Retirement Planning in Dawson County, GA

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List of Firms

Top Retirement Planners in Dawson County, GA

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Frank Passmore, Certified Financial Fiduciary
Location 1819 Buford Hwy NE # B, Buford, GA 30518, USA
Phone (770) 355-9686
Language http://www.frankpassmore.com/
Directions
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Charles Schwab
SEC File# 801-35905
CRD# 106753
5 out of 5
Location 12 Dawson Mkt Wy Ste 240, Dawsonville, GA 30534, USA
Phone (706) 525-7204
Language https://client.schwab.com/public/branchlocator/branchdetails.aspx?branchid=1924&utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=1924
Directions
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Financial Consultants Group
SEC File# 801-113545
CRD# 133657
5 out of 5
Location 407 E Maple St #303, Cumming, GA 30040, USA
Phone (678) 403-6779
Language https://foryourfuture.net/
Directions
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Reliastar Capital Management Inc.
5 out of 5
Location 1100 Old Dawson Village Rd, Dawsonville, GA 30534, USA
Phone (678) 288-4520
Language https://reliastarcapital.com/about/
Directions
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Prosperity Wealth Advisors
5 out of 5
Location 5492 Key Point, Gainesville, GA 30504, USA
Phone (678) 696-8444
Language https://www.prosperity-wealthadvisors.com/
Directions
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The CFO
Location 6265 Allison Rd, Cumming, GA 30040, USA
Phone (678) 662-7036
Language http://www.thecfoadvisors.com/
Directions
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Dawson County Senior Citizens
5 out of 5
Location 201 Recreation Rd, Dawsonville, GA 30534, USA
Phone (706) 344-3700
Directions
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Dawson County Government Center
Location 25 Justice Wy, Dawsonville, GA 30534, USA
Phone (706) 344-3500
Language http://www.dawsoncounty.org/
Directions
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Keystone Investment Resources
Location 5754 Auraria Rd, Dawsonville, GA 30534, USA
Phone (478) 397-5680
Language http://www.keystoneinvestmentresources.com/contact
Directions
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Eleven Two Financial Advisors, LLC
Location 8840 Little Mill Rd, Cumming, GA 30041, USA
Phone (678) 491-9674
Language http://www.eleventwofinancial.com/
Directions
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Tim Couch PC CPA/CFP/MTx
5 out of 5
Location 900 Old Dawson Village Rd #110, Dawsonville, GA 30534, USA
Phone (706) 216-1044
Language http://www.timcouchcpa.com/
Directions
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Development Authority of Dawson County
Location 44 Commerce, Dawsonville, GA 30534, USA
Phone (706) 265-6278
Language http://developdawson.org/
Directions
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heather m. jayson, cpa
5 out of 5
Location 245 Eastview Dr, Dawsonville, GA 30534, USA
Phone (504) 208-4405
Language https://www.jaysoncpa.com/contact/
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Retirement Planning in Dawson County, GA

About Dawson County, GA for Those Planning to Retire

Dawson County, GA is a vibrant and bustling community located in the heart of North Georgia. With a rich history dating back to the early 1800s, this county is home to many notable landmarks and attractions that draw visitors from far and wide. From the stunning Amicalola Falls State Park to the iconic Dawsonville Moonshine Distillery, there is no shortage of things to see and do in this dynamic region. In addition to its many tourist destinations, Dawson County is also home to a thriving economy with a number of major employers. Companies like Northside Hospital, Tyson Foods, and Kubota Manufacturing of America provide jobs and opportunities for residents of the area, helping to fuel the local economy and drive growth. When it comes to transportation, Dawson County is well-connected to the rest of the state and beyond. Major highways like GA-400 and US-19 run through the county, providing easy access to Atlanta and other nearby cities.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Dawson County, GA can benefit from a bank in numerous ways. One of the most common ways is through financing options for home purchases. With a median home value of $249,900 in Dawson County, many residents may need assistance in securing a mortgage to purchase a home. Banks can offer competitive interest rates and loan terms to make homeownership more affordable. Additionally, banks can provide small business loans to entrepreneurs looking to start or expand their businesses in Dawson County. This can help stimulate the local economy and create job opportunities for residents. Furthermore, banks can offer financial education and resources to help residents manage their finances and plan for the future. With a poverty rate of 9.3% in Dawson County, financial literacy and planning can be crucial for many residents. Overall, a bank can serve as a valuable resource for the diverse financial needs of the residents of Dawson County, GA.

Insurance Broker

Residents of Dawson County, GA would greatly benefit from the services of an insurance broker. With the county being located in the foothills of the Appalachian Mountains, many residents may require insurance coverage for their homes and properties due to the increased risk of natural disasters such as floods and wildfires. Additionally, the county boasts a growing population of retirees, who may require specialized insurance coverage for their healthcare needs. An insurance broker can provide these residents with personalized guidance and assistance in navigating the complex world of insurance, helping them to find the best coverage options for their unique needs and circumstances. Furthermore, the county's proximity to Atlanta and its status as a popular tourist destination means that many residents may require insurance coverage for their businesses or rental properties. An insurance broker can help these individuals to find comprehensive coverage that protects their assets and investments. Overall, the services of an insurance broker can provide invaluable peace of mind to residents of Dawson County, GA, ensuring that they are adequately protected in the face of life's uncertainties.

Wealth Management

Residents of Dawson County, GA could benefit from the expertise of a wealth manager in several ways. Specifically, with the county's proximity to Lake Lanier, many residents may have investments in waterfront properties or recreational businesses. A wealth manager could assist in the management and diversification of these assets to maximize returns and minimize risk. Additionally, with the county's growing population, there may be an increased demand for financial planning services, such as retirement planning and estate planning. A wealth manager could provide customized solutions to meet the unique needs of each client. Furthermore, with the recent economic uncertainty caused by the COVID-19 pandemic, a wealth manager could provide guidance on navigating market volatility and adjusting investment strategies accordingly. Overall, a wealth manager could provide valuable support to residents of Dawson County, GA in achieving their financial goals and securing their financial future.

Financial Advisor

Residents of Dawson County, GA could greatly benefit from the expertise of a financial advisor. With a median household income of $62,000, many families in the area could use guidance on how to allocate their funds wisely. A financial advisor could assist in creating a budget and identifying areas where money can be saved, such as by refinancing a mortgage or consolidating debt. Additionally, with the county's close proximity to Atlanta, many residents may work in the city and have complex financial situations, such as stock options or retirement plans. A financial advisor could provide insight on how to maximize these benefits and plan for the future. Furthermore, Dawson County has a growing tourism industry, with attractions such as Amicalola Falls and the North Georgia Premium Outlets. A financial advisor could help local business owners in this industry manage their finances and plan for growth. Overall, a financial advisor could provide invaluable assistance to residents of Dawson County in navigating their financial goals and achieving long-term success.

Mortgage Loan Officer

Residents of Dawson County, GA can benefit from the expertise of a mortgage loan officer in various ways. One of the most common ways is by assisting them in securing a home loan to purchase a property in the county. Dawson County, GA is known for its beautiful landscapes, outdoor recreational activities, and affordable housing options. With the help of a mortgage loan officer, residents can navigate the complex process of securing a home loan, including understanding the different types of loans available, determining their eligibility, and finding the best interest rates. Additionally, a mortgage loan officer can help residents refinance their existing mortgages, potentially saving them thousands of dollars over the life of their loan. With the fluctuating housing market and economic uncertainties, having a knowledgeable and experienced mortgage loan officer on your side can make all the difference for Dawson County residents looking to achieve their homeownership dreams.

Tax Services

Residents of Dawson County, GA can benefit from the expertise of a tax advisor in various ways. Firstly, a tax advisor can assist in navigating the complexities of tax laws and regulations specific to Georgia and Dawson County. This includes helping residents understand tax credits and deductions available to them, such as the Georgia Low-Income Home Energy Assistance Program (LIHEAP) and the Dawson County Senior Tax Exemption. Additionally, a tax advisor can provide guidance on how to maximize tax savings through proper planning and preparation, which is especially important for residents who own small businesses or rental properties in Dawson County. With the help of a tax advisor, residents can ensure that their tax returns are accurate and compliant with local, state, and federal tax laws, thus avoiding costly penalties and audits. Overall, a tax advisor can provide invaluable assistance to residents of Dawson County, GA in navigating the complex and ever-changing world of taxes.

Estate Planning Lawyer

Residents of Dawson County, GA can benefit greatly from the expertise of an estate planning lawyer. With a population of just over 25,000, Dawson County is a small but growing community that has unique needs when it comes to estate planning. An estate planning lawyer can help residents of Dawson County create a comprehensive plan for their assets, including their homes, businesses, and personal belongings. They can also provide guidance on how to minimize taxes and protect assets from creditors. Additionally, an estate planning lawyer can help families create a plan for the care of their children in the event of their untimely death. With the help of an estate planning lawyer, residents of Dawson County can have peace of mind knowing that their assets and loved ones are protected.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in Dawson County, GA can offer a wide range of financial planning options for individuals looking to secure their future. These services may include personalized investment portfolios, tax planning strategies, and estate planning advice. The retirement planner can help clients navigate the complex financial landscape, ensuring that they are making informed decisions about their retirement savings. With its unique blend of rural charm and suburban convenience, Dawson County, GA provides retirees with a peaceful and serene setting to enjoy their golden years. The retirement planner can help clients take advantage of the many benefits of living in this beautiful area, including access to world-class healthcare facilities, top-rated golf courses, and breathtaking natural scenery. Whether you are looking to retire in style or simply want to ensure that your finances are in order, a retirement planner in Dawson County, GA can provide the guidance and support you need to make the most of your retirement years.

Dawson County, GA is the ideal place to find a retirement planner due to its unique blend of natural beauty and financial expertise. With its stunning mountain views and proximity to Lake Lanier, Dawson County provides a serene backdrop for retirees looking to enjoy their golden years. Additionally, the county boasts a wealth of financial professionals who can help retirees navigate the complexities of retirement planning. From investment advisors to tax experts, Dawson County offers a diverse array of financial services that cater to the specific needs of retirees. Whether you're looking to maximize your Social Security benefits or create a comprehensive estate plan, the retirement planners in Dawson County have the knowledge and experience to help you achieve your goals. So if you're looking for a retirement planner who understands your unique needs and can help you navigate the complex world of retirement planning, look no further than Dawson County, GA.