Retirement Planning in Geneseo, IL

We did the hard work of finding trustworthy partners in Geneseo, IL. Fill out the form to get connected.

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Geneseo, IL

Compeer Financial
5 out of 5
Location 1303 US-6, Geneseo, IL 61254, USA
Phone (309) 944-6731
Directions
Wisdom Financial Services LLC
Location 1043 S Oakwood Ave, Geneseo, IL 61254, USA
Phone (309) 944-1117
Directions
Eric Henderson - COUNTRY Financial representative
5 out of 5
Location 117 E Main St, Geneseo, IL 61254, USA
Phone (309) 944-4618
Directions
Toporowski, Clark & Romans Financial Group - Ameriprise Financial Services, LLC
5 out of 5
Location 321 17th St STE A, Bettendorf, IA 52722, USA
Phone (563) 214-1857
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 204 S State St, Geneseo, IL 61254, USA
Phone (309) 944-5375
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 105 S Chicago St, Geneseo, IL 61254, USA
Phone (309) 944-9401
Directions
Steve Becker - Thrivent
Location 1415 Cambridge Rd, Kewanee, IL 61443, USA
Phone (309) 852-0708
Directions
Hanford Insurance Agency
5 out of 5
Location 119 S State St, Geneseo, IL 61254, USA
Phone (309) 944-5151
Directions
SEC File# 801-57434
CRD# 11025
Location 121 W 1st St, Geneseo, IL 61254, USA
Phone (309) 944-5361
Directions
AtenNorth Financial Planning - Lance C. Aten & Mary Kay North
Location 128 N Broad St, Galesburg, IL 61401, USA
Phone (309) 342-3295
Directions
Rich Sheley - State Farm Insurance Agent
4 out of 5
Location 121 N State St, Geneseo, IL 61254, USA
Phone (309) 944-2374
Directions
Retirement Planning in Geneseo, IL

About Geneseo, IL for Those Planning to Retire

Geneseo, IL is a charming small town nestled in Henry County, Illinois. This town is home to many landmarks, such as the Geneseo City Park, which is a picturesque area that offers a wide range of outdoor activities. In addition, the historic Geneseo Courthouse is a must-see for history buffs, as it was built in 1855 and served as the county courthouse until 1980. Top employers in Geneseo include the Geneseo Community School District, which provides quality education to students from kindergarten through 12th grade, and the Hammond-Henry Hospital, which offers top-notch healthcare services to the community. Other major employers in the area include Walmart, Hy-Vee, and John Deere. When it comes to major highways and streets, Geneseo is conveniently located near Interstate 80, which connects the town to major cities such as Chicago and Des Moines.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Geneseo, IL could benefit from a bank in a multitude of ways. One specific example is through the provision of loans for agricultural purposes. Geneseo is a small town located in Henry County, Illinois, and is known for its rich agricultural history. Many residents in the area rely on farming as their primary source of income. A bank could provide loans to farmers to purchase equipment and supplies necessary for their operations. Additionally, a bank could offer financial planning services to help farmers manage their finances and plan for the future. This would be especially helpful during times of economic uncertainty, such as during a drought or market downturn. Overall, a bank could provide crucial support to the agricultural community in Geneseo and help ensure the continued success of the town's farming industry.

Insurance Broker

As a small town in Illinois, Geneseo residents may not be aware of all the insurance options available to them. This is where an insurance broker can step in and help. With their expertise, an insurance broker can provide residents with a range of insurance options for their specific needs, such as home, auto, or life insurance. In Geneseo, where severe storms and tornadoes are not uncommon, an insurance broker can also help residents understand the importance of having adequate coverage for natural disasters. Additionally, an insurance broker can help residents navigate the complex world of health insurance, ensuring they have the coverage they need at an affordable price. With an insurance broker's assistance, Geneseo residents can have peace of mind knowing they are protected in the event of the unexpected.

Wealth Management

Residents of Geneseo, IL can benefit greatly from the services of a wealth manager. A wealth manager can assist individuals with financial planning, investment management, and tax planning. Geneseo, IL is a small town with a population of approximately 6,500. Many of the residents are hardworking individuals who may not have the time or expertise to manage their finances effectively. A wealth manager can help these individuals create a comprehensive financial plan that takes into account their current financial situation and future goals. Additionally, a wealth manager can help residents of Geneseo, IL navigate the complexities of investing, including selecting appropriate investments and managing risk. Finally, a wealth manager can assist residents with tax planning, helping them to minimize their tax liability and maximize their after-tax returns. Overall, the services of a wealth manager can be invaluable to residents of Geneseo, IL, helping them to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Geneseo, IL could greatly benefit from the expertise of a financial advisor in a number of ways. One specific area that could be addressed is the unique challenges faced by small business owners in the area. With a population of just over 6,000, Geneseo is a tight-knit community where many residents own and operate their own businesses. A financial advisor could help these entrepreneurs navigate the complexities of taxes, budgeting, and retirement planning, as well as provide guidance on how to grow their businesses and make smart investments. Additionally, a financial advisor could assist families and individuals in Geneseo with creating a comprehensive financial plan that takes into account their specific goals and needs, such as saving for college, buying a home, or planning for retirement. Overall, the guidance and expertise of a financial advisor could help residents of Geneseo achieve greater financial stability and security.

Mortgage Loan Officer

Residents of Geneseo, IL can greatly benefit from the services of a mortgage loan officer. These professionals can assist residents in securing home loans, refinancing existing mortgages, and providing guidance on the home buying process. With Geneseo's small town charm and strong community values, many residents may be looking to purchase their first home or upgrade to a larger property. A mortgage loan officer can help navigate the complex and often overwhelming process of obtaining a mortgage, while also providing insight into the unique real estate market in Geneseo. With a variety of housing options available, including historic homes and new construction, residents can benefit from the expertise of a mortgage loan officer in finding the perfect home and securing the best possible financing options.

Tax Services

Residents of Geneseo, IL can benefit from the expertise of a tax advisor in various ways. A tax advisor can help them navigate the complex tax laws and regulations, identify tax deductions and credits that they may be eligible for, and ensure that they are in compliance with tax laws. Specifically, in Geneseo, IL, a tax advisor can provide guidance on the state and local tax laws, which can vary significantly from other states. For instance, Illinois has a flat income tax rate of 4.95%, and residents of Geneseo may be subject to additional local taxes, such as the 1% sales tax. Furthermore, Geneseo residents who own small businesses may need assistance with tax planning and compliance, especially with the recent changes in tax laws that affect small businesses. Overall, a tax advisor can be a valuable resource for residents of Geneseo, IL, helping them to minimize their tax liabilities and maximize their financial well-being.

Estate Planning Lawyer

Geneseo, IL residents can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist residents in creating a comprehensive plan for their assets, including wills, trusts, and powers of attorney. This is especially important in Geneseo, IL, where the population is aging, and many residents have accumulated significant assets over the years. Additionally, an estate planning lawyer can help residents navigate the complex tax laws that apply to estates and ensure that their assets are distributed according to their wishes. Furthermore, an estate planning lawyer can provide guidance on how to protect assets from creditors and avoid probate, which can be a time-consuming and expensive process. Overall, an estate planning lawyer can offer valuable expertise and guidance to Geneseo, IL residents looking to secure their financial future and protect their assets for future generations.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs