Retirement Planning in Warren County, KY

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List of Firms

Top Retirement Planners in Warren County, KY

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Edward Jones - Financial Advisor: David D Smith, CFP®|AAMS™
5 out of 5
Location 843 Fairview Ave B-1, Bowling Green, KY 42101, USA
Phone (270) 783-4433
Directions
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Levine Group Inc
Location 105 Robins Way #205, Russellville, KY 42276, USA
Phone (270) 726-9561
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Ben Smith Life Compass Financial
Location 313 E 10th Ave, Bowling Green, KY 42101, USA
Phone (270) 846-2656
Directions
SEC File# 801-69815
CRD# 149018
Location 1240 Ashley Cir A, Bowling Green, KY 42104, USA
Phone (270) 846-2656
Directions
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UGenFx
Location 671 Wakefield St, Bowling Green, KY 42103, USA
Phone (270) 743-7311
Directions
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Jake Gaebler - Morgan Stanley
Location 1945 Scottsville Rd Ste 203-B, Bowling Green, KY 42104, USA
Phone (270) 936-6637
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Cardinal Senior Benefits
5 out of 5
Location 2642 Chandler Dr, Bowling Green, KY 42104, USA
Phone (855) 933-0835
Directions
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Bratcher Financial Services Inc
Location 996 Wilkinson Trace A-1, Bowling Green, KY 42103, USA
Phone (270) 796-8031
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City County Planning Commission
3 out of 5
Location 922 State St #200, Bowling Green, KY 42101, USA
Phone (270) 842-1953
Directions
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Bridge Financial Services
Location 432 E Main Ave #2, Bowling Green, KY 42101, USA
Phone (270) 715-0002
Directions
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Warren Wealth Management & Tax Planning
5 out of 5
Location 9300 Shelbyville Rd #1204, Louisville, KY 40222, USA
Phone (502) 339-8255
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The Rogers Tomblinson Group - Morgan Stanley
Location 1945 Scottsville Rd #203b, Bowling Green, KY 42104, USA
Phone (833) 904-0134
Directions
SEC File# 801-117272
CRD# 111709
Location 1278 Campbell Ln #2, Bowling Green, KY 42104, USA
Phone (901) 322-0291
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Joe W. Taylor: Certified Public Accountants
5 out of 5
Location 1733 Campus Plaza Ct STE 4, Bowling Green, KY 42101, USA
Phone (270) 781-0324
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Retirement Planning in Warren County, KY

About Warren County, KY for Those Planning to Retire

Warren County, KY is a vibrant and bustling community located in the heart of the Bluegrass State. It boasts a plethora of landmarks, including the awe-inspiring Lost River Cave, the historic Riverview at Hobson Grove, and the enchanting Beech Bend Park & Splash Lagoon. As for top employers, Warren County is home to a diverse array of businesses, ranging from the healthcare giant TriStar Greenview Regional Hospital to the automotive titan General Motors. Other notable employers include Fruit of the Loom, the Bowling Green Independent School District, and Western Kentucky University. When it comes to major highways and streets, Warren County is crisscrossed by several important thoroughfares, including I-65, US-31W, and KY-80. These roads provide easy access to nearby cities like Nashville, Louisville, and Lexington, as well as to popular local destinations like the National Corvette Museum and the Kentucky Downs racetrack.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Warren County, KY can benefit from a bank in several ways. For instance, a bank can provide personal loans to individuals for various purposes, such as home improvements, car purchases, or debt consolidation. Moreover, businesses in Warren County can also benefit from commercial loans to expand their operations or invest in new equipment. Additionally, banks can offer checking and savings accounts to help residents manage their finances efficiently. With the growing population in Warren County, KY, there is a need for more banking services to meet the demands of the community. Furthermore, with the county being a hub for education and healthcare, banks can provide specialized services such as student loans and medical financing. Overall, a bank can provide crucial financial assistance to residents of Warren County, KY, and contribute to the growth and development of the community.

Insurance Broker

Residents of Warren County, KY could benefit from the services of an insurance broker in numerous ways. With a population of over 131,000 people, the county is home to a diverse range of individuals and families with varying insurance needs. An insurance broker could assist residents in finding the most appropriate and cost-effective coverage for their specific circumstances, whether that be health insurance, auto insurance, or homeowners insurance. Additionally, Warren County is home to several large employers, including Fruit of the Loom and Western Kentucky University, which could require specialized insurance coverage for their employees. An insurance broker could help these businesses navigate the complex world of group insurance plans and find the most comprehensive coverage at the best possible price. With the potential for severe weather events in the area, such as tornadoes and flooding, an insurance broker could also assist residents in obtaining adequate coverage to protect their homes and belongings in the event of a natural disaster.

Wealth Management

Residents of Warren County, KY could benefit greatly from the expertise of a wealth manager. With its diverse economy that ranges from manufacturing to healthcare, Warren County presents unique financial challenges that require a tailored approach. A wealth manager could help residents navigate the complexities of estate planning, investment management, and tax strategies, ensuring that their financial goals align with their overall life goals. Furthermore, with the county's growing population, a wealth manager could provide valuable guidance on retirement planning and college savings plans. By working closely with a wealth manager, residents of Warren County could gain a sense of financial security and peace of mind, knowing that their financial future is in capable hands.

Financial Advisor

Residents of Warren County, KY could benefit from the guidance of a financial advisor in numerous ways. One of the most common ways is by creating a personalized financial plan that takes into account their unique financial situation. This plan could include strategies for saving for retirement, investing in the stock market, and managing debt. Additionally, a financial advisor could provide valuable advice on how to navigate the local economy, which is heavily influenced by the presence of Western Kentucky University and the healthcare industry. With the help of a financial advisor, residents of Warren County could feel more confident in their financial decisions and better equipped to achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Warren County, KY can benefit greatly from the services of a mortgage loan officer. These professionals can help individuals secure home loans and navigate the complex world of real estate financing. Specifically, in Warren County, KY, where the median home value is $170,000, a mortgage loan officer can assist residents in finding affordable financing options that fit their unique financial situation. Additionally, given that Warren County is home to Bowling Green State University, a mortgage loan officer can help students and faculty members secure housing near campus. With their expertise in mortgage lending and knowledge of the local real estate market, a mortgage loan officer can provide invaluable assistance to Warren County residents looking to purchase a home or investment property.

Tax Services

Residents of Warren County, KY can benefit from the expertise of a tax advisor in a number of ways. For instance, the tax advisor can help them navigate the complex tax laws and regulations in the state. This is particularly important in Warren County, KY, where the tax laws are constantly changing, and it can be challenging for residents to stay up to date with the latest developments. Additionally, a tax advisor can help residents of Warren County, KY to minimize their tax liabilities by identifying all the possible tax deductions and credits that they are eligible for. This can help them to save money on their taxes and put more money in their pockets. Furthermore, a tax advisor can provide guidance and advice on how to plan for retirement and manage their finances in a tax-efficient manner. Overall, a tax advisor can be an invaluable resource for residents of Warren County, KY who want to stay on top of their tax obligations and make the most of their financial resources.

Estate Planning Lawyer

Residents of Warren County, KY could benefit from the services of an estate planning lawyer in a multitude of ways. One specific example is the fact that Warren County has a large population of retirees, many of whom may have complex estate planning needs. An experienced lawyer can help these individuals navigate the intricacies of estate planning, including creating wills, trusts, and other legal documents that ensure their assets are distributed according to their wishes. Additionally, an estate planning lawyer can assist with issues related to Medicaid planning, long-term care planning, and other matters that may be of particular concern to seniors in Warren County. With the help of a skilled attorney, residents can gain peace of mind knowing that their affairs are in order and their loved ones will be taken care of after they pass away.

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