Retirement Planning in Yamhill County, OR

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List of Firms

Top Retirement Planners in Yamhill County, OR

St Ores Financial Services
5 out of 5
Location Tax Accountant, 435 NE Evans St, McMinnville, OR 97128, USA
Phone (971) 279-7788
Language https://saintores.com/
Directions
Brookdale Newberg
3 out of 5
Location 3802 Hayes St, Newberg, OR 97132, USA
Phone (503) 538-1705
Language https://www.brookdale.com/en/communities/brookdale-newberg.html?cid=yext
Directions
Burns Capital
Location 16160 NE Kings Grade, Newberg, OR 97132, USA
Phone (503) 538-4103
Language http://burnscapital.com/
Directions
Timepiece Financial Planning
Location 3995 Hagers Grove Rd SE, Salem, OR 97317, USA
Phone (360) 687-0244
Language http://www.timepiecefp.com/
Directions
Premier Retirement Services Inc
Location 25195 SW Parkway Ave #204, Wilsonville, OR 97070, USA
Phone (503) 685-9191
Language http://www.premierrps.com/
Directions
Mariner Wealth Advisors
SEC File# 801-111823
CRD# 289886
Location 207 NE 19th St Suite 302, McMinnville, OR 97128, USA
Phone (503) 434-2757
Language https://www.marinerwealthadvisors.com/?utm_source=google-my-business&utm_medium=organic
Directions
Yamhill County Department of Planning and Development
4 out of 5
Location 525 NE 4th St, McMinnville, OR 97128, USA
Phone (503) 434-7516
Language http://www.co.yamhill.or.us/planning
Directions
The Springs Living
4 out of 5
Location 3330 SE Three Mile Lane, McMinnville, OR 97128, USA
Phone (503) 435-2323
Language http://www.thespringsliving.com/
Directions
Hillside
4 out of 5
Location 300 Hillside Pkwy, McMinnville, OR 97128, USA
Phone (503) 472-9534
Language https://www.brookdale.com/en/communities/hillside.ccrc.html?cid=yext
Directions
Retirement Planning in Yamhill County, OR

About Yamhill County, OR for Those Planning to Retire

Yamhill County, OR is a vibrant and diverse region located in the heart of the Pacific Northwest. With a rich history and a strong sense of community, this area boasts a wide variety of landmarks, top employers, major highways and streets, and neighborhoods. One of the most notable landmarks in Yamhill County is the Evergreen Aviation & Space Museum, which features a stunning collection of aircraft and spacecraft from throughout history. Other popular attractions include the Yamhill Valley Heritage Center, the Chehalem Cultural Center, and the Oregon Coast. In terms of top employers, Yamhill County is home to a diverse mix of industries, including healthcare, education, manufacturing, and agriculture. Some of the largest employers in the area include Providence Newberg Medical Center, George Fox University, and Oregon Mutual Insurance. When it comes to major highways and streets, Yamhill County is well-connected to the rest of the region.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Yamhill County, OR could be helped by a bank in a multitude of ways. One specific way is through agricultural lending. Yamhill County is known for its fertile soil and abundance of wineries, which means that many residents rely on agriculture as their main source of income. A bank could provide loans to farmers for equipment, land purchases, and crop production. Additionally, a bank could offer financial planning services to help residents manage their finances and invest in their future. With the right support from a bank, residents of Yamhill County could thrive and continue to contribute to the local economy.

Insurance Broker

Residents of Yamhill County, OR can benefit greatly from the services of an insurance broker. With a population of just over 100,000 people, Yamhill County is a largely rural area that is home to many small businesses and farms. An insurance broker can help these businesses and farmers find the right coverage for their unique needs, whether it be liability insurance for a small business or crop insurance for a farmer. Additionally, an insurance broker can help residents navigate the complexities of the healthcare system, which can be especially challenging in a rural area where access to medical care may be limited. By working with an insurance broker, residents of Yamhill 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 Yamhill County, OR could greatly benefit from the guidance of a wealth manager. With a population of just over 100,000, Yamhill County is known for its picturesque vineyards and wineries, which attract tourists from all over the world. However, many residents struggle to manage their finances and make the most of their assets. A wealth manager could help these individuals create a personalized financial plan that takes into account their unique goals and circumstances. This might involve developing a diversified investment portfolio, minimizing tax liabilities, and ensuring that their estate is properly structured to provide for their loved ones. Additionally, a wealth manager could help Yamhill County residents navigate the complex world of retirement planning, ensuring that they are able to enjoy a comfortable and secure retirement. Overall, a wealth manager can provide invaluable guidance and support to residents of Yamhill County, helping them to achieve their financial goals and secure their future.

Financial Advisor

Residents of Yamhill County, OR could benefit from the expertise of a financial advisor in several ways. Firstly, with the county being home to many wineries and vineyards, a financial advisor could help individuals within this industry navigate the unique financial challenges that come with running a business in this field. Additionally, with the county's population growing rapidly in recent years, a financial advisor could assist individuals and families with managing their finances in a way that allows them to save for the future while still enjoying the present. Furthermore, with the county's proximity to Portland, a financial advisor could help residents take advantage of investment opportunities in the city while also being mindful of the potential risks involved. Overall, a financial advisor could provide invaluable guidance and support to residents of Yamhill County as they navigate the complexities of their financial lives.

Mortgage Loan Officer

Residents of Yamhill County, OR would greatly benefit from the expertise of a mortgage loan officer. With its diverse landscape of rolling hills, lush vineyards, and historic towns, Yamhill County offers a unique blend of urban and rural living. A skilled loan officer can help potential homebuyers navigate the complexities of the local real estate market, which is known for its high demand and limited inventory. Additionally, Yamhill County is home to many small businesses and entrepreneurs who may require financing to start or expand their operations. A mortgage loan officer can provide valuable guidance on the various loan options available, including government-backed programs that may be particularly beneficial for first-time homebuyers or those with less-than-perfect credit. Ultimately, the expertise of a mortgage loan officer can help ensure that residents of Yamhill County are able to achieve their homeownership and financial goals.

Tax Services

Residents of Yamhill County, OR could benefit from the expertise of a tax advisor in several ways. The county is home to a thriving wine industry, with over 80 wineries and vineyards. A tax advisor could assist winery owners with navigating the complex tax laws related to the industry, such as excise taxes and deductions for vineyard expenses. Additionally, many residents of Yamhill County are employed in the healthcare industry, which has its own unique tax considerations. A tax advisor could help healthcare professionals maximize deductions for expenses related to continuing education and professional development. With its diverse economy and unique industries, Yamhill County residents could greatly benefit from the guidance of a knowledgeable tax advisor.

Estate Planning Lawyer

Residents of Yamhill County, OR can benefit from the expertise of an estate planning lawyer in various ways. One specific way is through the creation of a trust. With Yamhill County being home to many vineyards and wineries, families who own these businesses can protect their assets and ensure a smooth transfer of ownership through a trust. Additionally, an estate planning lawyer can assist individuals in creating a comprehensive plan for their assets and property, including drafting a will, establishing power of attorney, and setting up healthcare directives. This is especially important for the aging population in Yamhill County, as they can ensure their wishes are carried out and avoid family disputes over their estate. An estate planning lawyer can also help families with special needs children establish a special needs trust to provide for their care and ensure they are not disqualified from receiving government benefits. Overall, an estate planning lawyer can offer valuable guidance and peace of mind to residents of Yamhill County, OR.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services provided by a retirement planner in Yamhill County, OR can be extensive and complex. The planner can help clients identify their retirement goals and develop a strategic plan to achieve them. They can analyze a client's financial situation and recommend investment options that align with their goals. Additionally, the planner can provide guidance on Social Security benefits, Medicare, and other retirement-related benefits. Yamhill County, OR is known for its scenic beauty and rich cultural heritage, which can make retirement planning more challenging. A retirement planner in this area must take into account the unique needs of retirees who want to enjoy the area's natural beauty and cultural offerings while also ensuring their financial security. Overall, a retirement planner in Yamhill County, OR can provide invaluable guidance and support to help clients achieve a fulfilling and financially secure retirement.

Yamhill County, OR is the perfect place to get a retirement planner due to its diverse range of financial professionals who have extensive experience in the field. With a population of over 100,000, Yamhill County is home to a variety of financial firms that offer retirement planning services, including wealth management, investment advice, and estate planning. These professionals are equipped with the latest tools and technologies to help retirees achieve their financial goals, and they understand the unique challenges that come with retirement. Whether you are looking to invest in stocks, bonds, or real estate, or you need help with tax planning or insurance, Yamhill County has the expertise you need to make informed decisions about your financial future. With its strong economy and highly educated workforce, Yamhill County is the ideal destination for retirees who want to secure their financial future and enjoy a comfortable retirement.