Retirement Planning in McLean County, IL

We did the hard work of finding trustworthy partners in McLean County, IL. Fill out the form to get connected.

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in McLean County, IL

generic_business-71
Wrezinski Advisory Group LLC
5 out of 5
Location 807 E Washington St, Bloomington, IL 61701, USA
Phone (309) 473-9991
Directions
SEC File# 801-8095
CRD# 2881
Location 4 Yount Dr #3, Bloomington, IL 61704, USA
Phone (309) 663-9000
Directions
SEC File# 801-113986
CRD# 149976
Location 2206 Eastland Dr Suite 305, Bloomington, IL 61704, USA
Phone (888) 294-9248
Directions
generic_business-71
Lifeguard Retirement Planning
Location 636 W Jefferson St #3, Morton, IL 61550, USA
Phone (309) 291-0712
Directions
generic_business-71
Peak Wealth Planning
5 out of 5
Location 2723 Valley Brook Dr, Champaign, IL 61822, USA
Phone (217) 840-8401
Directions
generic_business-71
Commerce Trust Company
Location 1339 E Empire St, Bloomington, IL 61701, USA
Phone (309) 823-7230
Directions
generic_business-71
Douglass Financial Services
5 out of 5
Location 3807 G. E. Road #2, Bloomington, IL 61704, USA
Phone (800) 447-4135
Directions
generic_business-71
Retirement Planners
SEC File# 801-110664
CRD# 169823
Location 203 Landmark Dr, Normal, IL 61761, USA
Phone (309) 808-2224
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Jeffrey A Schwartz - Financial Advisor, Ameriprise Financial Services, LLC
Location 409 S Prospect Rd ste e, Bloomington, IL 61704, USA
Phone (309) 827-7917
Directions
generic_business-71
Retirement Planning Store, Inc.
5 out of 5
Location 200 Stonewood Dr, East Peoria, IL 61611, USA
Phone (309) 696-8905
Directions
Retirement Planning in McLean County, IL

About McLean County, IL for Those Planning to Retire

McLean County, located in central Illinois, is a vibrant and diverse community with a rich history and a plethora of landmarks. From the iconic Ewing Manor, a stunning Tudor Revival mansion, to the awe-inspiring Miller Park Zoo, there is no shortage of sights to see in this bustling county. The top employers in McLean County include State Farm Insurance, Illinois State University, and OSF St. Joseph Medical Center, providing a wide range of job opportunities for residents. Major highways such as I-55, I-74, and I-39 run through McLean County, making it easily accessible for commuters and travelers alike. Additionally, the county boasts an extensive network of streets and roads, including Veterans Parkway, Empire Street, and Market Street. McLean County is home to numerous unique neighborhoods, each with its own distinct character and charm. From the historic West Bloomington to the up-and-coming Uptown Normal, there is a neighborhood to suit every taste and lifestyle.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of McLean County, IL can benefit from a bank in numerous ways. For instance, a bank can help locals achieve their financial goals by providing them with various financial products and services such as loans, credit cards, savings accounts, and investment opportunities. Additionally, residents can leverage the bank's online banking services to manage their finances, pay bills, and transfer money conveniently. In McLean County, IL, where agriculture is a significant part of the local economy, banks can help farmers by providing them with agricultural loans to purchase equipment and land, as well as lines of credit to manage their cash flow during the growing season. Furthermore, banks can play a vital role in supporting small businesses in McLean County by offering them business loans, merchant services, and cash management solutions. Overall, a bank's services can help McLean County residents achieve their financial goals and contribute to the growth and development of the local economy.

Insurance Broker

Residents of McLean County, IL can benefit greatly from the services of an insurance broker. With its population of over 170,000 people, McLean County is a diverse and bustling community that presents unique challenges when it comes to insurance coverage. An insurance broker can help residents navigate the complexities of the insurance industry and find the policies that best suit their needs. For example, McLean County is home to a large number of farmers and agricultural businesses, and an insurance broker can help these individuals find coverage that protects their crops, livestock, and equipment from the risks that come with farming. Additionally, McLean County is home to several universities and colleges, and an insurance broker can help students and faculty members find affordable health and auto insurance policies that meet their specific needs. Overall, an insurance broker can provide valuable assistance to residents of McLean County, helping them find the insurance coverage they need to protect themselves, their families, and their businesses.

Wealth Management

Residents of McLean County, IL could benefit greatly from the services of a wealth manager. With a population of over 170,000, McLean County is home to a diverse community of individuals with varying financial needs. A wealth manager can assist residents in creating a comprehensive financial plan that takes into account their unique circumstances, including the cost of living in the area. For example, McLean County has a relatively low cost of living compared to other areas in Illinois, but residents still face challenges such as rising healthcare costs and property taxes. A wealth manager can help residents navigate these challenges by providing guidance on investment strategies, tax planning, retirement planning, and more. Furthermore, McLean County is home to several large employers, including State Farm Insurance and Illinois State University, which may offer unique benefits and retirement plans that a wealth manager can help residents optimize. Overall, a wealth manager can provide invaluable assistance to residents of McLean County, helping them achieve their financial goals and secure their financial future.

Financial Advisor

Residents of McLean County, IL could greatly benefit from the guidance of a financial advisor in various ways. With the county being home to Illinois State University, a significant portion of the population consists of college students and young adults who may require assistance in managing their finances, setting financial goals, and planning for the future. Additionally, McLean County is known for its agricultural industry, and many residents may require specialized financial advice regarding farm management, crop insurance, and estate planning. Furthermore, the county has a diverse population, including low-income families and retirees, who may require assistance with budgeting, debt management, and retirement planning. A financial advisor can offer tailored advice to each individual's unique financial situation, helping them to achieve their financial goals and improve their overall financial well-being.

Mortgage Loan Officer

Residents of McLean County, IL can be helped by a mortgage loan officer in a multitude of ways. One of the most common ways is by providing guidance and support throughout the entire home-buying process, from pre-approval to closing. In a county where the median home value is $172,500, according to Zillow, many residents may need assistance in securing a mortgage that fits their financial situation. A mortgage loan officer can help with this by evaluating their credit score, income, and debt-to-income ratio to determine what type of loan they qualify for. Additionally, they can provide education on the various loan options available, such as conventional, FHA, or VA loans, and help residents choose the best one for their needs. With the help of a mortgage loan officer, residents of McLean County, IL can navigate the complicated world of home buying with confidence and ease.

Tax Services

Residents of McLean County, IL would greatly benefit from the expertise of a tax advisor in various ways. For instance, McLean County is home to a diverse range of industries, including agriculture, education, healthcare, and manufacturing. A tax advisor can help individuals and businesses in these industries navigate the complex tax laws and regulations that apply to their specific sector. Additionally, McLean County has a significant population of retirees who may require specialized tax planning to maximize their retirement income and minimize their tax burden. Furthermore, with the recent changes to the tax code, it is crucial for McLean County residents to seek advice from a tax advisor to ensure they are taking advantage of all available deductions and credits. Overall, a tax advisor can provide valuable assistance to McLean County residents in navigating the intricacies of the tax system and maximizing their financial well-being.

Estate Planning Lawyer

Residents of McLean County, IL can greatly benefit from the services of an estate planning lawyer in a multitude of ways. Firstly, an estate planning lawyer can assist individuals in creating a comprehensive plan for the distribution of their assets upon their passing. This is particularly important in McLean County, IL, where the population has been steadily increasing over the years, resulting in a higher demand for estate planning services. Additionally, an estate planning lawyer can help residents navigate the complex legal system and ensure that their wishes are carried out in accordance with state and federal laws. Furthermore, an estate planning lawyer can provide guidance on tax planning and asset protection, which can be especially valuable in a county with a diverse economy and a wide range of income levels. Ultimately, the expertise and guidance of an estate planning lawyer can help residents of McLean County, IL achieve peace of mind knowing that their assets and loved ones are protected.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs