Retirement Planning in Portsmouth, NH

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Top Retirement Planners in Portsmouth, NH

SEC File# 801-51363
CRD# 106651
Location 500 Market St UNIT 1D, Portsmouth, NH 03801, USA
Phone (603) 427-5164
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-92174
CRD# 174765
5 out of 5
Location 767 Islington St #1d, Portsmouth, NH 03801, USA
Phone (603) 610-8881
Directions
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Seacoast Financial Planning
Location 314 Middle Street, Portsmouth, NH 03801, USA
Phone (603) 427-8252
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SEC File# 801-67898
CRD# 125739
Location 875 Greenland Rd, Portsmouth, NH 03801, USA
Phone (603) 380-9226
Directions
SEC File# 801-110455
CRD# 288300
5 out of 5
Location 145 Maplewood Ave suite 210, Portsmouth, NH 03801, USA
Phone (603) 610-4100
Directions
Retirement Planning in Portsmouth, NH

About Portsmouth, NH for Those Planning to Retire

Portsmouth, NH is a charming coastal city with a rich history and a plethora of landmarks that attract tourists and locals alike. The city is home to the Strawbery Banke Museum, a living history museum that showcases the city's colonial past, and the USS Albacore Museum, which features a retired submarine that visitors can tour. In terms of top employers, Portsmouth is a hub for technology companies, including Liberty Mutual Insurance, Bottomline Technologies, and Lonza Biologics. These companies provide ample job opportunities and contribute to the city's thriving economy. Major highways and streets in Portsmouth include I-95, which runs through the city and connects it to Boston and Portland, and the historic Market Street, which is lined with shops, restaurants, and cafes. Portsmouth is also home to several distinct neighborhoods, each with its unique character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Portsmouth, NH can be helped by a bank in various ways. Firstly, a bank can provide financial assistance to small businesses in Portsmouth, which is known for its vibrant small business community. With the city's strong tourism industry, small businesses often need to invest in marketing and advertising to attract visitors. A bank can help by providing loans or lines of credit to these businesses to help them grow and expand. Additionally, with Portsmouth being a coastal city, residents may need to make large purchases such as boats or waterfront property. A bank can offer mortgage or loan options to help residents finance these purchases. Finally, with the cost of living in Portsmouth being higher than the national average, residents may need financial planning and investment advice to help them save for retirement or other long-term goals. A bank can provide these services to help residents achieve financial stability and success.

Insurance Broker

Residents of Portsmouth, NH can benefit greatly from the services of an insurance broker. With the city's proximity to the ocean and the potential for flooding, a broker can help residents find the right coverage for their homes and businesses. Additionally, with Portsmouth's strong tourism industry, an insurance broker can assist local business owners in finding the right policies to protect their assets and ensure continued success. The broker can also provide guidance on the unique insurance needs of residents who work in the maritime industry, which is a significant part of the local economy. With their expertise and knowledge of the insurance market, an insurance broker can help Portsmouth residents navigate the complex world of insurance and ensure that they have the coverage they need to protect themselves and their assets.

Wealth Management

Residents of Portsmouth, NH could benefit from the services of a wealth manager in a variety of ways. For instance, a wealth manager could assist in creating a personalized investment plan that aligns with the specific financial goals of the client. Additionally, a wealth manager could provide guidance on tax planning and help minimize tax liabilities. Portsmouth, NH is a city that is heavily reliant on tourism, and a wealth manager could help residents in the hospitality industry navigate the financial complexities of their profession, such as managing fluctuating income and planning for retirement. Furthermore, a wealth manager could provide estate planning services to ensure that clients' assets are distributed according to their wishes. Overall, a wealth manager can help residents of Portsmouth, NH achieve financial security and peace of mind.

Financial Advisor

Residents of Portsmouth, NH can benefit from the services of a financial advisor in a multitude of ways. One specific area where a financial advisor can provide assistance is in navigating the unique tax landscape of the city. Portsmouth has a high property tax rate compared to other cities in New Hampshire, which can be overwhelming for some residents. A financial advisor can help residents understand the tax laws and identify strategies to minimize their tax liability. Additionally, the city's strong tourism industry and thriving small business community create opportunities for investment and financial growth. A financial advisor can help residents take advantage of these opportunities and develop a comprehensive financial plan that aligns with their long-term goals. Overall, a financial advisor can provide valuable guidance and support to residents of Portsmouth, NH as they navigate the complex world of personal finance.

Mortgage Loan Officer

Residents of Portsmouth, NH can benefit from the services of a mortgage loan officer in a variety of ways. For instance, a mortgage loan officer can help residents navigate the complex and ever-changing real estate market in Portsmouth, which is known for its historic homes and picturesque waterfront. The loan officer can also assist residents in securing financing for their dream homes, whether they are first-time homebuyers or seasoned investors. In addition, the loan officer can provide guidance on the various types of mortgages available, such as fixed-rate, adjustable-rate, and FHA loans, and help residents choose the best option for their unique financial situation. With the help of a knowledgeable and experienced mortgage loan officer, residents of Portsmouth can achieve their homeownership goals with confidence and ease.

Tax Services

Residents of Portsmouth, NH could greatly benefit from the services of a tax advisor. With the city's proximity to the coast and its thriving tourism industry, there are many specific tax considerations that a tax advisor could help with. For example, a tax advisor could help a small business owner in Portsmouth navigate the complex tax laws surrounding seasonal employees and tourism-related deductions. Additionally, a tax advisor could assist a resident who owns property in Portsmouth and is looking to take advantage of tax credits for energy-efficient upgrades to their home. With so many unique tax situations in Portsmouth, a knowledgeable tax advisor could provide invaluable guidance and help residents save money on their taxes.

Estate Planning Lawyer

Residents of Portsmouth, NH can benefit from the expertise of an estate planning lawyer in several ways. Firstly, they can help with the creation of wills and trusts to ensure that assets are distributed according to the client's wishes after their passing. This is particularly important in Portsmouth, NH, where there are many historic homes and properties that may have unique legal considerations. Additionally, an estate planning lawyer can assist with the establishment of powers of attorney and healthcare directives, which can be especially valuable for elderly residents or those with medical conditions. They can also help clients navigate the complex tax laws related to estate planning, ensuring that they are able to minimize tax liability and maximize the value of their assets. In short, an estate planning lawyer can provide invaluable support and guidance to residents of Portsmouth, NH as they plan for the future and protect their legacy.

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