Retirement Planning in King George County, VA

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List of Firms

Top Retirement Planners in King George County, VA

Money Management International
5 out of 5
Location 5680 King Centre Dr Ste. 600, Alexandria, VA 22315, USA
Phone (703) 836-1376
Directions
Long Term Financial Services
3 out of 5
Location 12821 Old Fort Rd, Fort Washington, MD 20744, USA
Phone (301) 292-2203
Directions
Your Best Path Financial Planning
5 out of 5
Location 8280 Willow Oaks Corporate Dr Suite 600, Fairfax, VA 22031, USA
Phone (703) 573-7325
Directions
SEC File# 801-8095
CRD# 2881
5 out of 5
Location 725 Jackson St #216, Fredericksburg, VA 22401, USA
Phone (540) 370-1886
Directions
Community Financial Group
3 out of 5
Location 107 Amelia St, Fredericksburg, VA 22401, USA
Phone (540) 604-5690
Directions
First Command Financial Advisor - Rachel Sims
Location 13625 Office Pl Suite 201, Woodbridge, VA 22192, USA
Phone (703) 897-8787
Directions
Retirement Planning in King George County, VA

About King George County, VA for Those Planning to Retire

King George County, located in Virginia, is a charming and historic area that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning Colonial Beach to the awe-inspiring George Washington Birthplace National Monument, there is no shortage of places to explore. The county is home to several top employers, including the Naval Surface Warfare Center Dahlgren Division and the King George County School District. Major highways and streets in the area include Route 3, Route 301, and Route 205, making it easy to navigate and travel throughout the county. The neighborhoods in King George County are diverse and welcoming, ranging from quiet residential areas to bustling commercial districts. Whether you're looking for a peaceful retreat or a vibrant community, King George County has something to offer everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of King George County, VA can benefit from a bank in numerous ways. Firstly, a bank can provide financial assistance to those who need it. This is especially important in King George County, as it is a rural area with a relatively low median income. Additionally, a bank can offer services such as loans and mortgages, which can help residents purchase homes or start businesses. Furthermore, many banks offer online banking services, which can be especially helpful for those who live in remote areas and may not have easy access to a physical bank branch. Overall, a bank can play a crucial role in helping residents of King George County manage their finances and achieve their financial goals.

Insurance Broker

Residents of King George County, VA can benefit from an insurance broker in numerous ways. Firstly, an insurance broker can help them navigate the complex world of insurance policies and find the right coverage for their specific needs. This is especially important for King George County residents who may face unique risks and challenges due to the county's proximity to the Potomac River and Chesapeake Bay. An insurance broker can help them find policies that provide adequate coverage for flood damage, hurricane damage, and other weather-related risks that are common in the area. Additionally, an insurance broker can help residents of King George County, VA save money by finding policies with lower premiums or discounts that they may not have been aware of otherwise. With the help of an insurance broker, residents of King George County can have peace of mind knowing that they are adequately covered in case of any unexpected events.

Wealth Management

Residents of King George County, VA stand to benefit from the services of a wealth manager in a variety of ways. For instance, a wealth manager can help them to create and implement a comprehensive financial plan that takes into account their unique goals and circumstances. This plan may include strategies for saving for retirement, investing in the stock market, managing debt, and protecting their assets. Additionally, a wealth manager can offer guidance on tax planning, estate planning, and insurance planning, which are all important considerations for residents of King George County, VA. With its proximity to the Potomac River and the Chesapeake Bay, King George County is known for its natural beauty and outdoor recreation opportunities. A wealth manager can help residents to make the most of these resources by providing advice on how to budget for leisure activities and plan for future expenses related to travel and adventure. Overall, a wealth manager can be an invaluable resource for residents of King George County, VA who want to achieve financial stability and security.

Financial Advisor

Residents of King George County, VA can benefit from the expertise of a financial advisor in numerous ways. For instance, with the county's population of over 26,000, a financial advisor can assist individuals in developing customized investment plans that align with their specific financial goals. Additionally, given that King George County is home to several military installations, a financial advisor can provide specialized advice on military benefits and retirement planning. Furthermore, with the county's proximity to the Potomac River and the Chesapeake Bay, residents may require specialized advice on estate planning and asset protection. A financial advisor can also help individuals navigate the complex tax laws of Virginia and the federal government, ensuring that they take advantage of all available deductions and credits. Overall, a financial advisor can be an invaluable resource for residents of King George County, helping them to make informed financial decisions and achieve long-term financial stability.

Mortgage Loan Officer

Residents of King George County, VA can benefit from the services of a mortgage loan officer in several ways. A mortgage loan officer can help them secure financing for their dream homes, refinance their mortgages to lower their interest rates, or consolidate their debts. In King George County, VA, where the median home value is $276,200, a mortgage loan officer can assist residents in finding the best mortgage rates and terms that suit their financial situation. Additionally, King George County, VA is a rural area with a population of approximately 25,000 people, and a mortgage loan officer can provide guidance on the different types of mortgages available, such as USDA loans, which are designed for rural homebuyers. With the help of a mortgage loan officer, residents of King George County, VA can achieve their homeownership goals and secure their financial future.

Tax Services

Residents of King George County, VA could greatly benefit from the guidance of a tax advisor. With an average household income of $76,000, many families may not be aware of all the tax deductions and credits available to them. A tax advisor can provide personalized advice on how to maximize deductions and minimize tax liability. Additionally, King George County has a high number of military families due to its proximity to Naval Support Facility Dahlgren. Military tax laws can be complex and confusing, but a tax advisor can help navigate the intricacies and ensure that service members and their families are taking advantage of all available benefits. With the recent growth in the county's economy, including the development of the King George Industrial Park, a tax advisor can also assist small business owners in understanding tax laws and regulations. The expertise of a tax advisor can ultimately save residents of King George County time and money, while also providing peace of mind.

Estate Planning Lawyer

Residents of King George County, VA can benefit from the expertise of an estate planning lawyer in a multitude of ways. For instance, an estate planning lawyer can help individuals in King George County, VA to create a comprehensive estate plan that meets their unique needs and goals. This may include drafting a will, establishing trusts, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, an estate planning lawyer can assist with the creation of advanced directives, such as powers of attorney and healthcare proxies, which can ensure that an individual's wishes are respected in the event of incapacitation. Furthermore, an estate planning lawyer can help families in King George County, VA navigate the complex legal process of probate, which can be particularly challenging in Virginia due to its unique probate laws. By working with an estate planning lawyer, residents of King George County, VA can gain peace of mind knowing that their assets and loved ones will be protected in the event of incapacity or death.

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