Retirement Planning in Shelby County, AL

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List of Firms

Top Retirement Planners in Shelby County, AL

Apex Financial Group LLC
Location 4000 Eagle Point Corporate Dr, Birmingham, AL 35242, USA
Phone (205) 235-2030
Freedom Financial Group
SEC File# 801-107319
CRD# 282580
5 out of 5
Location 4500 Valleydale Rd, Birmingham, AL 35242, USA
Phone (205) 988-0006
Covenant Group Inc
Location 22 Inverness Center Pkwy #555, Birmingham, AL 35242, USA
Phone (205) 985-7710
Perpetual Lifestyle Planning
Location 1 Perimeter Park S #140S, Birmingham, AL 35243, USA
Phone (205) 235-5061
360 Planning Partners
Location 22 Inverness Center Pkwy #120, Birmingham, AL 35242, USA
Phone (205) 970-5200
Transition Planing
Location 8841 Helena Rd, Pelham, AL 35124, USA
Phone (800) 922-2248
Retirement Planning in Shelby County, AL

About Shelby County, AL for Those Planning to Retire

Shelby County, located in the heart of Alabama, boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods that make it a unique and vibrant place to live. From the towering Oak Mountain State Park to the historic Shelby County Courthouse, the county is rich in history and natural beauty. The county is home to several top employers, including Altec Industries, Publix Super Markets, and Shelby Baptist Medical Center, which provide a diverse range of job opportunities for its residents. Major highways and streets, such as I-65, US-280, and AL-119, connect the county to nearby cities and towns, making it easily accessible for commuting and travel. The county is also home to several distinct neighborhoods, including Chelsea, Pelham, and Hoover, each with its own unique character and charm. With its blend of history, natural beauty, and modern amenities, Shelby County is a place that truly has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Shelby County, AL can benefit from a bank in numerous ways. Firstly, a bank can provide financial assistance to individuals and families who may require loans for various purposes such as purchasing a home or starting a business. Secondly, a bank can offer financial advice and investment opportunities to help residents grow their wealth and secure their future. Additionally, a bank can provide convenient and secure options for managing money, such as online banking and mobile apps. With Shelby County being home to several large corporations and small businesses, a bank can also offer specialized financial services to help these entities manage their finances effectively. Overall, a bank can play a crucial role in supporting the financial well-being and growth of the residents and businesses in Shelby County, AL.

Insurance Broker

Residents of Shelby County, AL can benefit greatly from the services of an insurance broker. With the county's diverse population and wide range of needs, an insurance broker can help individuals and families navigate the complex world of insurance policies and find the coverage that best suits their specific needs. Whether it's finding affordable health insurance options for those living in rural areas, or helping small business owners in the county secure liability insurance, an insurance broker can provide invaluable support and guidance. Additionally, with Shelby County's growing population and increasing number of new businesses, an insurance broker can help residents stay up-to-date on the latest insurance trends and regulations, ensuring they remain protected and informed.

Wealth Management

Residents of Shelby County, AL can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that addresses the unique needs and goals of each client. This is especially important in Shelby County, where there is a growing population of retirees who need to manage their assets to ensure they have enough income to support their lifestyle throughout retirement. A wealth manager can also provide guidance on tax-efficient investing strategies, estate planning, and risk management, which can help residents of Shelby County protect their wealth and achieve their financial objectives. Moreover, with the county's diverse and dynamic economy, a wealth manager can help navigate the complexities of investing in the local market and identify opportunities that align with the client's goals. Ultimately, a wealth manager can provide peace of mind and help residents of Shelby County achieve financial security and independence.

Financial Advisor

Residents of Shelby County, AL can greatly benefit from the guidance and expertise of a financial advisor. With its rapidly growing population and diverse economy, Shelby County presents unique financial challenges and opportunities. A financial advisor can help residents navigate these complexities by providing personalized advice on topics such as retirement planning, investment strategies, and tax optimization. Additionally, with the recent influx of technology companies and startups to the area, a financial advisor can help residents take advantage of emerging investment opportunities and navigate the risks associated with investing in new and untested ventures. Overall, a financial advisor can provide invaluable support and guidance to residents of Shelby County as they strive to achieve their financial goals and build a secure future for themselves and their families.

Mortgage Loan Officer

Residents of Shelby County, AL can benefit significantly from the services of a mortgage loan officer. These professionals can help individuals navigate the complicated process of acquiring a mortgage to purchase a home. In Shelby County, AL, where the median home value is $246,300, a mortgage loan officer can assist in securing a loan that meets the needs of the borrower. They can help residents understand the different types of mortgages available, such as fixed-rate or adjustable-rate mortgages, and guide them through the application process. Additionally, mortgage loan officers can help residents with less-than-perfect credit scores find lenders who are willing to work with them. This is particularly important in Shelby County, AL, where the poverty rate is 9.3%, and many residents may struggle to meet strict lending requirements. With the help of a mortgage loan officer, residents of Shelby County, AL can achieve their dream of homeownership and build a stable future for themselves and their families.

Tax Services

Residents of Shelby County, AL can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by receiving assistance in navigating the complex tax laws and regulations that are unique to the state of Alabama. For example, Shelby County has a property tax rate of 0.33%, which is lower than the state average of 0.44%. However, understanding the nuances of property tax assessments, exemptions, and appeals can be challenging for many homeowners. A tax advisor can provide guidance on these issues, as well as help residents maximize deductions and credits on their state and federal income tax returns. Additionally, Shelby County is home to many small businesses, and a tax advisor can help these entrepreneurs with tax planning, bookkeeping, and compliance issues to ensure their businesses remain profitable and compliant with state and federal tax laws.

Estate Planning Lawyer

Residents of Shelby County, AL can benefit from the services of an estate planning lawyer in a multitude of ways. One specific area where an estate planning lawyer can be especially helpful in Shelby County is in regards to protecting family farms. Shelby County has a rich history of agriculture, and many families have passed down their farms from generation to generation. However, without proper estate planning, these farms may be subject to high estate taxes or even forced to be sold to pay off debts. An estate planning lawyer can help families create a plan to ensure their farm stays in the family and is protected for future generations. Additionally, an estate planning lawyer can assist with creating wills and trusts, minimizing estate taxes, and ensuring that assets are distributed according to the wishes of the individual. With the help of an estate planning lawyer, residents of Shelby County can have peace of mind knowing that their loved ones and assets are protected.


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