Retirement Planning in Shelby County, AL

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Top Retirement Planners in Shelby County, AL

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

About Shelby County, AL for Those Planning to Retire

Shelby County, Alabama is a county located in the central part of the state. The county seat is Columbiana. Major landmarks in the county include Cahaba River and Oak Mountain State Park. The top employers in the county are Baptist Health Shelby County, University of Montevallo, and City of Hoover. Major highways and streets in the county include I-65 and U.S. 31. The neighborhoods in Shelby County include Chelsea, Columbiana, Hoover, and Montevallo.

Other Financial Planning Services for Retirement

Banks and Credit Unions

There are a few options when it comes to banking and credit unions in Shelby County, AL. Each of these institutions offers different benefits, so it is important for residents of the county to understand what is available. Some people may be content with their current bank or credit union, but others may be looking for a change. The following paragraphs will discuss some of the benefits that banks and credit unions offer in Shelby County.

Estate Planning Lawyer

Shelby County, AL residents can benefit from working with an estate planning lawyer in a number of ways. An estate planning lawyer can help you create a will that ensures your assets are distributed according to your wishes. They can also help you set up trusts to protect your loved ones in the event that something happens to you. And if you have minor children, an estate planning lawyer can help you appoint a guardian who will care for them in the event that both parents die.

Mortgage Loan Officer

If you're a homeowner in Shelby County, AL, working with a mortgage loan officer can help you get the best possible deal on your home loan. Your mortgage loan officer will work with you to find the best mortgage for your needs, and they'll also be there to help you through the entire process of buying a home. So if you're looking for a new home or are interested in refinancing your current mortgage, be sure to contact a mortgage loan officer today.

Wealth Management

Living in Shelby County, AL comes with a lot of benefits, but it can also be difficult to manage money on your own. A wealth manager can help you take advantage of all the opportunities in your area while making sure your money is well taken care of.

Financial Advisor

Many people in Shelby County, AL are struggling to make ends meet. They may be living paycheck to paycheck, and they may not have much saved for a rainy day. In these cases, it can be very helpful to work with a financial advisor. Financial advisors can help people save money and plan for the future. Financial advisors can also help people invest their money wisely and make wise financial decisions.

Insurance Broker

If you live in Shelby County, Alabama, there are a few things you should keep in mind when it comes to choosing insurance. First of all, you'll want to make sure that you have the right type and amount of coverage for your needs. Secondly, it's important to work with an insurance broker who can help you find the best rates and policies available.

Tax Services

Residents of Shelby County, AL can benefit by working with a tax accountant in their area. Tax accountants can help residents understand and take advantage of tax breaks and deductions that they may be eligible for. They can also help residents file their taxes accurately and on time. This can save residents time and money, and help them avoid penalties from the IRS.


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