Retirement Planning in DeSoto County, MS

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List of Firms

Top Retirement Planners in DeSoto County, MS

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Pierce Financial
Location 2555 Caffey St, Hernando, MS 38632, USA
Phone (662) 429-2260
Directions
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Gee Bee's Taxes
5 out of 5
Location 5885 Garden Walk E, Southaven, MS 38671, USA
Phone (769) 216-8575
Language http://www.geebeetaxes.com/
Directions
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S.Jones
Location 7155 Kerr Pl, Olive Branch, MS 38654, USA
Phone (662) 548-7168
Language https://www.swjones.org/
Directions
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Chas Emerson, CFP®, ChFC Financial Advisor for Hernando and DeSoto County, MS
Location 2540 Hwy 51 S, Hernando, MS 38632, USA
Phone (662) 429-0040
Language http://www.iplanninggroup.com/
Directions
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Frank Givens, CPA LPL FINANCIAL
Location 5699 Getwell Rd, Southaven, MS 38672, USA
Phone (662) 349-3798
Language http://frankgivens.com/
Directions
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F.O. Givens & Company
5 out of 5
Location 5699 Getwell Rd Bldg E - Suite 5, Southaven, MS 38672, USA
Phone (662) 349-3798
Language https://givenscpa.com/
Directions
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DeSoto County Administration
1 out of 5
Location 2535 Hwy 51 S, Hernando, MS 38632, USA
Phone (662) 469-8029
Language https://www.desotocountyms.gov/128/County-Administrator
Directions
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DeSoto County Administration Building
3 out of 5
Location 365 Losher St, Hernando, MS 38632, USA
Language https://www.desotocountyms.gov/128/County-Administrator
Directions
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Ken's Market & Consulting Firm, LLC
Location 4210 Hwy 51 S, Hernando, MS 38632, USA
Phone (877) 571-5200
Language https://kmcfllc.com/
Directions
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North Delta Planning & Dev
Location 2601 Elm St, Hernando, MS 38632, USA
Phone (662) 449-1750
Directions
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Silvercreek Senior Living Community
5 out of 5
Location 6630 Crumpler Blvd, Olive Branch, MS 38654, USA
Phone (662) 895-8952
Language http://silvercreekseniorliving.com/?utm_source=NEXT&utm_medium=Google_apt&utm_campaign=Next%20UTM
Directions
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Gallagher Insurance, Risk Management & Consulting
Location 8705 Northwest Dr, Southaven, MS 38671, USA
Phone (662) 342-2980
Language https://locations.ajg.com/us/ms/southaven/8705-northwest-drive?y_source=1_MTc1Njc1MzctNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Sollinger Edward J CPA
Location 1751 Dancy Blvd # 2, Horn Lake, MS 38637, USA
Phone (662) 342-2774
Directions
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Eaglestrong Financial
5 out of 5
Location 1661 International Dr Suite 400, Memphis, TN 38120, USA
Phone (901) 413-8659
Language http://www.eaglestrong.com/
Directions
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Fairley Wealth Management
5 out of 5
Location 910 Goodman Rd E B, Southaven, MS 38671, USA
Phone (662) 470-5056
Language https://www.fairleywealthmanagement.com/
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Retirement Planning in DeSoto County, MS

About DeSoto County, MS for Those Planning to Retire

DeSoto County, MS is a vibrant and diverse community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic courthouse in Hernando to the bustling Southaven Towne Center, there is something for everyone in this dynamic county. Some of the top employers in DeSoto County include FedEx, Baptist Memorial Hospital, and the DeSoto County School District. These organizations provide ample job opportunities for residents and contribute significantly to the local economy. Major highways and streets that run through DeSoto County include Interstate 55, Highway 78, and Goodman Road. These thoroughfares make it easy for residents to travel throughout the county and beyond. Neighborhoods in DeSoto County range from quaint and charming to modern and bustling. Some of the most popular neighborhoods include Southaven, Olive Branch, and Hernando. Each of these communities has its own unique character and charm, making them great places to call home.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of DeSoto County, MS would greatly benefit from having a bank to provide them with financial services. With the county being one of the fastest-growing areas in Mississippi, the need for financial institutions has increased. A bank can help residents with various financial needs, such as opening savings and checking accounts, obtaining loans for home purchases, starting a business, or even purchasing a car. Furthermore, banks can provide investment opportunities to residents, allowing them to grow their wealth. The bank can also help residents with financial education, providing them with resources and tools to manage their finances effectively. With the county's diverse population, a bank can offer services in different languages, making it easier for non-English speakers to access financial services. Overall, having a bank in DeSoto County, MS would be a significant asset to its residents, providing them with the necessary financial tools to succeed.

Insurance Broker

DeSoto County, MS is a vibrant and growing community that is home to a diverse population. As such, residents of this area can benefit greatly from the services of an insurance broker. Insurance brokers can help residents navigate the complex world of insurance policies and find the coverage that best suits their needs. They can provide guidance on everything from health insurance to car insurance, and can help residents understand the nuances of each policy. For example, DeSoto County is known for its high incidence of severe weather, including tornadoes and thunderstorms. An experienced insurance broker can help residents understand the importance of having comprehensive homeowners insurance that covers damage from these types of events. Additionally, an insurance broker can help residents find affordable health insurance options, which is important in a community where many people work in industries that do not offer health benefits.

Wealth Management

Residents of DeSoto County, MS can benefit from the services of a wealth manager in several ways. For instance, a wealth manager can help them navigate the complex financial landscape and make informed decisions on investment opportunities. They can also provide guidance on retirement planning, estate planning, and tax management. In DeSoto County, MS, where the population has been growing rapidly in recent years, a wealth manager can help residents manage their wealth and plan for the future. With the county's diverse economy, which includes manufacturing, healthcare, and retail, a wealth manager can help residents tailor their investment strategies to their unique circumstances. Additionally, a wealth manager can help residents mitigate risks associated with natural disasters, which are not uncommon in this part of Mississippi. Overall, a wealth manager can provide invaluable support and expertise to residents of DeSoto County, MS, helping them achieve their financial goals and secure their financial future.

Financial Advisor

Residents of DeSoto County, MS can benefit from the expertise of a financial advisor in several ways. With a population of over 170,000, the county is one of the fastest-growing in Mississippi, making it an attractive destination for families and businesses alike. A financial advisor can help residents navigate the complexities of the local economy, which is largely driven by the healthcare and manufacturing industries. Additionally, with the median household income in DeSoto County exceeding the state average, a financial advisor can help residents make the most of their earnings through strategic investments, tax planning, and retirement planning. With the cost of living in DeSoto County also higher than the state average, a financial advisor can provide guidance on budgeting and debt management to help residents achieve their financial goals.

Mortgage Loan Officer

Residents of DeSoto County, MS can benefit from the expertise and guidance of a mortgage loan officer in several ways. Firstly, given that DeSoto County is home to a growing and diverse population, a mortgage loan officer can help residents navigate the complex and ever-changing real estate market. With their knowledge and experience, a loan officer can assist individuals in finding the right mortgage product to suit their unique needs and circumstances. Additionally, DeSoto County is known for its strong economy and growing job market, and a loan officer can help residents take advantage of these opportunities by providing information on available mortgage programs and financing options. Furthermore, given the county's proximity to Memphis, TN, a loan officer can help residents understand the differences between Mississippi and Tennessee mortgage laws and regulations. Overall, a mortgage loan officer can be an invaluable resource for residents of DeSoto County, MS looking to achieve their dream of homeownership.

Tax Services

Residents of DeSoto County, MS could benefit from the expertise of a tax advisor in a number of ways. For instance, a tax advisor could help residents navigate the complex tax laws and regulations in the state of Mississippi. This is particularly important in DeSoto County, which has a unique tax structure that differs from other counties in the state. Additionally, a tax advisor could help residents take advantage of tax credits and deductions that they may not be aware of, such as the Mississippi Homestead Exemption or the Mississippi Earned Income Tax Credit. Furthermore, a tax advisor could provide guidance on how to best prepare for tax season, including organizing financial documents and keeping track of expenses. Overall, a tax advisor can be an invaluable resource for residents of DeSoto County, MS, helping them to save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of DeSoto County, MS can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways that an estate planning lawyer can assist residents of DeSoto County is by creating a comprehensive estate plan that ensures their assets are protected and distributed according to their wishes. This is particularly important in DeSoto County, as it is one of the fastest-growing counties in Mississippi, with a population that has increased by over 50% in the past two decades. As a result, there are many families in the area who may not have updated their estate plans to reflect their current circumstances. An estate planning lawyer can help these families create a plan that takes into account their unique needs and goals, and ensures that their assets are protected for future generations. Additionally, an estate planning lawyer can assist with other important matters, such as setting up trusts, creating powers of attorney, and planning for long-term care.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in DeSoto County, MS can be a complex and multifaceted endeavor. A retirement planner in this area can provide a range of services that include developing a comprehensive retirement plan, analyzing investment options, and creating a long-term financial strategy. With its thriving economy and growing population, DeSoto County offers unique opportunities and challenges for retirement planning. The planner must consider factors such as the cost of living, healthcare expenses, and taxes in this region. Additionally, they must take into account the diverse needs and goals of the community, which includes retirees seeking to downsize, those looking to start a new business venture, and others who want to travel and enjoy their golden years. Overall, a retirement planner in DeSoto County, MS must have a deep understanding of the local market and be able to provide customized solutions that meet the unique needs of each client.

DeSoto County, MS is the ultimate destination for retirees looking for a reliable and professional retirement planner. With a population of over 170,000, the county boasts of a diverse community that provides a range of services to cater to the needs of seniors. The county has a vibrant economy, with a low cost of living, which makes it an ideal place for retirees to settle down. Additionally, DeSoto County has an extensive network of healthcare facilities, offering top-notch medical services to seniors. The county's planners are well-versed in the intricacies of retirement planning, and they offer personalized services to ensure that every retiree's needs are met. With its warm and welcoming community, retirees can be assured of a comfortable and fulfilling retirement in DeSoto County.