Retirement Planning in Oakwood, OH

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Top Retirement Planners in Oakwood, OH

Artifex Financial Group
SEC File# 801-112759
CRD# 140643
4 out of 5
Location 2305 Far Hills Ave, Dayton, OH 45419, USA
Phone (855) 752-6644
Language http://www.artifexfinancial.com/
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Bo Brown - Raymond James
Location 580 Lincoln Park Blvd, Dayton, OH 45429, USA
Phone (937) 298-8904
Language http://www.mkbrown.com/
Directions
Edward Jones - Financial Advisor: David J Garel
Location 2418 Far Hills Ave, Oakwood, OH 45419, USA
Phone (937) 643-3300
Language https://www.edwardjones.com/us-en/financial-advisor/david-garel
Directions
Matson Retirement Planning
5 out of 5
Location 1166 Military Rd Suite B1, Zanesville, OH 43701, USA
Phone (740) 454-7646
Language http://matsonretirementplanning.com/
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Retirement Planning in Oakwood, OH

About Oakwood, OH for Those Planning to Retire

Oakwood, OH is a charming city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning Smith Gardens to the iconic Oakwood High School, this city has something for everyone. The top employers in the area include Premier Health, Kettering Health Network, and Wright-Patterson Air Force Base. Major highways such as I-75 and I-675 make it easy to get around, while streets like Far Hills Avenue and Shroyer Road offer plenty of shopping and dining options. The neighborhoods in Oakwood are diverse and vibrant, with tree-lined streets and beautiful homes. Whether you're looking for a quiet place to raise a family or a bustling city with plenty of entertainment options, Oakwood, OH has it all.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Oakwood, OH can benefit from a bank in a myriad of ways. Firstly, the bank can provide them with access to different financial products such as savings accounts, checking accounts, and credit cards. These products can help them manage their finances better and save for the future. Secondly, banks can provide loans to residents who are looking to buy a house, car, or start a business. This can be particularly helpful for residents who are looking to invest in their future. Additionally, banks can provide investment services that can help residents grow their wealth and secure their financial future. One specific thing about Oakwood, OH is that it is a small town with a tight-knit community. A bank in Oakwood can provide personalized services that cater to the needs of the residents and create a sense of community. Overall, a bank in Oakwood, OH can help its residents in a number of ways and contribute to the growth of the community.

Insurance Broker

Residents of Oakwood, OH could benefit from the services of an insurance broker in a variety of ways. For example, an insurance broker could help residents navigate the complexities of the healthcare system and find a plan that meets their unique needs. In addition, an insurance broker could assist residents in finding the most affordable and comprehensive coverage for their home, car, and other valuable assets. Furthermore, given that Oakwood, OH is a suburban community with a relatively high median household income, an insurance broker could help residents protect their wealth and assets through various investment and retirement planning strategies. Ultimately, an insurance broker can serve as a valuable resource for residents of Oakwood, OH by helping them make informed decisions about their insurance and financial needs.

Wealth Management

Residents of Oakwood, OH could benefit from the assistance of a wealth manager in various ways. One specific challenge that Oakwood, OH residents face is the high cost of living. With a median household income of $117,266, Oakwood is considered one of the most affluent neighborhoods in Ohio. However, the cost of living in Oakwood is 33% higher than the national average. A wealth manager can help residents navigate this challenge by creating a personalized financial plan that takes into account their unique circumstances and goals. This may include optimizing their investment portfolio, creating a budget that maximizes their savings, and providing guidance on tax planning strategies. Additionally, a wealth manager can help Oakwood residents plan for their future by providing advice on retirement planning, estate planning, and other long-term financial goals. By partnering with a wealth manager, Oakwood residents can feel confident that they are making informed financial decisions that will help them achieve their goals and maintain their affluent lifestyle.

Financial Advisor

Residents of Oakwood, OH can benefit from the expertise of a financial advisor in various ways. One particular area that a financial advisor can assist residents of Oakwood, OH is in managing their retirement savings. With a median age of 43.6 years, Oakwood, OH has a significant number of residents approaching retirement age. A financial advisor can help these residents develop a comprehensive retirement plan that considers their current financial situation, future goals, and risk tolerance. Additionally, they can assist in selecting the appropriate investment vehicles, such as stocks, bonds, or mutual funds, to help maximize returns and minimize risk. With a complex and ever-changing financial landscape, a financial advisor can provide invaluable guidance to Oakwood, OH residents seeking to secure their financial future.

Mortgage Loan Officer

Residents of Oakwood, OH could benefit from the expertise of a mortgage loan officer in several ways. For example, the loan officer could help them navigate the complex and ever-changing mortgage market, which can be particularly challenging in a city like Oakwood, known for its high property values and competitive real estate market. Furthermore, a loan officer could assist residents in securing the best possible interest rates and loan terms, which could save them thousands of dollars over the life of their mortgage. Additionally, a loan officer could help residents understand the various types of mortgage loans available to them, such as fixed-rate, adjustable-rate, and government-backed loans, and help them determine which option is best suited to their unique financial situation. Ultimately, the guidance of a mortgage loan officer could make the process of buying or refinancing a home in Oakwood, OH less daunting and more manageable for residents.

Tax Services

Residents of Oakwood, OH can greatly benefit from the services of a tax advisor in many ways. Firstly, a tax advisor can help residents navigate the complex tax laws and regulations specific to the state of Ohio. This includes understanding the various tax credits and deductions available to them, such as the Homestead Exemption for senior citizens. Additionally, a tax advisor can assist residents in developing a personalized tax strategy that maximizes their tax savings and minimizes their liabilities. This is particularly important for Oakwood residents, who have a higher median household income than the state average and may face higher tax rates. Furthermore, a tax advisor can provide guidance on estate planning and gift tax implications, which is especially relevant for Oakwood residents who have a higher median home value than the state average. In summary, a tax advisor can provide invaluable assistance to Oakwood residents in navigating the complex tax landscape and optimizing their financial situation.

Estate Planning Lawyer

Residents of Oakwood, OH could greatly benefit from the expertise of an estate planning lawyer in a variety of ways. For instance, an estate planning lawyer can assist in creating a comprehensive plan for distributing assets after one's death, which is especially important in a community like Oakwood, OH where many families have accumulated significant wealth over generations. Additionally, an estate planning lawyer can help residents navigate complex tax laws and minimize tax liabilities, which is particularly important given the high tax rates in Ohio. Furthermore, an estate planning lawyer can provide guidance on healthcare and end-of-life planning, ensuring that residents have a clear plan in place for their medical care and final wishes. Overall, an estate planning lawyer can provide invaluable support to residents of Oakwood, OH as they prepare for the future and protect their assets and loved ones.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

A retirement planner in Oakwood, OH can provide a range of services to help individuals plan for their future. From assessing current financial situations to creating retirement income strategies, a planner can guide clients through the complexities of retirement planning. One unique aspect of Oakwood, OH is its high median income level, which can present both opportunities and challenges for retirement planning. A skilled planner can help clients navigate these circumstances and create a personalized plan that meets their needs and goals. Additionally, a planner can provide guidance on factors such as estate planning, tax implications, and healthcare costs, all of which can greatly impact retirement outcomes. With the help of a retirement planner in Oakwood, OH, individuals can feel confident and prepared for the next chapter of their lives.

Oakwood, OH is the ideal location to find a retirement planner due to its unique blend of small-town charm and big-city amenities. Nestled in the heart of Montgomery County, Oakwood offers a tranquil and peaceful environment that is perfect for retirees looking to settle down. The town is known for its beautiful tree-lined streets, historic homes, and vibrant community events that bring residents together. Additionally, Oakwood boasts a plethora of top-rated financial planning firms that specialize in retirement planning. These firms offer a range of services, from wealth management to estate planning, and are staffed by experienced and knowledgeable professionals who are dedicated to helping retirees achieve their financial goals. With its picturesque setting, welcoming community, and top-notch financial planning resources, Oakwood, OH is the ultimate destination for retirees seeking a secure and fulfilling retirement.