Retirement Planning in Belknap County, NH

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Top Retirement Planners in Belknap County, NH

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Advisors Financial Planning Group
Location 83 Goodwin Rd, Gilford, NH 03249, USA
Phone (888) 813-7408
Directions
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Knott Linda
5 out of 5
Location 174 Court St, Laconia, NH 03246, USA
Phone (603) 832-0002
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Northway Financial
Location 400 S Main St, Laconia, NH 03246, USA
Phone (603) 524-3553
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Bay Point Financial, LLC
Location 144 Pleasant St, Laconia, NH 03246, USA
Phone (603) 581-2629
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SEC File# 801-71062
CRD# 152802
Location 55 Mill St, Wolfeboro, NH 03894, USA
Phone (603) 569-1717
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Morgan Stanley Financial Advisors
5 out of 5
Location 14 Country Club Rd, Gilford, NH 03246, USA
Phone (603) 528-1390
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Terri Harbour
Location 587 Main St, Laconia, NH 03246, USA
Phone (603) 393-1983
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Brian S McGuigan, CFP
Location 233 Camp School Rd Box 790, Wolfeboro, NH 03894, USA
Phone (603) 249-6535
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Gary Dionne - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 653 Main St Ste 216, Laconia, NH 03246, USA
Phone (603) 528-5715
Directions
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Common Ground Financial
Location 1 Mill Plaza # 1, Laconia, NH 03246, USA
Phone (603) 524-4488
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Common Ground Financial Corporation
Location 376 Union Ave, Laconia, NH 03246, USA
Phone (603) 524-8383
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The Lakes Region Group - Morgan Stanley
Location 14 Country Club Rd, Laconia, NH 03246, USA
Phone (603) 528-1390
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DAK Financial Group
SEC File# 801-81008
CRD# 175009
5 out of 5
Location 328 Daniel Webster Hwy, Meredith, NH 03253, USA
Phone (603) 279-0700
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PlanFirst., LLC
Location 36 Country Club Rd STE 926, Gilford, NH 03249, USA
Phone (603) 524-4994
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Peter L Dorfman Financial Planner
Location 18 Canal St, Laconia, NH 03246, USA
Phone (603) 528-7775
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Mary Gaudet - Raymond James
5 out of 5
Location 25 Country Club Rd, Gilford, NH 03249, USA
Phone (603) 527-1396
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Molnar Associates Inc
5 out of 5
Location 121 NH-25 # 1, Meredith, NH 03253, USA
Phone (603) 279-1177
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The Foundry Financial Group, Inc
Location 67 Water St Suite 101, Laconia, NH 03246, USA
Phone (603) 528-5171
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Advisors Financial Planning
Location 2 Airport Rd # 7, Gilford, NH 03249, USA
Phone (603) 524-1599
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SEC File# 801-6358
CRD# 877
Location 569 Main St, Laconia, NH 03246, USA
Phone (603) 528-5212
Directions
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Lakes Region Tax & Retirement Planning, LLC
5 out of 5
Location 103 Main St, Alton, NH 03809, USA
Phone (603) 875-3355
Directions
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Aventus Investment Advisors
Location 11 Hare Farm Rd, Moultonborough, NH 03254, USA
Phone (603) 253-5545
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Retirement Planning in Belknap County, NH

About Belknap County, NH for Those Planning to Retire

Belknap County, located in the heart of New Hampshire, is a picturesque region that is home to several notable landmarks, including the stunning Lake Winnipesaukee and the majestic Mount Major. The county is also known for its thriving economy, which is fueled by a diverse range of top employers, such as LRGHealthcare, the Lakes Region Community College, and the New Hampshire Department of Corrections. When it comes to transportation, Belknap County is well-connected to the rest of the state via several major highways and streets, including I-93, Route 3, and Route 11. The county is also home to a variety of charming neighborhoods, each with its own unique character and charm. From the quaint streets of downtown Laconia to the peaceful shores of Alton Bay, Belknap County is a place where residents can truly live, work, and play in style.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Belknap County, NH can benefit from a bank in various ways. One specific way is through the provision of home loans for the county's population, which is predominantly rural. With a median household income of $60,000, many residents may not have the means to purchase a home outright. A bank can offer affordable and flexible mortgage options that can help residents achieve their dream of homeownership. Additionally, banks can provide financial education to residents to help them make informed decisions about their finances, including budgeting, saving, and investing. With the county's proximity to Lake Winnipesaukee, a popular tourist destination, banks can also offer loans to small businesses in the hospitality industry to help them grow and thrive. Overall, a bank can play a crucial role in the economic development and financial stability of Belknap County, NH.

Insurance Broker

Belknap County, NH residents could benefit greatly from the services of an insurance broker. With the county's diverse population that includes retirees, families, and young professionals, an insurance broker can help them navigate the complex world of insurance policies and find the best coverage for their individual needs. For example, an insurance broker can help a young family in Belknap County find affordable health insurance coverage that includes pediatric care, while also assisting a retiree in finding a comprehensive Medicare supplement plan. Additionally, an insurance broker can provide guidance on the unique risks associated with living in Belknap County, such as the potential for flooding in certain areas. By working with an insurance broker, residents of Belknap County can feel confident that they have the right insurance coverage to protect themselves and their families.

Wealth Management

Residents of Belknap County, NH can benefit greatly from the expertise of a skilled wealth manager. With the county's economy heavily reliant on tourism and healthcare, a wealth manager can help individuals and families navigate the complexities of financial planning in these industries. For example, a wealth manager can provide guidance on investing in healthcare companies or diversifying income streams through rental properties in popular tourist destinations like Lake Winnipesaukee. Additionally, a wealth manager can assist with estate planning and tax strategies to ensure that individuals and families are able to pass on their wealth to future generations. With the unique challenges and opportunities that come with living in Belknap County, NH, a wealth manager can provide invaluable support and guidance for achieving financial security and success.

Financial Advisor

Belknap County, NH residents could benefit greatly from the guidance of a financial advisor. With a population of over 60,000, the county is home to a diverse range of individuals with varying financial goals and needs. A financial advisor could help residents navigate the unique challenges of living in Belknap County, such as the high cost of living and limited job opportunities in certain areas. They could also provide expertise on investing in the local economy, which is heavily reliant on tourism and seasonal industries. Additionally, a financial advisor could assist residents in planning for the future, whether it be saving for retirement or preparing for unexpected expenses, such as home repairs after a harsh New England winter. With their knowledge and experience, a financial advisor could help Belknap County residents achieve financial stability and security.

Mortgage Loan Officer

Belknap County, NH is a beautiful region that offers its residents a high quality of life. However, like many other regions, it is not immune to the challenges of homeownership. This is where a mortgage loan officer can be of great help to residents of Belknap County. With their expertise, they can assist residents with the most common ways of getting a mortgage loan, such as pre-approval, refinancing, and securing a low-interest rate. Furthermore, with the unique characteristics of Belknap County, such as its diverse population and the presence of several small towns, a mortgage loan officer can also offer tailored advice to help residents navigate the local real estate market. By working with a mortgage loan officer, residents of Belknap County can realize their dreams of homeownership and secure a brighter future for themselves and their families.

Tax Services

Belknap County, NH residents could benefit from the guidance of a tax advisor in a multitude of ways. One specific example is the potential impact of property taxes on homeowners in the area. With a population of just over 60,000 people, Belknap County is home to a variety of property types, from lakefront homes to rural farms. A tax advisor could assist homeowners in understanding the intricacies of the local property tax system, including how assessments are made and how to appeal a decision. They could also advise on potential deductions and credits, such as the state's "elderly and disabled exemption" for qualifying residents. Additionally, with the recent changes to federal tax laws, a tax advisor could help residents understand how these changes may affect their tax liability and what steps they can take to minimize their tax burden. Overall, the expertise of a tax advisor could prove invaluable to Belknap County residents looking to navigate the complex world of taxes.

Estate Planning Lawyer

Residents of Belknap County, NH can benefit from an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help individuals in Belknap County to create a comprehensive estate plan that takes into account their unique circumstances and objectives. This may involve drafting a will, creating a trust, or establishing a power of attorney. Additionally, an estate planning lawyer can assist with probate and estate administration, ensuring that the wishes of the deceased are carried out in accordance with the law. Belknap County residents may also benefit from an estate planning lawyer's expertise in navigating complex tax laws and regulations, which can have a significant impact on the distribution of assets. Given the county's rural character and significant tourism industry, an estate planning lawyer can help residents of Belknap County to protect their valuable assets and ensure that their loved ones are provided for in the event of their passing.

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