Retirement Planning in Gaston County, NC

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List of Firms

Top Retirement Planners in Gaston County, NC

Covenant Village
5 out of 5
Location 1351 Robinwood Rd, Gastonia, NC 28054, USA
Phone (704) 867-2319
Language http://covenant-village.org/
Directions
Paschall & Associates
Location 1552 Union Rd # F, Gastonia, NC 28054, USA
Phone (704) 866-0294
Directions
Bluestone Financial Advisors
5 out of 5
Location 3270 Robinwood Rd STE A, Gastonia, NC 28054, USA
Phone (704) 869-8828
Language https://www.raymondjames.com/gastonia
Directions
Retirement Transition Advisory Group
Location 3302 South New Hope Road Suite 100-D, Gastonia, NC 28056, USA
Phone (704) 869-8102
Language http://retiretag.com/
Directions
Furlong Financial
5 out of 5
Location 102 Hidden Pastures Dr STE 205, Cramerton, NC 28032, USA
Phone (704) 964-4119
Language https://myncsretirement.com/
Directions
Cornerstone Wealth
SEC File# 801-113703
CRD# 297491
Location 609 S New Hope Rd suite 200-d, Gastonia, NC 28054, USA
Phone (704) 865-0039
Language http://www.cwgadvisors.com/
Directions
Retirement Planning in Gaston County, NC

About Gaston County, NC for Those Planning to Retire

Gaston County, nestled in the heart of North Carolina, boasts a rich history and diverse culture. With landmarks such as the Schiele Museum of Natural History and the Daniel Stowe Botanical Garden, visitors can explore the wonders of nature and science. Meanwhile, top employers like CaroMont Health and Duke Energy fuel the county's economy and provide job opportunities for its residents. Major highways such as I-85 and US-321 connect Gaston County to neighboring cities and states, while streets like Main Street and Franklin Boulevard offer easy access to local businesses and attractions. From the charming neighborhoods of Belmont and Mount Holly to the bustling city of Gastonia, Gaston County has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Gaston County, NC can benefit from a bank in numerous ways. Firstly, banks can provide loans for residents who are looking to start a business or purchase a home. This is especially important in Gaston County, where the economy is heavily reliant on manufacturing and many residents may need financial assistance to start their own businesses. Additionally, banks can offer checking and savings accounts, which can help residents manage their finances and save for the future. In Gaston County, where the cost of living is lower than the national average, having a savings account can be particularly helpful for those who are looking to build their wealth. Lastly, banks can provide financial education and resources to residents, helping them make informed decisions about their money. This is especially important in Gaston County, where many residents may not have access to financial literacy programs or resources. Overall, a bank can be a valuable resource for residents of Gaston County, helping them to achieve their financial goals and build a stronger community.

Insurance Broker

Residents of Gaston County, NC could benefit from the expertise of an insurance broker in a variety of ways. With the county's population of over 200,000, there are bound to be numerous individuals and families in need of insurance coverage for their homes, vehicles, and health. However, navigating the complex world of insurance can be daunting, especially for those who are not familiar with the industry. An insurance broker can provide valuable guidance and assistance in selecting the right policies and coverage levels to meet each client's unique needs and budget. Additionally, Gaston County is home to a diverse range of industries, including manufacturing, healthcare, and education. An insurance broker with experience in these fields can help business owners and employees find the right coverage for their specific needs, whether it's liability insurance for a manufacturing plant or health insurance for a school district's employees.

Wealth Management

Residents of Gaston County, NC can benefit from the services of a wealth manager in a variety of ways. One specific example is the fact that Gaston County has a high poverty rate, with over 15% of the population living below the poverty line. A wealth manager can assist these individuals in creating a financial plan to help them achieve their goals and improve their overall financial health. Additionally, Gaston County has a strong manufacturing industry, which can lead to fluctuations in the job market and income levels. A wealth manager can provide guidance on how to navigate these changes and make informed decisions about investments and savings. Overall, a wealth manager can help residents of Gaston County, NC to better understand their finances and make smart choices for their future.

Financial Advisor

Residents of Gaston County, NC could benefit from the expertise of a financial advisor in a multitude of ways. With a population of over 220,000 people, the county is home to a diverse group of individuals with varying financial goals and needs. A financial advisor could assist with retirement planning, investment strategies, and debt management, among other things. Specifically, Gaston County has a higher poverty rate than the state average, with 15.6% of residents living below the poverty line. A financial advisor could work with individuals and families in this demographic to create a budget, establish emergency funds, and develop a plan to increase savings. Additionally, with a median age of 40 years old, many residents may be looking to save for their children's education or plan for long-term care for aging parents. A financial advisor could provide guidance on college savings plans and insurance options. In short, a financial advisor could help Gaston County residents navigate their unique financial situations and work towards their goals.

Mortgage Loan Officer

Residents of Gaston County, NC could benefit from the services of a mortgage loan officer in several ways. Firstly, the county has a diverse range of housing options, including single-family homes, townhouses, and condos. A mortgage loan officer can assist residents in determining the best type of mortgage for their unique situation, whether it be a fixed-rate or adjustable-rate mortgage. Additionally, Gaston County has a growing population, which means that demand for housing is increasing. This can make it challenging for residents to secure a mortgage on their own. A mortgage loan officer can help navigate the complex lending process, ensuring that residents have the best chance of securing the funding they need to purchase their dream home. Finally, Gaston County has a thriving business community, which can make it an attractive location for entrepreneurs and small business owners. A mortgage loan officer can help these individuals secure financing for commercial properties, allowing them to grow their businesses and contribute to the county's economy.

Tax Services

Residents of Gaston County, NC can benefit greatly from the assistance of a tax advisor. With the county's diverse economy, which includes manufacturing, healthcare, and retail industries, there are many tax implications that can be difficult to navigate without professional guidance. Additionally, the county has a large population of retirees, who may have unique tax considerations related to their retirement income and investments. A tax advisor can help residents understand the tax implications of these factors and develop a personalized tax strategy to minimize their tax liability. Furthermore, with the recent changes to the tax code, including the Tax Cuts and Jobs Act of 2017, it is more important than ever for residents to seek the advice of a tax professional to ensure they are taking advantage of all available deductions and credits. Overall, a tax advisor can provide invaluable assistance to residents of Gaston County, NC in navigating the complex and ever-changing world of taxes.

Estate Planning Lawyer

Residents of Gaston County, NC can benefit from the expertise of an estate planning lawyer in a myriad of ways. For instance, the lawyer can help them create a comprehensive estate plan that reflects their unique needs and goals. This may involve drafting a will, setting up trusts, and designating beneficiaries. Additionally, the lawyer can assist residents in navigating the complex tax laws that affect estate planning in Gaston County. With their knowledge of the local tax code, the lawyer can help residents minimize their tax liability and maximize their assets. Furthermore, the lawyer can provide guidance on how to protect assets from potential creditors and lawsuits. In a county with a growing economy and a diverse population, having an estate planning lawyer can be a valuable asset for residents seeking to secure their financial future.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in Gaston County, NC can offer a plethora of benefits to individuals looking to secure their financial future. A retirement planner can help clients navigate the complex world of retirement planning by offering tailored advice and guidance on investment strategies, pension plans, and social security benefits. With Gaston County's diverse economy, which includes industries such as manufacturing, healthcare, and education, a retirement planner can help clients create a retirement plan that suits their unique needs and goals. Additionally, the planner can assist with tax planning, estate planning, and long-term care planning, ensuring that clients have a comprehensive plan in place for their retirement years. With the help of a retirement planner in Gaston County, NC, individuals can feel confident and secure in their financial future.

Gaston County, NC is undoubtedly the best place to get a retirement planner. The county's unique blend of urban and rural areas offers a diverse range of options for retirees looking to settle down. With its rich history and picturesque landscapes, Gaston County is a haven for outdoor enthusiasts and culture buffs alike. The county's retirement planners are renowned for their expertise and experience in helping retirees plan for their golden years. They have a deep understanding of the local economy and can provide tailored advice on investment opportunities and tax strategies. Furthermore, Gaston County's retirement planners are committed to helping retirees achieve their financial goals while also ensuring that they maintain a high quality of life. With their bursty and complex approach to retirement planning, Gaston County's planners are sure to provide retirees with the tools and resources they need to thrive in their retirement years.