Best Financial Advisors in Johnson County, TX

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List of Firms

Johnson County, TX Fiduciary Financial Advisors

Couch & Russell Financial Group
5 out of 5
Location 388 SW Johnson Ave, Burleson, TX 76028, USA
Phone (817) 295-2236
Directions
Edward Jones - Financial Advisor: Leah Parent
5 out of 5
Location 106 Hyde Park Blvd # 200, Cleburne, TX 76033, USA
Phone (817) 645-9777
Directions
Edward Jones - Financial Advisor: Michael Dunn
5 out of 5
Location 300 S Broadway St, Joshua, TX 76058, USA
Phone (817) 202-0498
Directions
Edward Jones - Financial Advisor: Alyssa A Dotson
4 out of 5
Location 217 N Ridgeway Dr Suite 100, Cleburne, TX 76033, USA
Phone (817) 641-2208
Directions
Edward Jones - Financial Advisor: David L Layman
5 out of 5
Location 205 N Broadway St, Joshua, TX 76058, USA
Phone (817) 556-3303
Directions
Financial Advisors in Johnson County, TX

Where Certified Financial Advisors in Johnson County, TX Serve

Johnson County, TX is a vibrant and bustling county located in the heart of Texas. It is home to a plethora of landmarks, including the Chisholm Trail Museum, which showcases the rich history of the county's cowboy culture. Moreover, the county boasts of the Cleburne State Park, a sprawling natural reserve that offers breathtaking views and outdoor recreational activities. As for top employers, Johnson County is home to several major companies, including Halliburton, Walmart, and H-E-B, which provide employment opportunities for thousands of residents. Additionally, the county is traversed by several major highways, including Interstate 35W, US Highway 67, and State Highway 174, which make transportation a breeze for both residents and visitors alike. Furthermore, Johnson County is renowned for its beautiful neighborhoods, such as the Pecan Plantation, which offers luxurious living with stunning views of the Brazos River. Other notable neighborhoods include the Willow Creek Estates, which boasts of sprawling estates and a serene environment.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Johnson County, TX can benefit from the expertise of a financial advisor in several ways. One of the most common ways is through retirement planning. Johnson County has a growing population of retirees who need assistance in managing their retirement savings and ensuring that they have enough money to last them through their golden years. A financial advisor can help them create a comprehensive retirement plan that takes into account their current financial situation, future goals, and potential risks. Additionally, with the county's strong agricultural industry, a financial advisor can help farmers and ranchers manage their finances and invest in their businesses for long-term success. Overall, a financial advisor can provide valuable guidance and support to residents of Johnson County, TX in achieving their financial goals and securing their financial future.

Insurance Broker

Residents of Johnson County, TX can benefit greatly from the services of an insurance broker. With its growing population and diverse economy, Johnson County presents unique challenges when it comes to finding the right insurance coverage. An experienced broker can help residents navigate the complex world of insurance policies and find the best coverage for their needs. For example, many residents in Johnson County work in industries such as agriculture, oil and gas, and manufacturing, which may require specialized insurance coverage. An insurance broker can help residents in these industries find policies that cover their specific risks and liabilities. Additionally, with severe weather events such as tornadoes and hailstorms being common in the area, an insurance broker can help residents find policies that provide adequate coverage for property damage and other losses caused by natural disasters.

Retirement Planning

Residents of Johnson County, TX would greatly benefit from the services of a retirement planner. Johnson County has a rapidly growing population of retirees, and many of these individuals are unsure of how to navigate the complex world of retirement planning. A retirement planner can help Johnson County residents create a personalized plan that takes into account their unique financial situation, goals, and preferences. This might include strategies for maximizing Social Security benefits, managing investments, and minimizing taxes. Additionally, a retirement planner can help Johnson County residents prepare for unexpected expenses, such as healthcare costs or long-term care needs. Overall, working with a retirement planner can provide Johnson County residents with peace of mind and a solid financial foundation for their retirement years.

Wealth Management

Residents of Johnson County, TX can benefit greatly from the services of a wealth manager. With a population of over 170,000 people, Johnson County is a rapidly growing area with a diverse range of financial needs. A wealth manager can help residents in a variety of ways, from planning for retirement to managing investments and creating a comprehensive financial plan. In particular, many residents of Johnson County may own land or other assets that require specialized attention. A wealth manager can help ensure that these assets are properly managed and protected, providing peace of mind and financial security for years to come. Whether you're a young professional just starting out or a retiree looking to make the most of your savings, a wealth manager can help you achieve your financial goals and build a brighter future.

Mortgage Loan Officer

Residents of Johnson County, TX could greatly benefit from the expertise of a mortgage loan officer. With the cost of living on the rise, many residents are looking to purchase a home or refinance their current mortgage. A loan officer can guide them through the process, helping them find the best rates and terms available. Additionally, Johnson County has a diverse population, with many first-time homebuyers and retirees. A loan officer can tailor their services to meet the unique needs of these individuals, whether it be explaining the homebuying process or helping them secure a reverse mortgage. Overall, a mortgage loan officer can provide invaluable assistance to residents of Johnson County, TX as they navigate the complex world of home financing.

Tax Services

Residents of Johnson County, TX can benefit greatly from the expertise of a tax advisor. With the county's growing population and economy, there are many opportunities for individuals and businesses to maximize their tax savings. A tax advisor can provide guidance on deductions and credits specific to Johnson County, such as the property tax exemption for disabled veterans or the ag-use valuation for agricultural landowners. Additionally, a tax advisor can assist with navigating the complex tax laws and regulations at the federal, state, and local levels. By working with a tax advisor, residents of Johnson County can ensure that they are taking advantage of all available tax benefits and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Johnson County, TX can benefit greatly from the services of an estate planning lawyer. One specific way an estate planning lawyer can help is by assisting with the creation of a comprehensive estate plan that takes into account the unique laws and regulations of Johnson County. For example, Johnson County has its own probate court, which can impact the probate process for residents. An estate planning lawyer can help ensure that an individual's assets are distributed according to their wishes and in compliance with local laws. Additionally, an estate planning lawyer can help with the creation of trusts, wills, and other legal documents that can provide peace of mind for individuals and their families. By working with an estate planning lawyer, residents of Johnson County can take steps to protect their assets and provide for their loved ones in the future.

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