Retirement Planning in Burleigh County, ND

We did the hard work of finding trustworthy partners in Burleigh County, ND. Fill out the form to get connected.
Scroll to List of Firms

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Burleigh County, ND

generic_business-71
Raymond James Financial Services Inc
Location 600 S 2nd St #200, Bismarck, ND 58504, USA
Phone (701) 223-7274
Language http://raymondjames.com/robinschaner
Directions
generic_business-71
Jessalyn Thompson - Financial Advisor, Ameriprise Financial Services, LLC
Location 505 E Main Ave Ste 100, Bismarck, ND 58501, USA
Phone (701) 258-9735
Language https://www.ameripriseadvisors.com/Jessalyn.R.Thompson/?cid=IP_local_google
Directions
generic_business-71
Bravera Wealth
3 out of 5
Location 401 N 4th St Floor 3, Bismarck, ND 58501, USA
Phone (701) 355-4820
Language https://www.bravera.bank/
Directions
generic_business-71
Kyle Debertin - Thrivent
Location 3255 Greensboro Dr Suite 202, Bismarck, ND 58503, USA
Phone (701) 712-3191
Language https://connect.thrivent.com/kyle-debertin?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzY3MDgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
generic_business-71
Debbie Jans - Thrivent
Location 4007 State St Suite 11, Bismarck, ND 58503, USA
Phone (701) 222-3118
Language https://connect.thrivent.com/debra-jans?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzU4MjAtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
generic_business-71
David Schlafman - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 505 E Main Ave Ste 100, Bismarck, ND 58501, USA
Phone (701) 258-9735
Language https://www.ameripriseadvisors.com/david.a.schlafman/?cid=IP_local_google
Directions
generic_business-71
Public Employees Retirement
5 out of 5
Location 400 E Broadway Ave # 505, Bismarck, ND 58501, USA
Phone (701) 328-3900
Directions
generic_business-71
Avantax Planning Partners (formerly HK Financial Services)
SEC File# 801-50939
CRD# 106237
Location 115 N 2nd St, Bismarck, ND 58501, USA
Phone (701) 221-8520
Language https://www.avantax.com/
Directions
generic_business-71
Roller Financial
Location 1720 Burnt Boat Rd # 106, Bismarck, ND 58503, USA
Phone (701) 223-8230
Directions
generic_business-71
Kirkwood Financial Services
Location 2911 N 14th St #201, Bismarck, ND 58503, USA
Phone (701) 355-2100
Directions
generic_business-71
Solid Rock Financial Group
Location 2525 E Rosser Ave Suite 4, Bismarck, ND 58501, USA
Phone (701) 223-1000
Language https://www.srfinancial.net/
Directions
generic_business-71
Schaff Planning Group
Location 121 S 5th St, Bismarck, ND 58504, USA
Phone (701) 667-5294
Directions
Retirement Planning in Burleigh County, ND

About Burleigh County, ND for Those Planning to Retire

Burleigh County, ND is a dynamic and thriving community in the heart of North Dakota. With its vast array of landmarks, top employers, major highways, and neighborhoods, it is a place where people come to live, work, and play. From the towering State Capitol building to the serene Missouri River, Burleigh County boasts an impressive array of landmarks that showcase its rich history and natural beauty. Whether you're exploring the rugged terrain of the Dakota Zoo or taking in the breathtaking views from the Sertoma Park, there's no shortage of things to see and do in this vibrant community. When it comes to employment, Burleigh County is home to some of the top employers in the region, including Sanford Health, Bismarck Public Schools, and the State of North Dakota. These organizations provide a wide range of career opportunities for residents, from healthcare and education to government and technology. In terms of transportation, Burleigh County is well-connected to the rest of North Dakota and beyond.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Burleigh County, ND could benefit from a bank in several ways. For example, a bank could provide loans to farmers in the area who need to purchase new equipment to keep up with the demands of their crops. Additionally, a bank could offer financial education programs to help residents better manage their money and plan for their future. With the recent influx of oil workers in the region, a bank could also offer services such as wire transfers and online banking to help these workers easily access their funds while away from home. Furthermore, with the harsh winters in North Dakota, a bank could offer low-interest loans to help residents pay for home repairs and winterization services. Overall, a bank could play a crucial role in supporting the financial needs of the diverse population of Burleigh County, ND.

Insurance Broker

Residents of Burleigh County, ND can benefit greatly from the services of an insurance broker. With the county being home to the state capital, Bismarck, many residents are employed in the government sector and require specialized insurance coverage. Additionally, Burleigh County experiences harsh winters with heavy snowfall, which can increase the risk of property damage and accidents. An insurance broker can help residents navigate the complexities of insurance policies, ensuring they have adequate coverage for their unique needs. They can also provide guidance on mitigating risks associated with harsh weather conditions, such as adding snow and ice removal coverage to their policies. In a county with a population of over 95,000 people, an insurance broker can provide invaluable assistance in protecting the financial well-being of its residents.

Wealth Management

Residents of Burleigh County, ND can benefit from the services of a wealth manager in a variety of ways. Firstly, a wealth manager can assist in creating and implementing a personalized financial plan that takes into account the unique economic and social factors of Burleigh County. For example, the county has a diverse economy, with industries ranging from agriculture to energy and healthcare, which can require a tailored approach to investment and risk management. Additionally, Burleigh County has a growing population and a high demand for affordable housing, which can impact long-term financial goals and retirement planning. A wealth manager can help navigate these complexities and provide guidance on investment strategies, tax planning, and estate planning. Furthermore, given the potential for natural disasters such as flooding and severe weather in the region, a wealth manager can also help clients prepare for emergencies and protect their assets. Overall, a wealth manager can provide invaluable support to residents of Burleigh County in achieving their financial goals and securing their financial future.

Financial Advisor

Residents of Burleigh County, ND can benefit from the services of a financial advisor in various ways. One of the most common ways is by helping them create a sustainable budget that takes into account the unique economic landscape of the county. Burleigh County is home to several large employers, including the state government, the healthcare sector, and the energy industry. As a result, the local economy is relatively stable, but it is also subject to fluctuations in commodity prices and government funding. A skilled financial advisor can help residents navigate these challenges and develop a financial plan that is tailored to their specific needs. Additionally, a financial advisor can provide guidance on investment strategies, debt management, and retirement planning, among other topics. By working with a financial advisor, residents of Burleigh County can take control of their financial future and achieve their long-term goals.

Mortgage Loan Officer

Residents of Burleigh County, ND can benefit from the services of a mortgage loan officer in various ways. Firstly, the county's population has been growing steadily, with a significant increase in housing demand. A mortgage loan officer can help residents navigate the complex process of purchasing a home, including finding the right mortgage product, obtaining pre-approval, and securing a competitive interest rate. Secondly, Burleigh County is home to a diverse population, including many first-time homebuyers and low-income families. A mortgage loan officer can provide guidance on down payment assistance programs and other resources that can make homeownership more accessible. Additionally, the county's rural areas may present unique challenges for homebuyers, such as limited access to financing and higher closing costs. A knowledgeable mortgage loan officer can help residents in these areas overcome these obstacles and achieve their dream of homeownership.

Tax Services

Residents of Burleigh County, ND can greatly benefit from the expertise of a tax advisor in navigating the complex tax laws and regulations. With the county being home to several large corporations and small businesses, tax advisors can help business owners with tax planning and strategies to minimize their tax liabilities. Moreover, with the county's growing population, tax advisors can assist individuals with tax planning, retirement planning, and estate planning. In addition, Burleigh County has a large agricultural sector, and tax advisors can provide guidance on tax laws related to farming and ranching activities. With the constantly changing tax laws and regulations, a tax advisor can provide up-to-date information and ensure residents of Burleigh County are fully compliant with all tax requirements.

Estate Planning Lawyer

Residents of Burleigh County, ND can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is through the creation of wills and trusts. In Burleigh County, where agriculture is a significant source of income, farmers and ranchers can work with estate planning lawyers to ensure that their land and livestock are passed down to the next generation in a tax-efficient manner. Additionally, estate planning lawyers can assist with the establishment of guardianships and conservatorships for minors or individuals with disabilities. Burleigh County residents can also benefit from the expertise of estate planning lawyers in navigating complex federal and state laws related to estate taxes and probate. With the help of an estate planning lawyer, residents of Burleigh County can have peace of mind knowing that their assets will be protected and their wishes will be carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Burleigh County, ND can help individuals prepare for their golden years with confidence and ease. By conducting a comprehensive analysis of their clients' financial situation, retirement planners can develop customized retirement plans that take into account their clients' unique needs and goals. Burleigh County, ND, with its diverse population and thriving economy, presents a unique set of challenges and opportunities for retirement planning. A skilled retirement planner in Burleigh County, ND can help clients navigate the complexities of the local tax code, investment options, and retirement savings vehicles, such as 401(k)s and IRAs. Additionally, they can provide guidance on estate planning, long-term care insurance, and other critical aspects of retirement planning that are specific to the region. With their expertise and knowledge, retirement planners in Burleigh County, ND can help their clients achieve financial security and peace of mind in retirement.

Burleigh County, ND is a hidden gem when it comes to finding the perfect retirement planner. With its vast array of financial institutions and expert advisors, it's no wonder why individuals from all over the country flock to this region to secure their financial future. The county's unique blend of urban and rural living provides retirees with a diverse range of investment opportunities, from traditional stocks and bonds to alternative investments like real estate and commodities. Additionally, Burleigh County boasts a low cost of living, allowing retirees to stretch their retirement savings further. With its commitment to providing top-notch financial services and its unparalleled quality of life, Burleigh County, ND is undoubtedly the best place to find a retirement planner.