Retirement Planning in Shelby County, TN

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List of Firms

Top Retirement Planners in Shelby County, TN

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Legacy Wealth Management
SEC File# 801-117015
CRD# 304659
5 out of 5
Location 1715 Aaron Brenner Dr #301, Memphis, TN 38120, USA
Phone (901) 758-9006
Language http://www.legacywealth.com/
Directions
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Hearn Wealth Management LLC
Location 1661 International Dr #400, Memphis, TN 38120, USA
Phone (901) 473-9379
Language http://www.hearnwm.com/
Directions
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Brooks Fowler - Raymond James
5 out of 5
Location 949 S Shady Grove Rd, Memphis, TN 38120, USA
Phone (901) 259-5692
Language https://www.raymondjames.com/brooksfowler
Directions
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Innovative Financial Group- Memphis
Location 5050 Poplar Ave #1107, Memphis, TN 38157, USA
Phone (901) 385-4255
Language http://www.ifgmemphis.com/
Directions
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Frazee Investment Consulting
SEC File# 801-115275
CRD# 123662
5 out of 5
Location 5350 Poplar Ave # 730, Memphis, TN 38119, USA
Phone (901) 779-3940
Language http://www.frazeeinvestment.com/
Directions
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Kessler Planning Group, LLC.
Location 5865 Ridgeway Center Pkwy Suite 300, Memphis, TN 38120, USA
Phone (901) 255-2887
Language http://www.kesslerplanning.com/
Directions
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Kelman Martin S
Location 5100 Poplar Ave, Memphis, TN 38137, USA
Phone (901) 685-8013
Directions
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Greenway Capital Management
Location 5391 Normandy Rd, Memphis, TN 38120, USA
Phone (901) 828-8009
Language https://greenwaycapitalmgmt.com/contact-us
Directions
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Anthony Young - Thrivent
Location 5100 Poplar Ave Suite 2759, Memphis, TN 38137, USA
Phone (901) 282-8610
Language https://connect.thrivent.com/anthony-young?utm_source=GMB&utm_medium=Yext&y_source=1_MTczMTgwOTMtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Allegiant Financial Planning, LLC
Location 4100 Hilldale Ave, Memphis, TN 38117, USA
Phone (901) 201-5656
Language http://www.allegiantfp.com/
Directions
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Proverbial Financial Group
Location 4745 Poplar Ave #302, Memphis, TN 38117, USA
Phone (903) 372-7444
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Thompson Wealth Management, LLC
Location 6075 Poplar Ave #103, Memphis, TN 38119, USA
Phone (901) 818-5422
Language http://www.thompsonwealthmgmt.com/
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Shelby County Retirement System
Location 160 N Main St #700, Memphis, TN 38103, USA
Phone (901) 222-1950
Language http://shelbycountytn.gov/
Directions
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First Command Financial Advisor - Scott Heevner
Location 5050 Poplar Ave Suite 2403, Memphis, TN 38157, USA
Phone (901) 682-0894
Language https://advisor.firstcommand.com/us/tn/memphis/saheevner
Directions
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Raymond James & Associates
SEC File# 801-10418
CRD# 705
5 out of 5
Location 1100 Ridgeway Loop Rd Ste 600, Memphis, TN 38120, USA
Phone (901) 766-7700
Language https://www.raymondjames.com/memphis/
Directions
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Boswell Brian
Location 1053 W Rex Rd, Memphis, TN 38119, USA
Phone (901) 682-9020
Directions
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First Command Financial Advisor - Mark Louderback
Location 5050 Poplar Ave Ste 1716, Memphis, TN 38157, USA
Phone (901) 385-3110
Language https://advisor.firstcommand.com/us/tn/memphis/mlouderback
Directions
Retirement Planning in Shelby County, TN

About Shelby County, TN for Those Planning to Retire

Shelby County, located in the southwestern part of Tennessee, boasts of a rich history and a diverse economy. It is home to several landmarks, including the iconic Graceland mansion, the National Civil Rights Museum, and the Memphis Zoo. The county is also home to some of the top employers in the region, such as FedEx, International Paper, and St. Jude Children's Research Hospital. Major highways that run through Shelby County include I-40, I-240, and I-55, making it easily accessible from neighboring states. Streets like Beale Street, Union Avenue, and Poplar Avenue are bustling with activity and offer a variety of dining, shopping, and entertainment options. The county is divided into several neighborhoods, each with its own unique character and charm. Midtown is known for its artsy vibe and beautiful historic homes, while Germantown is a family-friendly community with excellent schools and amenities. Other neighborhoods worth mentioning include Downtown Memphis, East Memphis, and Cordova.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Shelby County, TN can benefit greatly from the services provided by a bank. For instance, many individuals in this area may need assistance with financing a new home or car. Additionally, banks can provide loans for small businesses, which can help boost the local economy. Furthermore, many residents may need help managing their finances, such as creating a budget or setting up a savings account. With the help of a bank, individuals in Shelby County can also access a variety of financial tools and resources, such as online banking and mobile apps. Overall, a bank can provide invaluable assistance to residents of Shelby County, TN, helping them achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of Shelby County, TN can benefit from the services of an insurance broker in a multitude of ways. For instance, an insurance broker can help them navigate the complex and ever-changing healthcare landscape, especially given the high incidence of chronic illnesses such as diabetes and heart disease in the county. Additionally, an insurance broker can assist residents in finding affordable and comprehensive coverage for their homes and vehicles, which is particularly important in a region with a higher-than-average rate of severe weather events such as tornadoes and hailstorms. Moreover, an insurance broker can advise residents on the best insurance policies to protect their small businesses, as Shelby County has a thriving entrepreneurial community. With their expertise and experience, insurance brokers can provide Shelby County residents with peace of mind and financial security in a world of uncertainty.

Wealth Management

Residents of Shelby County, TN could greatly benefit from the services of a wealth manager. With a population of over 935,000 people, Shelby County is the largest county in Tennessee and home to a diverse range of individuals with varying financial needs. A wealth manager can provide personalized financial planning services that cater to each individual's unique circumstances, whether it be planning for retirement, managing investments, or creating a comprehensive estate plan. Additionally, with Memphis being the largest city in Shelby County, residents may have access to unique investment opportunities in industries such as healthcare, logistics, and transportation. A wealth manager can help navigate these opportunities and ensure that investments align with an individual's financial goals. Overall, a wealth manager can provide invaluable guidance and support to Shelby County residents as they navigate their financial futures.

Financial Advisor

Residents of Shelby County, TN can benefit from the guidance of a financial advisor in various ways. One of the most common ways is through retirement planning. With Memphis being a major hub for transportation and logistics, many residents work in industries with high turnover rates and uncertain futures. A financial advisor can help residents navigate their retirement options, such as 401(k)s and IRAs, to ensure they are saving enough for their future. Additionally, Memphis has a high poverty rate, with over 25% of residents living below the poverty line. A financial advisor can assist low-income residents in creating a budget and finding ways to save money, such as through government assistance programs or by reducing expenses. Furthermore, Memphis has a high crime rate, which can lead to unexpected expenses such as medical bills or property damage. A financial advisor can help residents prepare for these unexpected expenses by creating an emergency fund and ensuring they have adequate insurance coverage.

Mortgage Loan Officer

Residents of Shelby County, TN can benefit from the expertise of a mortgage loan officer in several ways. For instance, a mortgage loan officer can help residents navigate the complex process of applying for a mortgage loan, which can be particularly daunting for first-time homebuyers. Moreover, with the median home value in Shelby County being $154,200, according to Zillow, many residents may require assistance in securing a mortgage loan that suits their financial situation. A mortgage loan officer can also help residents identify the best mortgage rates and terms available, as well as provide guidance on the various mortgage products that are suitable for their needs. Additionally, given that Shelby County is home to Memphis, a city with a population of over 650,000 people, a mortgage loan officer can help residents identify neighborhoods that offer the best value for their money while also meeting their lifestyle needs.

Tax Services

Residents of Shelby County, TN can benefit from the expertise of a tax advisor in many ways. One of the most common ways is by receiving guidance on how to navigate the complex tax laws and regulations that are unique to the county. For example, Shelby County has a local option sales tax that is collected on top of the state sales tax. This can be confusing for residents who are not familiar with the intricacies of the tax system. A tax advisor can help residents understand how this tax works and how it affects their overall tax liability. Additionally, a tax advisor can provide advice on how to maximize deductions and credits, which can help residents save money on their tax bill. With the help of a tax advisor, residents of Shelby County can ensure that they are in compliance with all tax laws and regulations, while also minimizing their tax burden.

Estate Planning Lawyer

Residents of Shelby County, TN can benefit greatly from the services of an estate planning lawyer. These professionals can provide assistance with creating wills, trusts, and other legal documents that can help ensure that an individual's assets are distributed according to their wishes after they pass away. In addition, estate planning lawyers can help residents of Shelby County navigate the complex laws surrounding estate taxes and inheritance. This is particularly important in Shelby County, which has a large population of retirees and wealthy individuals who may have complex estates that require specialized legal expertise. By working with an estate planning lawyer, residents of Shelby County can ensure that their assets are protected and that their loved ones are taken care of after they are gone.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services are crucial for individuals who want to secure their financial future. A retirement planner in Shelby County, TN can provide a range of services, including investment management, tax planning, and estate planning. One particular aspect of retirement planning in Shelby County, TN is the emphasis on diversification. With the county's economy heavily reliant on the healthcare and logistics industries, a retirement planner can help clients diversify their investments to mitigate risks associated with industry-specific fluctuations. Additionally, the planner can provide guidance on strategies to maximize social security benefits, as Shelby County, TN has a higher-than-average number of retirees who rely on these benefits as a primary source of income. Overall, a retirement planner in Shelby County, TN can provide tailored services to help clients achieve their retirement goals and navigate the unique financial landscape of the region.

Shelby County, TN is the ideal destination to find a retirement planner due to its diverse and thriving community. The county is home to a plethora of financial institutions, including banks, investment firms, and insurance companies, all of which offer a range of retirement planning services. Additionally, Shelby County boasts a robust economy, with a low unemployment rate and a high median income, making it an ideal location for those seeking financial stability in their retirement. The county also offers a variety of recreational activities, such as hiking, fishing, and golfing, providing retirees with ample opportunities to stay active and engaged. With its vibrant community, strong economy, and abundant resources, Shelby County, TN is the perfect place to find a retirement planner who can help you achieve your financial goals and live out your golden years in comfort and security.