Retirement Planning in Kendallville, IN

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List of Firms

Top Retirement Planners in Kendallville, IN

Edward Jones - Financial Advisor: Jeff Crawford, CFA®
5 out of 5
Location 739 E North St, Kendallville, IN 46755, USA
Phone (260) 347-0452
Language https://www.edwardjones.com/us-en/financial-advisor/jeff-m-crawford
Directions
EverTrue Financial Services
Location 10343 Dawsons Creek Blvd Suite A, Fort Wayne, IN 46825, USA
Phone (260) 490-8822
Language https://www.evertruefw.com/
Directions
Runestad Financial Services
5 out of 5
Location 9726 Saint Joseph St (SR1), Leo, IN 46765, USA
Phone (260) 627-3333
Language http://runestadfinancial.com/
Directions
Doug Morris - Thrivent
Location 1551 S Main St, Kendallville, IN 46755, USA
Phone (260) 387-0428
Language https://connect.thrivent.com/doug-morris?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzY3MTUtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Oak Partners of Auburn
5 out of 5
Location 1710 N Main St Suite B, Auburn, IN 46706, USA
Phone (260) 927-0226
Language http://oakpartners.com/p/auburn
Directions
Mountain PEAK Wealth Advisors
Location 6315 Mutual Dr suite f, Fort Wayne, IN 46825, USA
Phone (260) 435-1200
Language http://www.mountainpeakwealthadvisors.com/
Directions
Hartman Investment Group
5 out of 5
Location 710 Goodwin Pl, Kendallville, IN 46755, USA
Phone (260) 242-5895
Language http://www.hartmanig.com/
Directions
Edward Jones - Financial Advisor: Josh Nix
Location 1837 Ida Red Rd, Kendallville, IN 46755, USA
Phone (260) 347-2803
Language https://www.edwardjones.com/us-en/financial-advisor/josh-nix?y_source=1_ODQ2MjI4MS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Directions
CLN Financial
4 out of 5
Location 3649, 409 E Cook Rd ste 150, Fort Wayne, IN 46825, USA
Phone (260) 426-1832
Language http://www.clnfinancial.com/
Directions
Tri-State Retirement Solutions Inc
5 out of 5
Location 408-1 Main St, Auburn, IN 46706, USA
Phone (260) 715-2241
Directions
Keim Financial Group
5 out of 5
Location 207 W Chicago Rd #1706, Sturgis, MI 49091, USA
Phone (269) 202-8253
Language http://www.keimfinancialgroup.com/
Directions
Retirement Planning in Kendallville, IN

About Kendallville, IN for Those Planning to Retire

Kendallville, IN is a charming city located in Noble County, Indiana. It is home to various landmarks that showcase the city's rich history, such as the Mid-America Windmill Museum, the Kendallville Train Depot, and the Kendallville Historic District. The city is also home to several top employers, including Parkview Noble Hospital, BRC Rubber & Plastics, and Dexter Axle. These companies provide job opportunities for the locals and contribute to the city's economic growth. Kendallville is accessible through major highways and streets, including US-6, State Road 3, and State Road 8. These routes make it easy for residents and visitors to travel in and out of the city. The city is divided into several neighborhoods, each with its unique charm and character. These neighborhoods include East Side, West Side, North Side, and South Side. Each neighborhood has its own set of attractions, such as parks, shopping centers, and restaurants.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Kendallville, IN can benefit from a bank in numerous ways. For instance, banks can provide loans to local entrepreneurs who are looking to start or expand their businesses. This is particularly important in Kendallville, IN, where the economy is largely driven by small businesses. Additionally, banks can offer financial advice and investment opportunities to residents who are looking to grow their wealth. This is especially relevant in Kendallville, IN, where the cost of living is relatively low, and residents may have more disposable income to invest. Furthermore, banks can provide financial education to residents who may not have had access to such resources in the past. This is crucial in Kendallville, IN, where the poverty rate is higher than the national average, and many residents may not have had the opportunity to learn about financial literacy. Overall, a bank can play a vital role in supporting the economic growth and financial wellbeing of the residents of Kendallville, IN.

Insurance Broker

Residents of Kendallville, IN can greatly benefit from the services of an insurance broker. With its diverse population and thriving economy, Kendallville presents unique challenges to its residents in terms of insurance coverage. An insurance broker can help navigate the complex insurance landscape and find the best policies for individuals and businesses alike. For example, with Kendallville's proximity to several bodies of water, flood insurance is a must-have for many residents. An insurance broker can help residents find the right coverage for their specific needs, whether it's for their home or business. Additionally, with the prevalence of severe weather in the area, an insurance broker can help residents understand their options for protecting their property against damage from high winds, hail, and other weather-related events. Overall, an insurance broker can be an invaluable resource for residents of Kendallville, IN, helping them find the coverage they need to protect their assets and achieve peace of mind.

Wealth Management

Residents of Kendallville, IN can greatly benefit from the expertise of a wealth manager. With the city's population of around 9,900, many individuals may struggle with managing their finances effectively. A wealth manager can assist with creating a personalized financial plan that takes into account the unique circumstances and goals of each client. This may include investment management, retirement planning, tax planning, and estate planning. Additionally, a wealth manager can provide guidance on navigating the various financial challenges that may arise in Kendallville, such as the potential impact of the city's fluctuating job market or the effects of natural disasters on personal finances. By working with a wealth manager, residents of Kendallville can gain a better understanding of their financial situation and take steps towards achieving their long-term financial goals.

Financial Advisor

Residents of Kendallville, IN can benefit from the expertise of a financial advisor in numerous ways. One of the most common ways that a financial advisor can help is by creating a personalized financial plan that aligns with the unique needs and goals of each individual. This is particularly important in Kendallville, where the economy is largely driven by manufacturing and agriculture industries. A financial advisor can help residents navigate the ups and downs of these industries and ensure that their finances remain secure. Additionally, a financial advisor can assist with retirement planning, college savings, and estate planning, all of which are crucial components of a comprehensive financial plan. With the help of a financial advisor, residents of Kendallville can feel confident in their financial future and enjoy peace of mind knowing that their finances are in good hands.

Mortgage Loan Officer

Residents of Kendallville, IN can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the loan officer can assist in finding the best mortgage rates and terms that suit the unique financial situation of the residents. With Kendallville being a small city with a population of just over 9,000, the loan officer can provide personalized service that takes into account the specific needs of the community. Additionally, the loan officer can help residents navigate the complex mortgage application process, including gathering the necessary documentation and submitting the application in a timely manner. This is particularly important in Kendallville, where the median household income is below the national average, making it crucial for residents to secure the best possible mortgage terms. Finally, the loan officer can provide ongoing support and advice to residents throughout the life of their mortgage, ensuring that they are always making informed decisions about their finances.

Tax Services

Residents of Kendallville, IN can benefit greatly from the services of a tax advisor. With the tax laws constantly changing, it can be difficult for individuals to keep up with the latest regulations and deductions. A tax advisor can provide valuable assistance in maximizing deductions and minimizing tax liabilities. This is especially important for Kendallville residents who own small businesses, as they may be eligible for unique tax breaks that they may not be aware of. Additionally, with Kendallville being a rural community, many residents may have income from farming or other agricultural activities. A tax advisor can help navigate the complex tax laws surrounding these types of income, ensuring that residents are not overpaying on their taxes. Overall, a tax advisor can provide invaluable assistance to the residents of Kendallville, IN in navigating the complex and ever-changing world of taxation.

Estate Planning Lawyer

Residents of Kendallville, IN can benefit greatly from the services of an estate planning lawyer. These legal professionals specialize in helping individuals and families create a plan for their assets and property in the event of their death or incapacity. For example, in a town like Kendallville, where the median age is 39 and the average household size is 2.5 people, an estate planning lawyer can help families with young children ensure that their children are taken care of and their assets are distributed according to their wishes. Additionally, with a median household income of $47,000, many families in Kendallville may need assistance with minimizing estate taxes and creating a plan for long-term care. An estate planning lawyer can help families navigate these complex legal issues and ensure that their assets are protected for future generations.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Kendallville, IN are designed to ensure that individuals are able to achieve their retirement goals. These services are comprehensive and take into account various factors such as income, expenses, assets, and liabilities. A retirement planner in Kendallville, IN can help individuals create a retirement plan that is tailored to their needs and goals. They can also provide advice on investment strategies, tax planning, and estate planning. One unique aspect of retirement planning in Kendallville, IN is the town's strong sense of community. Retirement planners in Kendallville, IN can work with individuals to identify local resources and opportunities that can help them achieve their retirement goals while staying connected to their community.

Kendallville, IN is the perfect place to find a retirement planner due to its vibrant and tight-knit community that values financial stability. With a population of just over 9,000, Kendallville offers a unique blend of small-town charm and big-city amenities. What sets this town apart is its commitment to providing personalized financial advice to its residents. The retirement planners here are well-versed in the latest investment strategies and are dedicated to helping their clients achieve their financial goals. Whether it's creating a comprehensive retirement plan or simply providing guidance on how to save for the future, the retirement planners in Kendallville are equipped with the knowledge and expertise to help retirees live their best lives. With its strong sense of community and unwavering commitment to financial stability, Kendallville, IN is the ideal place to find a retirement planner that you can trust.