Retirement Planning in Colorado Springs, CO

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List of Firms

Top Retirement Planners in Colorado Springs, CO

Adelmann Financial
Location 1295 Kelly Johnson Blvd #200, Colorado Springs, CO 80920, USA
Phone (719) 599-7374
Directions
Pikes Peak Financial Planning
Location 102 S Tejon St # 1100, Colorado Springs, CO 80903, USA
Phone (719) 578-3309
Directions
Brooks Financial Planning
Location 34 S Sierra Madre St, Colorado Springs, CO 80903, USA
Phone (719) 492-1833
Directions
Peace of Mind Financial Planning
SEC File# 801-122428
CRD# 289067
5 out of 5
Location 1271 Kelly Johnson Blvd Suite 240, Colorado Springs, CO 80920, USA
Phone (719) 836-8181
Directions
Springs Wealth Group
Location 201 E Las Animas St STE 103, Colorado Springs, CO 80903, USA
Phone (719) 264-2114
Directions
Envoy Financial
SEC File# 801-117870
CRD# 306559
4 out of 5
Location 5333 N Union Blvd Ste 200, Colorado Springs, CO 80918, USA
Phone (888) 879-1376
Directions
Evergreen Planning and Investments
Location 1219 Lake Plaza Dr A, Colorado Springs, CO 80906, USA
Phone (719) 600-2228
Directions
Altitude Financial Planning
Location 1880 Office Club Point #203, Colorado Springs, CO 80920, USA
Phone (719) 481-5898
Directions
Lodestar Financial Planning
SEC File# 801-72913
CRD# 159359
5 out of 5
Location By Appointment Only, 1880 Office Club Pointe Suite 156, Colorado Springs, CO 80920, USA
Phone (719) 685-0600
Directions
Dale E Payne
5 out of 5
Location 619 N Nevada Ave, Colorado Springs, CO 80903, USA
Phone (719) 633-0747
Directions
Strategic Financial Partners
SEC File# 801-77447
CRD# 148858
5 out of 5
Location 1755 Telstar Dr, Colorado Springs, CO 80920, USA
Phone (719) 548-8511
Directions
Don Leander, CFP
Location 6645 Delmonico Dr, Colorado Springs, CO 80919, USA
Phone (719) 266-5335
Directions
SEC File# 801-119543
CRD# 288522
5 out of 5
Location 2 N Nevada Ave Suite 1170, Colorado Springs, CO 80903, USA
Phone (719) 394-3900
Directions
Smarter Retirement Solutions
Location 1155 Kelly Johnson Blvd Suite 111, Colorado Springs, CO 80920, USA
Phone (877) 309-3364
Directions
Life Well Lived Financial Group - Ameriprise Financial Services, LLC
Location 1910 Vindicator Dr Ste 104, Colorado Springs, CO 80919, USA
Phone (719) 528-5882
Directions
Retirement Planning in Colorado Springs, CO

About Colorado Springs, CO for Those Planning to Retire

Colorado Springs, CO is a city nestled at the foothills of the Rocky Mountains, boasting a plethora of landmarks that attract tourists and locals alike. From the towering Pikes Peak to the stunning Garden of the Gods, there's no shortage of natural wonders to explore. In terms of top employers, Colorado Springs is home to a diverse array of businesses, including the United States Air Force Academy, Lockheed Martin, and the University of Colorado Colorado Springs. These institutions provide ample job opportunities for residents, making Colorado Springs an attractive place to live and work. Navigating the city is made easy by its major highways and streets, including I-25, Highway 24, and Powers Boulevard. These thoroughfares connect residents to the various neighborhoods within Colorado Springs, each with its own unique character and charm. From the historic Old Colorado City to the bustling downtown area, there's a neighborhood for everyone in this vibrant city.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Colorado Springs, CO can benefit from a bank in a multitude of ways. For instance, with the city being located at the base of Pikes Peak, many residents enjoy outdoor recreational activities such as hiking, biking, and skiing. A bank can assist these individuals by providing loans for equipment purchases or financing for season passes. Additionally, Colorado Springs is home to several military installations, and many residents are active or retired military personnel. A bank can offer specialized services such as VA loans or military-specific financial planning to help these individuals achieve their financial goals. With the city's growing economy and population, a bank can also provide small business loans and other financial support to help local entrepreneurs thrive. Overall, a bank can be a valuable resource for residents of Colorado Springs, CO, offering tailored solutions to meet their unique financial needs.

Insurance Broker

Residents of Colorado Springs, CO could greatly benefit from the services of an insurance broker in several ways. Firstly, Colorado Springs is located in an area prone to natural disasters such as wildfires and floods, which can cause significant damage to homes and property. An insurance broker can help residents navigate the complexities of insurance policies and ensure they have adequate coverage for these types of events. Additionally, Colorado Springs has a large military population, and an insurance broker can assist with finding insurance policies that meet the unique needs of military families. Furthermore, with the growth of the cannabis industry in Colorado, an insurance broker can provide guidance on insurance policies for cannabis-related businesses, which are subject to specific regulations and risks. In summary, an insurance broker can provide invaluable assistance to residents of Colorado Springs, CO in navigating the complexities of insurance policies and finding coverage that meets their unique needs.

Wealth Management

Residents of Colorado Springs, CO could benefit from the expertise of a wealth manager in a variety of ways. One specific aspect of living in Colorado Springs is the high cost of living, particularly in terms of housing. A wealth manager could assist residents in creating a financial plan that allows them to save for a down payment on a home or invest in real estate. Additionally, Colorado Springs is home to a large military population, and a wealth manager could provide guidance on navigating the complexities of military benefits and retirement planning. With the city's proximity to outdoor recreation opportunities, a wealth manager could also help residents plan for retirement and create a strategy for funding their hobbies and travel plans. Overall, a wealth manager could provide valuable insight and support to help Colorado Springs residents achieve their financial goals and navigate the unique challenges of living in this vibrant city.

Financial Advisor

Residents of Colorado Springs, CO could benefit from the expertise of a financial advisor in several ways. Firstly, the city is home to a large military community, with several military installations in the area. A financial advisor could assist military families with navigating the complexities of military benefits and retirement planning. Additionally, Colorado Springs is a popular destination for retirees, and a financial advisor could help them with estate planning and ensuring their retirement savings last throughout their lifetime. The city is also known for its outdoor recreation opportunities, and a financial advisor could help clients plan for expenses related to activities such as skiing, hiking, and camping. Finally, Colorado Springs has a booming real estate market, and a financial advisor could provide guidance on purchasing or selling property and managing mortgage payments. Overall, a financial advisor could provide valuable assistance to residents of Colorado Springs in navigating their unique financial situations.

Mortgage Loan Officer

Residents of Colorado Springs, CO can greatly benefit from the expertise of a mortgage loan officer. With the city's rapidly growing population and booming economy, navigating the competitive housing market can be a daunting task. A skilled loan officer can assist with finding the best mortgage options, including those specific to the area such as VA loans for military families stationed at nearby Fort Carson. Additionally, with Colorado Springs being situated at the base of the Rocky Mountains, loan officers can provide valuable insight on how to finance properties in areas prone to natural disasters such as wildfires and flooding. The loan officer can also help residents understand the intricacies of the local real estate market, such as the prevalence of bidding wars and the need for quick financing decisions. With the help of a knowledgeable mortgage loan officer, residents of Colorado Springs can confidently navigate the home buying process and secure their dream home in this beautiful and thriving city.

Tax Services

Residents of Colorado Springs, CO can benefit greatly from the expertise of a tax advisor. One specific way a tax advisor can assist Colorado Springs residents is by navigating the complexities of state and local tax laws. Colorado Springs has a unique tax structure, with a sales tax rate of 8.25% and a property tax rate of 0.55%. Additionally, Colorado Springs residents may be subject to special taxes, such as the Lodgers and Automobile Rental Tax. A tax advisor can help residents understand their tax obligations and take advantage of any available deductions or credits. Furthermore, a tax advisor can assist with tax planning and preparation, ensuring that residents are in compliance with all applicable tax laws and minimizing their tax liability. With the help of a tax advisor, Colorado Springs residents can navigate the intricacies of the tax system and make informed financial decisions.

Estate Planning Lawyer

Residents of Colorado Springs, CO can benefit greatly from the services of an estate planning lawyer. Colorado Springs is a city with a large military presence, and many residents are retired or active-duty military personnel. An estate planning lawyer can help these individuals and their families navigate the complex laws surrounding military benefits and pensions. Additionally, Colorado Springs is located in a state with unique laws regarding probate and estate taxes. An estate planning lawyer can help residents of Colorado Springs create a comprehensive plan that takes into account these specific laws and ensures that their assets are distributed according to their wishes. Furthermore, an estate planning lawyer can assist with setting up trusts and other structures to protect assets from creditors or ensure that they are used to benefit future generations. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to residents of Colorado Springs as they plan for the future.

Colorado Springs, CO Financial Resources

Colorado Springs, CO Chamber of Commerce

https://coloradospringschamberedc.com/

Colorado Springs, CO City Hall

https://coloradosprings.gov/

Colorado Springs, CO Public Library

https://ppld.org/

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs