What are some popular services for retirement planning?

Retirement planning services offered by a retirement planner in Onslow County, NC can be comprehensive and tailored to each individual's needs. These services can include assessing current financial situations, creating retirement income plans, and identifying potential risks and opportunities. In Onslow County, NC, where the population is largely composed of military families, retirement planners can also provide specialized advice on military pensions and benefits. Additionally, retirement planners can help clients navigate the complex tax laws and regulations that apply to retirement savings and income in Onslow County, NC. With their bursty and complex approach, retirement planners in Onslow County, NC can provide valuable guidance and support to help individuals achieve their retirement goals.

What are people saying about retirement planning services in Onslow County, NC?

Onslow County, NC is the ideal location to seek out a retirement planner for a myriad of reasons. The county is home to a diverse population of retirees, each with unique financial goals and aspirations. With a wealth of experience and knowledge, retirement planners in Onslow County are well-equipped to guide retirees through the complex and ever-changing landscape of retirement planning. Additionally, the county boasts a robust economy and a low cost of living, making it an attractive destination for those looking to stretch their retirement funds. From the picturesque beaches of Topsail Island to the historic charm of downtown Jacksonville, Onslow County offers retirees a high quality of life at an affordable price. With so much to offer, it's no wonder that Onslow County is widely regarded as one of the best places in the country to seek out a retirement planner.

What does a retirement planner do?

A retirement planner in Onslow County, NC is responsible for guiding individuals towards a financially secure retirement. This entails analyzing their current financial situation, developing a personalized retirement plan, and regularly reviewing and adjusting the plan as necessary. Onslow County, located in the southeastern region of North Carolina, presents unique challenges and opportunities for retirement planning. With a large military presence due to the presence of Camp Lejeune, retirement planners must be well-versed in navigating the complexities of military benefits and pensions. Additionally, the county's proximity to the coast and numerous retirement communities requires a thorough understanding of the local real estate market and healthcare options. Despite these challenges, a skilled retirement planner in Onslow County can help clients achieve their retirement goals and live out their golden years with peace of mind.

When should you get a retirement planner?

Onslow County, NC residents should consider reaching out to a retirement planner when they are approaching retirement age and want to ensure they have a solid financial plan in place for their golden years. With a population of over 200,000, Onslow County is home to many military families, retirees, and working professionals. The area is known for its beautiful beaches, rich history, and vibrant community. However, navigating the complexities of retirement planning can be overwhelming, especially for those who are unfamiliar with the process. A retirement planner can help individuals create a personalized plan that takes into account their unique financial situation, goals, and aspirations. They can provide guidance on everything from investment strategies to estate planning, ensuring that Onslow County residents have the resources they need to enjoy a comfortable and secure retirement.

How do I choose the right retirement planner?

A competent retirement planner in Onslow County, NC must possess a plethora of qualities to assist their clients in achieving their financial goals. Firstly, they must have a thorough understanding of the financial landscape of Onslow County, NC. This includes knowledge of the county's industries, job market, and economic trends. Additionally, they must possess excellent communication skills to effectively communicate complex financial concepts to their clients. Furthermore, a retirement planner in Onslow County, NC must have a keen eye for detail and be able to analyze financial data with precision. They must also be proactive in identifying potential risks and opportunities for their clients. Lastly, they must have a strong ethical compass to act in the best interest of their clients. In a county that is home to the largest Marine Corps base on the East Coast, a retirement planner must also have a deep understanding of the unique financial challenges that military families face.

What are the best retirement plan providers in Onslow County, NC?

Onslow County, NC is home to several top retirement plan providers that offer a range of investment options and services to meet the needs of retirees. One such provider is Fidelity Investments, which has a strong reputation for its diverse range of investment options and low fees. Another top provider is Vanguard, which is known for its low-cost index funds and personalized investment advice. Additionally, TIAA-CREF is a popular choice for those looking for retirement plans that offer both investment and insurance options. One unique aspect of Onslow County, NC is its proximity to the Marine Corps Base Camp Lejeune, which has a significant impact on the local economy and job market. As a result, many retirement plan providers in the area offer specialized services and benefits for military veterans and their families, making Onslow County a great place to retire for those who have served our country.

How do retirement planners get paid?

Retirement planners in Onslow County, NC get compensated in a variety of ways. Some may charge a fee for their services, while others may earn commissions on the products they sell. Additionally, some planners may receive a combination of both fee and commission-based compensation. It's worth noting that Onslow County, NC is home to a large population of military retirees, and as such, retirement planners in the area may specialize in working with this unique demographic. This can include understanding the intricacies of military retirement benefits and helping clients navigate the transition from military to civilian life. Overall, retirement planning in Onslow County, NC requires a deep understanding of both the local community and the nuances of retirement planning, making it a complex and challenging field.

Find the Best Retirement Planning Services in Onslow County, NC

List of Firms

Top Retirement Planners in Onslow County, NC

Edward Jones - Financial Advisor: Ashley F Lindsay

807 W Corbett Ave Suite 4, Swansboro, NC 28584, USA

(910) 325-8276

https://www.edwardjones.com/us-en/financial-advisor/ashley-lindsay?y_source=1_MTg2OTYwMDctNzE1LWxvY2F0aW9uLndlYnNpdGU%3D

Directions

Legacy Retirement and Estate Planning, L.L.C.

1213 Culbreth Dr, Wilmington, NC 28405, USA

(910) 756-5700

https://legacyretirementestateplanning.com/

Directions

Onslow County Finance Office

234 NW Corridor Blvd, Jacksonville, NC 28540, USA

(910) 455-3404

https://www.onslowcountync.gov/757/Finance-Office

Directions

Atlantic Coast Wealth Management

825 Gum Branch Rd #108, Jacksonville, NC 28540, USA

(910) 346-0911

http://www.atlanticcoastwm.com/

Directions

Pugh & Associates Inc

824 Gum Branch Rd Ste I, Jacksonville, NC 28540, USA

(910) 455-6400

http://www.gofsg.com/

Directions

Edward Jones - Financial Advisor: Cindi Williams, AAMS™

5 out of 5

3776 Henderson Dr Ext, Jacksonville, NC 28546, USA

(910) 346-0800

https://www.edwardjones.com/us-en/financial-advisor/cindi-williams?y_source=1_NjQxNTUwLTcxNS1sb2NhdGlvbi53ZWJzaXRl

Directions

Carolina Retirement Planners

620 Market St, Wilmington, NC 28401, USA

(910) 815-3100

http://www.carolinaretirementplanners.com/

Directions

Advantage Tax and Accounting

5 out of 5

200 Valencia Dr #196, Jacksonville, NC 28546, USA

(910) 455-8688

https://www.advantagetaxandaccountingnc.com/

Directions

Retirement Planning in Onslow County, NC

About Onslow County, NC for Those Planning to Retire

Onslow County, located in the southeastern part of North Carolina, is home to a plethora of landmarks, top employers, major highways and streets, and neighborhoods, making it a hub of activity and excitement. From the historic downtown area, which boasts charming brick buildings and eclectic shops, to the sprawling beaches that line the coast, there is something for everyone in Onslow County. Some of the most notable landmarks in the area include the Lejeune Memorial Gardens, which honors the brave men and women of the Marine Corps, and the Hammocks Beach State Park, which offers stunning views of the Atlantic Ocean and a variety of outdoor activities. Additionally, Onslow County is home to several top employers, including the Marine Corps Base Camp Lejeune, Onslow Memorial Hospital, and the Onslow County School System, which provide ample employment opportunities for residents.

Nearby Locations

Alamance County, NC Albemarle, NC Asheville, NC Bermuda Run, NC Boone, NC Brunswick County, NC Buncombe County, NC Cabarrus County, NC

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Onslow County, NC could benefit from a bank in a multitude of ways. For example, many individuals in the county are affiliated with the military due to the presence of Camp Lejeune, which means that a bank could offer services tailored to the unique needs of military families, such as low-interest loans and financial counseling. Additionally, Onslow County is known for its thriving tourism industry, and a bank could provide businesses in this sector with the necessary resources to grow and expand. Furthermore, with the county's growing population, a bank could offer convenient and accessible banking options to residents, including online and mobile banking services. Overall, a bank in Onslow County would not only benefit individuals and businesses, but also contribute to the economic development of the county as a whole.

Insurance Broker

Residents of Onslow County, NC can benefit from the services of an insurance broker in a multitude of ways. With the county being home to a significant military population, an insurance broker can assist in finding affordable and comprehensive coverage for military families. Additionally, due to the county's location on the coast, residents may require specialized insurance policies for protection against hurricanes and flooding. An insurance broker can navigate the complexities of these policies and ensure that residents are adequately covered. Furthermore, with the county's growing population and diverse industries, an insurance broker can provide tailored coverage options for small businesses and entrepreneurs. Overall, an insurance broker can provide invaluable assistance to residents of Onslow County, NC in navigating the intricacies of insurance policies and finding the best coverage options for their unique needs.

Wealth Management

Residents of Onslow County, NC could benefit from the services of a wealth manager in a variety of ways. One specific example is the high concentration of military families in the area due to the presence of Camp Lejeune. A wealth manager could assist these families in navigating the complexities of military benefits and retirement planning. Additionally, the county's coastal location makes it vulnerable to natural disasters such as hurricanes, which can have a significant impact on personal finances. A wealth manager could help residents prepare for and recover from these events by developing a comprehensive financial plan that includes emergency funds and insurance coverage. Overall, a wealth manager can provide valuable guidance and support to residents of Onslow County, NC as they navigate the challenges and opportunities of building and preserving their wealth.

Financial Advisor

Residents of Onslow County, NC can benefit from the services of a financial advisor in several ways. One specific example is the high military population in the area due to the presence of Marine Corps Base Camp Lejeune. A financial advisor can assist military families with unique financial challenges such as frequent deployments, relocation, and transitioning to civilian life. They can help with budgeting, retirement planning, and maximizing military benefits such as the Thrift Savings Plan and VA loans. Additionally, a financial advisor can provide guidance on investing in the local real estate market which has seen significant growth in recent years due to the military presence and the county's proximity to the beach. Overall, a financial advisor can provide valuable support to residents of Onslow County, NC in navigating their financial goals and challenges.

Mortgage Loan Officer

Residents of Onslow County, NC can greatly benefit from the services of a mortgage loan officer. With the county being home to a large military population, many families are constantly relocating and in need of financing for their homes. A mortgage loan officer can offer guidance on the best loan options for these families, taking into account their unique circumstances such as frequent relocations and potential deployments. Additionally, the county has a high concentration of young families, many of whom may be first-time homebuyers. A mortgage loan officer can provide education on the homebuying process and help these families navigate the complexities of obtaining a mortgage. Furthermore, the county's coastal location may make it more susceptible to natural disasters, such as hurricanes. A mortgage loan officer can assist residents in securing financing for home repairs or rebuilding efforts in the aftermath of such events. Overall, the expertise and guidance of a mortgage loan officer can be invaluable to residents of Onslow County, NC in achieving their homeownership goals.

Tax Services

Residents of Onslow County, NC would benefit greatly from the guidance of a tax advisor. With the county being home to a large military population, tax laws and regulations can be complex and confusing. A tax advisor can provide assistance with understanding the tax implications of military benefits and allowances, such as Basic Allowance for Housing (BAH) and Combat Pay. Additionally, Onslow County is known for its tourism industry, which can present unique tax challenges for small business owners and rental property owners. A tax advisor can offer advice on deductions and credits related to these industries, as well as help with compliance and record-keeping. Overall, a tax advisor can provide invaluable support and expertise to residents of Onslow County, NC, helping them navigate the complexities of the tax system and maximize their financial well-being.

Estate Planning Lawyer

Residents of Onslow County, NC can benefit greatly from the services of an estate planning lawyer. Given the county's large military population, a lawyer can provide guidance on creating a will or trust that takes into account the unique challenges faced by military families, such as frequent deployments and the possibility of sudden relocation. Additionally, an estate planning lawyer can help residents navigate the complexities of North Carolina's probate process, which can be particularly challenging for those without legal expertise. They can also provide advice on tax planning and asset protection, ensuring that residents are able to pass on their assets to their loved ones in the most efficient and effective way possible. With the help of an experienced estate planning lawyer, residents of Onslow County can feel confident that their wishes will be carried out and their loved ones will be taken care of in the event of their passing.

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