Wealth Management in Johnson County, IN

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List of Firms

Johnson County, IN Wealth Management Firms

Dean Abplanalp - Raymond James
5 out of 5
Location 701 E County Line Rd, Greenwood, IN 46143, USA
Phone (317) 885-0114
Paul Johnson - UBS Financial Services Inc.
Location 8801 River Crossing Blvd 4th Floor, Indianapolis, IN 46240, USA
Phone (317) 816-1800
Baird Private Wealth Management
3 out of 5
Location 202 S College Ave, Bloomington, IN 47404, USA
Phone (812) 332-6333
Bartlett Wealth Management | Cincinnati
5 out of 5
Location 600 Vine St # 2100, Cincinnati, OH 45202, USA
Phone (513) 621-4612
Johnson Investment Counsel
SEC File# 801-60676
CRD# 117054
5 out of 5
Location 3777 W Fork Rd, Cincinnati, OH 45247, USA
Phone (513) 661-3100
Wealth Management in Johnson County, IN

Where Wealth Management Advisors in Johnson County, IN Serve

Johnson County, IN is a vibrant and dynamic area in the heart of Indiana. Home to a plethora of landmarks, including the stunning Johnson County Courthouse and the iconic Franklin College, this county is a hub of culture and history. The top employers in the area are diverse and include major companies like Cummins, Inc., Johnson Memorial Health, and the Franklin Community School Corporation. The county is also home to several major highways, including Interstate 65 and US-31, making it easy to get around and explore. From the charming neighborhoods of Franklin and Greenwood to the bustling streets of Whiteland and Edinburgh, Johnson County offers something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Johnson County, IN can benefit from a bank in various ways. For instance, a bank can provide financial services such as loans, mortgages, and savings accounts. The residents can take advantage of these services to fund their businesses, buy homes, or save for their future. Moreover, a bank can offer online banking services, which is particularly useful for people who live in rural areas of Johnson County, IN. This service enables residents to access their accounts from anywhere and at any time, eliminating the need to visit a physical branch. Additionally, a bank can provide financial education to residents, teaching them how to manage their finances, budget, and invest. This education is crucial for the residents of Johnson County, IN, who rely heavily on agriculture and small businesses. By providing these services, a bank can help the residents of Johnson County, IN achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Johnson County, IN can benefit from an insurance broker in a multitude of ways. One specific example is the broker's ability to navigate the complex healthcare system in the county. With a population of over 160,000 people, Johnson County has a diverse range of healthcare options, from large hospitals to smaller clinics and urgent care centers. An insurance broker can help residents understand their coverage options and find a plan that fits their unique healthcare needs. Additionally, the broker can assist with finding affordable insurance options for those who may not have access to employer-sponsored plans. With the ever-changing landscape of healthcare, having a knowledgeable insurance broker on your side can provide peace of mind and ensure that you are getting the best possible coverage for you and your family.

Retirement Planning

Residents of Johnson County, IN can benefit from the expertise of a retirement planner in various ways. With the county's population growing at a rapid rate, the need for retirement planning has become more pressing than ever. A retirement planner can help residents navigate the complexities of retirement planning, including investment strategies, social security benefits, and tax implications. Moreover, with Johnson County's median age being 38.8 years, retirement planning is crucial for ensuring financial security during the golden years. A retirement planner can also assist residents in creating a comprehensive retirement plan that takes into account their unique financial situation, goals, and aspirations. By working with a retirement planner, residents of Johnson County can rest assured that their retirement years will be financially secure and fulfilling.

Financial Advisor

Residents of Johnson County, IN can benefit greatly from the services of a financial advisor. With its growing population and thriving economy, Johnson County is home to a diverse range of individuals with unique financial needs. A financial advisor can help residents navigate the complexities of retirement planning, investment management, and tax planning, among other financial matters. Given the rural nature of much of the county, many residents may also require guidance on agricultural finance and estate planning. Additionally, with the county's close proximity to Indianapolis, residents may need assistance with the unique financial challenges of living in a metropolitan area, such as managing the costs of housing and transportation. A skilled financial advisor can provide tailored solutions to help Johnson County residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Johnson County, IN would be helped by a mortgage loan officer in a multitude of ways. For instance, a mortgage loan officer could assist residents in securing a loan to purchase a home in one of the county's many picturesque neighborhoods, such as the charming town of Franklin or the bustling city of Greenwood. Additionally, the loan officer could help residents refinance their current mortgages, potentially saving them thousands of dollars in interest payments over the life of the loan. Furthermore, with the county's population rapidly increasing, a mortgage loan officer could help residents navigate the competitive housing market and secure a loan that fits their unique financial situation. Overall, a knowledgeable and experienced mortgage loan officer would be an invaluable resource for residents of Johnson County, IN looking to achieve their homeownership dreams.

Tax Services

Residents of Johnson County, IN could benefit greatly from the expertise of a tax advisor. With the county's growing population and diverse economy, tax laws and regulations can be complex and confusing. A tax advisor can provide assistance with tax planning, preparation, and filing, ensuring that residents are maximizing their deductions and minimizing their liabilities. Additionally, with Johnson County's strong agriculture industry, tax advisors can offer specialized guidance on tax credits and deductions related to farming, such as the conservation easement tax credit. Furthermore, as the county continues to attract new businesses, a tax advisor can provide valuable advice on tax incentives and credits for businesses, helping to stimulate economic growth and development in the area. Overall, a tax advisor can help residents of Johnson County navigate the intricacies of the tax system and make informed financial decisions.

Estate Planning Lawyer

Residents of Johnson County, IN can benefit from the services of an estate planning lawyer in a multitude of ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes upon their passing. Additionally, an estate planning lawyer can assist with setting up trusts to protect assets from creditors and lawsuits, as well as minimize tax liabilities. In Johnson County, IN, where the population has increased by 16% in the past decade, an estate planning lawyer can also help with Medicaid planning, which may be necessary for those who require long-term care. Furthermore, with the county's median household income being $72,000, an estate planning lawyer can assist with creating plans for charitable giving and philanthropy, allowing residents to give back to their community in a meaningful way. Overall, an estate planning lawyer can provide invaluable assistance to residents of Johnson County, IN, helping them to protect their assets, minimize taxes, and plan for the future.


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