Retirement Planning in Vanderburgh County, IN

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Top Retirement Planners in Vanderburgh County, IN

Nka Financial Planning
3 out of 5
Location 1401 E Louisiana St, Evansville, IN 47711, USA
Phone (812) 425-3003
Directions
Weinzapfel Wealth Advisors, Inc
Location 1301 Mortensen Ln, Evansville, IN 47715, USA
Phone (812) 474-1016
Directions
Scott Scales - Financial Advisor, Ameriprise Financial Services, LLC
Location 20 E Camp Ground Rd, Evansville, IN 47710, USA
Phone (812) 425-3222
Directions
Robert Nelson Deardorff - Financial Advisor, Ameriprise Financial Services, LLC
Location 7525 E Virginia St Ste 450, Evansville, IN 47715, USA
Phone (812) 476-4305
Directions
Associated Financial Group Inc
Location 1010 Lincoln Ave, Evansville, IN 47714, USA
Phone (812) 477-0144
Directions
Fifth Third Preferred - Tricia Easley
Location 4550 N First Ave, Evansville, IN 47710, USA
Phone (812) 429-0636
Directions
Chancellor Financial Group
SEC File# 801-117707
CRD# 159563
Location 3000 E Division St, Evansville, IN 47711, USA
Phone (812) 492-4100
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Donaldson Capital Management
SEC File# 801-48479
CRD# 106131
5 out of 5
Location 20 NW 1st St #500, Evansville, IN 47708, USA
Phone (812) 421-3211
Directions
Jett Financial
3 out of 5
Location 995 S Kenmore Dr, Evansville, IN 47714, USA
Phone (812) 473-4005
Directions
Baird - Financial Advisor: Kim Schultz, CPA, CDFA®, CRPC®
Location 110 Main St, Evansville, IN 47708, USA
Phone (812) 428-5106
Directions
Merrill Lynch Wealth Management Advisor Jeffrey Rhymer
Location 7300 Eagle Crest Blvd, Evansville, IN 47715, USA
Phone (812) 473-7344
Directions
Riordan Financial Advisors
5 out of 5
Location 1137 W Mill Rd, Evansville, IN 47710, USA
Phone (812) 205-2400
Directions
Centennial Wealth Solutions
5 out of 5
Location 401 N Weinbach Ave ste d, Evansville, IN 47711, USA
Phone (812) 491-3765
Directions
Merrill Lynch Wealth Management Advisor Daniel F Bishop
Location 7300 Eagle Crest Blvd, Evansville, IN 47715, USA
Phone (812) 473-7339
Directions
Retirement Planning in Vanderburgh County, IN

About Vanderburgh County, IN for Those Planning to Retire

Vanderburgh County, IN is a vibrant and bustling community with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning Ohio River waterfront to the historic Reitz Home Museum, there are plenty of sights to see in this county. The top employers in the area include Deaconess Health System, Berry Global, and the University of Southern Indiana, providing ample job opportunities for residents. Major highways such as I-69 and US-41 run through the county, making transportation a breeze. Neighborhoods like Evansville's West Side and Newburgh's Old Hickory Estates offer a diverse range of housing options for all lifestyles. With so much to offer, Vanderburgh County is a fantastic place to live, work, and play.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Vanderburgh County, IN would greatly benefit from the services of a bank. With a population of over 181,000 people, Vanderburgh County is the eighth-largest county in Indiana. The county is home to several large employers, including the Toyota Motor Manufacturing plant, which employs over 5,000 people. A bank can assist these workers with services such as direct deposit, online banking, and mobile banking, making it easier for them to manage their finances. Additionally, the county has a high poverty rate, with over 16% of the population living below the poverty line. A bank can provide financial education and resources to help residents improve their financial literacy and become more financially stable. With the recent economic downturn caused by the COVID-19 pandemic, many residents are struggling to make ends meet. A bank can offer loan and credit options to help residents cover unexpected expenses and get back on their feet.

Insurance Broker

Residents of Vanderburgh County, IN can benefit from the services of an insurance broker in a multitude of ways. Given the county's location in the southern part of the state, residents may face unique weather-related risks such as tornadoes and flooding. An insurance broker can help residents assess their risks and secure appropriate coverage for their homes and personal property. Additionally, Vanderburgh County is home to a number of small businesses, many of which may benefit from the expertise of an insurance broker in navigating the complex world of commercial insurance. From liability coverage to workers' compensation, an insurance broker can help these businesses protect themselves and their employees. Overall, working with an insurance broker can help Vanderburgh County residents feel more secure and prepared in the face of unexpected events.

Wealth Management

Residents of Vanderburgh County, IN could benefit greatly from the services of a wealth manager. With a population of over 180,000 people, the county is home to a diverse range of individuals with unique financial needs. A wealth manager could assist these residents in a number of ways, such as developing personalized investment strategies, managing debt, and planning for retirement. Additionally, Vanderburgh County is home to a number of small businesses and entrepreneurs, who could benefit from the guidance of a wealth manager in managing their finances and growing their businesses. With the county's proximity to the Ohio River and its bustling shipping industry, a wealth manager could also provide valuable insight into investment opportunities in the transportation and logistics sectors. Overall, a wealth manager could help residents of Vanderburgh County achieve their financial goals and navigate the complexities of the local economy.

Financial Advisor

Residents of Vanderburgh County, IN can benefit from the guidance of a financial advisor in various ways. One of the most common ways is through retirement planning. With a population of over 180,000 people, many of whom are nearing retirement age, a financial advisor can help residents navigate the complexities of retirement planning, including Social Security benefits, pension plans, and investment strategies. Additionally, Vanderburgh County is home to a significant number of small business owners. A financial advisor can assist these entrepreneurs with business planning, tax strategies, and risk management. With the county's proximity to the Ohio River, many residents also have investments in the shipping and transportation industries. A financial advisor can provide valuable insight into the market trends and risks associated with these industries, helping residents make informed investment decisions. Overall, a financial advisor can help residents of Vanderburgh County, IN achieve their financial goals and secure a stable future.

Mortgage Loan Officer

Residents of Vanderburgh County, IN can greatly benefit from the assistance of a mortgage loan officer. These professionals can help individuals secure financing for their dream homes, investment properties, or even refinance their existing mortgages. With the unique economic landscape of Vanderburgh County, IN, a mortgage loan officer can offer specific insights and solutions to residents looking to buy or refinance their homes. For example, Vanderburgh County has a growing job market, which means that residents may have more income and stability to qualify for larger home loans. Additionally, the county has a diverse housing market, with everything from historic homes to new construction. A mortgage loan officer can help residents navigate this market and find the best mortgage options to meet their specific needs. By working with a mortgage loan officer, residents of Vanderburgh County, IN can access the knowledge and expertise needed to make informed decisions about their home financing.

Tax Services

Residents of Vanderburgh County, IN can greatly benefit from the services of a tax advisor. One specific way that a tax advisor can assist residents is by helping them navigate the complex tax laws and regulations that are unique to Indiana. For example, Vanderburgh County has a local income tax rate of 1.25%, which can be confusing for residents who are used to paying only state and federal income taxes. A tax advisor can help residents understand how this local tax works and ensure that they are paying the correct amount. Additionally, a tax advisor can assist residents with tax planning strategies that can help them minimize their tax liability and maximize their refunds. With the help of a knowledgeable tax advisor, residents of Vanderburgh County can feel confident that they are making informed decisions about their finances and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Vanderburgh County, IN can benefit from the services of an estate planning lawyer in a variety of ways. For instance, an estate planning lawyer can help residents to create a comprehensive estate plan that takes into account their unique financial and family circumstances. This may include drafting a will, establishing trusts, and setting up powers of attorney. Additionally, an estate planning lawyer can assist residents in minimizing estate taxes and ensuring that their assets are distributed according to their wishes. In Vanderburgh County, IN, where the population is growing rapidly and the cost of living is relatively high, estate planning is especially important. By working with an experienced estate planning lawyer, residents can protect their assets and ensure that their loved ones are provided for in the event of their passing.

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