Retirement Planning in Greene County, GA

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List of Firms

Top Retirement Planners in Greene County, GA

Cannon Financial Strategists
SEC File# 801-79869
CRD# 133509
4 out of 5
Location 649 S Milledge Ave # 8, Athens, GA 30605, USA
Phone (770) 725-8234
Language http://cannonfinancialstrategists.com/
Directions
Greene County Building & Zoning
Location 1034 Silver Dr #103, Greensboro, GA 30642, USA
Phone (706) 453-3333
Language http://www.greenecountyga.gov/building
Directions
Elevate Wealth Advisory
SEC File# 801-77776
CRD# 149713
5 out of 5
Location 190 Hawthorne Park, Athens, GA 30606, USA
Phone (706) 353-2728
Language https://elevate-wealth.com/
Directions
Greene County Chamber of Commerce
1 out of 5
Location 102 N East St, Greensboro, GA 30642, USA
Phone (706) 453-7592
Language http://www.greeneccoc.org/
Directions
Stable Waters Financial
Location 1160 S Milledge Ave, Athens, GA 30605, USA
Phone (706) 850-9000
Language http://www.stablewatersfinancial.com/
Directions
Georgia Retirement Council
Location 315 Resource Pkwy, Winder, GA 30680, USA
Phone (770) 868-5500
Language http://www.georgiaretirementcouncil.com/
Directions
Greene County Senior Center
4 out of 5
Location 1030 Silver Dr, Greensboro, GA 30642, USA
Phone (706) 453-7463
Language https://www.greenecountyga.gov/289/Senior-Center
Directions
Lanier Financial Group
1 out of 5
Location 320 E Clayton St #419, Athens, GA 30601, USA
Phone (404) 669-6792
Language http://www.lanierfinancialgroup.com/
Directions
University Planning Partners
SEC File# 801-107836
CRD# 283884
Location 824 S Milledge Ave, Athens, GA 30605, USA
Phone (706) 215-5592
Language https://universityplanningpartners.com/
Directions
Vision Financial Concepts
Location 855 Sunset Dr #7, Athens, GA 30606, USA
Phone (706) 613-2474
Language http://www.visionfc.com/
Directions
Jenna Burt-Weeks - Raymond James
Location 101 Trinity Pl, Athens, GA 30607, USA
Phone (706) 613-9915
Directions
Elwood & Goetz Wealth Advisory Group
SEC File# 801-109935
CRD# 154839
5 out of 5
Location 687 S Milledge Ave, Athens, GA 30605, USA
Phone (706) 548-1025
Language http://www.elwoodgoetz.com/
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Integral Planning Solutions
Location 2425 W Broad St # 3, Athens, GA 30606, USA
Phone (706) 510-0933
Directions
Capstone Financial
Location 2470 Daniells Bridge Rd, Athens, GA 30606, USA
Phone (706) 850-7011
Directions
ElderCare Planning Council
Location 480 Cedar Creek Dr, Athens, GA 30605, USA
Phone (404) 245-8032
Language http://www.eldercareplanningcouncil.net/
Directions
Joe Taylor
SEC File# 801-69815
CRD# 149018
Location 1360 Caduceus Way, Watkinsville, GA 30677, USA
Phone (706) 621-7550
Directions
Del Webb at Lake Oconee- 55+ Retirement Community
4 out of 5
Location 1071 Cottonwood Trace, Greensboro, GA 30642, USA
Phone (706) 623-6662
Language https://www.delwebb.com/homes/georgia/atlanta/greensboro/del-webb-at-lake-oconee-12110
Directions
Retirement Planning in Greene County, GA

About Greene County, GA for Those Planning to Retire

Nestled in the heart of Georgia, Greene County is a place of rich history and natural beauty. Home to a diverse array of landmarks, neighborhoods, and top employers, this vibrant county is a hub of activity and opportunity. From the historic Greene County Courthouse to the stunning Lake Oconee, there is no shortage of landmarks to explore in this dynamic region. Whether you're strolling down Main Street or hiking through the lush forested hills, there's always something new and exciting to discover. When it comes to top employers, Greene County is home to a thriving business community. From healthcare providers like St. Mary's Good Samaritan Hospital to manufacturing giants like Tenneco, there are plenty of opportunities for job seekers in this bustling county. Of course, no discussion of Greene County would be complete without mentioning its major highways and streets. From the bustling Interstate 20 to the scenic State Route 44, the county's roads and thoroughfares are a vital part of its infrastructure.

Other Financial Planning Services for Retirement

Banks and Credit Unions

The residents of Greene County, GA would benefit from a bank in numerous ways. For instance, the bank could provide loans to small business owners in the area, which would help to stimulate the local economy. Additionally, the bank could offer financial education and resources to residents who may not have had access to these services before. This could include workshops on budgeting, saving, and investing. Given that Greene County is a rural area with limited access to financial services, having a bank in the community would be particularly advantageous. Moreover, the bank could partner with local organizations and charities to support community development projects, such as building affordable housing or improving local infrastructure. Overall, a bank in Greene County would provide a much-needed boost to the local economy and help to improve the financial well-being of its residents.

Insurance Broker

Residents of Greene County, GA would greatly benefit from the services of an insurance broker. With a population of over 17,000, the county is primarily rural with a strong agricultural industry. An insurance broker could assist farmers in obtaining crop insurance and liability coverage for their operations. Additionally, the county is home to Lake Oconee, a popular tourist destination for boating and fishing. Insurance brokers could help residents of the area obtain coverage for their watercraft and protect their assets in case of accidents or damage. Furthermore, Greene County is located in an area prone to severe weather, including tornadoes and hurricanes. An insurance broker could help residents obtain comprehensive coverage to protect their homes and belongings in case of natural disasters. Overall, an insurance broker could provide invaluable assistance to the residents of Greene County, GA in protecting their livelihoods and assets.

Wealth Management

Residents of Greene County, GA could benefit from the services of a wealth manager in several ways. For instance, a wealth manager could help them to create a financial plan that aligns with their goals and values. This could involve developing a budget, setting up a retirement account, and investing in stocks and bonds. Additionally, a wealth manager could provide guidance on estate planning and tax optimization strategies. In particular, residents of Greene County, GA could benefit from the expertise of a wealth manager who is familiar with the unique economic challenges facing rural communities. For example, a wealth manager could help them to navigate the impact of agriculture on their finances, or advise them on how to make the most of local tax incentives for small businesses. Ultimately, a wealth manager could help residents of Greene County, GA to achieve financial security and peace of mind.

Financial Advisor

Residents of Greene County, GA could benefit from the expertise of a financial advisor in several ways. For instance, the area is predominantly rural, and many residents rely on agriculture and small businesses for their livelihoods. A financial advisor could help them manage their finances and investments to ensure they have enough funds to sustain their businesses and meet their personal financial goals. Additionally, Greene County has a high poverty rate, and a financial advisor could assist low-income residents in creating a budget, managing debt, and making informed decisions about government assistance programs. Furthermore, the county has a large elderly population, and a financial advisor could help them plan for retirement, manage their healthcare costs, and ensure that they have sufficient savings to support themselves in their golden years. Overall, a financial advisor could provide valuable assistance to residents of Greene County, GA by helping them navigate the complexities of personal finance and make informed decisions about their future financial wellbeing.

Mortgage Loan Officer

Residents of Greene County, GA can benefit from the expertise of a mortgage loan officer in various ways. One of the most common ways is by helping them navigate the complex process of obtaining a mortgage. With a population of just over 18,000, Greene County is a relatively small community with a rich history and a strong sense of community. However, many residents may not be familiar with the intricacies of the mortgage process, making it difficult for them to secure the financing they need to purchase a home. A knowledgeable loan officer can provide guidance on everything from credit scores and down payments to interest rates and closing costs, helping residents make informed decisions about their home buying journey. Additionally, a loan officer can help residents explore the various mortgage options available to them, such as conventional loans, FHA loans, and VA loans, and determine which one is best suited to their unique needs and circumstances.

Tax Services

Residents of Greene County, GA can greatly benefit from the expertise of a tax advisor. With its vast agricultural land and small business community, the county poses unique tax challenges that require specialized knowledge. A tax advisor can assist residents in navigating the complexities of tax laws and regulations, ensuring compliance and minimizing tax liability. For instance, farmers in Greene County may be eligible for tax credits and deductions related to their agricultural operations, such as depreciation of farm equipment and expenses related to soil and water conservation. Moreover, small business owners can benefit from the advice of a tax advisor on how to structure their business entities, manage payroll taxes, and take advantage of tax incentives. In short, a tax advisor can help residents of Greene County, GA save money and achieve their financial goals.

Estate Planning Lawyer

Residents of Greene County, GA can benefit greatly from the services of an estate planning lawyer. These professionals can assist individuals in drafting wills, trusts, and other legal documents to ensure that their assets are distributed according to their wishes after they pass away. Furthermore, an estate planning lawyer can help residents of Greene County navigate complex tax laws and regulations, which can be especially important for those with significant assets or business interests. In addition, estate planning lawyers can also provide guidance on issues such as Medicaid planning and long-term care, which can be particularly relevant for older residents of Greene County. Overall, working with an estate planning lawyer can provide peace of mind and ensure that individuals' wishes are carried out after they pass away, which can be especially important in a county like Greene County, where close-knit communities and family ties are highly valued.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in Greene County, GA can be a complex and daunting task. A retirement planner can provide a wide range of services to help individuals plan for their future. These services may include analyzing retirement income sources, developing a retirement income plan, creating a budget, and identifying potential risks and opportunities. Additionally, a retirement planner in Greene County, GA can help individuals navigate the unique challenges of retirement planning in a rural community. For example, they can help clients understand the impact of property taxes on their retirement income, explore opportunities for part-time work or volunteering, and identify local resources for healthcare and social support. With the help of a skilled retirement planner, individuals in Greene County, GA can feel confident in their retirement planning and enjoy a secure and fulfilling retirement.

Nestled in the heart of Georgia lies Greene County, a charming and picturesque place that boasts a unique blend of history, culture, and natural beauty. What makes this county stand out from the rest is its unparalleled commitment to providing top-notch retirement planning services to its residents. With a plethora of financial advisors and planners at your disposal, Greene County ensures that you receive tailored and personalized retirement plans that cater to your specific needs and goals. From investment strategies to estate planning, Greene County's retirement planners possess a wealth of knowledge and expertise that is unmatched in the industry. Moreover, the county's serene and tranquil environment provides the perfect backdrop for you to reflect on your retirement goals and aspirations, making it the ideal place to get your retirement planning done.