Retirement Planning in Baton Rouge, LA

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List of Firms

Top Retirement Planners in Baton Rouge, LA

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Palmer Wealth Advisors - Ameriprise Financial Services, LLC
Location 8201 Village Plaza Ct Ste 2B, Baton Rouge, LA 70810, USA
Phone (225) 766-4059
Language https://www.ameripriseadvisors.com/team/palmer-wealth-advisors/?cid=IP_local_google
Directions
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The Shobe Financial Group
SEC File# 801-70323
CRD# 114975
5 out of 5
Location 8280 Ymca Plaza Drive Bldg #4, Baton Rouge, LA 70810, USA
Phone (225) 763-7010
Language http://www.shobe.com/
Directions
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RRDM | Wealth Management Partners
Location 6421 Perkins Rd Building C, Suite B, Baton Rouge, LA 70808, USA
Phone (225) 456-5886
Language http://www.rrdmwmp.com/
Directions
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Gulf Coast Financial Advisors and Associates
5 out of 5
Location 4660 O'Neal Ln Suite B, Baton Rouge, LA 70817, USA
Phone (225) 239-5040
Language http://www.mygcfa.com/
Directions
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The Hurtado Del Solar Group - Morgan Stanley
Location 400 Convention St Ste 400, Baton Rouge, LA 70802, USA
Phone (225) 325-8907
Language https://advisor.morganstanley.com/the-hurtado-del-solar-group?y_source=1_MTA4MjM1ODItNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Spencer Billings - Financial Advisor, Ameriprise Financial Services, LLC
Location 6719 Perkins Rd, Baton Rouge, LA 70808, USA
Phone (225) 215-3200
Language https://www.ameripriseadvisors.com/Spencer.Billings/?cid=IP_local_google
Directions
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Align Wealth Partners
Location 10723 N Oak Hills Pkwy building a, Baton Rouge, LA 70810, USA
Phone (225) 408-0122
Language http://www.align-wealth.com/
Directions
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Capital South Wealth Management, LLC
Location 6513 Perkins Rd Suite #106, Baton Rouge, LA 70808, USA
Phone (225) 709-0703
Language http://www.capitalsouthwm.com/
Directions
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Morgan Stanley Financial Advisors
5 out of 5
Location 400 Convention St Ste 400, Baton Rouge, LA 70802, USA
Phone (225) 237-3100
Language https://advisor.morganstanley.com/baton-rouge-branch?y_source=1_MjM2MTg3Mi03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
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Benchmark Wealth Advisory
Location 4610 Bluebonnet Blvd, Baton Rouge, LA 70809, USA
Language http://www.benchmarkadvisory.com/
Directions
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The Sanchez Group of Raymond James
Location 445 North Blvd Ste 500, Baton Rouge, LA 70802, USA
Phone (225) 339-3354
Language https://www.raymondjames.com/thesanchezgroup
Directions
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Cornerstone Wealth
SEC File# 801-113703
CRD# 297491
Location 4021 W E Heck Ct Ste. D-3, Baton Rouge, LA 70816, USA
Phone (225) 612-3400
Language http://www.cswplan.com/
Directions
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Leonard Bernard - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 8200 Village Plaza Ct Ste 3B, Baton Rouge, LA 70810, USA
Phone (225) 766-5665
Language https://www.ameripriseadvisors.com/lenny.c.bernard/?cid=IP_local_google
Directions
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Pathway Planning Group
Location 533 Europe St, Baton Rouge, LA 70802, USA
Phone (225) 338-5250
Directions
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Altus Wealth Management, LLC
SEC File# 801-80301
CRD# 153650
3 out of 5
Location 4208 Bluebonnet Blvd, Baton Rouge, LA 70809, USA
Phone (225) 201-9300
Language http://www.altuswealthmgt.com/
Directions
Retirement Planning in Baton Rouge, LA

About Baton Rouge, LA for Those Planning to Retire

Baton Rouge, LA is a vibrant city with a rich history and diverse culture. It is home to many notable landmarks, including the Louisiana State Capitol, the USS Kidd, and the Shaw Center for the Arts. The city is also known for its top employers, such as ExxonMobil, Louisiana State University, and Our Lady of the Lake Regional Medical Center. Major highways and streets in Baton Rouge include I-10, I-12, and Airline Highway, which provide easy access to neighboring cities and attractions. The city is divided into many unique neighborhoods, each with its own character and charm, such as Spanish Town, Garden District, and Mid City. With its blend of history, culture, and modern amenities, Baton Rouge is a city worth exploring.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Baton Rouge, LA could benefit from a bank in numerous ways. Firstly, the bank could offer financial services such as savings accounts, checking accounts, and loans to help individuals manage their finances. Additionally, Baton Rouge is prone to natural disasters such as hurricanes and floods, and a bank could provide assistance in the form of emergency loans or financial aid to help residents recover from these events. Furthermore, Baton Rouge is known for its vibrant food scene, and a bank could offer specialized loans or financial advice to small businesses in the food industry. Lastly, with Baton Rouge being the capital of Louisiana, a bank could provide services to government employees and officials, such as payroll services and government-backed loans. Overall, a bank in Baton Rouge could greatly benefit the community by providing financial stability and support in times of need.

Insurance Broker

Residents of Baton Rouge, LA can benefit from the services of an insurance broker in a variety of ways. With the unpredictable weather patterns in the area, it's important to have comprehensive coverage for natural disasters such as hurricanes and flooding. An insurance broker can help residents navigate the complexities of insurance policies and find the best coverage for their needs. Additionally, Baton Rouge is a hub for petrochemical and industrial companies, which can bring unique risks to residents in terms of environmental hazards and workplace accidents. An insurance broker can help residents assess and mitigate these risks through specialized policies and coverage options. Overall, partnering with an insurance broker can provide peace of mind and protection for Baton Rouge residents in the face of unexpected events.

Wealth Management

Residents of Baton Rouge, LA can benefit from a wealth manager in several ways, particularly in managing their finances and investments. A wealth manager can help them navigate the complex financial landscape and provide customized solutions to meet their unique financial goals. With Baton Rouge being a hub for oil and gas, a wealth manager can assist residents in managing their wealth and investments in the energy sector. Additionally, Baton Rouge is known for its diverse economy, including healthcare, education, and technology industries, which can create a complex financial situation for residents. A wealth manager can help residents diversify their investment portfolio and manage their assets to ensure their financial stability in the long term. Furthermore, Baton Rouge is prone to natural disasters, such as hurricanes, which can have a significant impact on residents' finances. A wealth manager can help residents prepare for such events by creating a contingency plan and ensuring that their assets are protected.

Financial Advisor

Residents of Baton Rouge, LA could benefit from the expertise of a financial advisor in a multitude of ways. One specific area of concern for Baton Rouge residents is the potential impact of natural disasters on their finances. With the city's location on the Gulf Coast, hurricanes and flooding can cause significant damage to homes and businesses, leading to financial strain. A financial advisor could assist residents in developing a comprehensive disaster preparedness plan, including insurance policies and emergency funds. Additionally, Baton Rouge has a diverse economy, with industries ranging from petrochemicals to healthcare. A financial advisor could help residents navigate the complexities of investing in these industries and create a personalized investment strategy. Finally, with a median household income below the national average, many Baton Rouge residents may struggle with debt and budgeting. A financial advisor could provide guidance on debt management and create a customized budget to help residents achieve their financial goals.

Mortgage Loan Officer

Residents of Baton Rouge, LA can benefit greatly from the expertise of a mortgage loan officer. These professionals can assist with a variety of financial needs, such as securing a mortgage for a new home, refinancing an existing mortgage, or obtaining a home equity loan. With Baton Rouge's diverse population and unique housing market, a mortgage loan officer can provide invaluable insight into the local real estate market and help residents navigate the complex process of obtaining a mortgage. Additionally, Baton Rouge is prone to natural disasters such as hurricanes and flooding, which can make it difficult for residents to obtain financing. A mortgage loan officer can help residents find loans that are specifically designed to help them rebuild and recover from these types of disasters. With their knowledge and expertise, mortgage loan officers can provide residents with the financial support they need to achieve their homeownership goals and build a brighter future for themselves and their families.

Tax Services

Residents of Baton Rouge, LA can benefit from a tax advisor in various ways. One specific area where a tax advisor can be helpful is in navigating the state's complex tax laws. Louisiana has a unique tax system that includes sales tax, income tax, and property tax, among others. A tax advisor can help residents understand the different tax laws and how they apply to their specific situation. They can also assist in identifying tax deductions and credits that residents may be eligible for, such as the Louisiana School Tuition and Expense Tax Deduction. Additionally, a tax advisor can help residents with tax planning strategies, such as minimizing tax liability and maximizing tax savings. With the help of a tax advisor, residents of Baton Rouge, LA can ensure that they are compliant with the state's tax laws and are making the most of their tax situation.

Estate Planning Lawyer

Residents of Baton Rouge, LA can benefit from an estate planning lawyer in various ways. Firstly, the lawyer can assist in drafting wills, trusts, and power of attorney documents that ensure that the client's assets are distributed according to their wishes after death. Furthermore, the lawyer can help clients minimize estate taxes and avoid probate, which can be a lengthy and costly process. In Baton Rouge, LA, where the economy is largely driven by the petrochemical industry, an estate planning lawyer can also help clients protect their assets from potential lawsuits and creditors. Additionally, the lawyer can provide guidance on long-term care planning, including Medicaid eligibility and nursing home care. By working with an estate planning lawyer, residents of Baton Rouge, LA can ensure that their loved ones are taken care of and their legacy is preserved.

Baton Rouge, LA Financial Resources

Baton Rouge, LA Chamber of Commerce

https://brac.org/

Baton Rouge, LA City Hall

https://www.brla.gov/

Baton Rouge, LA Public Library

https://www.ebrpl.com/

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a professional retirement planner in Baton Rouge, LA are comprehensive and tailored to meet each client's unique needs. These services include analyzing current retirement savings, creating a personalized retirement plan, and providing ongoing support and guidance. The retirement planner can also assist clients in understanding the complex tax laws in Baton Rouge, LA, and help them navigate the intricacies of Social Security and Medicare. With its vibrant culture and rich history, Baton Rouge, LA is a city that offers a unique retirement experience. The retirement planner can provide advice on how to make the most out of the city's many attractions and events, including the annual Louisiana Cajun-Zydeco Festival and the Baton Rouge Blues Festival. Overall, the retirement planner in Baton Rouge, LA can help clients achieve their retirement goals while enjoying all that the city has to offer.

Baton Rouge, Louisiana is the ideal location to find a retirement planner that can cater to your specific needs. The city boasts a diverse range of financial professionals who have a wealth of knowledge and experience in the field. With its thriving economy and bustling business community, Baton Rouge offers retirees a plethora of options to help them secure their financial future. From investment management to estate planning, retirement planners in Baton Rouge can provide comprehensive and tailored advice to ensure a stress-free retirement. Moreover, Baton Rouge's vibrant cultural scene and close-knit community make it an attractive place to live out your golden years. With its rich history, delicious cuisine, and vibrant music scene, Baton Rouge offers retirees a unique and fulfilling retirement experience.