial Group
Location 2285 Executive Dr #310, Lexington, KY 40505, USA
Phone (859) 273-1368
Language https://sparksfg.com/
Directions
Sealey Investment Group
5 out of 5
Location 508 N Main St B, Nicholasville, KY 40356, USA
Phone (859) 885-5004
Directions
Family Financial Partners
5 out of 5
Location 1792 Alysheba Way Suite 201, Lexington, KY 40509, USA
Phone (859) 219-1006
Language https://www.familyfinancialpartners.com/
Directions
Retirement Planning in Nicholasville, KY

About Nicholasville, KY for Those Planning to Retire

Located in the heart of the Bluegrass region of Kentucky, Nicholasville is a charming city with a rich history and a vibrant community. The city is home to several notable landmarks, including the historic Camp Nelson Civil War Heritage Park, the beautiful Lake Mingo, and the Nicholasville Courthouse, which serves as the hub of the city's government and civic life. Nicholasville is also a major economic center, with a diverse array of top employers that includes companies in the healthcare, manufacturing, and retail industries. Among the city's largest employers are the St. Joseph Hospital, the RJ Corman Railroad Group, and the Walmart Supercenter. The city is easily accessible via several major highways and streets, including US-27, US-68, and KY-169, which provide convenient connections to nearby Lexington and other cities in the region.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Nicholasville, KY can be helped by a bank in a multitude of ways. For instance, a bank can offer loans to small business owners looking to expand their operations in Nicholasville, a city that is home to a thriving entrepreneurial community. Additionally, a bank can provide financial literacy programs to help residents better manage their finances and achieve their long-term financial goals. Given that Nicholasville is located in a region that is prone to natural disasters such as floods and tornadoes, a bank can also offer disaster relief programs to help residents rebuild their homes and businesses in the aftermath of such events. Furthermore, a bank can provide access to online banking services, which is especially important for residents who may have limited mobility or live in rural areas where physical bank branches may be scarce. Overall, a bank can play a vital role in supporting the economic growth and financial well-being of residents in Nicholasville, KY.

Insurance Broker

Residents of Nicholasville, KY can benefit from the expertise and guidance of an insurance broker in various ways. With the city's growing population and diverse demographics, an insurance broker can help residents navigate the complex world of insurance and find the most suitable coverage for their unique needs. For instance, with Nicholasville being home to several large manufacturing companies, an insurance broker can assist business owners in securing comprehensive liability coverage and workers' compensation insurance to protect their employees and assets. Additionally, with the city's location in the heart of Kentucky's horse country, an insurance broker can help horse owners find the right equine insurance policies to safeguard their valuable animals from accidents or illnesses. Overall, an insurance broker can offer invaluable support and peace of mind to Nicholasville residents by helping them make informed decisions about their insurance coverage.

Wealth Management

Residents of Nicholasville, KY can greatly benefit from the services of a wealth manager. With the city's growing population and diverse economy, managing personal finances can be a daunting task. A wealth manager can provide expert guidance on investment strategies, retirement planning, tax management, and estate planning. Specifically, residents of Nicholasville, KY can benefit from a wealth manager's knowledge of the local real estate market, which has seen significant growth in recent years. A wealth manager can assist with purchasing or selling property, as well as developing a comprehensive financial plan that takes into account the unique opportunities and challenges of the area. Additionally, a wealth manager can help residents navigate the complex tax laws in Kentucky, ensuring they are taking advantage of all available deductions and credits. With the help of a wealth manager, residents of Nicholasville, KY can achieve their financial goals and secure a stable financial future.

Financial Advisor

Residents of Nicholasville, KY could benefit from the services of a financial advisor in several ways. For instance, a financial advisor could help them with retirement planning, investment strategies, and budgeting. Specifically, Nicholasville, KY has a large population of retirees who may need guidance on how to manage their finances during their golden years. A financial advisor could help them create a retirement plan that takes into account their income, expenses, and future goals. Additionally, Nicholasville, KY is home to several small businesses that may need assistance with financial planning and tax preparation. A financial advisor could help these businesses develop a financial strategy that maximizes profits while minimizing taxes. Furthermore, Nicholasville, KY is located in an area that is prone to natural disasters such as floods and tornadoes. A financial advisor could help residents prepare for these events by creating an emergency fund and ensuring that their insurance policies provide adequate coverage.

Mortgage Loan Officer

Residents of Nicholasville, KY can benefit from the expertise of a mortgage loan officer in various ways. For instance, a mortgage loan officer can help residents navigate the complex process of securing a mortgage loan. Nicholasville, KY is a growing city that has seen a surge in real estate activity in recent years. As a result, it is crucial for residents to have a mortgage loan officer who is knowledgeable about the local real estate market and can help them find the best deals. Additionally, a mortgage loan officer can help residents understand the different types of mortgage loans available to them and determine which one is best suited for their financial situation. With the help of a mortgage loan officer, residents of Nicholasville, KY can make informed decisions about their finances and achieve their dream of homeownership.

Tax Services

Residents of Nicholasville, KY can benefit greatly from the expertise of a tax advisor. With its growing population and diverse economy, Nicholasville presents unique tax challenges to its residents. A tax advisor can assist with tax planning and preparation, ensuring that residents are taking advantage of all available deductions and credits. Additionally, a tax advisor can help navigate the complex tax laws surrounding small businesses and self-employment, which are prevalent in Nicholasville's economy. With its proximity to Lexington and the University of Kentucky, many residents may also have unique tax situations related to education expenses or rental properties. A tax advisor can provide guidance on these matters and help residents maximize their tax savings. Overall, a tax advisor can be an invaluable resource for Nicholasville residents looking to navigate the complex world of taxes.

Estate Planning Lawyer

Residents of Nicholasville, KY can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can assist residents of Nicholasville is by helping them create a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is particularly important in Nicholasville, where the population has grown rapidly in recent years, and many residents have accumulated significant wealth. An estate planning lawyer can also help residents navigate the complex legal and tax issues that arise when transferring assets to heirs or beneficiaries. Additionally, an estate planning lawyer can provide guidance on how to minimize taxes and maximize the value of an estate, which can be especially important for residents of Nicholasville who own businesses or other valuable assets. Overall, an estate planning lawyer can help residents of Nicholasville protect their assets and ensure that their wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in Nicholasville, KY can provide a comprehensive and customized plan for individuals looking to retire comfortably. These planners can offer a range of services including financial planning, investment management, estate planning, and tax planning. With a deep understanding of the local economy, retirement planners in Nicholasville, KY can provide specific advice on how to maximize retirement savings and minimize taxes. For example, they may recommend investing in local businesses or taking advantage of Kentucky's tax incentives for retirement savings. Retirement planners in Nicholasville, KY can also offer guidance on healthcare costs, long-term care, and social security benefits, ensuring that retirees have a solid plan in place for all aspects of their retirement. Overall, working with a retirement planner in Nicholasville, KY can provide peace of mind and a clear path to a fulfilling retirement.

Nicholasville, KY is the perfect place to find a retirement planner. With its rich history and thriving community, this city offers a unique blend of small-town charm and big-city amenities. One of the standout features of Nicholasville is its abundance of green spaces. From the sprawling parks to the tranquil nature reserves, there are plenty of opportunities for retirees to enjoy the great outdoors. Additionally, the city boasts a diverse range of financial planning firms, each with their own unique approach to retirement planning. Whether you're looking for a traditional advisor or a more innovative solution, Nicholasville has something to offer. With its welcoming community and unparalleled quality of life, it's easy to see why so many retirees choose to call Nicholasville home.