Retirement Planning in Cumberland County, NC

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List of Firms

Top Retirement Planners in Cumberland County, NC

Edward Jones
SEC File# 801-3297
CRD# 250
Location 717 McGilvary St, Fayetteville, NC 28301, USA
Phone (252) 447-1303
Language https://www.edwardjones.com/
Directions
Merrill Lynch Wealth Management Advisor Laura Pope
Location 2550 Ravenhill Dr Suite 201, Fayetteville, NC 28303, USA
Phone (910) 486-0436
Language https://fa.ml.com/north-carolina/fayetteville/laura.pope
Directions
Christian J. Franco - Morgan Stanley
Location 1990 Fordham Dr Ste 200, Fayetteville, NC 28304, USA
Phone (910) 481-8571
Language https://advisor.morganstanley.com/christian.franco?y_source=1_MTA4MjQyODgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Nobles Financial Planning
Location 1315 Fort Bragg Rd, Fayetteville, NC 28305, USA
Phone (910) 323-9195
Language http://www.npfp.com/
Directions
Cumberland County Planning Department
4 out of 5
Location 130 Gillespie St # 107, Fayetteville, NC 28301, USA
Phone (910) 678-7600
Language http://www.co.cumberland.nc.us/planning.aspx
Directions
Senior Financial Advisors
Location 2529 Raeford Rd, Fayetteville, NC 28305, USA
Phone (910) 323-8686
Directions
White Horse Financial, Inc.
5 out of 5
Location Executive Suites, 4200 Morganton Rd 2nd floor Suite, Fayetteville, NC 28314, USA
Phone (910) 339-2625
Language http://www.whitehorse-financial.com/
Directions
Qualified Retirement Plan Services
5 out of 5
Location 2724 Discovery Dr STE 100, Raleigh, NC 27616, USA
Phone (919) 787-1011
Language http://www.qrps.com/
Directions
Merrill Lynch Wealth Management Advisor Worth Smith
Location 2550 Ravenhill Dr Suite 201, Fayetteville, NC 28303, USA
Phone (877) 392-2049
Language https://fa.ml.com/north-carolina/fayetteville/smithwmg
Directions
Retirement Planning in Cumberland County, NC

About Cumberland County, NC for Those Planning to Retire

Cumberland County, located in the southeastern region of North Carolina, is a bustling area filled with historical landmarks, top-notch employers, major highways and streets, and diverse neighborhoods. The county is home to the famous Fayetteville State University, a public HBCU that has been providing quality education for over 150 years. The area is also known for its military presence, as Fort Bragg, one of the largest military installations in the world, is located here. Some of the top employers in Cumberland County include Cape Fear Valley Health System, Cumberland County Schools, and Walmart. The county is also home to several major highways, including I-95, I-295, and US-401, making travel in and out of the area a breeze. The streets are lined with a mix of historic homes and modern developments, providing a diverse range of neighborhoods for residents to choose from.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Cumberland County, NC could be helped by a bank in numerous ways. For instance, a bank could provide financial assistance to small businesses that are prevalent in the area, such as the many locally-owned restaurants and shops in downtown Fayetteville. Additionally, a bank could offer mortgage loans to families looking to purchase homes in the county, which has a diverse range of housing options from historic homes to new developments. Cumberland County is also home to Fort Bragg, the largest military installation in the world, and a bank could provide specialized services to military members and their families, such as low-interest loans and financial education. Furthermore, Cumberland County has a significant population of college students attending Fayetteville State University and Methodist University, and a bank could offer student loans and financial literacy programs to help them manage their finances while pursuing their education. Overall, a bank could play a crucial role in supporting the economic growth and financial stability of Cumberland County and its diverse community.

Insurance Broker

Residents of Cumberland County, NC can benefit from the services of an insurance broker in a variety of ways. For example, an insurance broker can help residents navigate the complexities of the local healthcare system, which includes several hospitals and clinics, as well as numerous private healthcare providers. Additionally, an insurance broker can assist residents in finding affordable insurance coverage for their homes and vehicles, which is especially important given the high rates of property crime and car accidents in the area. By working with an insurance broker, residents can ensure that they have the coverage they need to protect themselves and their families from financial hardship in the event of an unexpected emergency or accident.

Wealth Management

Residents of Cumberland County, NC can benefit greatly from the services of a wealth manager. With a population of over 332,000 people, Cumberland County is one of the most populous counties in North Carolina. It is home to Fort Bragg, one of the largest military installations in the world, which brings in a significant amount of economic activity to the area. A wealth manager can help residents navigate the complexities of managing their finances, especially those who have ties to the military. They can provide guidance on retirement planning, investment strategies, tax planning, and estate planning. Additionally, given the county's diverse population, a wealth manager can help clients with unique financial situations, such as those who own small businesses or have complex family structures. With the help of a wealth manager, residents of Cumberland County can achieve their financial goals and secure their future.

Financial Advisor

Residents of Cumberland County, NC would greatly benefit from the expertise of a financial advisor in a multitude of ways. With the county being home to Fort Bragg, a major military installation, many families may require guidance on managing their finances during deployments or transitioning to civilian life. Additionally, the county's economy is heavily reliant on the healthcare industry, which could lead to unique financial planning needs for those in the field. A financial advisor could also assist with retirement planning, as Cumberland County has a higher than average percentage of residents over the age of 65. Furthermore, with the county's proximity to the coast, residents may require assistance with insurance and risk management related to potential natural disasters. Overall, a financial advisor could provide tailored guidance for the specific needs of Cumberland County residents, helping them achieve their financial goals and navigate any challenges that may arise.

Mortgage Loan Officer

Residents of Cumberland County, NC can benefit from the services of a mortgage loan officer in several ways. For instance, a mortgage loan officer can assist potential homeowners in finding the most suitable mortgage options that align with their financial goals and creditworthiness. In Cumberland County, NC, where the median home value is $146,000, a mortgage loan officer can help residents navigate the complex and competitive housing market. Additionally, a mortgage loan officer can provide valuable insights on the current housing trends and mortgage rates in Cumberland County, NC. They can also offer guidance on how to improve credit scores, which is particularly important since Cumberland County, NC has a median credit score of 670, which is below the national average. With the help of a mortgage loan officer, Cumberland County, NC residents can make informed decisions that will enable them to achieve their homeownership dreams.

Tax Services

Residents of Cumberland County, NC can benefit from the services of a tax advisor in a variety of ways. One specific example is the tax implications of owning property in the county. Cumberland County is home to Fort Bragg, one of the largest military installations in the world, which attracts a large number of military personnel and their families. A tax advisor can help these individuals navigate the complexities of the Military Spouses Residency Relief Act, which allows spouses of active-duty military members to maintain their tax residency in their home state, even if they move to Cumberland County with their spouse. Additionally, a tax advisor can provide guidance on property tax assessments and exemptions, as well as deductions related to homeownership. With the help of a tax advisor, residents of Cumberland County can ensure they are maximizing their tax benefits and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Cumberland County, NC can greatly benefit from the services of an estate planning lawyer. These professionals can help individuals and families create a comprehensive plan for the distribution of their assets and property after their passing. In Cumberland County, NC, where the population is growing rapidly, estate planning is especially important due to the increasing number of retirees and elderly individuals. An estate planning lawyer can assist these individuals in creating wills, trusts, and other legal documents that ensure their assets are distributed according to their wishes. Additionally, estate planning lawyers can help families navigate complex probate proceedings and minimize the tax burden on their estates. Overall, an estate planning lawyer can provide invaluable assistance to residents of Cumberland County, NC in protecting their assets and ensuring their legacy is preserved for future generations.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Cumberland County, NC can be highly beneficial for individuals who are nearing retirement age or are already retired. These services can include developing a personalized retirement plan, analyzing income and expenses, identifying potential sources of retirement income, and developing strategies to minimize taxes. Additionally, Cumberland County, NC offers unique retirement opportunities, such as access to beautiful beaches and outdoor recreational activities, as well as a low cost of living compared to other areas in the state. A retirement planner in Cumberland County can also provide guidance on how to take advantage of these opportunities while still maintaining financial stability throughout retirement. With their expertise and knowledge of the local area, a retirement planner in Cumberland County, NC can help individuals achieve their retirement goals and enjoy a fulfilling and comfortable retirement.

Cumberland County, NC is the ideal location to find a retirement planner due to its thriving economy and diverse population. With a population of over 330,000 people, Cumberland County offers a wide range of retirement planning services that cater to the unique needs of its residents. The county is home to a number of reputable financial institutions and advisory firms that specialize in retirement planning, offering a wealth of knowledge and expertise to those seeking guidance. Additionally, Cumberland County boasts a low cost of living, making it an affordable option for retirees on a fixed income. The area is also rich in cultural and recreational activities, providing ample opportunities for retirees to enjoy their golden years. From the stunning natural beauty of the Cape Fear River to the vibrant arts scene in downtown Fayetteville, Cumberland County truly has something for everyone. Overall, Cumberland County, NC is the perfect place to find a retirement planner that can help you achieve your financial goals and live your best life in retirement.