Retirement Planning in Mills County, IA

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List of Firms

Top Retirement Planners in Mills County, IA

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Greg Driskell - Raymond James
Location 801 W Taylor St, Creston, IA 50801, USA
Phone (641) 782-2377
Language https://www.raymondjames.com/GregDriskell
Directions
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Prairie Gate
4 out of 5
Location 16 Valley View Dr, Council Bluffs, IA 51503, USA
Phone (712) 352-6600
Language https://www.preshomes.org/our-communities/prairie-gate?utm_source=Google&utm_medium=Yext
Directions
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Edward Jones - Financial Advisor: David Lawrence
5 out of 5
Location 1720 N 16th St ste j, Council Bluffs, IA 51501, USA
Phone (712) 322-9500
Language https://www.edwardjones.com/us-en/financial-advisor/david-lawrence?y_source=1_ODk4NDM3Mi03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
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Mills County Clerk of Court
4 out of 5
Location 418 E Sharp St # 5, Glenwood, IA 51534, USA
Phone (712) 527-4880
Language https://www.iowacourts.gov/iowa-courts/district-court/judicial-district-4/district/4/county/mills
Directions
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USDA Service Center – Mills County
Location 204 W 5th St, Malvern, IA 51551, USA
Phone (712) 624-8606 ext. 3
Language http://www.usda.gov/
Directions
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Senior Advisors Inc.
SEC File# 801-80425
CRD# 173272
Location 1805 218th St, Red Oak, IA 51566, USA
Phone (712) 621-0133
Language http://www.senioradvisorsinc.com/contact
Directions
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Harmony Court - Senior Living in Council Bluffs, IA
3 out of 5
Location 173 Bennett Ave, Council Bluffs, IA 51503, USA
Phone (712) 388-9000
Language https://www.harmonycourt.com/
Directions
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LPL Financial
SEC File# 801-10970
CRD# 6413
Location 116 S Walnut St # 1, Glenwood, IA 51534, USA
Phone (712) 527-5657
Directions
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Financial Advisors | U.S. Bancorp Investments
Location 421 W Broadway, Council Bluffs, IA 51502, USA
Phone (712) 325-2999
Language https://www.usbank.com/wealth-management/find-an-advisor/ia/council-bluffs/scott-hartman.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website
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Braden Financial Services
Location 1757 215th St, Red Oak, IA 51566, USA
Phone (712) 623-8155
Directions
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The Heritage at Fox Run
4 out of 5
Location 3121 Macineery Dr, Council Bluffs, IA 51501, USA
Phone (712) 256-2741
Language https://www.heritage-communities.com/communities/the-heritage-at-fox-run/
Directions
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Edward Jones - Financial Advisor: Gable Andrews
Location 1705 McPherson Ave Suite 500, Council Bluffs, IA 51503, USA
Phone (712) 322-2157
Language https://www.edwardjones.com/us-en/financial-advisor/gable-andrews
Directions
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Glennay Jundt - Thrivent
Location 500 Willow Ave Suite 414, Council Bluffs, IA 51503, USA
Phone (402) 718-3684
Language https://connect.thrivent.com/glennay-jundt?utm_source=GMB&utm_medium=Yext&y_source=1_MTc5NjQ5NTYtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Retirement Planning in Mills County, IA

About Mills County, IA for Those Planning to Retire

Mills County, located in southwestern Iowa, is a charming and historic area that boasts a variety of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Glenwood State Hospital to the stunning Waubonsie State Park, there's no shortage of things to see and do in this vibrant community. The county is home to several major employers, including the Glenwood Resource Center, the Iowa Veterans Home, and the Mills County Courthouse. And with easy access to major highways like Interstate 29 and State Highway 34, getting around town is a breeze. Whether you're looking for a quaint neighborhood with tree-lined streets or a bustling commercial district with shops and restaurants, Mills County has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Mills County, IA would benefit from a bank in numerous ways. Firstly, the bank can provide access to financial products and services that can help individuals manage their money more effectively. This is particularly important in Mills County, IA, where the majority of the population is employed in agriculture and may have fluctuating incomes. Additionally, a bank can offer loans and credit to residents who need to make large purchases or invest in their businesses. The bank can also provide financial education and resources to help individuals make informed decisions about their finances. Finally, a bank can support the local economy by providing loans to small businesses and investing in community development projects. All of these services can help residents of Mills County, IA improve their financial well-being and contribute to the prosperity of their community.

Insurance Broker

Residents of Mills County, IA can benefit greatly from the assistance of an insurance broker. With the county being predominantly rural, many residents may not have access to the same insurance options as those living in more urban areas. An insurance broker can provide an in-depth understanding of the various insurance policies available, including those specific to the agricultural industry, which is a significant part of the county's economy. Additionally, with the county being located in a region prone to severe weather, an insurance broker can help residents understand the importance of having adequate coverage for potential damage caused by tornadoes and floods. Furthermore, with the recent increase in telecommuting due to the pandemic, an insurance broker can also assist residents in finding insurance policies that cover home-based businesses or remote work. Overall, an insurance broker can provide valuable guidance and support to residents of Mills County, IA in navigating the complex world of insurance.

Wealth Management

Residents of Mills County, IA could benefit from the expertise of a wealth manager in a number of ways. With a population of just over 15,000, this rural county faces unique challenges when it comes to financial planning. A skilled wealth manager can help residents navigate these challenges by providing personalized advice on retirement planning, investment strategies, and tax planning. For example, many residents of Mills County rely on agriculture as their primary source of income. A wealth manager with experience in this area can help farmers optimize their cash flow, manage risk, and plan for the future. Additionally, the county is home to a number of small businesses, which may require specialized financial planning services. A wealth manager can help business owners with everything from cash flow management to succession planning. Overall, a wealth manager can provide residents of Mills County with the tools and guidance they need to achieve their financial goals and build a secure future for themselves and their families.

Financial Advisor

Residents of Mills County, IA can greatly benefit from the services of a financial advisor. With a population of just over 14,000, the county is predominantly rural, with a strong agricultural sector. A financial advisor can help residents navigate the complexities of farm financing, including loans and subsidies, and can provide guidance on how to best manage and grow their agricultural businesses. Additionally, the county has a high poverty rate, with over 12% of residents living below the poverty line. A financial advisor can assist these individuals with budgeting, debt management, and long-term financial planning, helping them to achieve greater financial stability and security. Finally, with a median age of 44, many residents of Mills County are approaching retirement age. A financial advisor can help these individuals to plan for retirement, including choosing the right investment vehicles and creating a sustainable income stream for their golden years.

Mortgage Loan Officer

Residents of Mills County, IA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, with the county being home to a population of just over 14,000, navigating the complex world of mortgages can be daunting for many. A mortgage loan officer can provide guidance on the best mortgage options available to residents, taking into account their unique financial circumstances and goals. Additionally, with the county boasting a median home value of $147,000, many residents may require assistance in securing financing for their dream home. A mortgage loan officer can help residents understand the various mortgage products available, and assist them in obtaining the best possible terms and rates. Furthermore, with Mills County being situated in an area prone to natural disasters such as floods and tornadoes, a mortgage loan officer can advise residents on the importance of obtaining appropriate insurance coverage to protect their investment.

Tax Services

Residents of Mills County, IA can benefit from the expertise of a tax advisor in various ways. For instance, the tax advisor can assist them in understanding the intricacies of the tax laws and regulations that are unique to the county. Mills County, IA has a diverse economy with agriculture, manufacturing, and healthcare as the major industries. Therefore, a tax advisor can help residents navigate the complexities of filing taxes for their respective businesses or professions. Additionally, a tax advisor can help residents maximize tax deductions, credits, and exemptions that they may be eligible for. This can result in significant savings on their tax bills, which can be especially beneficial for low-income families. Furthermore, a tax advisor can provide guidance on tax planning, retirement planning, and estate planning, which can help residents make informed decisions about their financial future. Overall, a tax advisor can be an invaluable resource for residents of Mills County, IA, helping them to navigate the often-confusing world of taxes and finances.

Estate Planning Lawyer

Residents of Mills County, IA can benefit greatly from the expertise of an estate planning lawyer. These legal professionals can assist in the creation of wills, trusts, and other documents that ensure the proper distribution of assets upon death. In a county with a population of just over 15,000, many residents may not realize the importance of estate planning. An experienced lawyer can help educate individuals on the necessity of such planning, especially in the case of unexpected illnesses or accidents. Additionally, estate planning lawyers can aid in the establishment of durable powers of attorney and healthcare directives, which can be crucial in a rural area like Mills County where emergency medical care may not be immediately available. With the help of an estate planning lawyer, residents of Mills County can have peace of mind knowing that their assets and healthcare decisions are protected.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Mills County, IA are geared towards providing comprehensive financial guidance and support to individuals who are approaching retirement age. These services include assessing the clients' current financial situation and creating a personalized retirement plan that takes into account their unique needs, goals, and aspirations. The retirement planner will also provide advice on how to maximize retirement income, minimize taxes, and manage investments in a way that aligns with the clients' long-term objectives. One unique aspect of retirement planning in Mills County, IA is the emphasis on agricultural assets. Many residents of Mills County have significant agricultural holdings, and retirement planners in the area are well-versed in navigating the complexities of these assets and incorporating them into a comprehensive retirement plan. Overall, the retirement planning services offered in Mills County, IA are designed to provide clients with peace of mind and financial security as they transition into retirement.

Mills County, IA is the ideal location to seek out a retirement planner due to its abundance of financial institutions and experienced professionals. With a population of just over 15,000, Mills County has a small-town charm that is coupled with a wealth of financial knowledge. The county is home to numerous financial institutions that specialize in retirement planning, including banks, credit unions, and investment firms. These institutions are staffed by knowledgeable professionals who have years of experience in the industry, making them well-equipped to guide retirees through the complex and often confusing world of retirement planning. Additionally, Mills County's close-knit community fosters a sense of trust and reliability, ensuring that retirees can feel confident in the advice they receive from their chosen retirement planner. Overall, Mills County, IA offers retirees a unique combination of financial expertise, community trust, and small-town charm, making it the perfect place to begin planning for a comfortable and secure retirement.