Retirement Planning in Livingston, LA

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List of Firms

Top Retirement Planners in Livingston, LA

Louisiana Business Resource Group, LLC
Location 10621 N Oak Hills Pkwy Ste A, Baton Rouge, LA 70810, USA
Phone (225) 300-4810
Directions
United Wealth Advisors Group, llc
SEC File# 801-55153
CRD# 317245
Location 610 Belle Terre Blvd, Laplace, LA 70068, USA
Phone (985) 652-7702
Language http://www.uwagllc.com/
Directions
Shepherd Wealth Solutions
5 out of 5
Location 15415 Greenwell Springs Rd, Central, LA 70739, USA
Phone (225) 791-7011
Language http://www.shepherdwealthsolutions.com/
Directions
Fortune 45, LLC
SEC File# 801-120997
CRD# 170693
Location Airline Hwy, Baton Rouge, LA 70809, USA
Phone (225) 247-1299
Directions
Peak Investments LLC
Location 31280 Douglas, Walker, LA 70785, USA
Phone (225) 664-5291
Directions
Edward Jones - Financial Advisor: Landon M Collins
SEC File# 801-3297
CRD# 250
Location 200 S Range Ave A, Denham Springs, LA 70726, USA
Phone (225) 667-2029
Language https://www.edwardjones.com/us-en/financial-advisor/landon-collins
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 – 4:30 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
5 out of 5
Location 28955 Walker South Rd #200, Walker, LA 70785, USA
Phone (225) 664-0237
Language http://www.edwardjones.com/
Directions
Gulf Coast Financial Advisors and Associates
5 out of 5
Location 4660 O'Neal Ln Suite B, Baton Rouge, LA 70817, USA
Phone (225) 239-5040
Directions
Capital Financial Group: Ian James, CRPC, AAMS, BFA
5 out of 5
Location 8550 United Plaza Blvd Suite #702, Baton Rouge, LA 70809, USA
Phone (225) 261-9606
Language http://www.225wealth.com/
Directions
Wealth Solutions, LLC
SEC File# 801-55153
CRD# 317245
Location 610 Belle Terre Blvd, Laplace, LA 70068, USA
Phone (985) 652-7702
Language http://wealthsolutionsllc.net/
Directions
Retirement Planning in Livingston, LA

About Livingston, LA for Those Planning to Retire

Livingston, LA is a vibrant and bustling city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Juban Crossing shopping center to the historic Old City Hall, there is no shortage of sights to see in this charming town. The top employers in Livingston include companies such as Walmart, Livingston Parish Public Schools, and the Louisiana Department of Transportation and Development. These businesses provide a wide range of job opportunities for residents and contribute significantly to the local economy. When it comes to transportation, Livingston is conveniently located near major highways such as I-12 and US-190, making it easy to travel to nearby cities and towns. Additionally, the city is home to several major streets, including Florida Boulevard and Range Avenue, which are lined with shops, restaurants, and other amenities. As for neighborhoods, Livingston has a diverse mix of residential areas, each with its own unique character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Livingston, LA is a small town that is home to many hardworking individuals who rely on their local bank to help them with their financial needs. One of the most common ways that residents of Livingston, LA would be helped by a bank is through providing them with access to loans. This is particularly important for small business owners who are looking to expand their operations or for families who are looking to purchase a new home. Additionally, banks in Livingston, LA can also help residents with their savings and investment needs by providing them with a range of options that are tailored to their unique financial goals. Whether it's setting up a retirement account or investing in the stock market, banks in Livingston, LA are well-equipped to help residents navigate the complex world of finance and achieve their financial objectives.

Insurance Broker

Livingston, LA is a small town located in the state of Louisiana. The town's residents face a plethora of risks that require insurance coverage, including natural disasters such as hurricanes, flooding, and tornadoes. An insurance broker can help residents of Livingston, LA by providing them with personalized insurance policies that cater to their specific needs. For instance, an insurance broker can help homeowners in Livingston, LA obtain flood insurance coverage, which is particularly crucial given the town's propensity to experience floods. Additionally, an insurance broker can help residents of Livingston, LA obtain comprehensive auto insurance policies that cover damage caused by hurricanes and other natural disasters. Overall, an insurance broker can help residents of Livingston, LA mitigate the financial risks associated with living in an area prone to natural disasters.

Wealth Management

Livingston, LA is a small town with a population of just over 2,000 people. Despite its size, there are many ways that a wealth manager could assist its residents. One of the most common ways is by offering advice on retirement planning. With the average age of residents being 38 years old, many are likely thinking about their future and how they can prepare for retirement. A wealth manager can help them create a plan that takes into account their current income, expenses, and future goals. They can also provide guidance on investment options and risk management strategies, helping residents make informed decisions about their financial future. Additionally, with the town being located in a rural area, a wealth manager can offer expertise on estate planning and how to pass on assets to future generations. This can be particularly important for families who own farms or other types of property that they want to keep in the family for generations to come.

Financial Advisor

Residents of Livingston, LA could benefit greatly from the services of a financial advisor. With a population of just over 2,000, Livingston is a small town that has seen some recent growth due to its proximity to Baton Rouge. However, many residents still struggle with financial planning and investment decisions. A financial advisor could help them navigate the complexities of retirement planning, tax strategies, and investment options. For example, Livingston has a high percentage of residents who work in the petrochemical industry, which often comes with unique financial challenges such as fluctuating income and potential exposure to environmental risks. A financial advisor could help these residents create a comprehensive financial plan that takes these factors into account and helps them achieve their long-term goals. Overall, the guidance of a financial advisor could be invaluable for Livingston residents looking to secure their financial futures.

Mortgage Loan Officer

Residents of Livingston, LA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, they can help them navigate the complex and ever-changing mortgage market to find the best loan option that suits their financial situation. They can also assist in securing a pre-approval letter, which is essential when making an offer on a home in a competitive market. Additionally, a mortgage loan officer can provide guidance on the various government-backed loan programs, such as FHA and VA loans, that may be available to residents of Livingston, LA. Given that Livingston, LA is located in a flood-prone area, a mortgage loan officer can also provide valuable insights on flood insurance requirements and how to obtain the necessary coverage. With their knowledge and experience, a mortgage loan officer can help residents of Livingston, LA achieve their dream of homeownership while ensuring they make informed decisions throughout the process.

Tax Services

Residents of Livingston, LA can benefit from the services of a tax advisor in numerous ways. Firstly, tax advisors can provide assistance with tax planning and preparation, ensuring that residents are compliant with state and federal tax laws. This is particularly important in Livingston, LA, where the tax laws can be complex and confusing. Additionally, tax advisors can help residents to identify potential tax deductions and credits, which can result in significant savings. For example, residents of Livingston, LA who own property may be eligible for various property tax exemptions, such as the homestead exemption or the special assessment level for persons with disabilities. A tax advisor can help residents to navigate these exemptions and ensure that they are taking advantage of all available tax breaks. Finally, tax advisors can provide guidance on estate planning and wealth management, helping residents to plan for the future and minimize their tax liabilities.

Estate Planning Lawyer

Livingston, LA residents can benefit from the expertise of an estate planning lawyer in a number of ways. One of the most common is by creating a comprehensive estate plan that includes a will, trust, and other documents to ensure that their assets are distributed according to their wishes after they pass away. This is particularly important in Livingston, LA, where many residents own property or have other assets that they want to pass on to their loved ones. Additionally, an estate planning lawyer can help with tax planning, which is especially important in Louisiana, where the state has its own unique tax laws. They can also help with Medicaid planning, which can be crucial for seniors or those with disabilities who need long-term care. Overall, an estate planning lawyer can provide peace of mind and ensure that residents of Livingston, LA have a plan in place for the future.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in Livingston, LA can help individuals plan for their golden years by providing comprehensive financial advice and guidance. These services can include analyzing current savings and investments, creating a personalized retirement plan, and identifying potential sources of income. Retirement planners in Livingston, LA may also assist with estate planning, tax planning, and long-term care planning. In this small town, it is important to consider the unique challenges and opportunities that come with retirement. For example, Livingston, LA has a large population of retirees who rely on Social Security benefits as a major source of income. A retirement planner in Livingston, LA can help individuals maximize their Social Security benefits and navigate the complex system to ensure they are receiving the full amount they are entitled to. With burstiness and complexity, a retirement planner in Livingston, LA can provide invaluable support and guidance to individuals looking to secure their financial future.

Livingston, LA is the ideal place to get a retirement planner for a multitude of reasons. One of the most compelling reasons is the town's rich history and culture. Nestled in the heart of Louisiana, Livingston boasts a vibrant community that is steeped in tradition and southern hospitality. The town's unique blend of Cajun and Creole influences make it an ideal place to retire and enjoy the finer things in life. Additionally, Livingston is home to a plethora of retirement planning experts who are well-versed in the latest financial strategies and trends. Whether you are looking to invest in stocks, real estate, or other assets, these experts can help you navigate the complex world of retirement planning with ease. From tax planning to estate planning, Livingston's retirement planners have the knowledge and expertise to help you achieve your financial goals and live out your golden years in comfort and security. So if you are looking for a retirement planner that can help you make the most of your retirement, look no further than Livingston, LA.