Retirement Planning in Scott County, KY

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Top Retirement Planners in Scott County, KY

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Family Financial Partners
SEC File# 801-7941
CRD# 105662
5 out of 5
Location 1792 Alysheba Way Suite 201, Lexington, KY 40509, USA
Phone (859) 219-1006
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
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Todd and Gaines Integrated Wealth Planning
Location 330 E Main St #300, Lexington, KY 40507, USA
Phone (859) 899-0420
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TIAA Financial Services
4 out of 5
Location 2365 Harrodsburg Rd Suite B 250, Lexington, KY 40504, USA
Phone (866) 842-2992
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SEC File# 801-119021
CRD# 164333
Location 1795 Alysheba Way UNIT 7104, Lexington, KY 40509, USA
Phone (859) 543-8188
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Family Wealth Group / FWG Investments
4 out of 5
Location 2704 Old Rosebud Rd #180, Lexington, KY 40509, USA
Phone (859) 309-0349
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Advanced Financial Solutions
5 out of 5
Location 4 Hudson Hollow Road, Frankfort, KY 40601, USA
Phone (502) 227-9306
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Envisage Wealth Advisors
5 out of 5
Location 1029 Monarch St #150, Lexington, KY 40513, USA
Phone (859) 277-6528
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Wilkerson Financial
Location 307 Washington St, Frankfort, KY 40601, USA
Phone (502) 352-2995
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Georgetown-Scott County Planning Commission
4 out of 5
Location 230 E Main St, Georgetown, KY 40324, USA
Phone (502) 867-3701
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Alliance Financial Planning
5 out of 5
Location 525 Darby Creek Rd Suite 29, Lexington, KY 40509, USA
Phone (859) 977-6006
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Townsend Financial Planning
Location 710 E Main St, Lexington, KY 40502, USA
Phone (859) 299-2020
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Ashton Grove Senior Living
4 out of 5
Location 115 Ashton Grove Path, Georgetown, KY 40324, USA
Phone (502) 570-9222
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Strategic Wealth Designers
SEC File# 801-117642
CRD# 165474
5 out of 5
Location 2716 Old Rosebud Rd Suite 180, Lexington, KY 40509, USA
Phone (859) 207-1501
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Sparks Financial Group
Location 2285 Executive Dr Suite 310, Lexington, KY 40505, USA
Phone (859) 273-1368
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Wrenne Financial Planning
5 out of 5
Location 3399 Tates Creek Rd #115, Lexington, KY 40502, USA
Phone (859) 538-6044
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Edward Jones - Financial Advisor: Eric E Bentley, CRPC®
SEC File# 801-3297
CRD# 250
4 out of 5
Location 118 E Main St, Georgetown, KY 40324, USA
Phone (502) 863-7230
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
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Edward Jones - Financial Advisor: Jeff Antle, CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 103 Windsor Path Suite 6, Georgetown, KY 40324, USA
Phone (502) 863-3368
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Trophy Point Financial Planning LLC
Location 2424 Stamping Ground Rd, Stamping Ground, KY 40379, USA
Phone (864) 432-5575
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Teachers Retirement Investment
Location 477 Versailles Rd, Frankfort, KY 40601, USA
Phone (502) 848-8600
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D Scott Neal Inc
Location 3292 Eagle View Ln STE 290, Lexington, KY 40509, USA
Phone (800) 344-9098
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High Knoll Wealth Advisors, LLC
Location 205 W 2nd St, Lexington, KY 40507, USA
Phone (859) 479-3877
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Retirement Planning in Scott County, KY

About Scott County, KY for Those Planning to Retire

Scott County, Kentucky is a vibrant community with a plethora of landmarks and attractions. The county is home to the Kentucky Horse Park, a world-renowned equestrian facility that showcases the beauty and majesty of horses. Other notable landmarks include the historic Ward Hall mansion, the Georgetown-Scott County Museum, and the Bourbon 30 Distillery. The county's top employers include Toyota Motor Manufacturing, which employs over 8,000 people, and Georgetown Community Hospital, which provides top-notch healthcare to the community. The county also boasts a thriving retail sector, with major retailers such as Walmart and Kroger operating in the area. Scott County is intersected by several major highways, including Interstate 75 and US Route 25. These highways provide easy access to nearby cities such as Lexington and Cincinnati. The county's major streets include Main Street, Paris Pike, and Cherry Blossom Way. Scott County is comprised of several neighborhoods, each with its own unique character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Scott County, KY can benefit from a bank in a multitude of ways. For one, a bank can provide them with access to financial services such as checking and savings accounts, loans, and credit cards. This is especially important in Scott County, where many residents may not have easy access to financial institutions due to its rural location. Additionally, a bank can offer financial education and resources to help residents make informed decisions about their money. This is crucial in Scott County, where the poverty rate is higher than the state average and many residents may not have had the opportunity to learn about personal finance. Finally, a bank can support local businesses and the economy by providing loans and other financial services to entrepreneurs and small business owners in Scott County, helping to create jobs and boost economic growth.

Insurance Broker

Residents of Scott County, KY can benefit from the services of an insurance broker in several ways. One of the most common ways an insurance broker can help is by providing guidance on the best insurance policies to meet the unique needs of residents in Scott County. For example, due to the high rate of severe weather conditions in the area, an insurance broker can recommend policies that provide adequate coverage for damages caused by tornadoes and thunderstorms. Additionally, an insurance broker can help residents navigate the complex insurance market and find policies that are affordable and provide comprehensive coverage. With an insurance broker's expertise, residents of Scott County can rest assured that they have the right insurance coverage to protect themselves and their families from unforeseen events.

Wealth Management

Residents of Scott County, KY could benefit from the expertise of a wealth manager in numerous ways. One specific area where a wealth manager could be particularly helpful is in navigating the local real estate market. Given that Scott County is located in the heart of the Bluegrass region, which is known for its horse farms and sprawling estates, there are a wide variety of real estate options available to residents. However, this also means that the market can be complex and difficult to navigate, particularly for those who are new to the area. A wealth manager could provide guidance on everything from identifying the right property to negotiating the best deal, as well as helping residents to manage their finances and investments in a way that aligns with their long-term goals. Additionally, a wealth manager could assist with estate planning and other financial matters that are particularly important for residents of Scott County, many of whom may have significant assets tied up in real estate or other investments.

Financial Advisor

Residents of Scott County, KY could benefit from the assistance of a financial advisor in several ways. Firstly, given the county's agricultural heritage, a financial advisor could help farmers and landowners manage their finances and investments. This could involve advising on crop insurance, diversifying income streams, and identifying tax-saving opportunities. Additionally, with Georgetown being the county seat and home to several major employers, a financial advisor could help employees navigate their company benefits packages and make informed decisions about retirement planning. Furthermore, with the county's population growth in recent years, a financial advisor could assist new residents in establishing a budget, managing debt, and saving for future goals. Overall, a financial advisor could provide valuable guidance and support to Scott County residents as they work towards financial security and prosperity.

Mortgage Loan Officer

Residents of Scott County, KY can benefit from the services of a mortgage loan officer in many ways. One of the most common ways is by helping them secure financing for a new home. With the median home value in Scott County being $199,300, many residents may require a mortgage loan to purchase a home. A loan officer can assist in finding the best loan options and rates that fit the resident's financial situation. Additionally, with the county's population growing at a rate of 2.3% annually, there is a need for affordable housing options. A mortgage loan officer can help connect residents with lenders who offer programs such as down payment assistance and low-interest loans for first-time homebuyers. Furthermore, with the county's proximity to Lexington, residents may benefit from loan officers who specialize in rural development loans, which can assist those looking to purchase homes in rural areas. Overall, a mortgage loan officer can play a crucial role in helping Scott County residents achieve their dream of homeownership.

Tax Services

Residents of Scott County, KY can benefit greatly from the services of a tax advisor. With the county's growing population, there is an increasing need for expert advice on tax matters. A tax advisor can help residents navigate the complex tax laws and regulations that apply to their specific situation. For example, many residents in Scott County work in the horse industry, which has unique tax implications. A tax advisor can provide guidance on deductions for horse-related expenses, such as feed and veterinary care. Additionally, many residents in Scott County own small businesses or farms, which also have specific tax considerations. A tax advisor can assist with tax planning, minimizing tax liability, and ensuring compliance with all relevant laws and regulations. By working with a tax advisor, residents of Scott County can maximize their tax savings and avoid costly mistakes.

Estate Planning Lawyer

Residents of Scott County, KY can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is by creating a comprehensive estate plan that will ensure the smooth transfer of assets to their loved ones after they pass away. This is particularly important in Scott County, where the population has been steadily growing in recent years. With more people moving into the area, it is becoming increasingly important to have a solid plan in place to protect one's assets and ensure that they are distributed according to their wishes. Additionally, an estate planning lawyer can help residents of Scott County with other important legal matters, such as setting up trusts, creating powers of attorney, and planning for long-term care. By working with an experienced estate planning lawyer, residents of Scott County can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the event of their passing.

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