Retirement Planning in Montgomery County, OH

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List of Firms

Top Retirement Planners in Montgomery County, OH

garrison rhoads and associates
Location 29 Hay Ave, Brookville, OH 45309, USA
Phone (937) 770-1007
Language http://www.garrisonrhoads.com/contact.html
Directions
Comprehensive Planning Group
Location 2305 Far Hills Ave # 205, Dayton, OH 45419, USA
Phone (937) 434-9688
Language http://www.comprehensiveplanninggroup.com/
Directions
Prenger & Profitt
Location 3445 S Dixie Dr, Dayton, OH 45439, USA
Phone (937) 562-1292
Language https://retirementplanadministrators.com/contact-prenger-profitt/
Directions
Russell Total Wealth and Wellness
5 out of 5
Location One Russell Pl, Dayton, OH 45409, USA
Phone (937) 320-4733
Language http://www.totalwealthadvice.com/
Directions
Retirement Planning in Montgomery County, OH

About Montgomery County, OH for Those Planning to Retire

Montgomery County, OH is a bustling hub of activity nestled in the heart of Ohio. It is home to a plethora of landmarks, including the National Museum of the United States Air Force, the Dayton Art Institute, and the Dayton Aviation Heritage National Historical Park. Additionally, the county boasts a diverse range of top employers, such as Premier Health, Wright-Patterson Air Force Base, and the University of Dayton. Major highways and streets that run through Montgomery County include I-75, I-70, and US-35, making transportation a breeze. Neighborhoods in the area range from the historic Oregon District to the charming suburb of Kettering, offering something for everyone. With its rich history, vibrant culture, and thriving economy, Montgomery County is a must-see destination for anyone looking to experience the best of Ohio.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Montgomery County, OH can benefit from a bank in various ways. For instance, banks can provide financial assistance to individuals looking to buy a home in Montgomery County, which boasts of a diverse range of residential properties. Additionally, banks can offer loans to small businesses and entrepreneurs in the area, helping to stimulate the local economy and create job opportunities. Furthermore, banks can provide financial advice and education to residents of Montgomery County, helping them to make informed decisions about their money and investments. With its bustling cities, picturesque countryside, and vibrant cultural scene, Montgomery County is a hub of activity and growth, and a bank can help its residents to thrive in this dynamic environment.

Insurance Broker

Residents of Montgomery County, OH can benefit from the services of an insurance broker in a multitude of ways. With the county being home to over 500,000 people, an insurance broker can help individuals navigate the complex and often confusing world of insurance policies. Specifically, an insurance broker can assist Montgomery County residents in finding the best coverage for their unique needs, whether it be for health, home, or auto insurance. Additionally, an insurance broker can help residents understand the intricacies of insurance policies and clarify any confusing language. With the county being home to a diverse population, an insurance broker can also assist non-English speaking residents in finding insurance coverage that meets their needs. Overall, an insurance broker can provide valuable assistance to Montgomery County residents in navigating the complex world of insurance.

Wealth Management

Residents of Montgomery County, OH can benefit from a wealth manager in several ways. Firstly, a wealth manager can provide guidance on how to allocate their assets to achieve their financial goals. With Montgomery County being home to several large corporations, including Premier Health and CareSource, residents may have unique investment opportunities that require specialized knowledge. Additionally, a wealth manager can help residents navigate the complex tax laws in Ohio and ensure that they are taking advantage of all available tax breaks. This is particularly important in Montgomery County, which has a slightly higher tax rate than the rest of the state. Finally, a wealth manager can provide peace of mind by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. Overall, a wealth manager can be a valuable resource for residents of Montgomery County who want to maximize their financial potential and protect their assets for the future.

Financial Advisor

Residents of Montgomery County, OH can benefit from the assistance of a financial advisor in a multitude of ways. For instance, a financial advisor can help them develop and implement a comprehensive financial plan that addresses their unique needs and goals. This plan may include strategies for saving for retirement, investing in the stock market or real estate, managing debt, and protecting their assets through insurance policies. Additionally, residents of Montgomery County, OH may seek the guidance of a financial advisor to navigate complex financial situations such as estate planning, tax planning, and business succession planning. Given the diverse demographics of Montgomery County, OH, a financial advisor can also provide specialized advice to individuals from different cultural and socioeconomic backgrounds, including minorities, immigrants, and low-income families. Ultimately, the expertise and experience of a financial advisor can empower residents of Montgomery County, OH to make informed financial decisions that enhance their quality of life and secure their financial future.

Mortgage Loan Officer

Residents of Montgomery County, OH could benefit from the services of a mortgage loan officer in a variety of ways. For example, the loan officer could help first-time homebuyers navigate the complex process of obtaining a mortgage, which can be particularly difficult in a county with a high median home price of $151,000. Additionally, the loan officer could assist homeowners who are struggling to make their mortgage payments due to job loss or other financial hardships, which is a common issue in a county where the poverty rate is 14.3%. Furthermore, the loan officer could provide guidance to individuals who are interested in refinancing their current mortgage to take advantage of lower interest rates, which could be especially beneficial in a county where the average interest rate on a 30-year fixed-rate mortgage is 3.08%. Overall, a mortgage loan officer could be an invaluable resource for residents of Montgomery County, OH who are looking to achieve their homeownership goals or overcome financial challenges related to their mortgage.

Tax Services

Residents of Montgomery County, OH can benefit from the expertise of a tax advisor in a variety of ways. With the complexities of the tax code and the ever-changing regulations, a tax advisor can help residents navigate the system and ensure compliance. Specifically, Montgomery County, OH has unique tax laws that may require a tax advisor's assistance. For example, the county has a local income tax, which can be confusing for residents who work in other counties or states. Additionally, Montgomery County has a property tax assessment system that can be challenging to understand. A tax advisor can help residents ensure that they are paying the correct amount of taxes and taking advantage of any available deductions. Furthermore, a tax advisor can provide guidance on retirement planning, estate planning, and other financial matters that can impact a resident's tax situation. Overall, working with a tax advisor can provide peace of mind and potentially save residents money in the long run.

Estate Planning Lawyer

Residents of Montgomery County, OH can benefit from the expertise of an estate planning lawyer in various ways. Firstly, an estate planning lawyer can assist in drafting a will, which is essential to ensure that one's assets are distributed according to their wishes after their death. Additionally, an estate planning lawyer can help with setting up trusts, which can provide tax benefits and protect assets from creditors. In Montgomery County, OH, where the population is diverse and includes a significant number of retirees, an estate planning lawyer can also help with Medicaid planning and long-term care planning. Furthermore, an estate planning lawyer can assist with naming guardians for minor children and creating powers of attorney for healthcare and financial matters. Overall, an estate planning lawyer can provide invaluable assistance in ensuring that one's wishes are carried out and that their loved ones are provided for after their passing.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Montgomery County, OH are designed to help individuals prepare for their golden years. These services include analyzing current financial situations, setting retirement goals, and developing a customized plan to achieve those goals. The planner will take into account the unique characteristics of Montgomery County, OH, such as its diverse economy, which includes manufacturing, healthcare, and education sectors. The planner will also consider the county's demographics, including the large population of retirees and the high cost of living in certain areas. The planner will work to ensure that their clients are well-prepared for retirement by providing comprehensive advice on investment strategies, tax planning, and estate planning. By taking a holistic approach to retirement planning, the planner can help their clients achieve financial security and peace of mind in their golden years.

Montgomery County, OH is the quintessential destination for retirees looking for a reliable and experienced retirement planner. With a plethora of options to choose from, Montgomery County is the perfect place to find a planner that suits your specific needs. The county boasts a diverse range of financial institutions, with each offering unique services and expertise. From banks to credit unions, Montgomery County has it all. Moreover, the county's retirement planners are renowned for their burstiness and complexity. They possess a wealth of knowledge and experience, and are adept at navigating the complex world of retirement planning. Whether it's investment management, tax planning, or estate planning, Montgomery County's retirement planners have the skills and expertise to help you achieve your retirement goals. So, if you're looking for a retirement planner who can help you navigate the complex world of retirement planning, look no further than Montgomery County, OH.