Retirement Planning in Daviess County, KY

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Top Retirement Planners in Daviess County, KY

Randal King - Financial Advisor, Ameriprise Financial Services, LLC
Location 2425 Frederica St, Owensboro, KY 42301, USA
Phone (270) 686-1776
Directions
Financial Freedom Partner
Location 2703 Breckenridge St, Owensboro, KY 42303, USA
Phone (270) 240-4752
Directions
Drew Watson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 2708 New Hartford Rd, Owensboro, KY 42303, USA
Phone (270) 684-8424
Directions
schwartz business advisory
Location 1020 Halifax Dr, Owensboro, KY 42301, USA
Phone (270) 240-1939
Directions
McClarney Financial Group
Location 2425 US Hwy 41 Suite 201, Evansville, IN 47711, USA
Phone (812) 909-2061
Directions
SEC File# 801-57434
CRD# 11025
1 out of 5
Location 1925 Frederica St Suite 100, Owensboro, KY 42301, USA
Phone (270) 684-6823
Directions
Owensboro Planning & Zoning
4 out of 5
Location 200 E 3rd St #201, Owensboro, KY 42303, USA
Phone (270) 687-8650
Directions
Dynamic Directions
Location 2708 New Hartford Rd, Owensboro, KY 42303, USA
Phone (270) 663-7264
Directions
GuideWise Financial Group - Ameriprise Financial Services, LLC
Location 238 2nd St, Henderson, KY 42420, USA
Phone (270) 827-8849
Directions
S.W.A.N. Financial Solutions - Financial Advisor: Ryan K Foncannon
5 out of 5
Location 123 NW 4th St Suite 14, Evansville, IN 47708, USA
Phone (855) 792-6836
Directions
McKee Financial Resources Inc
5 out of 5
Location 727 N, Cross Pointe Blvd Suite C, Evansville, IN 47715, USA
Phone (812) 477-8522
Directions
Retirement Planning in Daviess County, KY

About Daviess County, KY for Those Planning to Retire

Nestled in the heart of Kentucky lies the vibrant and diverse Daviess County, a bustling hub of activity and culture. From the iconic Owensboro Riverfront to the historic International Bluegrass Music Museum, Daviess County boasts a plethora of landmarks that attract visitors from far and wide. But it's not just the attractions that make Daviess County a thriving community - it's also home to some of the top employers in the region, including Owensboro Health, the Owensboro Public School System, and the Green River Area Development District. Navigating the county is a breeze thanks to its extensive network of highways and streets, including the Wendell Ford Expressway, the William H. Natcher Parkway, and the bustling Frederica Street corridor. And with neighborhoods ranging from the quaint and cozy to the bustling and urban, there's something for everyone in Daviess County.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Daviess County, KY would greatly benefit from the services provided by a bank. With a population of over 100,000 people, the county is home to a diverse range of individuals, each with unique financial needs. A bank can offer assistance in a variety of ways, including providing access to loans for small businesses, mortgages for homebuyers, and lines of credit for individuals looking to make large purchases. Additionally, many banks offer investment opportunities, such as retirement accounts and mutual funds, that can help residents plan for their financial future. With the county's strong agricultural industry, a bank can also provide specialized services for farmers, such as crop loans and insurance products tailored to their needs. Overall, a bank can play a crucial role in helping residents of Daviess County, KY achieve their financial goals and secure their financial well-being.

Insurance Broker

Residents of Daviess County, KY could benefit from the services of an insurance broker in numerous ways. Firstly, an insurance broker could assist them in finding the most suitable health insurance plan based on their individual needs and budget. This is particularly important in Daviess County, which has a higher than average rate of obesity and smoking, leading to a greater likelihood of health issues. Additionally, an insurance broker could help residents of Daviess County find the most affordable car insurance policies, given that the county has a higher than average number of car accidents each year. Lastly, an insurance broker could assist residents in finding the most comprehensive home insurance policies, given that the county is prone to severe weather conditions such as tornadoes and floods. Overall, an insurance broker could be an invaluable resource for residents of Daviess County, KY, helping them to navigate the complex world of insurance and find the best policies to protect themselves and their families.

Wealth Management

Residents of Daviess County, KY can benefit greatly from the services of a wealth manager. These professionals can help individuals and families in the area with a variety of financial planning needs, including retirement planning, investment management, tax planning, and estate planning. In particular, residents of Daviess County may benefit from the expertise of a wealth manager in navigating the complex tax laws and regulations that apply to the region. With a wealth manager's help, residents can ensure that they are taking advantage of all available tax breaks and minimizing their tax liabilities. Additionally, a wealth manager can help residents of Daviess County plan for the future by creating a comprehensive estate plan that takes into account their unique needs and goals. Overall, a wealth manager can provide invaluable assistance to residents of Daviess County as they work towards achieving their financial objectives.

Financial Advisor

Residents of Daviess County, KY can benefit from the expertise of a financial advisor in several ways. With a population of over 100,000 people, the county is home to a diverse range of individuals with unique financial needs and goals. A financial advisor can help residents navigate the complexities of retirement planning, investment strategies, and tax optimization. Additionally, the county is known for its strong agricultural industry, and a financial advisor can help farmers and other agricultural business owners with estate planning, risk management, and succession planning. With the county's proximity to the Ohio River, residents may also benefit from a financial advisor's expertise in managing wealth related to water-based industries. Overall, a financial advisor can provide valuable guidance and support for residents of Daviess County, KY in achieving their financial objectives.

Mortgage Loan Officer

Residents of Daviess County, KY can benefit greatly from the assistance of a mortgage loan officer. With the county's growing population and expanding economy, many individuals are seeking to purchase their own homes or invest in real estate. A mortgage loan officer can provide guidance on the various types of loans available, such as FHA or VA loans, and help individuals navigate the complex process of securing a mortgage. In addition, the loan officer can assist with finding the best interest rates and terms, as well as provide advice on how to improve credit scores and increase the chances of approval. With the county's strong agricultural industry and growing healthcare sector, there are also unique opportunities for investment in these areas. A mortgage loan officer can help residents explore these options and make informed decisions about their financial future.

Tax Services

Residents of Daviess County, KY can benefit from a tax advisor in many ways. Firstly, a tax advisor can assist residents in understanding the tax laws and regulations that are specific to Daviess County. This is particularly important as the county has a unique tax structure that is different from other counties in Kentucky. Secondly, a tax advisor can help residents to identify deductions and credits that they may be eligible for, which can help to reduce their tax liability. Additionally, a tax advisor can help residents to plan and prepare for their tax obligations, ensuring that they are compliant with all relevant tax laws. Lastly, a tax advisor can provide residents with advice on how to manage their finances in a tax-efficient manner, helping them to save money and achieve their financial goals. Overall, a tax advisor can provide invaluable assistance to the residents of Daviess County, helping them to navigate the complex world of taxation and achieve financial success.

Estate Planning Lawyer

Residents of Daviess County, KY can benefit greatly from the expertise of an estate planning lawyer. With the county's population of over 100,000 people, there are many individuals and families who could benefit from creating a comprehensive estate plan that addresses their unique needs and circumstances. An estate planning lawyer can help residents of Daviess County, KY with tasks such as creating a will, establishing trusts, and setting up powers of attorney. They can also assist with more complex matters like business succession planning and minimizing estate taxes. Additionally, an estate planning lawyer can help ensure that residents of Daviess County, KY have plans in place for the care of their children or loved ones with special needs. With so many potential benefits, it is clear that residents of Daviess County, KY should strongly consider consulting with an estate planning lawyer to help them navigate the complexities of estate planning.

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