Retirement Planning in Hampton, NH

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List of Firms

Top Retirement Planners in Hampton, NH

Three Bearings Fiduciary Advisors, Inc.
Location 380 Lafayette Rd UNIT D, Hampton, NH 03842, USA
Phone (603) 926-1775
LPL Financial - Neville & Associates
5 out of 5
Location 1 Merrill Industrial Dr #15, Hampton, NH 03842, USA
Phone (603) 926-1189
SEC File# 801-122606
CRD# 166118
Location 20b Hampton Rd, Exeter, NH 03833, USA
MetLife - Jim Dearden
Location 1 Park Ave #6G, Hampton, NH 03842, USA
Phone (603) 502-2027
Cindy Courtney CPA, CFP, PLLC
Location 64 Lafayette Rd #7, North Hampton, NH 03862, USA
Phone (603) 964-2988
SEC File# 801-70154
CRD# 150138
Location 155 Lafayette Rd, North Hampton, NH 03862, USA
Phone (603) 379-8161
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
Panorama Wealth Strategies
Location 20 Hampton Rd B, Exeter, NH 03833, USA
Phone (603) 658-1800
Retirement Planning in Hampton, NH

About Hampton, NH for Those Planning to Retire

Hampton, NH is a charming coastal town that boasts a variety of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Hampton Beach to the historic Hampton Academy, there is no shortage of sights to see in this bustling community. The town is also home to several major employers, including Foss Manufacturing, Unitil, and the Hampton School District. Major highways and streets such as Route 1, Route 101, and Ocean Boulevard provide easy access to neighboring towns and cities. And with neighborhoods like North Beach, Hampton Falls, and Hampton Meadows, there is a place for everyone to call home in this vibrant New England town.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Hampton, NH can benefit from a bank in numerous ways. Firstly, a bank can provide them with a safe and secure place to store their money, which can be accessed easily through various banking channels. Secondly, banks can help residents of Hampton, NH to achieve their financial goals by providing them with loans and credit facilities. For instance, a bank can offer a mortgage loan to a resident who wishes to purchase a home in Hampton, NH. Additionally, banks can provide residents with investment opportunities, such as mutual funds and stocks, which can help them grow their wealth over time. Moreover, banks can provide financial education and advice to residents, which can help them make informed decisions about their finances. For example, a bank can offer financial planning services to a resident who is planning for their retirement in Hampton, NH. Overall, a bank can be a valuable resource for residents of Hampton, NH, helping them to manage their finances effectively and achieve their financial goals.

Insurance Broker

Residents of Hampton, NH can benefit from the services of an insurance broker in a multitude of ways. For example, an insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best suits their needs. This is especially important in Hampton, NH, where the coastal location can increase the risk of damage from natural disasters like hurricanes and flooding. Additionally, an insurance broker can help residents understand the various insurance options available to them, such as life insurance, health insurance, and disability insurance. By working with an insurance broker, residents can ensure that they have the coverage they need to protect themselves and their families from unexpected events and emergencies.

Wealth Management

Residents of Hampton, NH could greatly benefit from the assistance of a wealth manager in a number of ways. For instance, a wealth manager could help residents of Hampton, NH to identify and prioritize their financial goals, such as saving for retirement or paying for their children's education. Additionally, a wealth manager could provide guidance on investment strategies that align with their clients' goals, risk tolerance, and overall financial situation. Given the proximity of Hampton, NH to the coast, residents may also benefit from a wealth manager's expertise in managing assets that are vulnerable to the effects of climate change, such as waterfront property. Furthermore, a wealth manager could provide tax planning advice that is tailored to the unique tax laws and regulations of the state of New Hampshire. With their comprehensive knowledge of financial planning, wealth managers can help residents of Hampton, NH navigate the complexities of managing their finances and achieve their long-term financial goals.

Financial Advisor

Residents of Hampton, NH can benefit greatly from the guidance of a financial advisor. With a population of over 15,000 people, Hampton is a bustling town that is home to many families and businesses. A financial advisor can help these residents in a variety of ways, such as creating a personalized budget plan that takes into account the high cost of living in the area. Additionally, a financial advisor can assist with retirement planning, which is especially important in a town where the median age is 50 years old. They can also provide guidance on investments, including real estate, which is a popular option in Hampton due to its proximity to the beach and tourist attractions. Overall, a financial advisor can help residents of Hampton achieve their financial goals and secure their financial future in a town that is both beautiful and expensive.

Mortgage Loan Officer

Residents of Hampton, NH can benefit from the expertise of a mortgage loan officer in several ways. Firstly, they can help potential homebuyers navigate the complex process of securing a mortgage loan, including assessing their creditworthiness, finding the right loan product, and ensuring they meet all the necessary requirements. Additionally, mortgage loan officers can assist homeowners looking to refinance their existing mortgages, potentially saving them thousands of dollars in interest payments over the life of their loan. In Hampton, NH, where the median home value is $424,000, working with a knowledgeable mortgage loan officer can be particularly valuable in helping residents find affordable financing options that meet their unique needs and circumstances. With their expertise and guidance, residents can make informed decisions about their mortgages and achieve their homeownership goals.

Tax Services

Residents of Hampton, NH can benefit from the expertise of a tax advisor in various ways. One of the most common ways is by getting help with tax planning and preparation. A tax advisor can assist residents in identifying deductions and credits that they may not be aware of, ultimately saving them money. Additionally, Hampton, NH residents who own businesses can seek the help of a tax advisor to ensure compliance with tax laws and regulations. Hampton, NH is a coastal town with a significant tourism industry, and a tax advisor can provide guidance on how to maximize deductions related to this industry. Furthermore, tax advisors can help residents with tax audits, providing representation and ensuring that they are treated fairly. Overall, the expertise of a tax advisor can be invaluable to residents of Hampton, NH, enabling them to navigate the complex tax system and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Hampton, NH can benefit from the services of an estate planning lawyer in a variety of ways. For instance, an estate planning lawyer can help residents of Hampton create a will that outlines how their assets will be distributed after their death. Additionally, an estate planning lawyer can assist residents in creating trusts to protect their assets from creditors and ensure that their beneficiaries receive their inheritance in a timely manner. In Hampton, NH, where there is a high concentration of retirees, an estate planning lawyer can also help residents plan for long-term care and manage their healthcare expenses. Furthermore, an estate planning lawyer can advise residents on tax planning strategies to minimize their tax liability and maximize their assets. With the help of an estate planning lawyer, residents of Hampton, NH can have peace of mind knowing that their assets are protected and their wishes will be carried out after their passing.


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