List of Firms
Top Retirement Planners in Roanoke County, VA
CommonWealth Financial Planning, LLC
Ezra Amiss - Financial Advisor, Ameriprise Financial Services, LLC
Private Executive Wealth Management
The Myrias Group - Ameriprise Financial Services, LLC
Stewart Barnes - Private Wealth Advisor, Ameriprise Financial Services, LLC
Benefit Strategies, Inc.
Frank A. Leyes & Associates; Private Wealth Management
SageCreek Planning & Investments
Pearman & Co
Bell Wealth Management
River Birch Wealth Management
Baumoel & Goodman I Financial Strategies
About Roanoke County, VA for Those Planning to Retire
Roanoke County, VA is a vibrant community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the majestic Blue Ridge Mountains to the charming downtown area, Roanoke County is a feast for the senses. Landmarks such as the Roanoke Star, the Mill Mountain Zoo, and the Virginia Museum of Transportation are just a few of the many attractions that draw visitors from near and far. The top employers in Roanoke County include Carilion Clinic, the City of Roanoke, and Roanoke County Public Schools, providing ample employment opportunities for residents. Major highways such as I-81 and I-581 provide easy access to Roanoke County, while streets like Electric Road and Brambleton Avenue offer convenient routes through the area. Neighborhoods such as Cave Spring, North County, and Glenvar provide a variety of housing options for those looking to settle down in Roanoke County.
Other Financial Planning Services for Retirement
Banks and Credit Unions
Insurance Broker
Wealth Management
Financial Advisor
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
Retirement Income Planning FAQs
Retirement planning services offered by a retirement planner in Roanoke County, VA can be incredibly beneficial for those looking to secure their financial future. With a focus on the unique needs and goals of each individual client, a retirement planner can provide guidance on a wide range of topics, including investment strategies, tax planning, estate planning, and more. One particular advantage of working with a retirement planner in Roanoke County, VA is the opportunity to take advantage of the region's strong economy and thriving business community. This can include exploring local investment opportunities, leveraging tax incentives for small business owners, and tapping into the expertise of local financial professionals. By working closely with a retirement planner who understands the intricacies of the Roanoke County market, individuals can feel confident in their ability to build a secure and fulfilling retirement plan.
Roanoke County, VA is undoubtedly the best place to get a retirement planner. With an impressive array of financial advisors, this county has become a hub for retirees seeking expert guidance on their golden years. Not only does Roanoke County boast a low cost of living and a thriving economy, but it also offers a plethora of recreational activities for retirees to enjoy. From hiking and biking to fishing and golfing, there is no shortage of ways to stay active and engaged in this beautiful region. Moreover, Roanoke County's financial advisors are known for their burstiness and complexity, providing retirees with a comprehensive and customized plan that takes into account their unique needs and goals. With their expertise and dedication, these advisors ensure that retirees can enjoy a comfortable and fulfilling retirement without worrying about financial uncertainties. In short, Roanoke County, VA is the ideal destination for retirees looking for a retirement planner that is both knowledgeable and passionate about helping them achieve their dreams.
A retirement planner in Roanoke County, VA is responsible for helping clients prepare for their golden years. They assess the financial situation of their clients and create a customized plan to help them achieve their retirement goals. In Roanoke County, VA, retirement planning is particularly important due to the high number of retirees who call the area home. The planner must take into account the unique challenges that retirees in Roanoke County, VA face, such as rising healthcare costs and the potential impact of natural disasters on their retirement plans. They must also be knowledgeable about the local tax laws and investment opportunities in the area. The retirement planner must be able to communicate complex financial concepts to their clients in a way that is easy to understand, and they must be able to adapt their strategies as their clients' needs change over time.
Residents of Roanoke County, VA should consider reaching out to a retirement planner when they are approaching the age of 50, or when they are planning to retire within the next 10-15 years. With the cost of living in Roanoke County being 7% lower than the national average, residents may have a false sense of security about their retirement savings. However, with the average life expectancy in Roanoke County being 77 years old, residents may need to plan for a longer retirement than they originally anticipated. A retirement planner can help residents navigate the complexities of retirement planning, including investment strategies, tax implications, and healthcare costs. With the added complexity of social security benefits and potential changes to retirement laws, it is important for Roanoke County residents to seek the guidance of a retirement planner to ensure they can enjoy a comfortable retirement.
A competent retirement planner in Roanoke County, VA must possess several crucial qualities to help clients achieve their financial goals. Firstly, they should have an in-depth understanding of the local market and economic trends in the region. Roanoke County, VA, is known for its diverse economy, with major industries such as healthcare, education, and manufacturing. A skilled planner should be able to analyze these industries' financial performance and incorporate them into their clients' retirement plans. Secondly, they should be knowledgeable about tax laws and regulations specific to the state and county. Virginia has its own tax laws, and Roanoke County has its own property tax rates, which can significantly affect a retiree's finances. A competent planner must be well-versed in these laws and regulations to help clients minimize their tax liabilities. Lastly, a retirement planner in Roanoke County, VA, should possess excellent communication and interpersonal skills.
Roanoke County, VA is home to several top retirement plan providers, including Fidelity Investments, Vanguard, and Charles Schwab. These providers offer a range of retirement plans, including 401(k)s, IRAs, and Roth IRAs, to help individuals save for their golden years. With its stunning natural beauty, including the Blue Ridge Mountains and the Roanoke River, Roanoke County offers retirees the perfect backdrop for a relaxing and fulfilling retirement. Whether you're looking to hike, fish, or simply enjoy the peace and quiet of nature, Roanoke County has something to offer everyone. So if you're planning for retirement, consider one of these top providers and start saving for your future today.
Retirement planners in Roanoke County, VA typically get compensated through various methods. Some may charge a flat fee for their services, while others may receive a commission from financial products they sell. In addition, some planners may offer a combination of both fee-based and commission-based compensation models. It is important to note that in Roanoke County, VA, retirement planners are held to a fiduciary standard, meaning they are required to act in the best interest of their clients. This adds an additional layer of complexity to the compensation structure, as planners must ensure they are not recommending products solely for their own financial gain. Overall, retirement planning in Roanoke County, VA requires a thorough understanding of both financial products and ethical standards.
