Retirement Planning in Johns Creek, GA

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List of Firms

Top Retirement Planners in Johns Creek, GA

Albertson Financial LLC
5 out of 5
Location 2650 Holcomb Bridge Rd, Alpharetta, GA 30022, USA
Phone (770) 641-7771
Directions
Transamerica Financial Advisors, Inc.
SEC File# 801-38618
CRD# 16164
5 out of 5
Location 6475 E Johns Crossing, Johns Creek, GA 30097, USA
Phone (770) 418-0300 ext. 104
Directions
Navitas Lease Corp
2 out of 5
Location 6470 E Johns Crossing, Duluth, GA 30097, USA
Phone (856) 751-3700
Directions
Gibbs Financial Group & Gibbs Wealth Management
5 out of 5
Location 3980 Old Milton Pkwy, Alpharetta, GA 30005, USA
Phone (678) 694-8770
Directions
Johns Creek Advisors, Inc.
5 out of 5
Location 11138 State Bridge Rd UNIT 125, Johns Creek, GA 30022, USA
Phone (404) 477-4015
Directions
First Financial Security, Inc.
5 out of 5
Location 11695 Johns Creek Pkwy #400, Johns Creek, GA 30097, USA
Phone (770) 662-2222
Directions
Retirement Planning in Johns Creek, GA

About Johns Creek, GA for Those Planning to Retire

Johns Creek, GA is a vibrant city located in Fulton County, Georgia. With a population of over 85,000 residents, it is home to a variety of landmarks, top employers, major highways and streets, and neighborhoods. One of the most notable landmarks in Johns Creek is the Autrey Mill Nature Preserve and Heritage Center, which offers visitors a glimpse into the area's rich history and natural beauty. Another popular destination is the Newtown Park, which boasts a wide range of recreational activities including sports fields, playgrounds, and a dog park. When it comes to top employers, Johns Creek is home to several major companies including State Farm, Macy's Systems and Technology, and Saia. These companies provide a significant number of jobs for residents and contribute to the city's thriving economy. In terms of major highways and streets, Johns Creek is conveniently located near several major thoroughfares including State Route 141, State Route 120, and the Georgia 400.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Johns Creek, GA can benefit from the services of a bank in a multitude of ways. One specific example is the ability to secure a mortgage for a home in this affluent community. With a median household income of over $100,000, many residents are able to afford homes in the area but may require financial assistance to make the purchase. A bank can provide a variety of mortgage options with varying interest rates and terms to suit the individual needs of each resident. Additionally, banks can offer investment and savings accounts to help residents grow their wealth and plan for their financial future. With the complexity of modern financial markets, having access to the expertise of a bank can be invaluable in making informed decisions about one's money. Overall, the services of a bank can greatly benefit the residents of Johns Creek, GA in achieving their financial goals and securing their future.

Insurance Broker

Residents of Johns Creek, GA would greatly benefit from the services of an insurance broker in a multitude of ways. Firstly, an insurance broker could help residents navigate the complex and ever-changing healthcare landscape in the city. With a population of over 80,000 people, Johns Creek has a diverse range of healthcare needs, from preventative care to specialized treatments. An insurance broker could help residents find the best healthcare plans that meet their unique needs and budget. Additionally, Johns Creek is home to many small businesses, and an insurance broker could help these businesses find the right insurance policies to protect their assets and employees. Finally, with the unpredictable weather in Georgia, an insurance broker could help residents find comprehensive home and auto insurance policies to protect against any potential damages or accidents. Overall, an insurance broker would be an invaluable resource for residents of Johns Creek, GA, helping them navigate the complexities of insurance and find the best policies to meet their needs.

Wealth Management

Residents of Johns Creek, GA can benefit from the services of a wealth manager in several ways. Firstly, a wealth manager can assist in creating a personalized financial plan that caters to the unique needs of residents in Johns Creek. Given that Johns Creek is an affluent city with a high median household income, a wealth manager can help residents navigate complex financial situations such as estate planning, tax optimization, and investment management. Additionally, a wealth manager can help residents plan for their retirement and ensure that they have enough savings to maintain their lifestyle post-retirement. Furthermore, with the city's proximity to Atlanta, a wealth manager can help residents take advantage of investment opportunities in the city's thriving business sector. Overall, a wealth manager can offer valuable financial guidance that can help residents of Johns Creek achieve their long-term financial goals.

Financial Advisor

Residents of Johns Creek, GA can benefit from the services of a financial advisor in various ways. One of the most common ways is by creating a comprehensive financial plan that aligns with their goals and objectives. This plan can include strategies for debt management, retirement planning, investment management, and tax planning. Additionally, a financial advisor can help residents of Johns Creek navigate the complexities of the local real estate market, which has been experiencing steady growth in recent years. With the median home value in Johns Creek being $460,000, a financial advisor can provide valuable guidance on how to make smart home buying and selling decisions. Furthermore, a financial advisor can help residents of Johns Creek make informed decisions about their charitable giving, which is a significant aspect of the community's culture. With the city's strong sense of community and philanthropy, a financial advisor can help residents maximize the impact of their charitable donations while also providing tax benefits.

Mortgage Loan Officer

Residents of Johns Creek, GA can benefit greatly from the expertise of a mortgage loan officer. With the city's high median household income and thriving economy, many residents are looking to purchase homes or refinance their existing mortgages. A skilled loan officer can guide them through the complex process of obtaining a mortgage, including evaluating their financial situation, helping them choose the right loan product, and securing the best interest rates. In addition, Johns Creek's diverse population includes many first-time homebuyers who may need extra assistance navigating the homebuying process. A mortgage loan officer can provide valuable education and support to these individuals, ensuring that they make informed decisions and feel confident in their purchase. Overall, a knowledgeable and experienced loan officer can be an invaluable resource for residents of Johns Creek seeking to achieve their homeownership goals.

Tax Services

Residents of Johns Creek, GA can benefit greatly from the services of a tax advisor. With a population of over 85,000 people, many of whom are employed in high-paying jobs, the tax code can be complex and difficult to navigate. A tax advisor can help residents maximize their deductions and credits, ensuring that they pay only what they owe and not a penny more. Additionally, with the recent boom in the housing market in Johns Creek, many residents may be looking to buy or sell property. A tax advisor can provide valuable guidance on the tax implications of these transactions, helping residents make informed decisions and avoid costly mistakes. Furthermore, with the city's proximity to Atlanta and its status as a hub for technology and healthcare companies, many residents may have complex tax situations related to stock options, retirement accounts, and other investments. A tax advisor can help residents navigate these complexities and ensure that they are taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Johns Creek, GA can greatly benefit from the guidance and expertise of an estate planning lawyer. With a population of over 85,000, the city is home to many families and individuals who may have complex financial and personal situations that require careful planning. An estate planning lawyer can assist with creating wills, trusts, and other legal documents to ensure that assets are distributed according to the individual's wishes. Additionally, the lawyer can provide guidance on tax planning and minimizing estate taxes, which can be particularly important for residents of Johns Creek, as it is one of the wealthiest cities in Georgia. The lawyer can also help with planning for long-term care and disability, which can be especially important given the aging population in the city. Overall, an estate planning lawyer can provide invaluable assistance to residents of Johns Creek in ensuring that their assets and wishes are protected and that their loved ones are provided for in the future.

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