Retirement Planning in Clark County, OH

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List of Firms

Top Retirement Planners in Clark County, OH

Peter Foreman - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 239 E Columbia St Ste 100, Springfield, OH 45503, USA
Phone (937) 323-8667
Language https://www.ameripriseadvisors.com/peter.w.foreman/?cid=IP_local_google
Directions
Columbus Street Financial Planning
Location 565 Metro Pl S #300, Dublin, OH 43017, USA
Phone (614) 662-4250
Language https://www.columbusstreetfindublin.com/
Directions
McCombs Financial Services
5 out of 5
Location 2043 N Bechtle Ave, Springfield, OH 45504, USA
Phone (937) 505-3962
Language http://www.mccombsfinancial.com/who-mccombs-financial-services
Directions
Gianola Financial Planning
5 out of 5
Location 1115 N Limestone St, Springfield, OH 45503, USA
Phone (614) 340-0770
Language http://gianolafinancial.com/
Directions
Eikenberry Retirement Planning
Location 1441 St Marys Ave, Sidney, OH 45365, USA
Phone (937) 498-1128
Language http://www.eikenberryretirement.com/
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Retirement Planning in Clark County, OH

About Clark County, OH for Those Planning to Retire

Clark County, OH is a vibrant and diverse community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Springfield Museum of Art to the stunningly beautiful Buck Creek State Park, there is never a shortage of things to see and do in this bustling county. Some of the top employers in the area include the Springfield Regional Medical Center, the Navistar International Corporation, and the Konecranes Global Corporation, all of which provide exceptional job opportunities and benefits. As for major highways and streets, Clark County is home to the I-70, the US-68, and the OH-4, which make commuting and traveling a breeze. And with charming neighborhoods like Northridge, Ridgewood, and Woodland Heights, there is a perfect place for everyone to call home in Clark County.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Clark County, OH can benefit from a bank in several ways. Firstly, banks can provide financial assistance to businesses and individuals in the form of loans, credit cards, and mortgages. This is especially important in Clark County, OH, where the economy is heavily reliant on agriculture and manufacturing. Banks can also offer investment opportunities, such as stocks and bonds, to help residents grow their wealth. In addition, banks can provide financial education and resources to help residents make informed decisions about their money. This is particularly crucial in Clark County, OH, where the poverty rate is higher than the state average. Lastly, banks can offer convenient services such as online banking and mobile apps, making it easier for residents to manage their finances on-the-go. Overall, a bank can be a valuable resource for residents of Clark County, OH, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Clark County, OH can benefit from the services of an insurance broker in a multitude of ways. Firstly, an insurance broker can help identify the specific insurance needs of individuals and businesses in Clark County, OH. This is particularly important given the unique economic and demographic characteristics of the county, which is home to a diverse range of industries including healthcare, manufacturing, and agriculture. Additionally, an insurance broker can help residents of Clark County, OH navigate the complex and ever-changing insurance landscape, ensuring that they have the right coverage at the right price. This is especially important given the increasing prevalence of natural disasters in the region, which can have devastating financial consequences for those who are not adequately insured. Overall, an insurance broker can provide invaluable support and guidance to residents of Clark County, OH, helping them to protect themselves, their families, and their businesses from unexpected risks and challenges.

Wealth Management

Residents of Clark County, OH can benefit from the expertise of a wealth manager in various ways. With a population of over 135,000, Clark County is home to a diverse range of individuals with different financial goals and needs. A wealth manager can help them navigate complex financial situations such as retirement planning, estate planning, and tax planning. With the presence of several large employers in the county, including Navistar, Assurant, and Konecranes, many residents may have stock options or other equity-based compensation plans that require careful management. Additionally, a wealth manager can help residents of Clark County, OH navigate the unique tax laws and regulations of the state, which can be quite complex. With the state's tax code being different from that of the federal government, residents may require specialized guidance to ensure they are maximizing their tax benefits. Overall, a wealth manager can help residents of Clark County, OH achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Clark County, OH can benefit from the guidance of a financial advisor in various ways. Firstly, they can receive assistance in creating a personalized budget that takes into account the cost of living in this county, which is slightly lower than the national average. This budget can help them manage their expenses and save for important goals such as purchasing a home or starting a business. Additionally, a financial advisor can provide advice on investing in the local economy, which is heavily reliant on manufacturing and healthcare industries. They can also help residents navigate the complex tax laws of Ohio, including the state's progressive income tax system, which has nine different tax brackets. Finally, a financial advisor can help residents plan for retirement, given that the median age in Clark County is 40.2 years, which is slightly higher than the national average. By taking into account the unique characteristics of this county, a financial advisor can provide tailored advice that can help residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Clark County, OH can benefit greatly from the services of a mortgage loan officer. With the county's population of over 134,000 people, the demand for housing has been steadily increasing. A mortgage loan officer can assist residents in finding the best possible mortgage options for their specific needs and financial situations. They can help individuals navigate the complex process of obtaining a mortgage and provide guidance on credit scores, down payments, and interest rates. Furthermore, since Clark County has a high percentage of veterans, a mortgage loan officer can also provide assistance with VA loans and other government-backed programs. With the help of a mortgage loan officer, residents of Clark County can achieve their dreams of homeownership and secure a stable future for themselves and their families.

Tax Services

Residents of Clark County, OH can benefit from the expertise of a tax advisor in several ways. For instance, tax advisors can help them navigate the complex tax laws and regulations that apply to the county. This is particularly important given that Clark County, OH has a diverse economy that includes manufacturing, healthcare, and retail sectors. Additionally, tax advisors can help residents minimize their tax liability by identifying deductions, credits, and other tax-saving strategies that are unique to Clark County, OH. For example, residents may be eligible for tax credits related to energy-efficient home improvements or investments in local businesses. Furthermore, tax advisors can assist residents with tax planning, which involves projecting future income and expenses to optimize tax outcomes. Given the dynamic nature of the economy in Clark County, OH, tax planning can be especially beneficial for residents who want to stay ahead of changing tax laws and regulations.

Estate Planning Lawyer

Residents of Clark County, OH can benefit greatly from the services of an estate planning lawyer. These legal professionals can provide assistance in a variety of ways, including drafting wills, trusts, and other estate planning documents. In Clark County, OH, where the population is primarily composed of middle-class families, an estate planning lawyer can help ensure that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can provide guidance on how to minimize tax liabilities and protect assets from creditors. By working with an estate planning lawyer, residents of Clark County, OH can have peace of mind knowing that their loved ones will be taken care of and their assets will be protected.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Clark County, OH can be highly beneficial for individuals who are nearing their golden years and want to secure their financial future. Clark County, OH is home to a diverse population with varying financial backgrounds, making it an ideal location for a retirement planner to offer their services. The planner can help clients create a customized retirement plan that caters to their unique needs and goals. This could include investment strategies, tax planning, and estate planning. The planner can also assist clients in creating a budget to ensure they have sufficient funds to enjoy their retirement years. With the complex and ever-changing nature of the financial market, a retirement planner in Clark County, OH can provide invaluable advice and guidance to help clients navigate the complexities of retirement planning and ensure they have a comfortable and secure future.

Clark County, OH is the ultimate destination for retirees to seek out a top-notch retirement planner. The county boasts a plethora of financial advisors who specialize in retirement planning, offering a wide range of services that cater to the unique needs of each individual. From investment management to estate planning, these experts have the knowledge and expertise to help retirees navigate the complex world of retirement planning. What sets Clark County apart from other counties, however, is its commitment to personalized service. Retirement planners here take the time to get to know their clients on a personal level, understanding their goals and aspirations for their golden years. This level of attention and care ensures that retirees receive a customized plan that is tailored to their specific needs, ensuring a comfortable and secure retirement. So, if you're looking for a retirement planner that truly cares about your future, look no further than Clark County, OH.