Retirement Planning in Wilson County, TN

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Top Retirement Planners in Wilson County, TN

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Apex Financial Planning
5 out of 5
Location 1529 Hunt Club Blvd Suite 100, Gallatin, TN 37066, USA
Phone (615) 206-8731
Directions
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Mt. Juliet Advisors
SEC File# 801-71206
CRD# 123608
Location 547 N Mt Juliet Rd #180, Mt. Juliet, TN 37122, USA
Phone (615) 953-9487
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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The Retirement Plan Company
2 out of 5
Location 5200 Maryland Way, Brentwood, TN 37027, USA
Phone (888) 673-5440
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Retirement Planning Nashville,TN
SEC File# 801-79938
CRD# 167816
Location 6 Cadillac Dr #310, Brentwood, TN 37027, USA
Phone (615) 340-0801
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Vista Points Inc
5 out of 5
Location 1550 N Mt Juliet Rd # 203, Mt. Juliet, TN 37122, USA
Phone (615) 758-4660
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Edward Jones - Financial Advisor: John D Lankford
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1424 W Baddour Pkwy Suite C, Lebanon, TN 37087, USA
Phone (615) 443-2090
Directions
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Wilson Bank & Trust Investment Services - Raymond James
5 out of 5
Location 623 W Main St, Lebanon, TN 37087, USA
Phone (615) 443-6509
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First Command Financial Advisor - Aaron Barranco
Location 541 N Mt Juliet Rd Ste 2202, Mt. Juliet, TN 37122, USA
Phone (615) 905-1784
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Paul Winkler, Inc Mt. Juliet
Location 1550 N Mt Juliet Rd #102, Mt. Juliet, TN 37122, USA
Phone (615) 851-1950
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Seven Oaks Financial Planning
Location 116 Spy Glass Way, Hendersonville, TN 37075, USA
Phone (615) 294-7424
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First Command
Location 541 N Mt Juliet Rd Ste 2202, Mt. Juliet, TN 37122, USA
Phone (615) 905-1784
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EPM Financial
SEC File# 801-72060
CRD# 155216
5 out of 5
Location 2031 N Mt Juliet Rd #200, Mt. Juliet, TN 37122, USA
Phone (615) 810-8185
Directions
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Equitable / Waypoint Financial Partners, LLC
5 out of 5
Location 1020 N Castle Heights Ave C, Lebanon, TN 37087, USA
Phone (615) 444-6548
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Financial Wellness Solutions, LLC
Location 303 Constitution Ct, Smyrna, TN 37167, USA
Phone (615) 351-5744
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Wilson County Planning Office
Location 228 E Main St, Lebanon, TN 37087, USA
Phone (615) 449-2836
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GWS Financial Services
Location 223 Antebellum Ln, Mt. Juliet, TN 37122, USA
Phone (615) 754-6294
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First Command Financial Advisor - Brandon Whittaker
Location 541 N Mt Juliet Rd Ste 2202, Mt. Juliet, TN 37122, USA
Phone (615) 905-1784
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Complete Wealth Management, LLC
5 out of 5
Location 11976 Lebanon Rd, Mt. Juliet, TN 37122, USA
Phone (615) 673-8337
Directions
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Hearthside Senior Living
5 out of 5
Location 215 N Castle Heights Ave, Lebanon, TN 37087, USA
Phone (615) 443-1994
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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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Cadence Wealth Advisors
5 out of 5
Location 12060 Central Pike, Mt. Juliet, TN 37122, USA
Phone (615) 812-8292
Directions
Retirement Planning in Wilson County, TN

About Wilson County, TN for Those Planning to Retire

Wilson County, TN is a bustling area located in the heart of Tennessee, boasting a variety of landmarks, top employers, major highways and streets, and neighborhoods. From the historic town square in Lebanon to the sprawling Providence Marketplace, Wilson County offers something for everyone. Landmarks in Wilson County include the iconic Wilson County Courthouse, the historic Fiddlers Grove, and the picturesque Cedars of Lebanon State Park. These landmarks serve as a testament to the rich history and natural beauty of the area. Top employers in Wilson County include the Amazon Fulfillment Center, Cracker Barrel, and the Lebanon Special School District. These employers provide ample job opportunities for residents and contribute to the thriving economy of the area. Major highways and streets in Wilson County include Interstate 40, Highway 109, and Highway 70. These thoroughfares provide easy access to surrounding areas and make commuting a breeze. Neighborhoods in Wilson County range from historic homes in Lebanon to new developments in Mt. Juliet.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Wilson County, TN can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to individuals and businesses in the area. This is particularly important for Wilson County, TN, which is a rapidly growing community with a diverse economy. A bank can offer loans and lines of credit to help individuals start businesses or make investments in their existing business. Secondly, a bank can help residents manage their finances more effectively. This can include providing online banking services, mobile banking apps, and financial planning tools. With the help of a bank, residents can create budgets, save for the future, and manage their debt. Finally, a bank can provide financial education to residents, which is especially important for those who may not have had access to this type of education in the past. Through workshops, seminars, and other educational resources, residents can learn about financial literacy, credit scores, and other important topics.

Insurance Broker

Residents of Wilson County, TN can benefit greatly from the services of an insurance broker. With the county's rapidly growing population and diverse demographics, an insurance broker can provide tailored coverage options that meet the unique needs of each individual or business. For instance, with the county's high incidence of severe storms and tornadoes, an insurance broker can help residents secure comprehensive homeowners insurance policies that provide adequate coverage for damages caused by these natural disasters. Additionally, with the county's thriving agricultural sector, an insurance broker can offer specialized farm insurance policies that protect farmers against losses due to crop damage, livestock mortality, and equipment breakdowns. In short, an insurance broker can help residents of Wilson County, TN navigate the complex world of insurance and find the right coverage options that provide peace of mind and financial security.

Wealth Management

Residents of Wilson County, TN can benefit from a wealth manager in many ways. Firstly, a wealth manager can help them create a customized financial plan that aligns with their unique goals and objectives. This is especially important in Wilson County, TN, where the cost of living is 6% higher than the national average. Secondly, a wealth manager can help residents of Wilson County, TN navigate complex financial markets and investment options, ensuring their portfolios are diversified and well-balanced. In addition, a wealth manager can provide tax planning strategies that can help residents of Wilson County, TN minimize their tax liabilities and maximize their after-tax returns. Lastly, a wealth manager can provide estate planning services to ensure that residents of Wilson County, TN have a comprehensive plan in place to protect their assets and provide for their loved ones in the future. Overall, a wealth manager can provide invaluable guidance and support to residents of Wilson County, TN, helping them achieve their financial goals and secure their financial futures.

Financial Advisor

Residents of Wilson County, TN can benefit from the guidance of a financial advisor in several ways. Firstly, with a median household income of $67,000, many residents may require assistance in managing their finances, budgeting, and saving for the future. A financial advisor can help residents develop a personalized financial plan that takes into account their unique circumstances and goals. Additionally, with the county's proximity to Nashville, many residents may work in the music or entertainment industry, which often involves irregular income streams and complex tax implications. A financial advisor can provide valuable expertise in navigating these financial complexities and ensuring that residents are maximizing their earnings. Finally, Wilson County has a growing population of retirees, who may require assistance in managing their retirement savings, planning for long-term care, and ensuring that their estate is properly managed. A financial advisor can help retirees navigate these complex financial issues and provide peace of mind in their golden years.

Mortgage Loan Officer

Residents of Wilson County, TN can benefit from the expertise of a mortgage loan officer in various ways. For instance, a mortgage loan officer can help residents secure a mortgage loan to purchase a home in Wilson County, which is known for its picturesque countryside and vibrant community. Additionally, a mortgage loan officer can assist residents in refinancing an existing mortgage to take advantage of lower interest rates, which can result in significant savings over time. Moreover, a mortgage loan officer can provide guidance on the various mortgage options available, such as fixed-rate mortgages, adjustable-rate mortgages, and government-backed loans, to help residents make informed decisions based on their unique financial situations. Overall, the services of a mortgage loan officer can be invaluable to residents of Wilson County, TN, as they navigate the complex and ever-changing world of mortgage lending.

Tax Services

Residents of Wilson County, TN can benefit greatly from the expertise of a tax advisor. With the county's growing population and economy, tax laws and regulations are constantly changing, making it difficult for individuals to keep up with the latest updates. A tax advisor can help residents navigate through the complexities of tax laws and provide guidance on how to minimize their tax liabilities. In particular, many residents in Wilson County are small business owners who could benefit from a tax advisor's assistance in managing their business finances and ensuring they are in compliance with tax laws. Additionally, with the county's proximity to Nashville, many residents may have additional income streams from entertainment or music-related ventures, which can complicate their tax situation. A tax advisor can provide tailored advice for these unique circumstances and help residents make informed decisions to maximize their financial well-being.

Estate Planning Lawyer

Residents of Wilson County, TN can benefit greatly from the services of an estate planning lawyer. They can assist in creating a comprehensive plan to ensure that assets are distributed according to the client's wishes after they pass away. This is particularly important in Wilson County, TN, where the population has grown rapidly in recent years. With this growth comes an increase in property values, making it essential to have a plan in place to protect assets and minimize tax liability. Additionally, an estate planning lawyer can help with healthcare directives, powers of attorney, and other legal documents that ensure a client's wishes are followed in the event of incapacity. With the complexity of estate planning, it is critical to have a knowledgeable lawyer who can navigate the intricacies of the law and provide peace of mind to Wilson County residents.

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