Retirement Planning in Monroe County, IL

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List of Firms

Top Retirement Planners in Monroe County, IL

Stifel
SEC File# 801-10746
CRD# 793
Location 113 S Main St, Waterloo, IL 62298, USA
Phone (618) 939-2001
Language http://www.stifel.com/branch/il/waterloo-south
Directions
Edward Jones - Financial Advisor: Lance B West, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 227C S Main St, Waterloo, IL 62298, USA
Phone (618) 939-3966
Language https://www.edwardjones.com/us-en/financial-advisor/lance-west
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
Commerce Trust Company
Location 5701 W Main St, Belleville, IL 62226, USA
Phone (618) 222-6631
Language https://www.commercetrustcompany.com/contact-us/our-locations/belleville-illinois?utm_source=gmb&utm_medium=organic
Directions
Benedictine Living Community-At The Shrine
4 out of 5
Location 726 Community Dr, Belleville, IL 62223, USA
Phone (618) 394-6400
Language https://www.benedictineliving.org/belleville-il/
Directions
Tyler Hess - COUNTRY Financial representative
5 out of 5
Location 924 W Market St, Red Bud, IL 62278, USA
Phone (618) 282-2635
Language https://representatives.countryfinancial.com/tyler.hess
Directions
Schaefer Wealth Management, Inc.
Location 200 S Market St, Waterloo, IL 62298, USA
Phone (618) 939-8828
Language http://schaeferwealthmanagement.com/
Directions
Wealth Plan Advisors Group
5 out of 5
Location 4171 Crescent Dr #200, St. Louis, MO 63129, USA
Phone (314) 845-8222
Language http://www.wealthplanadvisorsgroup.com/
Directions
Oak Hill
SEC File# 801-123308
CRD# 318606
4 out of 5
Location 623 Hamacher St, Waterloo, IL 62298, USA
Phone (618) 939-3488
Language http://www.oakhillmonroecounty.com/
Directions
Edward Jones - Financial Advisor: Adam Brewer, AAMS™
Location 710 N Market St, Waterloo, IL 62298, USA
Phone (618) 939-7153
Language https://www.edwardjones.com/us-en/financial-advisor/adam-brewer
Directions
House of Neighborly Service-Monroe County, IL
5 out of 5
Location 217 W Mill St, Waterloo, IL 62298, USA
Phone (618) 939-8900
Language https://www.monroecountyhns.org/
Directions
Garden Place Columbia
5 out of 5
Location 480 Dd Rd, Columbia, IL 62236, USA
Phone (618) 215-6174
Language https://www.compass-living.com/senior-living/il/columbia/garden-place-columbia/?utm_source=GBP&utm_medium=organic
Directions
Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 220 Bradford Ln Suite C, Waterloo, IL 62298, USA
Phone (618) 939-4400
Language https://home.wellsfargoadvisors.com/001_A460?excid=FA1500050253?utm_campaign=Local_Listings&utm_source=Google&group=PCG&loc=WFA01755430
Directions
Braun Accounting & Tax Service
4 out of 5
Location 219 W Mill St Suite A, Waterloo, IL 62298, USA
Phone (618) 939-4888
Language http://www.brauntaxservice.com/
Directions
Edward Jones - Financial Advisor: AJ Johnson, CRPC™
Location 3007 Lemay Ferry Rd, Mehlville, MO 63125, USA
Phone (314) 487-7506
Language https://www.edwardjones.com/us-en/financial-advisor/aj-johnson?y_source=1_Mjg4MzU5MDUtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Brad LeMasters - COUNTRY Financial representative
5 out of 5
Location 825 New Baldwin Rd Ste D, New Athens, IL 62264, USA
Phone (618) 475-2098
Language https://representatives.countryfinancial.com/brad.lemasters
Directions
Retirement Planning in Monroe County, IL

About Monroe County, IL for Those Planning to Retire

Monroe County, nestled in the heart of Illinois, boasts a wealth of landmarks and attractions that draw visitors from far and wide. From the towering Waterloo Windmill to the historic Maeystown General Store, there's no shortage of sights to see in this charming community. But Monroe County isn't just a great place to visit—it's also a thriving hub of industry and commerce, with top employers like the Prairie State Generating Company and the Monroe County School District providing jobs and opportunities for residents. And with major highways like I-255 and I-64 crisscrossing the area, getting around is a breeze. Whether you're looking for a cozy neighborhood like Columbia Heights or a bustling commercial center like Waterloo Commons, Monroe County has something to offer everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Monroe County, IL can benefit from a bank in a multitude of ways. One specific way is through the provision of loans for agricultural purposes. Monroe County is a predominantly rural area with a strong agricultural presence. Farmers in this area require financial assistance to purchase equipment, livestock, and other necessary resources to maintain their livelihoods. A bank can offer loans with flexible repayment terms and competitive interest rates, allowing farmers to invest in their businesses and continue to contribute to the local economy. Additionally, a bank can provide a variety of financial services such as checking and savings accounts, credit cards, and investment opportunities, helping residents of Monroe County manage their finances effectively. Overall, a bank can play a crucial role in supporting the economic growth and prosperity of this community.

Insurance Broker

Residents of Monroe County, IL would greatly benefit from the services of an insurance broker. With its diverse population and unique geography, Monroe County presents a complex insurance landscape that can be difficult to navigate without professional guidance. For instance, the county's location in the Mississippi River Valley makes it vulnerable to flooding, which can cause extensive damage to homes and businesses. An insurance broker can help residents find policies that provide adequate coverage for flood damage, as well as other types of natural disasters that are common in the area, such as tornadoes and severe thunderstorms. Additionally, an insurance broker can assist residents in finding affordable health insurance plans, which is particularly important given the rising costs of healthcare in the United States. By working with an insurance broker, residents of Monroe County can ensure that they have the coverage they need to protect themselves and their assets, no matter what challenges they may face.

Wealth Management

Residents of Monroe County, IL could benefit greatly from the guidance of a skilled wealth manager. With a population of just over 34,000 people, Monroe County is a relatively small community that is primarily made up of hardworking individuals who value their financial security. A wealth manager can assist these individuals in a variety of ways, including creating personalized investment portfolios, managing retirement accounts, and developing comprehensive financial plans. Additionally, residents of Monroe County may have unique financial needs and challenges that require specialized expertise, such as navigating the complexities of estate planning or managing agricultural assets. By working with a wealth manager, residents can gain access to the knowledge and resources needed to make informed financial decisions and achieve their long-term goals.

Financial Advisor

Residents of Monroe County, IL can benefit greatly from the guidance of a financial advisor. One specific way that they can be helped is by creating a personalized financial plan that takes into account the unique economic landscape of the area. With a median household income of $75,000 and a low unemployment rate of 3.4%, Monroe County presents a relatively stable economic environment. However, the county's residents face challenges such as high property taxes and rising healthcare costs. A skilled financial advisor can help residents navigate these challenges and create a plan that addresses their specific needs. Additionally, an advisor can provide guidance on retirement planning, investment strategies, and debt management, helping residents to achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Monroe County, IL can greatly benefit from the assistance of a mortgage loan officer. These professionals can provide valuable guidance and support throughout the home-buying process, helping individuals navigate the complexities of securing a mortgage. In particular, Monroe County, IL residents may face unique challenges when it comes to obtaining a mortgage, such as limited inventory and high demand for homes in certain areas. A skilled loan officer can help borrowers identify suitable properties and explore financing options that fit their needs and budget. Additionally, mortgage loan officers can provide insight into local real estate trends and market conditions, allowing borrowers to make informed decisions about their investment. With the help of a mortgage loan officer, residents of Monroe County, IL can achieve their dream of homeownership and build a stable financial future for themselves and their families.

Tax Services

Monroe County, IL residents can benefit from the expertise of a tax advisor in a multitude of ways. One specific example is the complicated tax laws surrounding agriculture. With a large portion of Monroe County's economy relying on agriculture, a tax advisor can assist farmers in navigating the complex tax codes related to crop and livestock sales, land conservation, and equipment depreciation. Additionally, tax advisors can help small business owners in Monroe County understand the tax implications of hiring employees, managing inventory, and deducting expenses. They can also provide guidance on maximizing deductions for homeowners, such as property taxes and mortgage interest. Overall, a tax advisor can provide invaluable assistance to Monroe County residents in ensuring compliance with tax laws and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Monroe County, IL can benefit greatly from the services of an estate planning lawyer. With the county's population primarily consisting of middle-aged adults and seniors, an estate planning lawyer can assist in creating wills, trusts, and other legal documents to ensure that their assets are distributed according to their wishes. Furthermore, Monroe County is known for its agricultural industry, which can add complexity to estate planning. An estate planning lawyer can help farmers protect their land and ensure that it is passed down to future generations. Additionally, Monroe County has a high rate of home ownership, making it important for residents to have a plan in place for their property in the event of their passing. An estate planning lawyer can assist in creating a plan that addresses issues such as mortgage payments and property taxes. Overall, an estate planning lawyer can provide peace of mind and ensure that the assets of Monroe County residents are protected and distributed in the most efficient and beneficial way possible.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Monroe County, IL can help individuals prepare for their golden years with peace of mind. These services include analyzing an individual's current financial situation, identifying potential retirement income sources, creating a personalized retirement plan, and monitoring progress towards retirement goals. The retirement planner can also provide guidance on investment strategies, tax planning, and estate planning. With the county's unique mix of urban and rural areas, the retirement planner can tailor their services to meet the specific needs of clients living in the county's diverse communities. Whether a client is looking to retire in a bustling city or a quiet rural town, the retirement planner can help them achieve their retirement dreams.

Nestled in the heart of the Midwest, Monroe County, IL is the ideal place to find a retirement planner. With its picturesque landscapes, vibrant communities, and rich history, this county offers a unique blend of charm and sophistication that is hard to find elsewhere. What sets Monroe County apart from other places is its commitment to excellence in all aspects of life. From top-notch healthcare facilities to world-class educational institutions, this county has everything you need to make your retirement years comfortable and fulfilling. Moreover, the retirement planners in Monroe County are some of the best in the business. They have a deep understanding of the local market and can help you navigate the complexities of retirement planning with ease. So, if you're looking for a retirement planner who can help you achieve your financial goals while enjoying the best that life has to offer, look no further than Monroe County, IL.