Retirement Planning in Plymouth, IN

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List of Firms

Top Retirement Planners in Plymouth, IN

KTRADE Alliance LLC
Location 1500 Oak Rd B, Plymouth, IN 46563, USA
Phone (888) 954-9321
Directions
Edward Jones - David S Littrell, Financial Advisor
SEC File# 801-3297
CRD# 250
Location 118 W Plymouth St, Bremen, IN 46506, USA
Phone (574) 248-6889
Directions
Bates Consulting
Location 10059 Quince Rd, Plymouth, IN 46563, USA
Phone (574) 936-2544
Directions
Indiana Farm Bureau Insurance
4 out of 5
Location 1600 N Oak Dr, Plymouth, IN 46563, USA
Phone (574) 936-3143
Directions
Paladin Legacy Advisory Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 401 E Jefferson St Ste 100, Plymouth, IN 46563, USA
Phone (574) 936-2571
Directions
P & C Investments Inc
Location 1419 N Michigan St, Plymouth, IN 46563, USA
Phone (574) 936-9091
Directions
Umbaugh Financial
SEC File# 801-71923
CRD# 125004
Location 322 W Monroe St, Plymouth, IN 46563, USA
Phone (574) 936-9910
Directions
Niles Lankford Group
1 out of 5
Location 1500 N Oak Dr, Plymouth, IN 46563, USA
Phone (800) 726-5726
Directions
Douglas Gehrke - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 401 E Jefferson St Ste 100, Plymouth, IN 46563, USA
Phone (574) 936-2571
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 111 N Michigan St, Plymouth, IN 46563, USA
Directions
Jackson Hewitt Tax Service
5 out of 5
Location 1627 N Michigan St, Plymouth, IN 46563, USA
Phone (888) 800-1040
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 2932 Miller Dr, Plymouth, IN 46563, USA
Directions
George Myers - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 401 E Jefferson St Ste 100, Plymouth, IN 46563, USA
Phone (574) 936-2571
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1226 S Michigan St Suite 1, Plymouth, IN 46563, USA
Phone (574) 935-4183
Directions
eira
Location 1500 N Oak Dr, Plymouth, IN 46563, USA
Phone (844) 900-3472
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1435 N Michigan St Suite 300, Plymouth, IN 46563, USA
Phone (574) 935-5647
Directions
Retirement Planning in Plymouth, IN

About Plymouth, IN for Those Planning to Retire

Plymouth, IN is a quaint city located in northern Indiana, known for its rich history and cultural landmarks. The city is home to various landmarks such as the Marshall County Courthouse, which features a stunning clock tower and is a popular spot for locals and tourists alike. Other notable attractions include the Plymouth Speedway, a popular racing venue for car enthusiasts, and the Plymouth Municipal Airport, which serves as a hub for private and commercial flights. Top employers in Plymouth include companies such as Culver Duck Farms, which produces high-quality duck products, and the Plymouth Community School Corporation, which provides education to students in the area. Additionally, the city is home to various manufacturing companies, including American Containers, which produces packaging materials, and Pretzels Inc., which specializes in snack food production. Major highways that run through Plymouth include US-30 and US-31, providing easy access to nearby cities such as South Bend and Fort Wayne.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Plymouth, IN can benefit from a bank in numerous ways. For instance, a bank can provide financial assistance to individuals looking to start a business in Plymouth, IN. This could include business loans, lines of credit, and other financial products that can help entrepreneurs get their ventures off the ground. Additionally, a bank can offer investment products that can help residents grow their wealth over time. This could include stocks, mutual funds, and other investment vehicles that can provide long-term growth potential. Furthermore, a bank can provide financial education to residents of Plymouth, IN. This could include seminars on budgeting, saving, and investing, as well as one-on-one financial counseling sessions. Overall, a bank can be a valuable resource for residents of Plymouth, IN looking to achieve their financial goals.

Insurance Broker

Residents of Plymouth, IN would greatly benefit from the assistance of an insurance broker. With the town's economy heavily reliant on agriculture, many residents own farms or work in the industry. An insurance broker could help these individuals navigate the complexities of crop insurance and ensure their livelihood is protected in the event of a natural disaster or crop failure. Additionally, Plymouth is home to a large population of retirees. An insurance broker could assist these individuals in finding the best Medicare supplement plans and ensure they have access to quality healthcare. With the ever-changing landscape of insurance policies and regulations, an insurance broker's expertise would be invaluable to the residents of Plymouth in securing their financial future.

Wealth Management

Residents of Plymouth, IN can benefit from the services of a wealth manager in several ways. Firstly, a wealth manager can help them to create a personalized financial plan that takes into account their unique goals and circumstances. This could include strategies for saving for retirement, paying off debt, or investing in the local economy. Additionally, a wealth manager can provide guidance on tax planning, estate planning, and risk management. For example, residents of Plymouth, IN may want to consider purchasing flood insurance due to the high risk of flooding in the area. A wealth manager can also help them to navigate complex financial situations, such as selling a business or receiving an inheritance. Overall, a wealth manager can provide essential support and guidance to help residents of Plymouth, IN achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Plymouth, IN can benefit from the guidance of a financial advisor in numerous ways. One specific area where a financial advisor can be of great assistance is in helping individuals plan for retirement. With a median age of 38.5 years old, many residents of Plymouth are likely starting to think about their retirement plans. A financial advisor can offer advice on the best ways to save for retirement, such as investing in a 401(k) or IRA. They can also help individuals navigate the complexities of Social Security and Medicare, ensuring they receive the maximum benefits they are entitled to. Additionally, a financial advisor can assist with estate planning, helping individuals create a comprehensive plan for their assets and ensuring their wishes are carried out after their passing. With the help of a skilled financial advisor, Plymouth residents can feel confident in their financial future and enjoy a comfortable retirement.

Mortgage Loan Officer

Residents of Plymouth, IN would greatly benefit from the expertise and assistance of a mortgage loan officer. These professionals can guide residents through the often-complex process of securing a mortgage, ensuring that they are able to find the best possible rates and terms for their unique financial situation. In Plymouth, IN, where the housing market can be competitive and fast-moving, a mortgage loan officer can provide invaluable support in navigating the local landscape. They can help residents understand the various loan options available to them, including FHA and VA loans, and can also offer advice on how to improve credit scores and financial standing in order to qualify for better rates and terms. With their knowledge and experience, mortgage loan officers can help residents of Plymouth, IN achieve their dreams of homeownership with confidence and ease.

Tax Services

Residents of Plymouth, IN can benefit from the expertise of a tax advisor in several ways. Firstly, a tax advisor can assist residents in navigating the complexities of the tax system and ensuring compliance with state and federal regulations. This is particularly important in Plymouth, where the tax code can be convoluted and difficult to understand. Secondly, a tax advisor can help residents identify deductions and credits that they may be eligible for, maximizing their tax savings. For example, residents of Plymouth who own small businesses may be able to claim deductions for home office expenses or vehicle mileage. Finally, a tax advisor can provide guidance on long-term tax planning, helping residents to make informed decisions about investments, retirement planning, and estate planning. With the help of a tax advisor, residents of Plymouth can make the most of their financial resources and achieve their long-term goals.

Estate Planning Lawyer

Residents of Plymouth, IN can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is through the creation of a will or trust. This can help ensure that a person's assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can assist with setting up powers of attorney and healthcare directives, which can provide guidance to loved ones in the event of incapacitation. In Plymouth, IN, where the population is predominantly made up of middle-class families, an estate planning lawyer can also help with tax planning strategies to minimize estate taxes and preserve wealth for future generations. With the complexity of estate planning laws, it is important to seek the guidance of a qualified lawyer to ensure that all legal matters are handled properly.

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