Retirement Planning in Spencer County, KY

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List of Firms

Top Retirement Planners in Spencer County, KY

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Townsend Financial Planning
Location 7508 New La Grange Rd Suite 6, Louisville, KY 40222, USA
Phone (502) 630-0707
Language http://www.townsendplanning.com/
Directions
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Cornerstone Planning | Mike Gross
Location 321 Townepark Cir #100, Louisville, KY 40243, USA
Phone (502) 805-1662
Directions
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Reliant Wealth Planning
SEC File# 801-108818
CRD# 286230
Location 301 Townepark Cir, Louisville, KY 40243, USA
Phone (502) 398-5050
Language http://reliantwealthplanning.com/
Directions
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Mercurio Wealth Advisors
SEC File# 801-121883
CRD# 283632
Location 9100 Shelbyville Rd #150, Louisville, KY 40222, USA
Phone (502) 253-9366
Language http://www.mercurioadvisors.com/
Directions
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Townsend Financial Planning
Location 710 E Main St, Lexington, KY 40502, USA
Phone (859) 299-2020
Language http://www.townsendfinancialplanning.com/
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Paris Wealth Management of Raymond James
Location 4969 US-42 Ste 1600, Louisville, KY 40222, USA
Phone (502) 329-2372
Language https://www.raymondjames.com/pariswealthmanagement
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Parker Financial Planning
Location 12700 Townepark Way, Louisville, KY 40243, USA
Phone (502) 297-1506
Directions
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Pillar Financial Advisors
SEC File# 801-81053
CRD# 121880
5 out of 5
Location 3046 Breckenridge Ln # 104, Louisville, KY 40220, USA
Phone (502) 384-3890
Language http://pillar.net/
Directions
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Retirement Planning Solutions
SEC File# 801-119926
CRD# 311575
Location 3432 Stony Spring Cir, Louisville, KY 40220, USA
Phone (502) 499-5668
Directions
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Wesley Gersh - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 13151 Magisterial Dr Ste 101-A, Louisville, KY 40223, USA
Phone (502) 423-7073
Language https://www.ameripriseadvisors.com/Wes.Gersh/?cid=IP_local_google
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Commonwealth Capital Management, LLC
5 out of 5
Location 10345 Linn Station Rd #200, Louisville, KY 40223, USA
Phone (502) 420-9912
Language http://www.ccmresource.com/
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Retirement Management Services
3 out of 5
Location 905 Lily Creek Rd, Louisville, KY 40243, USA
Phone (502) 429-0767
Language http://www.consultrms.com/
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Wainwright Laventis
5 out of 5
Location 9520 Ormsby Station Rd, Louisville, KY 40223, USA
Phone (502) 420-4000
Language http://www.wladvisor.com/?CFID=95404469&CFTOKEN=69062662
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Family Wealth Planning Partners
Location 9200 Shelbyville Rd Suite 103, Louisville, KY 40222, USA
Phone (502) 200-5210
Language https://fwppartners.com/
Directions
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Portman Wealth Management
5 out of 5
Location 1000 Commerce Blvd Unit B, Bardstown, KY 40004, USA
Phone (502) 331-8370
Language http://www.retirewithpwm.com/
Directions
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Bluegrass Financial Planning, LLC
Location 4350 Brownsboro Rd Professional Doctoral Studies, Louisville, KY 40207, USA
Phone (502) 873-7526
Language http://www.bluegrassfinancialplanning.com/
Directions
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Asset Preservation Group, LLC.
SEC File# 801-56931
CRD# 108150
5 out of 5
Location 12312-C Shelbyville Rd, Louisville, KY 40243, USA
Phone (502) 653-7981
Language https://www.apgky.com/
Directions
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Planning & Zoning
5 out of 5
Location 220 Main Cross, Taylorsville, KY 40071, USA
Phone (502) 477-3218
Language https://www.spencercountyky.gov/pz1.php
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Strategic Wealth Designers
5 out of 5
Location 500 N Hurstbourne Pkwy #120, Louisville, KY 40222, USA
Phone (502) 412-3354
Language https://swdgroup.com/locations/financial-advisor-louisville-ky/
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Carl Heick - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 408 Blankenbaker Pkwy Ste 100, Louisville, KY 40243, USA
Phone (502) 489-6900
Language https://www.ameripriseadvisors.com/carl.w.heick/?cid=IP_local_google
Directions
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All About CSRS, FERS, & TSP, Inc.
5 out of 5
Location 798 Portland Ave, Bardstown, KY 40004, USA
Phone (502) 350-3900
Language https://www.allaboutfers.com/
Directions
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Todd C O'Neil - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 408 Blankenbaker Pkwy Ste 100, Louisville, KY 40243, USA
Phone (502) 489-6900
Language https://www.ameripriseadvisors.com/todd.c.oneil/?cid=IP_local_google
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Lifetime Wealth Design LLC
Location 201 Townepark Cir ste b-1, Louisville, KY 40243, USA
Phone (502) 426-0000
Language http://lifetimewealthdesign.com/
Directions
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Elder Care Financial Resources
1 out of 5
Location 109 Edgewood Dr, Bardstown, KY 40004, USA
Phone (502) 275-4427
Directions
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Lifetime Wealth Strategies - Financial Advisors
SEC File# 801-69511
CRD# 125112
5 out of 5
Location 9700 Bunsen Way, Louisville, KY 40299, USA
Phone (502) 267-5433
Language http://www.lifetimewealthstrategies.net/
Directions
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Saling Wealth Advisors
SEC File# 801-107417
CRD# 283226
Location 9750 Ormsby Station Rd, Louisville, KY 40223, USA
Phone (502) 805-3000
Language https://www.salingwealthadvisors.com/
Directions
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Pete Smith - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 12700 Townepark Way Ste 100, Louisville, KY 40243, USA
Phone (502) 653-6815
Language https://www.ameripriseadvisors.com/pete.a.smith/?cid=IP_local_google
Directions
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Sterling Denham - Investment Advisor
Location 400 Blankenbaker Pkwy Ste. 100, Louisville, KY 40243, USA
Phone (502) 681-5099
Language https://sterling-denham-investment-advisor.business.site/?utm_source=gmb&utm_medium=referral
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Retirement Planning in Spencer County, KY

About Spencer County, KY for Those Planning to Retire

Spencer County, KY is a charming and picturesque area located in the heart of the Bluegrass State. With its rolling hills, lush greenery, and quaint neighborhoods, it's no wonder that this region is a popular destination for tourists and residents alike. Some of the most notable landmarks in the area include the Taylorsville Lake State Park, the Elk Creek Vineyards, and the historic Main Street district. In terms of top employers, Spencer County is home to a diverse range of businesses, including manufacturers, retailers, and healthcare providers. Major highways and streets in the area include KY-44, KY-55, and KY-248, which provide convenient access to nearby cities like Louisville and Lexington. Finally, some of the most sought-after neighborhoods in Spencer County include Elk Creek, Little Mount, and Waterford. Whether you're looking for a peaceful retreat or a bustling urban center, Spencer County has something to offer everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Spencer County, KY would greatly benefit from the services provided by a bank. One of the most common ways a bank could help the community is by providing access to affordable loans for home repairs. With the county's rural setting, many homes are in need of repairs and renovations, but homeowners may not have the funds readily available. A bank could offer low-interest loans to help residents make necessary repairs and improve the overall safety and livability of their homes. Additionally, a bank could provide financial education and resources to help residents manage their finances and plan for the future. With the county's growing population and economy, having a reliable and trustworthy financial institution would be a valuable asset for the community.

Insurance Broker

Residents of Spencer County, KY could benefit from the assistance of an insurance broker in a myriad of ways. For instance, given that the county is prone to natural disasters such as floods, tornadoes, and severe storms, an insurance broker can help residents secure comprehensive coverage that protects them from the financial fallout of such events. Additionally, the county's economy is largely driven by agriculture and manufacturing, which means that residents who work in these sectors may require specialized coverage options that an insurance broker can help them obtain. Furthermore, with the ongoing pandemic, an insurance broker can assist residents in finding health insurance plans that provide adequate coverage for COVID-19 testing and treatment. Overall, an insurance broker can provide valuable guidance and support to residents of Spencer County, KY, helping them navigate the complex world of insurance and ensuring that they are adequately protected against a range of risks and uncertainties.

Wealth Management

Residents of Spencer County, KY can benefit greatly from the services of a wealth manager. With a population of just over 17,000 people, this rural community faces unique financial challenges that require a knowledgeable and experienced professional to navigate. From managing retirement accounts to creating investment portfolios, a wealth manager can help residents in Spencer County achieve their financial goals. Specifically, a wealth manager can assist farmers and business owners in the area with succession planning and estate management. With agriculture being a major industry in Spencer County, it's essential that farmers have a plan in place for transferring their assets to the next generation. A wealth manager can help create a comprehensive plan that ensures a smooth transition and minimizes tax liabilities. Additionally, with many small businesses in the area, a wealth manager can provide guidance on tax planning, employee benefits, and overall financial management. Overall, a wealth manager can be a valuable asset to residents of Spencer County, helping them achieve financial security and peace of mind.

Financial Advisor

Residents of Spencer County, KY could benefit greatly from the guidance of a financial advisor. With a population of just over 17,000 people, many of whom are employed in industries such as manufacturing and agriculture, it is crucial for individuals to have a solid financial plan in place. A financial advisor could assist residents in creating a budget, setting financial goals, and investing wisely. Additionally, with the county's close proximity to Louisville, many residents may be employed in the healthcare or education sectors, which may come with unique financial considerations such as student loan debt or retirement planning. A financial advisor could provide valuable expertise in navigating these complex financial situations. Furthermore, with the county's growing population and increasing demand for housing, a financial advisor could assist residents in making informed decisions when it comes to purchasing or refinancing a home. Overall, a financial advisor could provide invaluable support and guidance to residents of Spencer County, KY in achieving their financial goals and securing their financial futures.

Mortgage Loan Officer

Residents of Spencer County, KY would greatly benefit from the expertise of a mortgage loan officer. With a growing population and a median home value of $212,000, many residents are in need of financial assistance to purchase their dream home. The loan officer can guide them through the complex process of obtaining a mortgage, ensuring they receive the best possible interest rate and terms. Additionally, with the county's proximity to Louisville and its booming job market, many residents are looking to relocate or upgrade their current living situation. The loan officer can provide valuable insight into the local housing market and assist in finding the perfect home within their budget. With the added complexity of Spencer County's rural landscape and unique zoning regulations, the loan officer's knowledge and experience are essential in navigating any potential roadblocks and securing a successful mortgage.

Tax Services

Residents of Spencer County, KY could greatly benefit from the expertise of a tax advisor. With a population of just over 17,000, this county is a mix of rural and suburban areas, with a strong emphasis on agriculture. A tax advisor could assist farmers in understanding the tax implications of their business operations, such as deductions for equipment purchases and depreciation. Additionally, residents who work outside of the county may need guidance on how to properly file their taxes in multiple states. With the complexities of the tax code, a tax advisor can help ensure that residents are maximizing their deductions and avoiding any penalties or audits. Furthermore, with the recent changes to the tax laws, a tax advisor can assist in navigating the new regulations and determining the best course of action for each individual or business. Overall, a tax advisor can provide invaluable assistance to the residents of Spencer County, helping them to make informed decisions and achieve financial success.

Estate Planning Lawyer

Residents of Spencer County, KY can benefit from the expertise of an estate planning lawyer in a multitude of ways. One specific area where an estate planning lawyer can provide assistance is in the creation of a comprehensive estate plan that takes into account the unique needs and circumstances of residents in Spencer County. This may include drafting wills and trusts, establishing powers of attorney, and developing strategies for minimizing estate taxes. Additionally, an estate planning lawyer can provide guidance and support in the event of a dispute over an estate, helping to resolve conflicts and ensure that the wishes of the deceased are carried out appropriately. With the help of an experienced estate planning lawyer, residents of Spencer County can gain peace of mind and confidence in knowing that their affairs are in order and their loved ones are protected.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Spencer County, KY are multifaceted and intricate. These services include a comprehensive review of the individual's current financial status, identification of their retirement goals, and the creation of a personalized retirement plan. The retirement planner will also provide guidance on investment strategies, tax planning, and estate planning. In Spencer County, KY, the retirement planner can leverage their understanding of the local economy and the unique financial challenges faced by its residents. For instance, they can provide insights into the local job market, the cost of living, and the availability of healthcare facilities. This knowledge can help them tailor their services to meet the specific needs of their clients, ensuring that they have a secure and comfortable retirement.

Spencer County, KY is undoubtedly the best place to get a retirement planner for several reasons. Firstly, the county boasts of a serene and peaceful environment that's conducive for planning and strategizing towards retirement. Additionally, the county has a vast network of financial experts with a wealth of experience in retirement planning. These experts are well-versed in the intricacies of the financial market and can provide sound advice to help retirees achieve their financial goals. Moreover, Spencer County, KY has a low cost of living, which means that retirees can save more towards their retirement. This low cost of living is complemented by the county's excellent healthcare facilities, which ensures that retirees have access to quality medical care. In conclusion, Spencer County, KY is the perfect destination for anyone seeking to get a retirement planner due to its serene environment, vast network of financial experts, low cost of living, and excellent healthcare facilities.