Retirement Planning in Tom Green County, TX

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Top Retirement Planners in Tom Green County, TX

First Financial Trust
Location 222 S Koenigheim St, San Angelo, TX 76903, USA
Phone (325) 659-5987
Language https://ffin.com/en-us/about-trust/?utm_source=gmb&utm_medium=yext
Directions
Mortimore Wealth Strategies - Ameriprise Financial Services, LLC
Location 4810 Southland Blvd, San Angelo, TX 76904, USA
Phone (325) 716-4022
Language https://www.ameripriseadvisors.com/team/mortimore-wealth-strategies/?cid=IP_local_google
Directions
Julie M. Kasberg - UBS Financial Services Inc.
Location 610 S Bryant Blvd Suite E, San Angelo, TX 76903, USA
Phone (325) 486-5104
Language https://advisors.ubs.com/julie.kasberg/?utm_source=Yext&utm_medium=GMB&utm_campaign=163490&y_source=1_MjI3MDYwMTctNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Colin Mortimore - Financial Advisor, Ameriprise Financial Services, LLC
Location 4810 Southland Blvd, San Angelo, TX 76904, USA
Phone (325) 716-4022
Language https://www.ameripriseadvisors.com/Colin.Mortimore/?cid=IP_local_google
Directions
Thieman Investment & Retirement Services
Location 502 S Koenigheim St Suite IB, San Angelo, TX 76903, USA
Phone (325) 227-6729
Language https://www.thiemaninvestments.com/
Directions
Retirement Planning in Tom Green County, TX

About Tom Green County, TX for Those Planning to Retire

Tom Green County, located in West Texas, is a vibrant community with a multitude of landmarks, top employers, major highways, and neighborhoods. The county is home to the beautiful San Angelo State Park, which boasts over 7,000 acres of hiking trails, fishing spots, and camping sites. The Concho River, flowing through the heart of San Angelo, offers a scenic spot for kayaking, tubing, and fishing. Top employers in the area include Goodfellow Air Force Base, Shannon Medical Center, and Angelo State University. The county is also home to a number of oil and gas companies, including Pioneer Natural Resources and Concho Resources. Major highways that run through the county include US-67, US-87, and US-277. These highways provide easy access to neighboring cities such as Abilene, Midland, and Lubbock. San Angelo, the county seat, is divided into several distinct neighborhoods, each with its own unique charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Tom Green County, TX can benefit from a bank in numerous ways. Firstly, a bank can provide loans to individuals who need financial assistance for purchasing homes, starting businesses, or pursuing higher education. This is particularly important for the residents of Tom Green County, TX, who are predominantly employed in the agriculture and oil industries, which are subject to fluctuations in the market. Secondly, banks offer a variety of savings and investment options that can help residents grow their wealth and plan for their future. This is especially crucial for the residents of Tom Green County, TX, who face the challenge of balancing the need to save for the future with the need to manage the high cost of living in the area. Finally, banks can provide valuable financial education and resources to help residents make informed decisions about their money. This is particularly important for the residents of Tom Green County, TX, who often face unique financial challenges due to the rural nature of the area and the limited access to financial services.

Insurance Broker

Residents of Tom Green County, TX can benefit from the expertise of an insurance broker in many ways. With its diverse population, ranging from urban areas to rural communities, the county presents unique challenges when it comes to insurance needs. For instance, residents in rural areas may require coverage for farming equipment or livestock, while those in urban areas may need protection for their vehicles and homes. An insurance broker can help navigate the complex insurance market and find policies that suit each individual's needs. Additionally, the county is prone to natural disasters such as tornadoes and hailstorms, making it crucial for residents to have adequate insurance coverage. An insurance broker can provide guidance on the best policies to protect against these risks. With their knowledge and experience, insurance brokers can help residents of Tom Green County, TX ensure that they are adequately protected against unforeseen events.

Wealth Management

Residents of Tom Green County, TX can benefit from the expertise of a wealth manager in several ways. Firstly, wealth managers can assist with retirement planning, helping residents to maximize their savings and investments to ensure a comfortable retirement. Additionally, wealth managers can provide guidance on estate planning, ensuring that assets are distributed according to the wishes of the individual. Tom Green County, TX is known for its agricultural industry, and wealth managers can provide specialized advice for farmers and ranchers looking to manage their finances and plan for the future. Wealth managers can also help residents navigate the complexities of taxation, ensuring that they are taking advantage of all available tax-saving strategies. Lastly, wealth managers can provide investment advice, helping residents to make informed decisions about their portfolios and maximize their returns. Overall, a wealth manager can provide invaluable guidance and support to residents of Tom Green County, TX, helping them to achieve their financial goals and secure their futures.

Financial Advisor

Residents of Tom Green County, TX could benefit from the expertise of a financial advisor in a variety of ways. For instance, with the county being home to a significant number of military personnel and veterans, a financial advisor could assist with specialized retirement planning and investment strategies to help these individuals make the most of their benefits. Furthermore, with the county's economy heavily reliant on agriculture, a financial advisor could provide guidance on farm succession planning and risk management strategies to help farmers and ranchers protect their assets and pass them on to future generations. Additionally, with the county's population growing rapidly, a financial advisor could help individuals and families navigate the complexities of buying a home, saving for college, and planning for retirement, all while taking into account the unique challenges and opportunities presented by living in a rural community.

Mortgage Loan Officer

Residents of Tom Green County, TX can benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can assist residents in securing a mortgage loan to purchase a home or refinance an existing mortgage. This is particularly beneficial for residents of Tom Green County, TX, as the county has a growing population and a strong real estate market, making it an attractive location for those looking to invest in property. Additionally, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, which includes filling out paperwork, meeting eligibility requirements, and finding the best mortgage rates. With the help of a mortgage loan officer, residents of Tom Green County, TX can make informed decisions about their mortgage options and ultimately achieve their homeownership goals.

Tax Services

Residents of Tom Green County, TX could greatly benefit from the expertise of a tax advisor in a number of ways. For instance, many residents in this area are self-employed or own small businesses, and a tax advisor could assist them in navigating the complex tax laws and regulations that apply to these types of entities. Additionally, Tom Green County is home to a large number of retirees, and a tax advisor could help these individuals maximize their retirement income by providing guidance on tax-efficient investment strategies and retirement account withdrawals. Furthermore, with the recent boom in the oil and gas industry in this region, a tax advisor could help landowners and mineral rights holders understand the tax implications of their holdings and develop a plan to minimize their tax burden. In short, a tax advisor could be an invaluable resource for residents of Tom Green County, TX, helping them to navigate the complexities of the tax code and make informed decisions about their finances.

Estate Planning Lawyer

Residents of Tom Green County, TX can benefit from the services of an estate planning lawyer in numerous ways. Firstly, an estate planning lawyer can help them create a will that outlines how their assets will be distributed after their death. This is particularly important in Tom Green County, TX, where the population is aging rapidly, and many residents have significant assets that they want to pass on to their loved ones. Secondly, an estate planning lawyer can help residents set up trusts to protect their assets and ensure that they are used for specific purposes, such as education or charitable giving. Finally, an estate planning lawyer can help residents navigate the complex tax laws that apply to estates and minimize the tax burden on their heirs. In short, an estate planning lawyer can provide invaluable assistance to residents of Tom Green County, TX, ensuring that their assets are protected and their wishes are carried out after their death.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in Tom Green County, TX are designed to help individuals and families prepare for their golden years. A retirement planner can provide a range of services, including investment advice, tax planning, and estate planning. One unique aspect of retirement planning in Tom Green County is the abundance of natural resources and outdoor recreational opportunities. The retirement planner can help clients incorporate these resources into their retirement plans, such as investing in land or properties for hunting or fishing. Additionally, the planner can offer guidance on how to navigate the local economy, which is heavily influenced by the oil and gas industry. With their bursty and complex approach, the retirement planner can help clients create a comprehensive retirement plan that takes into account the unique opportunities and challenges of living in Tom Green County.

Tom Green County, TX is the ideal location for those seeking a retirement planner. With its diverse economy and thriving community, this county offers a plethora of options for individuals looking to secure their financial future. The county's unique blend of urban and rural environments provides a perfect balance for retirees seeking a peaceful, yet stimulating lifestyle. Additionally, Tom Green County boasts a wealth of financial professionals who are well-equipped to provide expert advice on retirement planning. From investment strategies to estate planning, these experts have the knowledge and experience necessary to help retirees navigate the complex world of finance. With its welcoming community and unparalleled financial resources, Tom Green County, TX is the perfect place to find a retirement planner.