Retirement Planning in Columbia, MO

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List of Firms

Top Retirement Planners in Columbia, MO

WR Wealth Planners
SEC File# 801-118523
CRD# 306951
4 out of 5
Location 200 Southampton Dr Suite 101, Columbia, MO 65203, USA
Phone (573) 875-3939
Language https://wrwealth.com/
Directions
Brockmeier Financial Services, LLC
5 out of 5
Location 2801 Woodard Dr Ste 105, Columbia, MO 65202, USA
Phone (573) 442-6146
Language https://brockmeierfinancialservices.com/
Directions
Department of Personal Financial Planning
Location 239, Stanley Hall, Columbia, MO 65201, USA
Phone (573) 882-7836
Language http://pfp.missouri.edu/
Directions
Schuster Financial Services
Location 2000 Forum Blvd #3, Columbia, MO 65201, USA
Phone (573) 446-0389
Language http://www.schusterfinancial.com/
Directions
Lincoln Financial Group
Location 1110 Club Village Dr, Columbia, MO 65203, USA
Phone (573) 443-1654
Directions
Marsha Fifer, CFP, SVP, Financial Advisor, LPL
Location 720 E Broadway, Columbia, MO 65201, USA
Phone (573) 874-8520
Language https://www.centralinvestment.net/mfifer/
Directions
Edward Jones - Financial Advisor: Travis R Figg, AAMS™
Location 201 W Broadway Bldg 2 Suite H, Columbia, MO 65203, USA
Phone (573) 442-6470
Language https://www.edwardjones.com/us-en/financial-advisor/travis-figg
Directions
Financial Planners of Missouri
Location 302 Campusview Dr #201, Columbia, MO 65201, USA
Phone (573) 303-0708
Language http://financialplannersofmissouri.com/
Directions
Angell Capital Management LLC
Location 910 E Broadway Suite 204, Columbia, MO 65201, USA
Phone (636) 896-8000
Language https://angellcapital.com/
Directions
Merrill Lynch Wealth Management Advisor Michael S Flanagan
Location 2804 Forum Blvd STE 2, Columbia, MO 65203, USA
Phone (573) 446-7163
Language https://fa.ml.com/missouri/columbia/michael_flanagan
Directions
Edward Jones - Financial Advisor: Ann M Echelmeier
5 out of 5
Location 1729 W Broadway Suite 3, Columbia, MO 65203, USA
Phone (573) 446-2770
Language https://www.edwardjones.com/us-en/financial-advisor/ann-echelmeier?y_source=1_NjQwNTg0LTcxNS1sb2NhdGlvbi53ZWJzaXRl
Directions
Edward Jones - Financial Advisor: Nathan J Brown, CFP®
Location 1206 Business Loop 70 W Suite D, Columbia, MO 65202, USA
Phone (573) 817-9620
Language https://www.edwardjones.com/us-en/financial-advisor/nathan-j-brown?y_source=1_OTYzMDU0LTcxNS1sb2NhdGlvbi53ZWJzaXRl
Directions
Merrill Lynch Wealth Management Advisor Matthew T Volk
Location 2804 Forum Blvd STE 2, Columbia, MO 65203, USA
Phone (573) 446-7162
Language https://fa.ml.com/missouri/columbia/matthew.volk
Directions
Retirement Planning in Columbia, MO

About Columbia, MO for Those Planning to Retire

Nestled in the heart of Missouri, Columbia is a vibrant city that boasts a rich history and a diverse community. From the iconic Columns at the University of Missouri to the picturesque MKT Nature and Fitness Trail, this city is filled with landmarks that showcase its unique character. As a hub for education and healthcare, Columbia is home to top employers such as the University of Missouri Health Care, Boone Hospital Center, and Columbia Public Schools. These institutions not only provide essential services to the community but also support the local economy. Major highways such as I-70 and US-63 intersect in Columbia, making it easily accessible from other parts of the state and beyond. Streets such as Broadway, Providence Road, and Stadium Boulevard are bustling with activity, lined with shops, restaurants, and entertainment venues. Columbia is comprised of several distinct neighborhoods, each with its own charm and personality.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Columbia, MO can benefit from a bank in numerous ways. For starters, a bank can provide financial assistance to those who need it through loans, credit cards, and mortgages. Additionally, a bank can offer investment services to individuals who want to grow their wealth. One specific way a bank can help the residents of Columbia is by providing financial education and resources to help them better manage their money. This is especially important in a college town like Columbia where many residents are students who may be new to managing their finances. Furthermore, a bank can offer mobile and online banking services, which are convenient for busy individuals who may not have time to visit a physical bank branch. Overall, a bank can provide invaluable services to the residents of Columbia, MO, helping them achieve their financial goals and improve their overall financial well-being.

Insurance Broker

Residents of Columbia, MO can benefit from the services of an insurance broker in many ways. For instance, an insurance broker can help them navigate the complex and ever-changing insurance landscape, ensuring that they get the best coverage at the most affordable price. Moreover, an insurance broker can help residents of Columbia, MO understand the unique risks they face due to the city's location in the heart of Tornado Alley. With an insurance broker's help, they can ensure that they have adequate coverage for tornado damage, which is a common occurrence in the area. Additionally, an insurance broker can assist residents in finding policies that cover flood damage, as Columbia, MO is prone to flooding due to its proximity to the Missouri River. Overall, an insurance broker can provide invaluable assistance to residents of Columbia, MO, helping them protect their homes and assets from the many risks they face.

Wealth Management

Residents of Columbia, MO can benefit from the expertise of a wealth manager in a number of ways. For instance, a wealth manager can help residents navigate the complex tax laws that are specific to the state of Missouri. Additionally, a wealth manager can assist residents in creating a comprehensive financial plan that takes into account their unique goals and circumstances. This might include setting up investment accounts, creating a retirement plan, or developing a strategy for paying off debt. Furthermore, a wealth manager can provide guidance on estate planning, which is especially important for residents of Columbia, MO, where the average age is higher than the national average. By working with a wealth manager, residents can ensure that their assets are protected and their financial goals are met, both now and in the future.

Financial Advisor

Residents of Columbia, MO could greatly benefit from the guidance of a financial advisor in a multitude of ways. With the city's diverse economy, ranging from healthcare to education, a financial advisor could provide tailored investment and financial planning advice to help residents make informed decisions about their finances. Additionally, with the cost of living in Columbia being slightly higher than the national average, a financial advisor could assist residents in creating a budget and developing strategies to save for long-term goals such as retirement or education expenses. Furthermore, with the city being home to the University of Missouri, a financial advisor could provide guidance to students and their families on managing student loans and planning for future expenses. Overall, a financial advisor could provide invaluable assistance to residents of Columbia, MO in navigating the complexities of personal finance and achieving their financial goals.

Mortgage Loan Officer

A mortgage loan officer in Columbia, MO can assist residents in a variety of ways. For instance, they can help first-time homebuyers navigate the complicated process of securing a mortgage. This is especially important in Columbia, MO, where the real estate market is highly competitive and prices are on the rise. Additionally, a loan officer can help residents refinance their existing mortgages to take advantage of lower interest rates and reduce their monthly payments. They can also advise on home equity loans and lines of credit, which can be used to finance home renovations or other major expenses. Overall, a mortgage loan officer can be an invaluable resource for anyone looking to buy or refinance a home in Columbia, MO.

Tax Services

Residents of Columbia, MO can benefit greatly from the services of a tax advisor. With the complex tax laws and regulations in place, it can be challenging for individuals to navigate the system on their own. A tax advisor can assist residents in preparing their tax returns, ensuring that they are compliant with all applicable laws and regulations. Additionally, a tax advisor can provide guidance on tax planning strategies, helping residents to minimize their tax liability and maximize their savings. For example, residents who own rental properties in Columbia may benefit from a tax advisor's expertise in navigating the city's complex rental property tax laws. Overall, a tax advisor can provide valuable assistance to residents of Columbia, MO in managing their finances and ensuring compliance with tax laws.

Estate Planning Lawyer

Residents of Columbia, MO can benefit from the services of an estate planning lawyer in a number of ways. Firstly, an estate planning lawyer can help individuals draft a will, which is a legal document that outlines how their assets will be distributed after their death. This is particularly important in Columbia, MO, where the population is rapidly growing and there is a high demand for housing. An estate planning lawyer can also assist with setting up trusts, which can help individuals avoid probate and minimize estate taxes. Additionally, an estate planning lawyer can provide guidance on healthcare directives, which outline an individual's medical wishes in the event that they are unable to make decisions for themselves. Finally, an estate planning lawyer can help with business succession planning, which is particularly important in Columbia, MO, where many small businesses are owned and operated by families.

Columbia, MO Financial Resources

Columbia, MO Chamber of Commerce

https://columbiamochamber.com/

Columbia, MO City Hall

https://www.como.gov/contacts/city-hall/

Columbia, MO Public Library

https://www.dbrl.org/locations-hours/columbia-public-library

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Columbia, MO can help individuals prepare for their golden years in a variety of ways. These services may include investment management, tax planning, estate planning, and risk management. One specific aspect of retirement planning in Columbia, MO that a retirement planner can assist with is navigating the local tax landscape. With the state income tax rate in Missouri being 5.4%, and Columbia having its own local income tax rate of 1.75%, it can be complex to navigate the tax implications of retirement income. A retirement planner can help individuals understand the tax implications of their retirement income sources and develop a tax-efficient retirement income strategy. Additionally, the planner can help individuals take advantage of tax-saving opportunities such as charitable giving or Roth conversions. With the help of a skilled retirement planner, individuals in Columbia, MO can feel confident that they are making informed decisions about their retirement income and tax planning.

Columbia, MO is the ultimate destination for retirees who are looking for a reliable and experienced retirement planner. With its diverse population and thriving economy, Columbia offers a wealth of resources to help you plan for your golden years. The city is home to a range of financial experts who specialize in retirement planning, including certified financial planners, investment advisors, and estate planning attorneys. These professionals have a deep understanding of the unique challenges facing retirees and can help you navigate the complex world of retirement planning with ease. Whether you're looking to maximize your Social Security benefits, invest in a retirement account, or create a comprehensive estate plan, Columbia has the expertise you need to achieve your goals.