Retirement Planning in Los Alamos County, NM

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List of Firms

Top Retirement Planners in Los Alamos County, NM

Patricia Alvidrez - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1475 Central Ave Ste 200, Los Alamos, NM 87544, USA
Phone (505) 819-5914
Language http://www.ameripriseadvisors.com/
Directions
Jeremy Campbell - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 300 Galisteo St STE 101, Santa Fe, NM 87501, USA
Phone (505) 995-0714
Language https://www.ameripriseadvisors.com/jeremy.2.campbell/?cid=IP_local_google
Directions
James A. Dinkel, P.C.
5 out of 5
Location 555 Oppenheimer Dr Suite 205, Los Alamos, NM 87544, USA
Phone (505) 662-3513
Language http://jamesdinkelcpa.com/
Directions
Alpine Financial Partners
Location MARY DEAL BUILDING, 2610 Trinity Dr #10, Los Alamos, NM 87544, USA
Phone (505) 500-8420
Language http://www.alpinefinancialpartners.com/
Directions
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 555 Oppenheimer Dr #206, Los Alamos, NM 87544, USA
Phone (505) 661-9754
Language http://www.edwardjones.com/
Directions
Better Money Decisions
SEC File# 801-115227
CRD# 172980
Location 460 St Michaels Dr #902, Santa Fe, NM 87505, USA
Phone (844) 507-0961
Language http://www.bettermoneydecisions.com/
Directions
Los Alamos Retirement Strategies, LLC
Location 613 Old Santa Fe Trail, Santa Fe, NM 87505, USA
Phone (505) 318-1073
Directions
Retirement Planning in Los Alamos County, NM

About Los Alamos County, NM for Those Planning to Retire

Los Alamos County, located in northern New Mexico, is a small yet vibrant community that boasts a rich history and a plethora of landmarks. From the iconic Bradbury Science Museum to the stunning Bandelier National Monument, visitors and residents alike can explore the natural beauty and cultural significance of this unique region. In terms of employment, Los Alamos National Laboratory is the largest employer in the county, with over 12,000 employees working in fields ranging from nuclear engineering to computer science. Other major employers include Los Alamos Medical Center and the University of New Mexico - Los Alamos. The county is home to several major highways, including the scenic NM-4, which winds through the Jemez Mountains and offers breathtaking views of the surrounding landscape. Additionally, the county is intersected by several major streets, including Trinity Drive and Central Avenue, which are lined with shops, restaurants, and other businesses. Neighborhoods in Los Alamos County are diverse and offer something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Los Alamos County, NM can benefit from a bank in several ways. First and foremost, a bank can provide financial services such as checking and savings accounts, loans, and credit cards. This can help individuals and businesses manage their finances more effectively and make important purchases or investments. Additionally, a bank can offer investment and retirement planning services, which can be particularly important in a county with a high cost of living and a large population of highly educated professionals. Furthermore, a bank can provide educational resources and workshops on financial literacy, which can help residents make informed decisions about their money and avoid common pitfalls. Overall, a bank can play a crucial role in helping residents of Los Alamos County, NM achieve their financial goals and build a more secure future for themselves and their families.

Insurance Broker

Residents of Los Alamos County, NM can greatly benefit from the services of an insurance broker. With a population of just over 18,000 people, this small county in northern New Mexico has unique insurance needs that require the expertise of a broker. From homeowners insurance to auto insurance, a broker can help residents find the best coverage for their specific needs. In addition, with Los Alamos National Laboratory being the largest employer in the county, many residents may require specialized insurance for their work in the science and technology industry. A broker can help navigate the complex world of lab insurance, ensuring that employees have the coverage they need. Overall, an insurance broker can provide invaluable assistance to the residents of Los Alamos County, NM, helping them to protect their homes, cars, and livelihoods.

Wealth Management

Residents of Los Alamos County, NM could greatly benefit from the assistance of a wealth manager. With a population of just over 18,000, Los Alamos County is home to many highly educated individuals who work in scientific and technical fields. A wealth manager could help these residents navigate the complexities of their finances, including investment strategies, retirement planning, and estate planning. Additionally, the Los Alamos National Laboratory, which employs a significant portion of the county's residents, offers unique retirement benefits that require careful consideration and planning. A wealth manager could provide guidance on how to maximize these benefits and ensure a secure financial future. Furthermore, with the high cost of living in Los Alamos County, a wealth manager could assist residents in managing their expenses and creating a budget that allows them to live comfortably while also saving for the future. Overall, a wealth manager could provide invaluable assistance to the residents of Los Alamos County, helping them to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Los Alamos County, NM could benefit from the guidance of a financial advisor in a number of ways. One specific challenge unique to Los Alamos County is the high cost of living. With a cost of living index of 131.2, Los Alamos County is significantly more expensive than the national average. A financial advisor could assist residents in navigating this challenge by helping them develop a budget that takes into account the higher cost of housing, utilities, and other expenses. Additionally, a financial advisor could help residents invest in retirement accounts, such as a 401(k) or IRA, to ensure they are prepared for the future. They could also provide guidance on managing debt and building an emergency fund, which can be particularly important in a high-cost area like Los Alamos County. Overall, a financial advisor could be an invaluable resource for residents looking to improve their financial well-being in this unique and challenging environment.

Mortgage Loan Officer

Residents of Los Alamos County, NM can benefit greatly from the expertise of a mortgage loan officer. With the county's high cost of living and limited housing inventory, a loan officer can assist potential homebuyers in finding the best mortgage options to fit their unique financial situations. Additionally, a loan officer can help residents looking to refinance their existing mortgages to take advantage of lower interest rates or to access equity in their homes. The complexity of the mortgage process can be overwhelming, but a loan officer can guide residents through the intricacies of the application and approval process, ensuring that they are making informed decisions. With the county's unique demographic makeup, including a high number of scientists and researchers, a loan officer can also offer specialized knowledge of home loan programs designed for those in the science and technology fields. Ultimately, the assistance of a mortgage loan officer can make the dream of homeownership a reality for residents of Los Alamos County, NM.

Tax Services

Residents of Los Alamos County, NM could benefit from the services of a tax advisor in a multitude of ways. Given the high concentration of scientific research facilities and national laboratories in the area, many residents may have complex tax situations involving research grants, patents, and intellectual property. Additionally, the county is known for its high cost of living, which could result in higher property taxes and a need for strategic tax planning. A tax advisor could also assist residents in navigating the state's tax laws, which can be particularly confusing for those who have recently relocated to New Mexico. Furthermore, with the recent changes to federal tax laws, a tax advisor could help residents take advantage of new deductions and credits, ensuring they are maximizing their tax savings. Overall, a tax advisor could provide valuable guidance and support to residents of Los Alamos County, NM, helping them navigate the complexities of the tax system and ultimately save money.

Estate Planning Lawyer

Residents of Los Alamos County, NM can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is by helping them to minimize estate taxes. Los Alamos County is a unique area, with a high concentration of highly educated individuals, many of whom have accumulated significant wealth through their careers in science, technology, and academia. As a result, estate planning can be particularly complex in this area, with many families facing significant tax liabilities upon the transfer of assets to their heirs. An experienced estate planning lawyer can help these families navigate the complex tax laws and develop strategies to minimize their tax burden, ensuring that their hard-earned wealth is preserved for future generations. Additionally, an estate planning lawyer can help residents of Los Alamos County to develop comprehensive plans for the distribution of their assets, including trusts, wills, and other legal instruments, to ensure that their wishes are carried out and their loved ones are provided for after their passing.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Los Alamos County, NM can be comprehensive and tailored to meet the unique needs of each client. With a deep understanding of the local economy and demographics, a retirement planner can provide advice on investment strategies, tax planning, and estate planning. Los Alamos County, NM is home to the Los Alamos National Laboratory, which is one of the largest employers in the area. As a result, many residents of the county have specialized retirement plans like the Thrift Savings Plan (TSP) or the Los Alamos National Laboratory 401(k) plan. A retirement planner can help clients navigate these complex retirement plans and make informed decisions about their retirement savings. Additionally, the planner can offer guidance on healthcare costs, which can be a significant expense for retirees in Los Alamos County, NM due to the high cost of living in the area.

Los Alamos County, NM is the best place to get a retirement planner because of its unique blend of natural beauty and intellectual stimulation. Nestled in the Jemez Mountains, Los Alamos County boasts breathtaking landscapes that offer endless opportunities for outdoor activities such as hiking, skiing, and fishing. On the other hand, the county is home to Los Alamos National Laboratory, one of the most prestigious research institutions in the world. This combination of natural beauty and intellectual prowess makes Los Alamos County an ideal place to plan for retirement. Retirement planners in this area have access to cutting-edge research and technologies that can help retirees make informed decisions about their financial future. Additionally, the county's vibrant community provides ample opportunities for social engagement and personal growth. Whether you're looking to hike in the mountains or attend a lecture at the laboratory, Los Alamos County has something for everyone.