Retirement Planning in Johnson City, TN

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Top Retirement Planners in Johnson City, TN

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Trivett Wealth Management, Matthew J Trivett CFP
Location 203 Broyles Dr STE 201, Johnson City, TN 37601, USA
Phone (423) 722-3456
Directions
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Fidelity Investments
4 out of 5
Location 3018 Peoples St Suite 108, Johnson City, TN 37604, USA
Phone (800) 225-8044
Directions
SEC File# 801-10970
CRD# 6413
5 out of 5
Location 302 Sunset Dr Ste 107, Johnson City, TN 37604, USA
Phone (423) 282-0662
Directions
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WLP Financial Group - UBS Financial Services Inc.
Location 214 E Mountcastle Dr Suite 1700, Johnson City, TN 37601, USA
Phone (423) 979-3836
Directions
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Talley Financial
5 out of 5
Location 203 Broyles Dr STE 301, Johnson City, TN 37601, USA
Phone (423) 617-0160
Directions
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Edward Jones - Financial Advisor: Joseph M Holifield, AAMS™
5 out of 5
Location 2020 Northpark Dr Suite 1F, Johnson City, TN 37604, USA
Phone (423) 929-2066
Directions
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The Trust Company of Tennessee
Location 119 Boone Ridge Dr STE 302, Johnson City, TN 37615, USA
Phone (423) 232-0280
Directions
Retirement Planning in Johnson City, TN

About Johnson City, TN for Those Planning to Retire

Nestled in the foothills of the Appalachian Mountains, Johnson City, TN is a vibrant city that boasts a rich history and a thriving economy. This bustling metropolis is home to a plethora of landmarks, including the iconic Tweetsie Trail, the historic Tipton-Haynes State Historic Site, and the breathtaking Roan Mountain State Park. The city is also home to several top employers, including East Tennessee State University, Mountain States Health Alliance, and Eastman Chemical Company, which provide thousands of jobs and drive the local economy. With major highways such as I-26 and US-19W running through the city, Johnson City is easily accessible from all directions. The city's streets, such as West Market Street and North Roan Street, are lined with shops, restaurants, and businesses that cater to residents and visitors alike. Johnson City is comprised of several distinct neighborhoods, each with its own unique character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Johnson City, TN can benefit from a bank in several ways. For instance, a bank can provide financial assistance to people who are looking to purchase homes in the area. Johnson City is known for its vibrant housing market, and a bank can help residents secure mortgages and loans to buy their dream homes. Furthermore, banks can offer a range of financial products and services that can help residents manage their finances effectively. For example, banks can provide checking and savings accounts, credit cards, and investment products that can help residents save money and build wealth. Additionally, banks can offer financial education and resources to help residents make informed decisions about their money. Overall, a bank can be a valuable resource for residents of Johnson City, TN, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Johnson City, TN can benefit greatly from the services of an insurance broker. With the city's diverse population and unique needs, an insurance broker can provide personalized guidance on the best insurance policies for individuals, families, and businesses. For example, Johnson City is home to East Tennessee State University, which means that many residents are students or employees of the university. An insurance broker can help these individuals navigate the complexities of student health insurance or employee benefits packages. Additionally, Johnson City is located in a region prone to natural disasters such as floods and tornadoes. An insurance broker can assist residents in finding policies that provide adequate coverage for these types of events. Overall, an insurance broker can save residents time and money by finding the best insurance options that fit their specific needs.

Wealth Management

Residents of Johnson City, TN can benefit from the expertise of a wealth manager in a multitude of ways. Specifically, with the city's growing economy and thriving healthcare industry, a wealth manager can assist individuals in making informed investment decisions that align with their financial goals. With perplexity, a wealth manager can provide comprehensive financial planning services that encompass retirement planning, tax planning, estate planning, and risk management. Additionally, residents can receive guidance on how to navigate the complex world of investment options, such as stocks, bonds, and mutual funds, to maximize their returns. With varying sentence lengths, a wealth manager can also provide personalized advice on how to manage debt, establish emergency funds, and create a budget that fits their unique circumstances. Ultimately, a wealth manager can help residents of Johnson City, TN achieve financial security and peace of mind.

Financial Advisor

Residents of Johnson City, TN can benefit from the help of a financial advisor in a variety of ways. For instance, a financial advisor can assist with retirement planning, investment strategies, and debt management. The advisor can also help residents navigate the unique financial landscape of Johnson City, which is home to a diverse mix of industries, including healthcare, education, and manufacturing. Additionally, the advisor can offer guidance on how to manage the cost of living in Johnson City, which has a slightly higher cost of living than the national average due to its growing economy and desirable quality of life. With the help of a financial advisor, residents of Johnson City can make informed decisions about their finances and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Johnson City, TN can benefit greatly from the assistance of a mortgage loan officer. These professionals can provide guidance and support throughout the home buying process, helping residents navigate the complexities of obtaining a mortgage loan. Specifically, Johnson City, TN has a diverse range of housing options, from historic homes in the downtown area to modern developments on the outskirts of town. A skilled mortgage loan officer can help residents find the right loan product for their unique needs, whether they are first-time homebuyers or seasoned investors. Additionally, with interest rates at historic lows, now is an excellent time for Johnson City residents to explore their options for homeownership. A mortgage loan officer can help residents understand the current market conditions and make informed decisions about their investment. Ultimately, the support of a mortgage loan officer can make the home buying process smoother, more efficient, and less stressful for residents of Johnson City, TN.

Tax Services

Residents of Johnson City, TN can benefit greatly from the services of a tax advisor in a variety of ways. One of the most common ways is by providing guidance on tax deductions that are specific to the region. For example, residents of Johnson City, TN may be eligible for deductions related to the state's sales tax, which can be a complex process to navigate without the help of an expert. Additionally, a tax advisor can help residents understand the intricacies of federal and state tax laws, and provide guidance on how to minimize tax liability while maximizing returns. Furthermore, with the recent changes to the tax code, a tax advisor can help residents navigate the complexities of the new laws and ensure compliance with all regulations. Overall, the expertise and knowledge of a tax advisor can provide invaluable assistance to residents of Johnson City, TN in managing their finances and minimizing their tax burden.

Estate Planning Lawyer

Residents of Johnson City, TN can benefit from the services of an estate planning lawyer in multiple ways. One of the most common ways is by creating a will, which is a legal document that outlines how a person's assets will be distributed after their death. This is particularly important in Johnson City, TN, where the median age is 38.5 years old, and many residents are approaching retirement age. Additionally, an estate planning lawyer can also help residents with setting up trusts, which can provide tax benefits and protect assets from creditors. They can also assist with healthcare directives, which allow individuals to make decisions about their medical care if they become incapacitated. Overall, an estate planning lawyer can help residents of Johnson City, TN ensure that their assets are protected and their wishes are respected in the event of their passing.

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