Retirement Planning in Prosper, TX

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List of Firms

Top Retirement Planners in Prosper, TX

United Advisors America
SEC File# 801-114134
CRD# 147350
Location 290 S Preston Rd Suite #220, Prosper, TX 75078, USA
Phone (877) 443-0610
Language https://unitedadvisors.com/
Directions
Edward Jones - Financial Advisor: Aaron P McNeal, CFP®
5 out of 5
Location 821 N Coleman St Suite 130, Prosper, TX 75078, USA
Phone (972) 347-1402
Language https://www.edwardjones.com/us-en/financial-advisor/aaron-mcneal
Directions
Krishna Financial Services LLC
Location 1621 Lone Pine Dr, Little Elm, TX 75068, USA
Phone (609) 413-6471
Language https://hgicrusade.com/askarthikn/
Directions
Quadcap Wealth Management LLC
Location 7790 Main St, Frisco, TX 75033, USA
Phone (972) 818-2400
Language http://www.quadcapwm.com/
Directions
CSB Wealth Management LLC / LPL Financial
Location 130 N Preston Rd Suite 100, Prosper, TX 75078, USA
Phone (972) 462-0915
Language http://www.csbwm.net/
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 5566 Main St Ste 204, Frisco, TX 75033, USA
Phone (972) 668-9649
Language http://www.edwardjones.com/
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 3:30 PM Saturday: Closed Sunday: Closed
Directions
Krishna Wealth Planning
5 out of 5
Location 5900 S Lake Forest Dr Ste 300, McKinney, TX 75070, USA
Phone (214) 901-7526
Language https://krishnawealth.com/
Directions
Fiduciary Wealth Management: Your Dedicated Fiduciary®
Location 130 N Preston Rd Suite 100-519, Prosper, TX 75078, USA
Phone (844) 752-6933
Language http://www.yourdedicatedfiduciary.com/
Directions
Waits Financial Group
Location 7110 Pecan St, Frisco, TX 75034, USA
Phone (972) 581-3072
Language http://www.waitsfinancialgroup.com/
Directions
Legacy Planning Group
Location 119 W Virginia St Suite 200-201, McKinney, TX 75069, USA
Phone (972) 562-5682
Language http://www.legacypg.com/
Directions
Libertas Capital Management
Location 6170 Research Rd Ste 1001, Frisco, TX 75034, USA
Phone (972) 646-2525
Language http://www.libertascapitalmanagement.com/
Directions
Red River Wealth Advisors
Location 6136 Frisco Square Blvd Suite 400, Frisco, TX 75034, USA
Phone (817) 502-9822
Language http://www.redriverwealthadvisors.com/
Directions
Retirement Planning in Prosper, TX

About Prosper, TX for Those Planning to Retire

Prosper, TX is a vibrant city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Prosper Town Hall to the sprawling Frontier Park, the city is home to a number of unique and noteworthy landmarks that are sure to impress visitors and residents alike. When it comes to top employers, Prosper is home to a number of major companies, including the likes of Frito-Lay, JCPenney, and Toyota. These companies offer a wide range of job opportunities for residents of Prosper and the surrounding areas, making it an ideal place to live and work. In terms of major highways and streets, Prosper is situated in close proximity to several major thoroughfares, including the Dallas North Tollway, US Highway 380, and State Highway 289. These highways provide easy access to nearby cities and towns, making it easy for residents to commute to work or explore the surrounding area.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Prosper, TX can benefit from a bank in various ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. With a bank, residents can easily manage their finances, pay bills, and save for their future. Additionally, banks in Prosper, TX offer services such as online banking, mobile banking, and ATMs, making it convenient for residents to access their accounts anytime, anywhere. Another way that banks can help residents is by providing financial education and resources. Prosper, TX is a rapidly growing city with a booming economy, and banks can help residents navigate the financial landscape by offering advice on budgeting, investing, and retirement planning. Overall, banks play an important role in the financial well-being of residents in Prosper, TX, and can help them achieve their financial goals.

Insurance Broker

Residents of Prosper, TX can benefit greatly from the services of an insurance broker. These professionals can help individuals and families navigate the complex world of insurance, finding the best policies to meet their unique needs. In a town like Prosper, where the population is growing rapidly and the economy is thriving, having the right insurance coverage is essential. An insurance broker can help residents find policies that cover everything from home and auto insurance to life and health insurance. They can also help residents understand the intricacies of insurance policies and ensure that they are getting the best rates and coverage possible. With the help of an insurance broker, residents of Prosper can rest assured that they are protected in the event of any unforeseen circumstances.

Wealth Management

Prosper, TX is a rapidly growing town with a median household income of $143,000. With such a high income, it is crucial for residents to have a wealth manager to help them manage their finances and investments. A wealth manager can assist residents in creating a comprehensive financial plan that takes into consideration their long-term goals and objectives. This plan can include investment strategies, retirement planning, tax planning, and estate planning. Additionally, a wealth manager can help residents navigate the complexities of the financial markets and make informed investment decisions. With the constant growth and development in Prosper, TX, a wealth manager can also provide guidance on real estate investments and other opportunities unique to the area. Overall, a wealth manager can be a valuable asset to residents of Prosper, TX in ensuring their financial success and security.

Financial Advisor

Prosper, TX is a rapidly growing community with a diverse range of financial needs. A financial advisor can assist residents in a variety of ways, including creating a personalized financial plan, managing debt, and investing for retirement. With the median household income in Prosper being over $140,000, many residents may benefit from guidance on tax planning and wealth management strategies. Additionally, as the town continues to expand, residents may seek advice on real estate investments or starting a business. A financial advisor can also provide education on financial literacy and help individuals navigate the complexities of insurance and estate planning. With so many opportunities for financial growth and stability in Prosper, a trusted advisor can be an invaluable resource for residents looking to secure their financial future.

Mortgage Loan Officer

Prosper, TX is a rapidly growing community with a population of approximately 26,000 people, and as such, the role of a mortgage loan officer is crucial in assisting residents with their home financing needs. One of the most common ways that a mortgage loan officer can help residents of Prosper is by providing them with expert guidance and advice on the various mortgage options available to them. This includes helping them understand the different types of loans, such as fixed-rate and adjustable-rate mortgages, and the associated benefits and risks of each. Additionally, a mortgage loan officer can assist residents in navigating the complex application process, which often involves gathering and submitting a significant amount of financial documentation. With their expertise and knowledge of the local real estate market, a mortgage loan officer can help residents of Prosper secure the best possible mortgage terms and rates, ultimately enabling them to achieve their dream of homeownership.

Tax Services

Residents of Prosper, TX could benefit from the expertise of a tax advisor in a variety of ways. One specific area where a tax advisor could be particularly helpful is in navigating the complex tax laws surrounding the oil and gas industry, which is an important part of the local economy. For example, a tax advisor could help residents who own mineral rights understand the tax implications of leasing or selling those rights. They could also assist businesses in the industry with tax planning and compliance, including issues related to depreciation, depletion, and intangible drilling costs. Additionally, a tax advisor could help residents with estate planning, including strategies for minimizing estate taxes and ensuring that assets are passed on to heirs in a tax-efficient manner. Overall, a knowledgeable tax advisor could provide valuable guidance and support to residents of Prosper, TX in navigating the often-confusing world of tax law.

Estate Planning Lawyer

Residents of Prosper, TX can benefit greatly from the services of an estate planning lawyer. Specifically, an estate planning lawyer can help residents of Prosper, TX protect their assets and ensure that their loved ones are taken care of in the event of their passing. This is especially important in Prosper, TX, as it is a rapidly growing community with a high median income. With more wealth comes more complex estate planning needs, and an estate planning lawyer can help residents navigate the intricacies of tax law and other legal considerations. Additionally, an estate planning lawyer can help residents of Prosper, TX create a plan for their healthcare and end-of-life decisions, ensuring that their wishes are respected and their loved ones are not burdened with difficult decisions. Overall, an estate planning lawyer can provide invaluable support and peace of mind to residents of Prosper, TX.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in Prosper, TX are designed to help individuals plan for their future and ensure that they have enough money to live comfortably during their golden years. A retirement planner in Prosper, TX can provide a range of services, including financial planning, investment advice, and asset management. They can also help clients navigate the complex world of social security and Medicare, and provide guidance on tax planning and estate planning. One unique aspect of retirement planning in Prosper, TX is the town's strong sense of community. With a population of just over 22,000, Prosper is a close-knit community where neighbors look out for one another and support each other through life's ups and downs. A retirement planner in Prosper, TX can help clients take advantage of this sense of community by connecting them with local resources and organizations that can help them stay active, engaged, and fulfilled during their retirement years.

Prosper, TX is the ultimate destination to get a retirement planner. This small town boasts a thriving community and a booming economy, making it a perfect place to retire. With its low crime rate, excellent healthcare facilities, and affordable cost of living, Prosper offers a comfortable and secure environment for seniors. What sets Prosper apart from other retirement destinations is its rich cultural heritage and diverse range of activities. From art galleries and museums to parks and recreational facilities, there is always something to do in this town. Moreover, Prosper's retirement planners are some of the best in the business. They are knowledgeable, experienced, and dedicated to helping seniors achieve their financial goals. With their expert guidance and personalized advice, retirees can rest assured that their retirement plans are in good hands. So, if you're looking for a retirement planner that can help you make the most of your golden years, look no further than Prosper, TX.