Retirement Planning in Harnett County, NC

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List of Firms

Top Retirement Planners in Harnett County, NC

Liberty Tax
5 out of 5
Location 610 E Cumberland St, Dunn, NC 28334, USA
Phone (910) 892-3787
Language https://www.libertytax.com/11456
Directions
Richon Planning, LLC.
5 out of 5
Location 600 Stellata Dr, Fuquay-Varina, NC 27526, USA
Phone (919) 300-5886
Language http://www.richonplanning.com/
Directions
Mid South Financial Services
5 out of 5
Location 709 W Front St, Lillington, NC 27546, USA
Directions
NC Retirement Systems Division
4 out of 5
Location 3200 Atlantic Ave, Raleigh, NC 27604, USA
Phone (919) 814-4590
Language https://www.myncretirement.com/
Directions
Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 143 Charlotte Ave 2nd floor, Sanford, NC 27330, USA
Phone (919) 708-8888
Language https://www.northwesternmutual.com/?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
Directions
Merrill Lynch Wealth Management Advisor Wes Purcell
Location 2550 Ravenhill Dr Suite 201, Fayetteville, NC 28303, USA
Phone (910) 486-0424
Language https://fa.ml.com/north-carolina/fayetteville/wesley-purcell
Directions
Retirement Planning in Harnett County, NC

About Harnett County, NC for Those Planning to Retire

Harnett County, located in the heart of North Carolina, boasts a rich history and vibrant present. From the majestic Cape Fear River to the rolling countryside, this county offers something for everyone. Landmarks include the historic Averasboro Battlefield and Museum, the Raven Rock State Park, and the Campbell University campus. Top employers in the area include the Harnett Health System, the Harnett County School System, and the Walmart Distribution Center. Major highways such as I-95, US-421, and NC-27 provide easy access to neighboring towns and cities. Streets like Main Street and Broad Street are bustling with activity, while neighborhoods such as Anderson Creek Club and Carolina Lakes offer peaceful retreats. Harnett County is a true gem of North Carolina, with a unique blend of history, culture, and modern amenities.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Harnett County, NC can benefit from a bank in numerous ways. One of the most common ways is by providing access to financial resources and services that can help them manage their money effectively. This is especially important in Harnett County, NC, which has a high poverty rate compared to the rest of the state. Banks can offer loans, credit cards, and savings accounts that can help residents build their credit and save for the future. Additionally, banks can provide financial education and resources to help residents make informed decisions about their finances. This is particularly important in Harnett County, NC, where many residents may not have had access to financial education in the past. Overall, banks can play a critical role in helping residents of Harnett County, NC improve their financial well-being and achieve their goals.

Insurance Broker

Residents of Harnett County, NC could benefit greatly from the expertise of an insurance broker. With the county's population of over 130,000 individuals, navigating the complex world of insurance can be overwhelming. An insurance broker can assist with finding the best policies for specific needs, such as flood insurance for those living in flood-prone areas like Lillington or Dunn. Additionally, with the county's high poverty rate of 18.7%, an insurance broker can help residents find affordable health insurance options through the Affordable Care Act marketplace or Medicaid. With the county's growing number of small businesses, an insurance broker can also assist with finding the best commercial insurance policies to protect their assets and employees. Overall, an insurance broker can provide invaluable assistance to Harnett County residents in navigating the complexities of the insurance industry and finding the best coverage options for their unique situations.

Wealth Management

Residents of Harnett County, NC could greatly benefit from the services of a wealth manager in a variety of ways. With a population of over 135,000 and a median household income of just over $50,000, many individuals in the county may struggle with managing their finances effectively. A wealth manager could assist in creating a comprehensive financial plan tailored to each individual's unique needs, taking into account factors such as retirement goals, investment strategies, and tax planning. Additionally, with a county economy heavily reliant on agriculture and manufacturing, a wealth manager could provide valuable insight and guidance on managing income streams and navigating fluctuations in these industries. Furthermore, with the county's proximity to Fort Bragg, a wealth manager could also assist military families in managing their finances during deployments and transitions. Overall, a wealth manager could provide invaluable support to residents of Harnett County, helping them to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Harnett County, NC could benefit from a financial advisor in a multitude of ways. Firstly, a financial advisor can assist in creating a personalized budget that aligns with the unique financial situation of each individual. This is especially important in Harnett County, where the median household income is lower than the state average. Additionally, a financial advisor can provide guidance on investments and retirement planning, which can be crucial for residents who may not have access to employer-sponsored retirement plans. Furthermore, a financial advisor can help residents navigate the complex world of taxes, including state-specific tax laws that may differ from other parts of the country. Overall, a financial advisor can provide invaluable support and guidance to residents of Harnett County, helping them achieve financial stability and security.

Mortgage Loan Officer

Residents of Harnett County, NC can benefit from the expertise of a mortgage loan officer in a multitude of ways. For instance, with the county's growing population, there is a high demand for affordable housing options. A mortgage loan officer can guide residents through the home buying process, helping them secure a loan that fits their budget and unique needs. Additionally, Harnett County is home to a significant number of military families due to its proximity to Fort Bragg. A mortgage loan officer can assist these families in navigating the complexities of VA loans and finding homes that meet their specific requirements. Furthermore, with the county's diverse economy, a mortgage loan officer can help residents with varying income levels and employment statuses find financing options that work for them. Overall, the guidance and support of a mortgage loan officer can be invaluable to residents of Harnett County, NC looking to achieve their homeownership goals.

Tax Services

Residents of Harnett County, NC could benefit from the guidance of a tax advisor in several ways. Firstly, they can provide expert advice on how to navigate the complex tax laws and regulations specific to North Carolina. For instance, Harnett County residents may be eligible for certain tax credits and exemptions that are unique to the state. Additionally, a tax advisor can help residents in Harnett County minimize their tax liability by identifying deductions and credits that they may have overlooked. Given the county's diverse economic landscape, which includes agriculture, manufacturing, and healthcare, a tax advisor can also provide tailored advice to individuals and businesses operating in these industries. Moreover, with the ongoing changes to tax laws and regulations, a tax advisor can help residents stay up-to-date on the latest developments and make informed decisions about their finances.

Estate Planning Lawyer

Residents of Harnett County, NC could greatly benefit from the expertise of an estate planning lawyer. These legal professionals can assist in creating wills, trusts, and other documents that ensure the proper distribution of assets after death. In Harnett County, where the population is largely rural and agricultural, an estate planning lawyer can also provide guidance on how to best protect and pass down family-owned land and businesses. Additionally, they can help navigate the complex tax laws that affect estate planning, particularly for those with significant assets or multiple properties. With the guidance of an estate planning lawyer, residents of Harnett County can have peace of mind knowing that their wishes will be carried out and their loved ones will be taken care of.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Harnett County, NC can encompass a wide range of financial and investment strategies. These services may include developing personalized retirement plans, analyzing investment portfolios, and providing advice on tax-efficient retirement income strategies. In Harnett County, NC specifically, retirement planners may also consider the impact of the area's growing population on the local economy and housing market. With the county's population projected to increase by over 20% by 2040, retirement planners may need to account for potential changes in property values and availability of services. Furthermore, planners may advise clients on how to navigate the unique tax laws and regulations of North Carolina, such as the state's pension exclusion and property tax relief programs. Overall, a retirement planner in Harnett County, NC can provide comprehensive and tailored guidance to help clients achieve their retirement goals in a rapidly evolving economic landscape.

Harnett County, NC is undoubtedly the best place to get a retirement planner. With its serene and tranquil ambiance, the county offers a perfect environment for retirees to settle down and enjoy their golden years. The county's unique blend of urban and rural areas provides retirees with a plethora of options to choose from. From the bustling cities to the quiet countryside, Harnett County has something for everyone. Furthermore, the county's retirement planners are highly skilled and experienced, equipped with the knowledge and expertise to help retirees navigate the complexities of retirement planning. With a deep understanding of the local economy and market trends, these planners can provide tailored advice and guidance to ensure retirees make the most of their retirement savings. In short, Harnett County's retirement planners offer retirees the perfect blend of expertise, experience, and personalized service, making it the ideal place to plan for a comfortable and fulfilling retirement.