Retirement Planning in Richland County, SC

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List of Firms

Top Retirement Planners in Richland County, SC

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The South Carolina Retirement System
4 out of 5
Location 202 Arbor Lake Dr, Columbia, SC 29223, USA
Phone (803) 737-6800
Language https://www.peba.sc.gov/
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Consolidated Planning, Inc.
5 out of 5
Location 2725 Devine St #100, Columbia, SC 29205, USA
Phone (803) 661-6183
Language http://cplanningmd.com/
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Ione Financial Partners
Location 914 Richland St unit a-102, Columbia, SC 29201, USA
Phone (803) 254-4899
Language http://www.ionefinancialpartners.com/
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Richland County Planning & Dev
Location 2020 Hampton St, Columbia, SC 29204, USA
Phone (803) 576-2190
Language https://www.richlandcountysc.gov/Government/Departments/Planning-Development
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Principle Advisory Group
5 out of 5
Location 14 Office Park Ct, Columbia, SC 29223, USA
Phone (803) 832-7575
Language http://www.padvisorygrp.com/
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Anchor Investment Management
SEC File# 801-64338
CRD# 135296
Location 3205 Devine St, Columbia, SC 29205, USA
Phone (803) 766-2100
Language https://anchorinvestmentmanagement.com/
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Allen Financial Planning
Location Columbia, SC 29206, USA
Phone (803) 920-7899
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Financial Planning Association
Location 1215 Anthony Ave, Columbia, SC 29201, USA
Phone (803) 779-0343
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First Command Financial Advisor - Ryan Gay
Location 4406 A Forest Dr Suite 3, Columbia, SC 29206, USA
Phone (803) 790-7118
Language https://advisor.firstcommand.com/us/sc/columbia/rjgay
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Beacon Group
Location 1724 St Julian Pl, Columbia, SC 29204, USA
Phone (803) 252-0888
Language http://www.beacongroup-sc.com/
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Brightworks Financial Planning LLC
Location 1612 St Julian Pl, Columbia, SC 29204, USA
Phone (803) 240-3878
Language http://www.brightworksfp.com/
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Still Hopes Episcopal Retirement Community
4 out of 5
Location 1 Still Hopes Dr, West Columbia, SC 29169, USA
Phone (803) 796-6490
Language https://www.stillhopes.org/
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Mclees Planning Group
Location 4406 Forest Dr, Columbia, SC 29206, USA
Phone (803) 787-5221
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Edelman Financial Engines
Location 1301 Gervais St Suite 405, Columbia, SC 29201, USA
Phone (833) 752-6333
Language https://www.edelmanfinancialengines.com/financial-planners/sc/columbia/?utm_medium=organic&utm_source=google&utm_campaign=gmb-listing&utm_content=yext
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Capital Consulting Group
Location 2805 Millwood Ave # A, Columbia, SC 29205, USA
Phone (803) 771-9090
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Barron Financial Group, LLC
Location Waterfall Business Park, 410 Veterans Rd Ste B, Columbia, SC 29209, USA
Phone (803) 695-1360
Language http://www.barronfin.com/
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Integrated Financial Planning
Location 5211 Trenholm Rd, Columbia, SC 29206, USA
Phone (803) 782-2002
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TIAA Financial Services
Location 1320 Main St Suite 300, Columbia, SC 29201, USA
Phone (866) 904-7804
Language https://locations.tiaa.org/sc/columbia/1320-main-street?tc_mcid=bn_yextglocal_0618
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Greg Downs - Branch Manager, Ameriprise Financial Services, LLC
5 out of 5
Location 1320 Main St Ste 240, Columbia, SC 29201, USA
Phone (803) 251-4818
Language https://www.ameripriseadvisors.com/Gregory.Downs/?cid=IP_local_google
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DaVinci Financial Designs LLC
5 out of 5
Location 5301 N Trenholm Rd suite a, Columbia, SC 29206, USA
Phone (803) 741-0134
Language http://www.davincifinancialdesigns.com/
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Executive Pension Services Ltd
5 out of 5
Location 3205 Devine St, Columbia, SC 29205, USA
Phone (803) 929-0719
Language http://eps401k.com/
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Godsey & Gibb Associates
Location 1310 Lady St # 9, Columbia, SC 29201, USA
Phone (803) 254-5421
Language https://www.godseyandgibb.com/
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Retirement Planning in Richland County, SC

About Richland County, SC for Those Planning to Retire

Richland County, located in the heart of South Carolina, is a vibrant and bustling community filled with landmarks, top employers, major highways and streets, and neighborhoods that offer something for everyone. From the historic State House to the sprawling Riverbanks Zoo and Garden, there is no shortage of things to see and do in this dynamic county. Home to major employers like Blue Cross Blue Shield, Palmetto Health, and the University of South Carolina, Richland County is a hub of economic activity and innovation. Its strategic location at the intersection of major highways like I-20, I-26, and I-77 makes it easily accessible to businesses and visitors alike. Whether you're looking for a quiet suburban retreat or a lively urban experience, Richland County has a neighborhood to suit your needs. From the tree-lined streets of Forest Acres to the trendy shops and restaurants of the Vista, each neighborhood has its own unique character and charm. So come explore all that Richland County has to offer.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Richland County, SC could benefit from a bank in numerous ways. For instance, a bank could provide loans to help residents start businesses, which would create job opportunities and boost the local economy. Additionally, banks could offer financial education programs to help residents better manage their money and make informed decisions about investments. This is especially important in Richland County, which has a diverse population with varying levels of financial literacy. Moreover, a bank could provide access to affordable credit and mortgages, which would help residents purchase homes and improve their standard of living. Lastly, banks could partner with local organizations to support community development projects, such as affordable housing initiatives and small business incubators. Overall, a bank could play a vital role in promoting economic growth and improving the quality of life for residents of Richland County, SC.

Insurance Broker

Residents of Richland County, SC can benefit from the services of an insurance broker in a variety of ways. Specifically, with the county's population of over 400,000 people, an insurance broker can help individuals navigate the complex and often confusing world of insurance. Whether it's finding the right health insurance plan to cover medical expenses or securing home insurance to protect against natural disasters, an insurance broker can provide expert guidance and advice tailored to each individual's unique needs. Additionally, with the county's high crime rates, an insurance broker can also assist residents in obtaining the proper coverage for their vehicles and personal property, ensuring they are protected in the event of theft or damage. With so many options and variables to consider, having an insurance broker in Richland County can make all the difference in providing peace of mind and financial security.

Wealth Management

Residents of Richland County, SC could benefit from the expertise of a wealth manager in a variety of ways. One specific area where a wealth manager could provide assistance is in navigating the complex tax laws that are unique to South Carolina. With its high property taxes and state income tax, it can be challenging for residents to optimize their finances and minimize their tax burden. A wealth manager could help residents develop a comprehensive tax strategy that takes into account their individual circumstances and goals. Additionally, a wealth manager could assist residents in creating a diversified investment portfolio that aligns with their risk tolerance and long-term financial objectives. Whether it's planning for retirement or saving for a child's education, a wealth manager can provide invaluable guidance and support to residents of Richland County.

Financial Advisor

Residents of Richland County, SC could benefit from the expertise of a financial advisor in many ways. One specific area where a financial advisor could provide assistance is in navigating the unique tax landscape of Richland County. With a population of over 400,000, Richland County is home to a variety of industries and businesses, each with their own tax implications. A financial advisor could help residents understand the complexities of local tax laws and regulations, and work with them to develop strategies for minimizing their tax burden. Additionally, a financial advisor could provide guidance on retirement planning, investment strategies, and debt management, all of which are crucial components of a sound financial plan. By working with a financial advisor, residents of Richland County can gain the knowledge and tools they need to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Richland County, SC can benefit greatly from the services of a mortgage loan officer. These professionals are equipped with the knowledge and expertise needed to help individuals and families secure financing for their dream homes. Specifically, in Richland County, SC, where the population is diverse and the housing market can be competitive, a mortgage loan officer can provide valuable guidance on navigating the lending process and finding the right loan products to meet the unique needs of each client. From first-time homebuyers to seasoned investors, a mortgage loan officer can offer a range of services, including pre-approval, loan origination, and refinancing, all designed to help residents of Richland County achieve their homeownership goals. Additionally, with the current economic climate, a mortgage loan officer can provide crucial insight into how to take advantage of low interest rates and other market conditions to secure the best possible financing options.

Tax Services

Residents of Richland County, SC can benefit greatly from the services of a tax advisor. With the complexities of the tax code, it can be difficult for individuals to navigate the system and ensure that they are maximizing their deductions and credits. A tax advisor can help residents of Richland County, SC by providing guidance on tax planning, preparing tax returns, and representing them in front of the IRS in the event of an audit. Additionally, with the unique tax laws and regulations in South Carolina, a tax advisor can provide specific knowledge and expertise on how to navigate the tax system in Richland County, SC. This can include understanding the tax implications of owning property in Columbia, the capital of South Carolina, or how to take advantage of the state's tax credits for renewable energy investments. Ultimately, a tax advisor can help residents of Richland County, SC save money and ensure that they are in compliance with all applicable tax laws.

Estate Planning Lawyer

Residents of Richland County, SC can greatly benefit from the services of an estate planning lawyer. With the county being home to a diverse population, ranging from young professionals to retirees, an estate planning lawyer can help individuals of all ages and backgrounds protect their assets and plan for their future. For instance, an estate planning lawyer can assist Richland County residents with creating a will or trust to ensure that their assets are distributed according to their wishes. They can also help with setting up powers of attorney and healthcare directives, which are essential documents that allow individuals to appoint someone to make decisions on their behalf in the event they become incapacitated. Additionally, given the high rate of military personnel in Richland County, an estate planning lawyer can help with special considerations for military families, such as setting up trusts for children or creating a plan for deployment. In short, an estate planning lawyer can provide invaluable assistance to Richland County residents in navigating the complex world of estate planning and ensuring their wishes are carried out.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Richland County, SC can be quite comprehensive. With the county's diverse population and thriving economy, there are numerous options available to retirees. A retirement planner can help clients navigate the complexities of Social Security, Medicare, and other retirement benefits. They can also assist with investment planning, estate planning, and tax planning. Additionally, they can provide guidance on long-term care options, including nursing homes and assisted living facilities. Richland County, SC is home to many retirees, and a retirement planner can help ensure that their clients have the resources they need to enjoy their golden years.

Richland County, SC is an excellent place to find a retirement planner due to its thriving financial industry and abundance of qualified professionals. The county is home to numerous financial institutions and firms that specialize in retirement planning, making it easy for retirees to find the right advisor for their needs. Additionally, Richland County boasts a diverse population, which means that retirement planners are well-equipped to handle a wide range of clients with varying financial backgrounds and goals. With its robust economy, strong job market, and excellent quality of life, Richland County, SC is the perfect place to retire and plan for the future. Whether you're looking for a financial advisor who can help you maximize your retirement savings or a planner who can guide you through the complexities of estate planning, Richland County has everything you need to secure your financial future.