Retirement Planning in Potter County, TX

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List of Firms

Top Retirement Planners in Potter County, TX

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Senior Financial Solutions
Location 1201 SW 5th Ave, Amarillo, TX 79101, USA
Phone (806) 331-2357
Directions
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Wood Financial
SEC File# 801-120801
CRD# 313466
5 out of 5
Location 4711 Bell St, Amarillo, TX 79109, USA
Phone (806) 358-9833
Language http://www.financialprogress.com/
Directions
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Northwestern Mutual - John Denton
Location 2600 Paramount Blvd, Amarillo, TX 79109, USA
Phone (806) 358-2030
Language http://www.johndenton-nm.com/?cmpid=googleplaces
Directions
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Lone Star Financial
Location 3101 Hobbs Rd # 201, Amarillo, TX 79109, USA
Phone (806) 331-5732
Directions
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Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 4500 E Interstate 40 A, Amarillo, TX 79106, USA
Phone (806) 359-5406
Language https://www.northwesternmutual.com/financial-professional-locator?address=4500%20I-40%20W%20Ste%20A,79106&distance=1&cmpid=LL-Lo3-Search
Directions
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Dena Rattan Pool - Financial Advisor, Ameriprise Financial Services, LLC
Location 3131 Bell St #101, Amarillo, TX 79106, USA
Phone (806) 331-1901
Language https://www.ameripriseadvisors.com/dena.rattanpool/?cid=IP_local_google
Directions
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Brenda Davis - Raymond James
Location 7304 SW 34th Ave Unit 1, Amarillo, TX 79121, USA
Phone (806) 349-9740
Language https://www.raymondjames.com/brendadavis
Directions
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Cunningham Glenn
Location 720 S Tyler St Suite 102, Amarillo, TX 79101, USA
Phone (806) 553-4599
Directions
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Edward Jones - Financial Advisor: Bill Hall
Location 2921 I-40 Ste 400, Amarillo, TX 79109, USA
Phone (806) 355-7667
Language https://www.edwardjones.com/us-en/financial-advisor/bill-hall
Directions
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Edward Jones - Financial Advisor: Ken Cargill
Location 3440 S Bell, Ste 302, Amarillo, TX 79109, USA
Phone (806) 356-7763
Language http://www.edwardjones.com/
Directions
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Burnett Financial Services - Raymond James
Location 2203 Bell St Suite 200, Amarillo, TX 79106, USA
Phone (806) 803-3141
Language https://www.raymondjames.com/BurnettFinancial
Directions
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Palo Duro Financial Group
5 out of 5
Location 301 S Polk St Suite 300, Amarillo, TX 79101, USA
Phone (806) 331-5892
Language http://www.palodurofinancialgroup.com/
Directions
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Money Methods
5 out of 5
Location 6001 Belpree Rd, Amarillo, TX 79106, USA
Phone (806) 353-8782
Language http://www.mytexasadvisor.com/
Directions
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The Jim Hutson Agency, LLC
4 out of 5
Location 6607 Roxton Dr, Amarillo, TX 79109, USA
Phone (806) 358-2137
Language http://www.jimhutsonagency.com/
Directions
Retirement Planning in Potter County, TX

About Potter County, TX for Those Planning to Retire

Potter County, TX is a vibrant and bustling community that boasts a rich history and a thriving economy. Home to a number of iconic landmarks, this county is a must-visit destination for anyone looking to explore the heart of Texas. One of the most notable landmarks in Potter County is the Cadillac Ranch, a stunning public art installation that features a row of ten brightly painted vintage Cadillacs buried nose-first in the ground. Another popular attraction is the Panhandle-Plains Historical Museum, which boasts an impressive collection of artifacts and exhibits that showcase the region's rich cultural heritage. In terms of top employers, Potter County is home to a diverse range of businesses and industries. Some of the largest employers in the area include the Amarillo Independent School District, Tyson Foods, and the City of Amarillo. When it comes to transportation, Potter County is well-connected to the rest of the state via a number of major highways and streets.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Potter County, TX would greatly benefit from the services provided by a bank. One specific way that a bank could help the community is by offering loans for small businesses. Potter County is home to a diverse range of small businesses, from family-owned restaurants to boutique shops. However, many of these businesses struggle to secure the funding they need to grow and thrive. By providing loans with reasonable interest rates and flexible repayment terms, a bank could help these businesses expand their operations, create jobs, and contribute to the local economy. Additionally, a bank could offer financial education and resources to residents who may not have had access to such resources in the past. This could include workshops on budgeting, saving for retirement, and building credit. By empowering residents with financial knowledge, a bank could help them achieve their long-term goals and improve their overall quality of life.

Insurance Broker

Residents of Potter County, TX can benefit greatly from the services of an insurance broker. With the county being located in the Texas Panhandle, it is prone to severe weather conditions such as tornadoes and hailstorms. An insurance broker can help residents navigate the complexities of insurance policies and find coverage that specifically addresses these risks. Additionally, Potter County has a large agricultural industry, and an insurance broker can assist farmers and ranchers in obtaining coverage for their crops, livestock, and equipment. The broker can also provide guidance on liability insurance for businesses in the county, which can protect them from lawsuits and other legal issues. Overall, an insurance broker can help residents of Potter County, TX protect their assets and mitigate risks in a complex and ever-changing world.

Wealth Management

Residents of Potter County, TX can benefit greatly from the services of a wealth manager. With its diverse economy, which includes agriculture, oil and gas, and healthcare, the area presents unique financial challenges that require a skilled professional to navigate. A wealth manager can assist with everything from investment planning and risk management to estate planning and tax optimization. For example, a wealth manager can help farmers in the area navigate the complexities of commodity pricing and hedging strategies, while also helping healthcare professionals manage their retirement portfolios and plan for long-term care needs. Additionally, with the county's proximity to the oil and gas industry, a wealth manager can help residents navigate the unique tax implications of these investments. Overall, a skilled wealth manager can help residents of Potter County, TX achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Potter County, TX can benefit greatly from the services of a financial advisor. With the county's economy heavily reliant on agriculture and energy industries, a financial advisor can help residents navigate the cyclical nature of these industries and plan for the future. Additionally, the county has a high poverty rate, with over 20% of residents living below the poverty line. A financial advisor can assist these individuals in creating a budget, managing debt, and building savings. Furthermore, with the recent boom in the oil and gas industry, many residents may be receiving unexpected windfalls, and a financial advisor can provide guidance on how to best utilize these funds for long-term financial stability. Overall, a financial advisor can provide invaluable assistance to the residents of Potter County, TX in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Potter County, TX, is a diverse and rapidly growing region with a population of over 120,000 residents. As such, there are numerous ways in which a mortgage loan officer can assist the residents of this area. For instance, the loan officer can help first-time homebuyers navigate the complex process of obtaining a mortgage, including identifying suitable financing options, calculating down payments, and securing pre-approval. Additionally, the loan officer can assist homeowners in refinancing their existing mortgages to obtain better interest rates and lower monthly payments. Furthermore, the loan officer can provide guidance to investors looking to purchase rental properties in Potter County, TX, by helping them identify profitable investment opportunities and securing financing for their ventures. Overall, the expertise and guidance of a mortgage loan officer can significantly benefit the residents of Potter County, TX, as they navigate the complex and ever-changing landscape of the real estate market.

Tax Services

Residents of Potter County, TX can benefit from the expertise of a tax advisor in numerous ways. One of the most common ways that a tax advisor can assist residents of Potter County is by providing guidance on tax planning and preparation. With the ever-changing tax laws and regulations, a tax advisor can help residents navigate the complexities of the tax system and ensure that they are in compliance with all applicable laws. Additionally, a tax advisor can help residents identify potential tax savings opportunities, such as deductions and credits, which can help them reduce their tax liability. For residents of Potter County, TX, in particular, a tax advisor can also provide guidance on property taxes, which can be a significant expense for homeowners in the area. By working with a tax advisor, residents of Potter County can ensure that they are making informed decisions about their taxes and taking advantage of all available opportunities to minimize their tax burden.

Estate Planning Lawyer

Residents of Potter County, TX can benefit greatly from the services of an estate planning lawyer. One of the most common ways that they can be helped is by creating a comprehensive estate plan that addresses their unique needs and circumstances. This can include drafting a will, establishing trusts, setting up powers of attorney, and creating healthcare directives. Additionally, an estate planning lawyer can assist with minimizing taxes and avoiding probate, which can be especially important in Potter County, where property values are on the rise and the probate process can be time-consuming and costly. With the help of an experienced estate planning lawyer, residents of Potter County can ensure that their assets are protected, their wishes are respected, and their loved ones are provided for long after they are gone.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planners in Potter County, TX offer a range of services that cater to the unique needs of the local population. One specific service that stands out is the incorporation of the oil and gas industry into retirement planning. Potter County is home to a significant number of oil and gas companies, and retirement planners take this into account when creating retirement plans for their clients. They consider the volatility of the industry and how it affects retirement savings and investments. Retirement planners in Potter County, TX also provide guidance on social security benefits, healthcare costs, and estate planning. They work with clients to develop a comprehensive retirement plan that ensures financial security and peace of mind in their golden years.

Potter County, TX is the ideal destination for individuals seeking a retirement planner. The county boasts a diverse and thriving economy, with a range of industries that offer ample opportunities for growth and stability. Additionally, Potter County's low cost of living and favorable tax policies make it an attractive location for retirees looking to stretch their retirement savings. The county's rich cultural heritage and vibrant community also provide retirees with a plethora of social activities and events to participate in. From the Amarillo Symphony Orchestra to the Amarillo Museum of Art, there is never a shortage of things to do in Potter County. Moreover, the county's proximity to major metropolitan areas like Dallas and Oklahoma City make it an ideal location for retirees who desire accessibility to urban amenities without sacrificing the tranquility of small-town living. With its diverse economy, low cost of living, rich cultural heritage, and proximity to major cities, Potter County, TX is undoubtedly the best place to get a retirement planner.