Retirement Planning in Decatur, GA

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List of Firms

Top Retirement Planners in Decatur, GA

Pearson Unlimited Inc a Firefly Agency
5 out of 5
Location 201 W Ponce de Leon Ave #119, Decatur, GA 30030, USA
Phone (404) 737-3607
Language http://www.pearsonunlimitedinc.com/
Directions
J.A. Lawrence Wealth Management
Location 160 Clairemont Ave Suite 200, Decatur, GA 30030, USA
Phone (470) 598-4032
Language http://jalawrence.net/
Directions
Minerva Planning Group
SEC File# 801-80329
CRD# 127263
5 out of 5
Location 315 W Ponce de Leon Ave Ste. 956, Decatur, GA 30030, USA
Phone (404) 816-6688
Language http://www.minervaplanninggroup.com/
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
dekalb county employees retirement plan
Location 1300 Commerce Dr, Decatur, GA 30030, USA
Phone (404) 371-2296
Language http://www.dekalbpension.com/
Directions
Mackintosh Law
5 out of 5
Location 246 Sycamore St #150, Decatur, GA 30030, USA
Phone (404) 793-2510
Language http://www.mackintosh.law/
Directions
Edward Jones - Financial Advisor: David Ewing
4 out of 5
Location 125 Clairemont Ave Ste 180, Decatur, GA 30030, USA
Phone (404) 373-0237
Language https://www.edwardjones.com/us-en/financial-advisor/david-ewing?y_source=1_NjQwMTgzLTcxNS1sb2NhdGlvbi53ZWJzaXRl
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HiddenLevers
5 out of 5
Location 115 N McDonough St building c, Decatur, GA 30030, USA
Phone (800) 277-4830
Language http://www.hiddenlevers.com/
Directions
Edward Jones - Financial Advisor: Kim Hudson
5 out of 5
Location 755 Commerce Dr Suite 905, Decatur, GA 30030, USA
Phone (404) 377-3810
Language https://www.edwardjones.com/us-en/financial-advisor/kim-hudson
Directions
Retirement Planning in Decatur, GA

About Decatur, GA for Those Planning to Retire

Decatur, GA is a vibrant city located in the heart of DeKalb County. This bustling metropolis is home to a variety of landmarks, including the historic Decatur Square, which features a plethora of shops, restaurants, and entertainment venues. Additionally, the city is home to a number of top employers, including Emory University, DeKalb County School District, and the Centers for Disease Control and Prevention. Major highways such as I-285 and I-20 provide easy access to the city, while streets like Ponce de Leon Avenue and Clairmont Road offer convenient travel within the city limits. Decatur is also home to a variety of unique neighborhoods, each with its own distinct character and charm. From the tree-lined streets of Oakhurst to the historic bungalows of Winnona Park, there is something for everyone in this vibrant city. With its rich history, diverse culture, and thriving economy, Decatur is truly a city on the rise.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Decatur, GA can benefit from a bank in a multitude of ways. For instance, banks can help residents with their financial needs, such as providing loans to start a business or buy a home. Additionally, banks can offer savings and checking accounts that can help residents manage their money more effectively. One specific aspect of Decatur, GA that banks can assist with is the city's vibrant arts scene. With numerous art galleries and cultural events, residents may need financial assistance to support their creative endeavors. Banks can provide funding for artists to create and showcase their work, which can contribute to the growth and development of the city's arts community. Furthermore, banks can also help residents save for future cultural experiences, such as attending concerts or visiting museums. Overall, banks can play a vital role in helping residents of Decatur, GA achieve their financial goals and support the city's thriving arts scene.

Insurance Broker

Residents of Decatur, GA can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex world of insurance policies and find the most appropriate coverage for their unique needs. With the rising cost of healthcare, an insurance broker can help residents find affordable health insurance plans that provide comprehensive coverage. Moreover, given Decatur's high crime rate, an insurance broker can help residents secure their homes and possessions with the right homeowners or renters insurance policy. Additionally, with the unpredictable weather patterns in Decatur, an insurance broker can help residents protect their vehicles from hail damage and other weather-related perils with comprehensive auto insurance policies. Overall, an insurance broker can provide invaluable assistance to residents of Decatur, GA, ensuring that they have the right coverage to protect themselves and their assets from unexpected events.

Wealth Management

Residents of Decatur, GA can benefit from the expertise of a wealth manager in several ways. Firstly, a wealth manager can help individuals and families in Decatur to develop a comprehensive financial plan that takes into account their unique circumstances and goals. This may include strategies for retirement planning, tax optimization, and investment management. Additionally, residents of Decatur may face unique challenges related to the local real estate market, which a wealth manager can help navigate. For example, Decatur is known for its historic homes and tight-knit community, which can impact property values and investment opportunities. A wealth manager can provide valuable insights into these dynamics and help clients make informed decisions about buying, selling, or investing in real estate in the area. Overall, a wealth manager can provide residents of Decatur with the knowledge and resources they need to achieve their financial objectives and secure their financial future.

Financial Advisor

Residents of Decatur, GA could benefit from the guidance of a financial advisor in various ways. For instance, a financial advisor could help them develop a comprehensive financial plan that aligns with their goals and aspirations. This could involve a thorough analysis of their income, expenses, and assets to identify areas where they can save more or invest wisely. Additionally, a financial advisor could provide valuable insights on how to manage debt, plan for retirement, and navigate complex tax laws. Given that Decatur is a vibrant city with a diverse population, a financial advisor could also help residents navigate the unique financial challenges that come with living in a bustling urban environment. This could include developing strategies to manage the high cost of living, finding ways to save on transportation costs, or exploring investment opportunities that are tailored to the local economy. Overall, a financial advisor could provide residents of Decatur with the knowledge and expertise they need to make informed financial decisions and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Decatur, GA would be greatly helped by a mortgage loan officer in a variety of ways. For one, a mortgage loan officer can assist residents in navigating the complex and often confusing process of securing a mortgage. This is particularly important in Decatur, where the real estate market can be highly competitive and fast-moving. Additionally, a mortgage loan officer can help residents identify which mortgage products are best suited to their unique financial situation and long-term goals. Furthermore, a mortgage loan officer can provide valuable advice and guidance throughout the entire homebuying process, from pre-approval to closing. Given the high stakes of buying a home, having a knowledgeable and experienced mortgage loan officer on your side can make all the difference in securing a successful and financially sound outcome.

Tax Services

Residents of Decatur, GA can benefit from the expertise of a tax advisor in various ways. With the city's growing economy and a diverse population, Decatur residents may encounter complex tax issues that require professional assistance. For instance, Decatur has a significant number of small business owners who may need guidance on tax planning, compliance, and deductions. Additionally, Decatur is home to several non-profit organizations that require specialized tax knowledge to navigate the complex tax laws governing their operations. Furthermore, Decatur residents may face unique tax challenges related to the city's location in the Atlanta metropolitan area, such as property tax assessments and state and local tax obligations. A tax advisor can help residents of Decatur navigate these complex tax issues and ensure compliance with tax laws, ultimately saving them time and money.

Estate Planning Lawyer

Residents of Decatur, GA can benefit greatly from the services of an estate planning lawyer. These professionals can help residents create a comprehensive plan for the distribution of their assets after their passing. This can include creating wills, trusts, and powers of attorney. Additionally, an estate planning lawyer can assist with the creation of healthcare directives and guardianship plans. Decatur, GA is a diverse community with a rich history, and an estate planning lawyer can take into account the unique needs and circumstances of each individual. For example, they can help residents who own historic homes in the area navigate the complexities of transferring ownership and preserving the historical significance of their property. Overall, an estate planning lawyer can provide peace of mind and protect the interests of Decatur residents and their loved ones.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in Decatur, GA offer a comprehensive approach to financial planning for individuals and couples looking to secure their financial future. A retirement planner in Decatur can provide a range of services, including investment advice, tax planning, estate planning, and insurance analysis. With its diverse population and thriving economy, Decatur presents unique challenges and opportunities for retirement planning. The retirement planner will take into account the local real estate market, cost of living, and other factors specific to Decatur to create a personalized retirement plan that meets the client's needs and goals. Whether it's maximizing Social Security benefits or creating a tax-efficient withdrawal strategy, the retirement planner in Decatur can help clients navigate the complexities of retirement planning with confidence and peace of mind.

Decatur, GA is the ideal spot to find a retirement planner due to its thriving financial industry and diverse community. The city boasts a plethora of financial institutions and advisory firms, providing retirees with a wide range of options to choose from. From traditional banks to independent financial advisors, Decatur has it all. Additionally, the city's diverse population brings a unique perspective to the table, ensuring that retirees receive personalized and culturally sensitive advice. With its bustling economy, Decatur's retirement planners are well-versed in the latest financial trends and equipped to provide comprehensive retirement planning services. Whether it's creating a customized investment portfolio or developing a retirement income strategy, Decatur's retirement planners have the expertise to guide retirees towards a secure and fulfilling retirement.