Retirement Planning in Sumner County, TN

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Top Retirement Planners in Sumner County, TN

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Park Place Retirement Community
5 out of 5
Location 31 Executive Park Dr, Hendersonville, TN 37075, USA
Phone (615) 822-6002
Directions
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Wood Financial Group, LLC
5 out of 5
Location 181 E Main St #7, Hendersonville, TN 37075, USA
Phone (615) 826-5749
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SEC File# 801-121468
CRD# 171748
Location 100 Country Club Dr # 200, Hendersonville, TN 37075, USA
Phone (615) 431-2275
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Sumner Asset Management
Location 639 E Main St # B204, Hendersonville, TN 37075, USA
Phone (615) 264-8228
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Northwestern Mutual
Location 174 Saundersville Rd #403, Hendersonville, TN 37075, USA
Phone (615) 265-8087
Directions
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Merrill Lynch Wealth Management
Location 345 E Main St, Hendersonville, TN 37075, USA
Phone (615) 447-0270
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Gallatin Planning & Zoning
Location 132 W Main St #201, Gallatin, TN 37066, USA
Phone (615) 451-5796
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Primerica Financial Services
Location 124 Main St #6, Portland, TN 37148, USA
Phone (615) 604-0419
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The Retirement Plan Company
2 out of 5
Location 5200 Maryland Way, Brentwood, TN 37027, USA
Phone (888) 673-5440
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Chuck Porter, CPA
5 out of 5
Location 242 W Main St, Hendersonville, TN 37075, USA
Phone (615) 210-7221
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Lendmark Financial Services LLC
3 out of 5
Location 1483 Nashville Pike #301, Gallatin, TN 37066, USA
Phone (629) 234-0040
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Modern Woodmen of America - Middle Tennessee
Location 2685 N Mt Juliet Rd, Mt. Juliet, TN 37122, USA
Phone (615) 553-2278
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Kirby & Associates
Location 181 E Main St #1, Hendersonville, TN 37075, USA
Phone (615) 822-1496
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Sumner County Planning Zoning
Location SUMNER COUNTY ADMINISTATION BUILDING, 355 Belvedere Dr N # 208, Gallatin, TN 37066, USA
Phone (615) 451-6097
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Clearview Financial Group
5 out of 5
Location 129 Walton Ferry Rd, Hendersonville, TN 37075, USA
Phone (615) 826-2279
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Northwestern Mutual: Joey Montalbano CFP(R) CLU(R)ChFC(R) CASL(R) RHU(R) REBC(R)
Location 174 Saundersville Rd #403, Hendersonville, TN 37075, USA
Phone (615) 265-8087
Directions
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Paul Winkler, Inc. Goodlettsville
4 out of 5
Location 3050 Business Park Cir #503, Goodlettsville, TN 37072, USA
Phone (615) 851-1950
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SEC File# 801-111662
CRD# 288644
Location 607 Commons Dr, Gallatin, TN 37066, USA
Phone (615) 230-9700
Time Monday: 7:30 AM – 4:00 PM Tuesday: 7:30 AM – 4:00 PM Wednesday: 7:30 AM – 4:00 PM Thursday: 7:30 AM – 4:00 PM Friday: 7:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Charter Senior Living of Gallatin
5 out of 5
Location 1085 Hartsville Pike, Gallatin, TN 37066, USA
Phone (615) 230-5600
Directions
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Tennessee Financial Associates Inc
Location 170 W Franklin St, Gallatin, TN 37066, USA
Phone (615) 452-4587
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Zettergren Financial Group
Location 100 Bluegrass Commons Blvd Suite 2165, Hendersonville, TN 37075, USA
Phone (615) 822-4780
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Edward Jones - Financial Advisor: Linda Murphy, CFP®|CLU®|CRPS®
SEC File# 801-3297
CRD# 250
Location 600 Commons Dr Ste 100, Gallatin, TN 37066, USA
Phone (615) 452-9927
Directions
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Chad Richards, Partner - Rock Castle Wealth Advisors
5 out of 5
Location 100 Bluegrass Commons Blvd Suite 2100, Hendersonville, TN 37075, USA
Phone (615) 490-7051
Directions
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Paul Winkler, Inc Gallatin
Location 150 N Water Ave, Gallatin, TN 37066, USA
Phone (615) 851-1950
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Music City Wealth Advisors
Location 1409 Gallatin Ave, Nashville, TN 37206, USA
Phone (615) 414-0537
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Retirement Planning in Sumner County, TN

About Sumner County, TN for Those Planning to Retire

Sumner County, TN is a vibrant and diverse community located in the heart of the Volunteer State. With a rich history dating back to the Revolutionary War, this area is home to a plethora of landmarks that showcase its unique heritage. From the historic Rock Castle and the iconic Sumner County Courthouse to the charming streets of Gallatin and the stunning vistas of Old Hickory Lake, there is no shortage of sights to see in this picturesque locale. But Sumner County is more than just a collection of landmarks - it is a thriving hub of commerce and industry. Top employers in the area include companies like Amazon, Gap, and Servpro, as well as a number of healthcare providers and educational institutions. These businesses provide jobs for thousands of residents and help drive the local economy forward. Of course, no discussion of Sumner County would be complete without mentioning its extensive network of highways and streets.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Sumner County, TN could benefit from a bank in a multitude of ways. For starters, many individuals in the county rely on agriculture as their main source of income. Banks could offer loans and financial assistance to farmers to help them purchase new equipment, expand their farms, and increase their production. Additionally, Sumner County is home to a growing number of small businesses. Banks could offer business loans and lines of credit to help these businesses grow and thrive. Another way banks could assist Sumner County residents is through financial education and resources. Many individuals in the county may not have access to financial literacy programs or may not know how to manage their finances effectively. Banks could offer workshops, seminars, and online resources to help residents improve their financial literacy and make informed decisions about their money. Overall, a bank could serve as a valuable resource to the residents of Sumner County, TN, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Sumner County, TN can benefit greatly from the services of an insurance broker. With the county's population of over 191,000, there is a high demand for insurance coverage in various areas, such as healthcare, property, and auto. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their individual needs. For example, Sumner County is prone to severe weather conditions, including tornadoes and flooding. An insurance broker can assist residents in finding insurance policies that cover these natural disasters, ensuring that they are protected in the event of a catastrophic event. Additionally, an insurance broker can help residents find affordable healthcare coverage, which is particularly important in a county where over 11% of the population is uninsured. Overall, an insurance broker can provide invaluable assistance to residents of Sumner County, TN, helping them find the right insurance coverage and protecting them from financial hardship.

Wealth Management

Residents of Sumner County, TN could benefit from the expertise of a wealth manager in several ways. With the county's population growing at a steady rate, a wealth manager could assist residents in navigating the complexities of saving for retirement, investing in real estate, and planning for their children's education. Additionally, Sumner County is home to a diverse range of industries, including healthcare, manufacturing, and agriculture. A skilled wealth manager could help residents in these industries create customized financial plans that account for the unique challenges and opportunities they face. With the ever-changing economic landscape, a wealth manager could also provide guidance on tax planning, risk management, and estate planning to ensure that residents are prepared for any financial situation that may arise. Overall, a wealth manager could be an invaluable resource for residents of Sumner County, TN looking to secure their financial futures.

Financial Advisor

Residents of Sumner County, TN can benefit from the guidance of a financial advisor in many ways. One specific example is the importance of planning for retirement. Sumner County has a large population of retirees, and a financial advisor can help them navigate the complex world of retirement planning. This can include analyzing their retirement savings and investments, creating a budget for their retirement years, and developing a strategy for managing their assets during retirement. Additionally, a financial advisor can help residents of Sumner County plan for unexpected expenses, such as medical emergencies or home repairs, which can have a significant impact on their financial wellbeing. Overall, a financial advisor can provide invaluable support and expertise to help residents of Sumner County achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Sumner County, TN residents can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the officer can assist in navigating the complex mortgage market and identifying the most suitable loan options based on the specific needs and financial situation of the borrower. This is particularly important in Sumner County, TN, where the housing market is rapidly growing, and the demand for affordable and accessible housing is high. Additionally, the loan officer can advise on the various mortgage programs available, such as the government-backed loans that offer low down payment requirements and flexible credit score thresholds. The officer can also help residents with the application process, ensuring that they meet all the necessary requirements and are successful in securing the loan. Overall, a mortgage loan officer can provide invaluable support to Sumner County, TN residents looking to achieve their homeownership dreams.

Tax Services

Residents of Sumner County, TN can benefit from the expertise of a tax advisor in various ways. One specific aspect that a tax advisor can help with is navigating the complex tax laws and regulations that are unique to Tennessee. For instance, Sumner County residents may not be aware that Tennessee is one of the few states that does not have a state income tax, but rather relies heavily on sales and use taxes. A tax advisor can help residents understand how this impacts their individual tax situation and provide guidance on maximizing deductions and credits. Additionally, Sumner County has a growing economy with a mix of small businesses and larger corporations, which can lead to complex tax situations. A tax advisor can assist business owners in navigating the tax implications of hiring employees, purchasing equipment, and other business-related expenses. Overall, a tax advisor can provide valuable insights and guidance to help Sumner County residents make informed decisions about their finances and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Sumner County, TN could benefit from the services of an estate planning lawyer in a myriad of ways. For instance, an estate planning lawyer can help individuals in Sumner County, TN to create a comprehensive estate plan that ensures their assets are distributed according to their wishes after death. This is particularly important in Sumner County, TN where the average age of residents is 40 years old, and many are in the prime of their working lives. Additionally, an estate planning lawyer can assist with establishing trusts, drafting wills, and creating powers of attorney to ensure that individuals' financial and healthcare decisions are made by trusted individuals in the event of incapacitation. Furthermore, an estate planning lawyer can help with minimizing estate taxes and avoiding probate, which can be particularly complex in Sumner County, TN due to its unique legal requirements. Overall, an estate planning lawyer can provide invaluable assistance to residents of Sumner County, TN in planning for their future and ensuring their loved ones are taken care of.

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