Retirement Planning in McKinney, TX

We did the hard work of finding trustworthy partners in McKinney, TX. Fill out the form to get connected.

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in McKinney, TX

GMR Financial Group LLC
5 out of 5
Location 7401 Los Padres Pl, McKinney, TX 75070, USA
Phone (630) 373-6285
Directions
Nashional Financial
5 out of 5
Location 5900 S Lake Forest Dr Ste #300, McKinney, TX 75070, USA
Phone (469) 486-3400
Directions
Benchmark Financial Services
Location 1700 Redbud Blvd # 310, McKinney, TX 75069, USA
Phone (972) 529-7054
Directions
Edward Jones - Financial Advisor: Trent Marsh
5 out of 5
Location 2600 Eldorado Pkwy STE 260, McKinney, TX 75070, USA
Phone (214) 491-4022
Directions
Krishna Wealth Planning
5 out of 5
Location 5900 S Lake Forest Dr Ste 300, McKinney, TX 75070, USA
Phone (214) 901-7526
Directions
Safe Secure Retirement Planning
Location 5900 S Lake Forest Dr #300, McKinney, TX 75070, USA
Phone (469) 342-8889
Directions
Toro Wealth Management
5 out of 5
Location 4932 Lasso Ln, McKinney, TX 75070, USA
Phone (214) 326-1950
Directions
WealthWave - Legacy
Location 610 Elm St Suite 400, McKinney, TX 75069, USA
Phone (512) 560-9261
Directions
Andrew G Douthit - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8751 Collin McKinney Pkwy STE 301, McKinney, TX 75070, USA
Phone (972) 866-7965
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Gray Financial Planning LLC
Location 201 1/2 E Virginia St, McKinney, TX 75069, USA
Phone (469) 422-6082
Directions
Pinecrest Financial
Location 6800 Weiskopf Ave STE 150, McKinney, TX 75070, USA
Phone (972) 807-3389
Directions
JMG Wealth Management
Location 6401 Eldorado Pkwy STE 226, McKinney, TX 75070, USA
Phone (972) 837-0871
Directions
Merrill Lynch Wealth Management Advisor Robert Johnson Thomas
Location 6950 TPC Dr, McKinney, TX 75070, USA
Phone (972) 369-1941
Directions
SEC File# 801-69815
CRD# 149018
Location 132 S Tennessee St, McKinney, TX 75069, USA
Phone (469) 708-8480
Directions
SEC File# 801-10970
CRD# 6413
Location 6951 Virginia Pkwy ste 313, McKinney, TX 75071, USA
Phone (972) 210-9743
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Wheat-Givens Financial
5 out of 5
Location 6401 S Custer Rd, McKinney, TX 75070, USA
Phone (214) 385-2415
Directions
Southern Credit Repair
Location 2305 S Custer Rd, McKinney, TX 75070, USA
Phone (214) 995-3998
Directions
Edward Jones - Financial Advisor: JP Nabers
5 out of 5
Location 1402 S Custer Rd Ste 502, McKinney, TX 75072, USA
Phone (469) 631-0104
Directions
Retirement Planning in McKinney, TX

About McKinney, TX for Those Planning to Retire

McKinney, TX is a vibrant city located in Collin County, with a population of over 200,000 residents. The city is home to several notable landmarks, including the McKinney Performing Arts Center, the Collin County History Museum, and the Heard Natural Science Museum & Wildlife Sanctuary. As for top employers, McKinney boasts a diverse range of industries, with major players such as Raytheon, Emerson, and Encore Wire. The city's economic growth has been fueled by its strategic location along major highways such as US-75 and SH-121, which provide easy access to nearby cities like Dallas and Plano. McKinney is also known for its charming neighborhoods, each with its own unique character and style. From the historic downtown district with its quaint shops and restaurants, to the upscale Stonebridge Ranch community with its golf courses and luxury amenities, there is something for everyone in McKinney.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of McKinney, TX can benefit from a bank in numerous ways. For instance, banks offer various financial services such as loans, savings, and investment options that residents can take advantage of. Given that McKinney is a rapidly growing city, banks can help residents secure loans to purchase homes, start businesses, or even invest in the stock market. Additionally, banks offer online banking services that enable residents to manage their finances from the comfort of their homes. With the city's diverse population, banks can also offer multilingual services to cater to the needs of non-English speakers. Furthermore, banks can help residents save for the future by offering high-interest savings accounts and other investment options. In conclusion, banks play a crucial role in the financial wellbeing of McKinney residents, offering a wide range of services that can help them achieve their financial goals.

Insurance Broker

Residents of McKinney, TX can greatly benefit from the services of an insurance broker. With the city's rapidly growing population, it can be overwhelming for individuals to navigate the complex world of insurance policies. An experienced broker can help residents find the most suitable coverage for their unique needs, whether it be for their home, car, or health. In addition, with the city's susceptibility to severe weather conditions, such as hailstorms and tornadoes, having proper insurance coverage is crucial. An insurance broker can assist residents in obtaining comprehensive coverage that will protect them from any potential damages. Furthermore, with the city's diverse economy, an insurance broker can also provide guidance to business owners in selecting the appropriate insurance policies to safeguard their operations. Overall, an insurance broker can provide invaluable support to McKinney residents in ensuring their assets and livelihoods are adequately protected.

Wealth Management

Residents of McKinney, TX can benefit from the services of a wealth manager in several ways. One specific way is by creating a comprehensive financial plan that takes into account the unique economic landscape of McKinney. With its thriving economy and growing population, McKinney presents a range of opportunities and challenges for residents seeking to build and preserve wealth. A skilled wealth manager can help clients navigate these complexities by providing tailored advice on investment strategies, tax planning, retirement planning, and estate planning. By working with a wealth manager, residents of McKinney can gain peace of mind knowing that their financial future is in good hands, and that they are well-positioned to achieve their long-term financial goals.

Financial Advisor

Residents of McKinney, TX can greatly benefit from the services of a financial advisor in several ways. With its rapidly growing population and booming economy, McKinney presents a unique set of financial challenges and opportunities. A skilled advisor can help residents navigate the intricacies of tax laws and investment strategies, as well as provide guidance on retirement planning and estate management. Additionally, given McKinney's status as one of the fastest-growing cities in the country, a financial advisor can help residents make informed decisions about real estate investments and other opportunities for wealth creation. With so much potential for financial growth and security, seeking the advice of a qualified professional can be a wise decision for residents of McKinney looking to secure their financial futures.

Mortgage Loan Officer

Residents of McKinney, TX can benefit from the expertise of a mortgage loan officer in a variety of ways. For instance, the officer can help residents navigate the complex process of securing a mortgage loan, which can be especially challenging in McKinney where the real estate market is highly competitive. Additionally, the officer can help residents understand the various loan options available to them, including fixed-rate, adjustable-rate, and government-backed loans. They can also help residents determine how much they can afford to borrow based on their income, credit score, and other financial factors. With the help of a knowledgeable mortgage loan officer, residents of McKinney can feel confident in their ability to secure a mortgage loan that meets their needs and enables them to purchase their dream home.

Tax Services

Residents of McKinney, TX can benefit from the assistance of a tax advisor in various ways. One specific area where a tax advisor can be of great help is in navigating the complex tax laws and regulations that are unique to the state of Texas. For instance, Texas has no state income tax, but it does have a sales tax, which can be confusing for some residents. A tax advisor can help individuals understand how to properly file their taxes, maximize their deductions, and avoid any potential penalties or audits. Additionally, a tax advisor can provide guidance on how to structure businesses or investments to minimize tax liabilities. With the help of a tax advisor, residents of McKinney, TX can ensure that they are in compliance with all tax laws and regulations, while also maximizing their financial well-being.

Estate Planning Lawyer

Residents of McKinney, TX can benefit from the services of an estate planning lawyer in a multitude of ways. One specific example is that the lawyer can assist in creating a plan for passing down family-owned businesses, which is particularly relevant in McKinney where there are many small, family-owned businesses. The lawyer can help ensure that the business is protected and passed down to the next generation in a way that is legally sound and minimizes tax liabilities. Additionally, the lawyer can help residents create wills and trusts that accurately reflect their wishes for their assets and property. This can include designating beneficiaries, setting up trusts for minor children, and planning for long-term care needs. By working with an estate planning lawyer, residents of McKinney can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the future.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs