Retirement Planning in LaSalle County, IL

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List of Firms

Top Retirement Planners in LaSalle County, IL

Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 143 E Walnut St, Oglesby, IL 61348, USA
Phone (815) 883-9556
Language http://www.edwardjones.com/
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Illini Investment Services
Location 301 S Columbia Ave, Oglesby, IL 61348, USA
Phone (815) 883-8400
Language http://www.investillini.com/
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Lana Gore - Thrivent
Location 724 Columbus St, Ottawa, IL 61350, USA
Phone (815) 257-1111
Language https://connect.thrivent.com/lana-gore?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzU5OTItNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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LPL Financial
SEC File# 801-10970
CRD# 6413
Location 613 1st St, La Salle, IL 61301, USA
Phone (815) 223-3332
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Armstrong & Associates Inc.
5 out of 5
Location 1410 Aquarius Cir, Ottawa, IL 61350, USA
Phone (815) 324-4434
Language https://www.aainc.us/
Directions
Senior Watchdog, Inc.
5 out of 5
Location 1222 Shooting Park Rd, Peru, IL 61354, USA
Phone (815) 223-9394
Language http://www.seniorwatchdoginc.com/
Directions
Larry J Criss - Financial Advisor, Ameriprise Financial Services, LLC
Location 1729 4th St, Peru, IL 61354, USA
Phone (815) 223-3464
Language https://www.ameripriseadvisors.com/larry.j.criss/?cid=IP_local_google
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Retirement Planning in LaSalle County, IL

About LaSalle County, IL for Those Planning to Retire

LaSalle County, IL is a vibrant and bustling area that boasts an array of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Starved Rock State Park to the impressive Hegeler Carus Mansion, this county is full of rich history and culture. The top employers in the area include the Ottawa Elementary School District, the Walmart Distribution Center, and the Illinois Valley Community Hospital. Major highways and streets, such as Interstate 80 and Route 23, make transportation a breeze, while neighborhoods like Peru and Streator offer a diverse range of housing options. Whether you're looking to explore the great outdoors or settle down in a welcoming community, LaSalle County has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of LaSalle County, IL would benefit from a bank in numerous ways. Firstly, a bank would provide access to financial services such as personal loans, mortgages, and credit cards, which are essential to meet the financial needs of individuals and businesses. Additionally, a bank would enable residents to deposit their money safely and earn interest on their savings. LaSalle County is home to several small businesses that could benefit from a bank's services, including business loans and merchant services. Furthermore, a bank could provide financial education to the community on topics such as budgeting, saving, and investing, which could help residents make informed financial decisions. With a population of over 110,000 people, LaSalle County could benefit from a bank's financial expertise and resources to support the growth and development of the local economy.

Insurance Broker

Residents of LaSalle County, IL could greatly benefit from the services of an insurance broker. With its diverse population and unique economic landscape, LaSalle County presents a plethora of insurance challenges that require the expertise of a seasoned broker. For example, the county has a large number of small businesses that need tailored insurance solutions to protect their assets and employees. Additionally, LaSalle County is home to several large farms that require specialized agricultural insurance coverage. Furthermore, the county's proximity to major highways and waterways means that residents need comprehensive auto and marine insurance policies to protect themselves and their vehicles. An experienced insurance broker can help residents of LaSalle County navigate these complex insurance issues and find the best policies to meet their unique needs.

Wealth Management

Residents of LaSalle County, IL 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 takes into account the unique economic conditions of LaSalle County. For instance, LaSalle County has a diverse economy with significant contributions from agriculture, manufacturing, and healthcare industries. A wealth manager can help residents navigate these industries and make informed investment decisions. Additionally, a wealth manager can help residents plan for retirement, college education, and other long-term financial goals. With the median age of LaSalle County residents being 42.4 years, retirement planning is a crucial aspect of financial planning. Furthermore, a wealth manager can help residents manage their taxes and minimize their tax liabilities. Given that LaSalle County has a property tax rate of 2.1%, tax planning is a crucial aspect of financial planning.

Financial Advisor

LaSalle County, IL, is known for its diverse economy, with agriculture, manufacturing, and healthcare being the primary industries. A financial advisor can help residents in many ways, including creating a personalized financial plan that takes into account their unique circumstances and goals. For example, with the recent boom in agriculture, a financial advisor can help farmers navigate the complexities of commodity markets, land purchases, and equipment financing. They can also help manufacturing businesses manage cash flow, invest in new technologies, and plan for expansion. In the healthcare industry, a financial advisor can assist medical professionals in managing their retirement accounts, navigating the complexities of medical billing, and planning for the future. Overall, a financial advisor can help residents of LaSalle County, IL, make informed decisions about their finances, which can lead to greater financial stability and security.

Mortgage Loan Officer

Residents of LaSalle County, IL can benefit greatly from the services of a mortgage loan officer. These professionals can assist potential homebuyers in securing the financing they need to purchase a home. In LaSalle County, where the median home value is $119,200, many residents may require the assistance of a mortgage loan officer to navigate the complex process of obtaining a mortgage. With their expertise, these professionals can help residents understand their options, including the different types of mortgages available and the requirements for each. Additionally, they can help residents with less-than-perfect credit scores find alternative financing options, such as FHA loans, which may be more accessible to them. Overall, a mortgage loan officer can be a valuable resource for residents of LaSalle County looking to purchase a home.

Tax Services

Residents of LaSalle County, IL can benefit from the guidance of a tax advisor in various ways. For instance, a tax advisor can help them navigate the complex tax laws and regulations specific to LaSalle County, IL. This is particularly important for residents who own businesses or properties in the county and need to comply with local tax codes. Additionally, a tax advisor can assist residents in maximizing their tax deductions and credits, thereby reducing their tax burden. This is especially important for low-income families who may be eligible for tax credits but are unaware of them. Furthermore, a tax advisor can provide valuable advice on estate planning and wealth management, helping residents to protect their assets and pass them on to their heirs in a tax-efficient manner. Overall, a tax advisor can be a valuable asset to residents of LaSalle County, IL, helping them to navigate the complex world of taxes and achieve their financial goals.

Estate Planning Lawyer

Residents of LaSalle County, IL can benefit from the services of an estate planning lawyer in a multitude of ways. Firstly, an estate planning lawyer can assist individuals in creating a comprehensive plan for the distribution of their assets after their passing. This is particularly important in LaSalle County, where there is a significant agricultural industry and many individuals own large tracts of land. An estate planning lawyer can help these individuals ensure that their land is passed down to their heirs in a way that is both fair and legally sound. Additionally, an estate planning lawyer can help residents of LaSalle County navigate complex tax laws and minimize the tax burden on their estate. This is especially important given the recent changes to federal tax laws, which have made estate planning more complicated than ever before. By working with an estate planning lawyer, residents of LaSalle County can ensure that their legacy is protected and their wishes are carried out after they are gone.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in LaSalle County, IL can be extremely beneficial for individuals who want to secure their financial future. The planner can help clients develop a comprehensive retirement plan that encompasses various aspects of their lives, including healthcare, housing, and income. They can also assist in creating a budget and investment strategy that aligns with the client's goals and risk tolerance. LaSalle County, IL, known for its picturesque landscapes and historical landmarks, presents unique challenges for retirement planning. The planner can help clients navigate the local tax laws and regulations to maximize their retirement income. Additionally, they can provide insights into the local real estate market and help clients make informed decisions about downsizing or relocating during their retirement years. With a retirement planner's expertise, individuals in LaSalle County, IL, can plan for a comfortable and stress-free retirement.

LaSalle County, Illinois, is the ultimate destination for anyone seeking a retirement planner. With a population of over 110,000, LaSalle County boasts a diverse community that is both welcoming and supportive. The county is home to a plethora of financial institutions and investment firms, making it easy for retirees to find the perfect retirement planner to suit their needs. Furthermore, LaSalle County's location in the heart of the Midwest provides a unique opportunity for retirees looking to invest in agriculture and other industries in the region. The county's rich history and culture also offer retirees a chance to engage in community events and activities, making their retirement years fulfilling and enjoyable. In short, LaSalle County, Illinois, is the ideal place to find a retirement planner thanks to its diverse community, financial institutions, prime location, and rich culture.