List of Firms
Top Retirement Planners in James City County, VA
Preston Wall - Raymond James
Merrill Lynch Wealth Management Advisor Michael J Keating
Planning Division
Quinto Financial Services
Vision Financial Planning
Vertical Wealth Management
W.B. Jackson And Associates
401(k) Advisors
C&F Wealth Management Office
Cooprider Financial Partners
Christopher Spillare
Richard Overy - Raymond James
About James City County, VA for Those Planning to Retire
James City County, VA is a vibrant and diverse community located in the heart of the historic triangle. With a rich history dating back to the 17th century, the county is home to several landmarks such as the Jamestown Settlement, Colonial Williamsburg, and the Yorktown Battlefield. These sites offer visitors a glimpse into the past and the opportunity to experience what life was like in early America. In addition to its historical significance, James City County is also home to several top employers such as Busch Gardens Williamsburg, Sentara Healthcare, and the College of William & Mary. These companies provide a range of job opportunities for residents and contribute to the county's strong economy. Major highways and streets in James City County include Interstate 64, Route 60, and Route 199, which connect the county to other parts of Virginia and beyond. The county is also home to several neighborhoods, each with its own unique character and charm.
Other Financial Planning Services for Retirement
Banks and Credit Unions
Insurance Broker
Wealth Management
Financial Advisor
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
Retirement Income Planning FAQs
Retirement planning services offered by a retirement planner in James City County, VA can be highly beneficial for individuals looking to secure their financial future post-retirement. With a deep understanding of the local market and the specific needs of the residents of James City County, a retirement planner can help clients create a customized retirement plan that takes into account their current financial situation, future goals, and potential risks. From analyzing investment options and creating a personalized savings plan to providing guidance on estate planning and healthcare costs, a retirement planner can offer a wide range of services to help clients achieve their retirement goals. Moreover, with James City County being a popular retirement destination for seniors, a retirement planner can help clients navigate the unique challenges and opportunities that come with retiring in this area, such as the cost of living, healthcare facilities, and recreational activities.
James City County, VA is the ideal location to find a retirement planner for a multitude of reasons. The area boasts a rich history, with landmarks such as Colonial Williamsburg and the Jamestown Settlement providing a glimpse into the past. This cultural significance is reflected in the community, which is known for its strong sense of tradition and family values. In addition, James City County offers a plethora of outdoor activities, from kayaking on the James River to hiking the trails at Freedom Park. With so much to do and see, it's important to have a retirement plan in place that allows for the freedom to enjoy all that the area has to offer. A skilled retirement planner can help navigate the complex financial landscape and create a customized plan that meets individual needs. In James City County, VA, retirees can rest assured that they have access to the best retirement planners who understand the unique challenges and opportunities of the area.
A retirement planner in James City County, VA is responsible for helping clients prepare for their golden years. They offer a range of services, including financial planning, investment advice, and estate planning. One specific aspect of retirement planning in James City County is the consideration of the area's unique tax laws. With Virginia's state income tax rate sitting at 5.75%, and James City County's property tax rate of 0.77%, it's crucial for retirement planners to understand how these taxes will impact their clients' retirement savings. Additionally, with the county's proximity to historic Williamsburg and its many cultural attractions, retirement planners must also consider potential expenses related to leisure activities and travel. Overall, a retirement planner in James City County must have a deep understanding of the area's financial landscape and be able to tailor their advice to meet their clients' specific needs.
As a resident of James City County, VA, it can be challenging to navigate the complexities of retirement planning. With so many options and variables to consider, it's easy to become overwhelmed and unsure of where to turn. That's why it's crucial to reach out to a retirement planner when you're ready to start planning for your golden years. Whether you're a seasoned investor or just starting out, a retirement planner can help you create a customized plan that takes into account your unique financial situation and goals. With the cost of living in James City County, VA continuing to rise, it's more important than ever to ensure that you're prepared for the future. A retirement planner can help you make informed decisions about your investments, Social Security benefits, and more, so you can enjoy a comfortable retirement without worrying about financial stress.
A retirement planner in James City County, VA must possess several important qualities to effectively guide clients towards a financially secure future. Firstly, a deep understanding of the local economy and investment landscape is crucial due to the county's unique mix of tourism, military presence, and retirees. Additionally, the planner must have a comprehensive knowledge of tax laws and regulations that apply to Virginia residents. They must also be skilled in creating customized retirement plans that cater to each client's unique needs and goals. Furthermore, the planner must possess excellent communication skills to explain complex financial concepts and strategies to clients in a clear and concise manner. Lastly, the ability to adapt to the ever-changing financial landscape and adjust plans accordingly is crucial in ensuring long-term success. Overall, a retirement planner in James City County, VA must possess a combination of expertise, communication skills, and adaptability to provide exceptional service to clients in this dynamic community.
James City County, VA is home to several top retirement plan providers, offering exceptional services to its residents. One of the most prominent providers in the area is Fidelity Investments, which offers a range of retirement plans, including 401(k), IRA, and Roth IRA. Another notable provider is Vanguard, known for its low-cost investment options and personalized financial planning services. Additionally, T. Rowe Price is a trusted provider in the county, offering retirement plans with diverse investment options and competitive fees. With its rich history and vibrant community, James City County, VA is an ideal location for retirees looking for reliable and comprehensive retirement plan providers.
Retirement planners in James City County, VA are compensated in various ways. Some planners receive a commission for selling financial products such as annuities, mutual funds, and insurance policies. Others charge a fee for their services, either hourly or as a percentage of the assets they manage. Additionally, some planners may receive a combination of both commission and fee-based compensation. It is worth noting that in James City County, VA, retirement planners are subject to strict regulations and must adhere to a fiduciary standard, meaning they must always act in the best interest of their clients. As such, they must disclose any potential conflicts of interest and provide transparent information about their compensation structure to their clients.
