List of Firms
Top Retirement Planners in Tompkins County, NY
New Horizon Financial Stategies
Merrill Lynch Wealth Management
Linda Parks Financial Advisor, LLC
Lustgarten Financial Services Inc
Cynthia L Evans - Financial Advisor, Ameriprise Financial Services, LLC
Natural Investments, LLC - Ithaca Office
John M Corsi - Financial Advisor, Ameriprise Financial Services, LLC
The Strebel Planning Group
Insero & Co. CPAs, LLP
About Tompkins County, NY for Those Planning to Retire
Nestled in the heart of upstate New York, Tompkins County is a vibrant and diverse community that boasts a wealth of landmarks, top employers, major highways and streets, and neighborhoods. From the breathtaking beauty of the Finger Lakes to the bustling energy of downtown Ithaca, Tompkins County is a place where history, culture, and innovation collide in exciting and unexpected ways. Some of the most iconic landmarks in the area include the stunning Taughannock Falls, the historic Cornell University campus, and the scenic Cayuga Lake. These landmarks are not only a testament to the natural beauty and rich history of the region, but also serve as major tourist attractions that draw visitors from all over the world. When it comes to top employers, Tompkins County is home to a diverse array of businesses and organizations that span a wide range of industries.
Other Financial Planning Services for Retirement
FREQUENTLY ASKED QUESTIONS
Retirement Income Planning FAQs
Retirement planning services offered by a retirement planner in Tompkins County, NY can vary depending on the individual's needs. The planner can help with a comprehensive review of the individual's financial situation, including their retirement goals, current assets, and liabilities. They can also provide guidance on Social Security benefits, investment strategies, and tax planning. In Tompkins County, NY, there are unique opportunities for retirees to take advantage of, such as the Cayuga Lake Wine Trail and the Ithaca Farmers Market. These attractions can be incorporated into a retiree's financial plan, allowing them to enjoy their retirement while still maintaining financial stability. Additionally, the planner can help retirees navigate the healthcare system in Tompkins County, NY, which has a variety of healthcare providers and programs available, including the Cayuga Medical Center and the Tompkins County Office for the Aging.
Tompkins County, NY is the perfect place to find a retirement planner due to its diverse and thriving community. The county boasts a variety of financial institutions and independent financial advisors, all with extensive knowledge and experience in retirement planning. Additionally, Tompkins County is home to Cornell University, a world-renowned institution that attracts top talent and fosters a culture of innovation and expertise. This intellectual capital is reflected in the county's abundance of financial resources and investment opportunities. Furthermore, Tompkins County is known for its commitment to sustainability, which extends to financial planning. Retirement planners in the area prioritize socially responsible investing, ensuring that clients' funds are invested in companies that align with their values. With its wealth of financial resources, intellectual capital, and commitment to sustainability, Tompkins County is the ideal location to find a retirement planner who will help you achieve your financial goals.
A retirement planner in Tompkins County, NY is a financial professional who specializes in helping individuals prepare for their golden years. They take a holistic approach to retirement planning, considering factors such as income, expenses, savings, investments, and estate planning. In Tompkins County, NY, retirement planners must also be well-versed in the local tax laws and regulations, as well as the unique economic and demographic trends that affect the area. With a burst of complexity, they work with clients to create personalized retirement plans that reflect their individual goals and priorities, taking into account factors such as longevity, healthcare costs, and inflation. They also provide ongoing guidance and support to help clients stay on track and adjust their plans as needed. In short, a retirement planner in Tompkins County, NY is a valuable resource for anyone looking to secure their financial future and enjoy a comfortable retirement.
Tompkins County, NY residents should consider reaching out to a retirement planner when they are approaching the end of their working years and are looking to secure their financial future. With a population of over 100,000 people, Tompkins County is home to a diverse community of individuals with varying retirement goals and aspirations. Whether you are looking to retire early and travel the world or simply want to ensure that you have enough money to live comfortably in your golden years, a retirement planner can help you create a personalized plan that takes into account your unique financial situation. From assessing your current assets and investments to providing guidance on tax planning and estate planning, a retirement planner can help you navigate the complex world of retirement planning and ensure that you are well-prepared for whatever the future may hold.
A retirement planner in Tompkins County, NY must possess a unique set of qualities to cater to the diverse population of the area. Firstly, they should have extensive knowledge of the local economy, which is heavily reliant on education, healthcare, and tourism. Secondly, the planner should be well-versed in the various retirement plans available in the county, such as the New York State Teachers' Retirement System and the Tompkins County Employees' Retirement System. Additionally, they should have excellent communication skills to help clients understand complex financial concepts. Furthermore, the planner must be adaptable and able to provide customized solutions to meet the individual needs of each client. Lastly, they should have a deep understanding of the county's demographics, which are characterized by a large population of college students and a significant aging population. In conclusion, a retirement planner in Tompkins County, NY must possess a comprehensive understanding of the local economy, retirement plans, communication skills, adaptability, and demographic trends to provide exceptional services to their clients.
Tompkins County, NY is home to a plethora of retirement plan providers, including Fidelity Investments, Vanguard, and TIAA-CREF. These providers offer a range of retirement plans, including 401(k)s, IRAs, and annuities. What sets Tompkins County apart from other areas is its thriving arts and culture scene, which is reflected in the investment options offered by these providers. For example, TIAA-CREF offers a Social Choice account that invests in companies with strong social and environmental records, while Vanguard offers a fund that invests in companies that support the arts and humanities. These unique investment options demonstrate the commitment of Tompkins County residents to creating a sustainable and vibrant community for retirees and future generations.
Retirement planners in Tompkins County, NY are compensated in a variety of ways, ranging from commission-based fees to hourly rates. One specific characteristic of Tompkins County, NY is the prevalence of fee-only planners, who charge a flat fee for their services rather than earning commissions on products sold. These fee-only planners often have a fiduciary responsibility to act in the best interest of their clients, which can provide peace of mind for those seeking retirement planning advice. Additionally, some planners in Tompkins County may receive compensation through asset management fees or by offering financial products such as annuities or insurance policies. Regardless of the compensation model, it is important for individuals seeking retirement planning advice to carefully evaluate their options and choose a planner who is transparent about their fees and has a track record of success.