Retirement Planning in Aiken County, SC

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List of Firms

Top Retirement Planners in Aiken County, SC

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Financial Planning
SEC File# 801-111849
CRD# 282355
Location 309 Steeple Ridge Rd, Aiken, SC 29803, USA
Phone (803) 617-9805
Directions
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Aiken County Financial Department
Location 1930 University Pkwy, Aiken, SC 29801, USA
Phone (803) 642-2064
Language http://www.aikencountysc.gov/
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The Smith Group
5 out of 5
Location 135 Laurens St SW # 200, Aiken, SC 29801, USA
Phone (803) 649-6645
Language http://www.tsgwealth.com/
Directions
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Herrington Financial Services, Inc.
5 out of 5
Location 2506 Peach Orchard Rd, Augusta, GA 30906, USA
Phone (706) 868-8673
Language https://herringtonfinancialservices.net/
Directions
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Aiken Retirement Solutions
Location 211 Pleasant Home Rd, Augusta, GA 30907, USA
Phone (706) 836-9887
Language https://www.palmettoretirement.com/
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May Wealth Management Group
Location 401 Park Ave SW B, Aiken, SC 29801, USA
Phone (803) 220-2150
Language https://advisor.janney.com/maywealthmanagementgroup/
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Creative Financial Strategies
Location 5130 Woodside Executive Ct, Aiken, SC 29803, USA
Phone (803) 642-8480
Language http://www.4decisions.com/
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Galloway Jodie C Retire Planning
Location 104 Knollwood Trail, North Augusta, SC 29860, USA
Phone (803) 279-7020
Directions
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WealthCare
SEC File# 801-120334
CRD# 312556
5 out of 5
Location 910 Dougherty Rd, Aiken, SC 29803, USA
Phone (803) 644-0701
Language http://wealthcare910.com/
Directions
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Benton House of Aiken
5 out of 5
Location 530 Benton House Wy, Aiken, SC 29803, USA
Phone (803) 913-6500
Language https://www.bentonhouse.com/senior-living-aiken-sc/
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Kevin Eidell - Financial Advisor, Ameriprise Financial Services, LLC
Location 1070 Edgefield Rd, North Augusta, SC 29860, USA
Phone (803) 510-3871
Language https://www.ameripriseadvisors.com/team/srp-retirement-investment-services/financial-advice-team/Kevin.Eidell/?cid=IP_local_google
Directions
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Senior Income & Retirement Solutions
Location 4325 Washington Rd, Evans, GA 30809, USA
Phone (706) 294-4270
Language http://www.seniorincomeandretirement.com/
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Retirement Planning in Aiken County, SC

About Aiken County, SC for Those Planning to Retire

Aiken County, SC is a vibrant and diverse community that boasts a rich history and a bright future. From its charming downtown district to its sprawling suburbs, this area is home to a variety of landmarks, businesses, and neighborhoods that make it an ideal place to live, work, and play. One of the most notable landmarks in Aiken County is the Aiken Thoroughbred Racing Hall of Fame and Museum, which celebrates the area's rich equestrian heritage. Other popular destinations include the Hopelands Gardens, a stunning public park that features beautiful gardens, walking paths, and event spaces, and the Aiken County Historical Museum, which offers a fascinating glimpse into the area's past. When it comes to employment, Aiken County is home to a number of major employers, including the Savannah River Site, a Department of Energy facility that employs thousands of people in the area.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Aiken County, SC can benefit from banking services in a multitude of ways. For instance, farmers in the county can take advantage of agriculture loans to purchase new equipment or expand their operations. Additionally, the county is home to many retirees who may require assistance with estate planning or investment management. A local bank can provide these services and more, ensuring that retirees can enjoy their golden years without financial worries. Furthermore, Aiken County is known for its equestrian community, and banks can offer specialized services such as equine insurance and loans for purchasing horses or building equestrian facilities. Overall, banks play a crucial role in supporting the diverse needs of Aiken County residents, from farmers to retirees to equestrians.

Insurance Broker

Residents of Aiken County, SC can benefit from the services of an insurance broker in a multitude of ways. Firstly, an insurance broker can assist with finding the most suitable insurance policy for each individual's unique needs. With Aiken County being a largely rural area, it is essential that residents have coverage for any potential accidents or incidents that may occur on their farms or properties. An insurance broker can navigate the various policies available and help residents choose the one that provides the most comprehensive coverage for their specific situation. Additionally, an insurance broker can help residents understand the complex language and terms often found in insurance policies, ensuring that they are fully aware of what they are paying for and the extent of their coverage. With the help of an insurance broker, residents of Aiken County can rest assured that they are protected in the event of any unforeseen circumstances.

Wealth Management

Residents of Aiken County, SC can benefit from the expertise of a wealth manager in several ways. A wealth manager can help individuals and families plan for their future financial goals, such as retirement, education, and estate planning. With Aiken County being home to a large equestrian community, a wealth manager can also provide specialized knowledge in managing equine assets, such as racehorses and stables. Additionally, a wealth manager can assist residents in navigating the complex tax laws, ensuring that they are maximizing their tax savings. Furthermore, with the growing retirement population in Aiken County, a wealth manager can help retirees manage their assets to ensure they have a steady stream of income throughout their retirement years. Overall, a wealth manager can provide invaluable guidance to residents of Aiken County, SC in achieving their financial goals and securing their financial future.

Financial Advisor

Residents of Aiken County, SC can benefit from the expertise of a financial advisor in various ways. For instance, with the county being home to many retirees, a financial advisor can help them navigate the complexities of retirement planning, including Social Security benefits, Medicare, and long-term care insurance. Additionally, with the county's economy being heavily reliant on the equestrian industry, a financial advisor can help horse owners manage their finances, including budgeting for horse care, tax planning, and estate planning. Furthermore, with the county being prone to natural disasters such as hurricanes and floods, a financial advisor can help residents prepare financially for such events, including setting up emergency funds, reviewing insurance policies, and creating disaster recovery plans. Overall, a financial advisor can provide residents of Aiken County, SC with tailored financial advice and strategies to help them achieve their financial goals and weather any financial storms that may come their way.

Mortgage Loan Officer

Residents of Aiken County, SC could benefit greatly from the expertise of a mortgage loan officer. These professionals are well-versed in the intricacies of the local real estate market, and can help residents navigate the often-confusing process of obtaining a mortgage. For example, Aiken County is known for its equestrian culture, with many residents owning horses and participating in equestrian events. A skilled mortgage loan officer could help these residents find a mortgage that accommodates their unique needs, such as properties with horse stables or land suitable for grazing. Additionally, the officer could help residents take advantage of the area's growing economy, which includes industries such as healthcare, manufacturing, and education. With their knowledge of the local market and access to a wide range of mortgage products, a mortgage loan officer could be an invaluable resource for residents of Aiken County looking to achieve their homeownership goals.

Tax Services

Residents of Aiken County, SC can benefit from the expertise of a tax advisor in numerous ways. One specific area where a tax advisor can offer valuable assistance is in navigating the complex tax laws that are unique to South Carolina. Residents of Aiken County may be eligible for certain tax credits and deductions that are specific to the state, such as the South Carolina Tuition Tax Credit or the Solar Energy Tax Credit. A tax advisor can help residents understand these tax laws and ensure that they are taking advantage of all available credits and deductions. Additionally, a tax advisor can assist with tax planning and preparation, helping residents to minimize their tax liability and avoid potential penalties or audits. With the help of a knowledgeable tax advisor, residents of Aiken County can feel confident that they are making informed decisions about their finances and maximizing their tax benefits.

Estate Planning Lawyer

Residents of Aiken County, SC can benefit from the services of an estate planning lawyer in numerous ways. Firstly, an estate planning lawyer can help individuals create wills and trusts that accurately reflect their wishes and ensure their assets are distributed according to their desires. Additionally, residents can receive guidance on minimizing tax liabilities, which is especially crucial in Aiken County, SC, where the property tax rate is higher than the state average. Furthermore, an estate planning lawyer can assist with healthcare directives and powers of attorney, which are essential for individuals who want to ensure their medical decisions are respected. Overall, an estate planning lawyer can provide invaluable assistance to residents of Aiken County, SC, helping them protect their assets and ensure their wishes are carried out.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in Aiken County, SC are essential for individuals who want to secure their financial future. A retirement planner in this county can provide a range of services, including investment advice, retirement income planning, tax planning, and estate planning. Aiken County, SC is known for its vibrant equestrian community, which makes it an ideal location for individuals who are interested in horse racing and other equine-related activities. The retirement planner can help clients in this community plan for their retirement by taking into consideration their unique interests and hobbies. For example, the planner can advise clients on how to invest in horse-related businesses or how to plan for retirement in a way that allows them to continue pursuing their passion for horses. With their expertise and knowledge, retirement planners in Aiken County, SC can help clients achieve their retirement goals and enjoy a comfortable and fulfilling retirement.

Aiken County, SC is the perfect place to find a retirement planner. With its vibrant and growing community, Aiken County offers a plethora of options for retirees looking to plan their golden years. The county is known for its excellent healthcare facilities, top-notch golf courses, and beautiful parks and nature trails. Additionally, Aiken County boasts a low cost of living, making it an affordable option for those on a fixed income. The area is also home to a variety of retirement communities and assisted living facilities, providing retirees with a range of lifestyle choices. With its warm climate, friendly people, and abundance of amenities, Aiken County is the ideal place to find a retirement planner who can help you navigate the complexities of retirement planning and ensure that you can enjoy your golden years to the fullest.