Retirement Planning in Matanuska-Susitna, AK

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List of Firms

Top Retirement Planners in Matanuska-Susitna, AK

Valley Financial Services
Location 9661 E Ortner Loop, Palmer, AK 99645, USA
Phone (907) 746-6639
Waddell & Reed Inc
5 out of 5
Location 191 E Swanson Ave STE 101, Wasilla, AK 99654, USA
Phone (907) 357-7363
Edward Jones - Financial Advisor: Jackie Marvel
5 out of 5
Location 1175 N Leatherleaf Loop Ste G, Wasilla, AK 99654, USA
Phone (907) 373-1700
Alaskan Ascent Financial Group
Location 205 E Benson Blvd #122, Anchorage, AK 99503, USA
Phone (907) 339-7233
Dynamic Capital Management, Inc.
Location 733 W 4th Ave, Anchorage, AK 99501, USA
Phone (907) 562-6374
Arctic Pension Services
Location 1225 E International Airport Rd # 105, Anchorage, AK 99518, USA
Phone (907) 563-9143
Aldrich Wealth Advisors
Location 3801 Centerpoint Dr Suite 303, Anchorage, AK 99503, USA
Phone (907) 522-2130
SEC File# 801-117890
CRD# 164408
5 out of 5
Location 405 W 36th Ave Suite 212, Anchorage, AK 99503, USA
Phone (907) 339-1555
SBS Retirement Consultants LLC
5 out of 5
Location 907 University Ave, Fairbanks, AK 99709, USA
Phone (907) 374-0487
The Ellis Group, Inc
Location 541 S Cobb St #205, Palmer, AK 99645, USA
Phone (907) 746-7526
Three Rivers Bookkeeping
5 out of 5
Location 32983 Mt Hunter Dr, Talkeetna, AK 99676, USA
Phone (907) 331-0208
Merrill Lynch Wealth Management Advisor Leo Lemelson
Location 3601 C St 14th floor, Anchorage, AK 99503, USA
Phone (907) 564-6615
Transamerica Financial Advsrs
Location 541 S Cobb St, Palmer, AK 99645, USA
Phone (907) 746-7526
North Harbor Wealth Management
Location 3601 Minnesota Dr, Anchorage, AK 99503, USA
Phone (907) 276-1911
Cameron Parr - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1174 N Leatherleaf Loop Ste C, Wasilla, AK 99654, USA
Phone (907) 276-1911
Tegeler Advisory Services, LLC
Location 2801 E Palmer-Wasilla Hwy b, Wasilla, AK 99654, USA
Phone (907) 376-4925
Justin O'Brien - Thrivent
Location 104 E Arctic Ave Suite, Palmer, AK 99645, USA
Phone (907) 677-0398
Pioneer Pension Consulting, LLC
Location 310 K St #200, Anchorage, AK 99501, USA
Phone (907) 227-1729
Retirement Planning in Matanuska-Susitna, AK

About Matanuska-Susitna, AK for Those Planning to Retire

Matanuska-Susitna, AK is a stunning region with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the towering peaks of the Chugach Mountains to the sparkling waters of the Matanuska River, this area is a nature lover's paradise. Some of the most notable landmarks include the Matanuska Glacier, the Knik River, and the Hatcher Pass. When it comes to top employers, Matanuska-Susitna has a diverse mix of industries, including healthcare, education, and government. Some of the largest employers in the area include Mat-Su Regional Medical Center, the Matanuska-Susitna Borough School District, and the State of Alaska. Major highways and streets in the area include the Glenn Highway, which connects Matanuska-Susitna to Anchorage, as well as the Parks Highway, which runs north-south through the region.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Matanuska-Susitna, AK would benefit from a bank in numerous ways. Firstly, the bank could provide financial assistance to those who need it, whether it be through loans or lines of credit. This is particularly important in Matanuska-Susitna, AK, where many residents rely on seasonal jobs and may need financial support during the off-season. Additionally, a bank could offer investment opportunities to residents, allowing them to grow their wealth and plan for their future. Furthermore, a bank could provide a safe and secure place for residents to store their money and valuables, which is especially important in a region where natural disasters such as earthquakes and wildfires are common. Overall, a bank would be a valuable resource for residents of Matanuska-Susitna, AK, providing them with financial stability, security, and growth opportunities.

Insurance Broker

Residents of Matanuska-Susitna, AK could benefit greatly from the services of an insurance broker. With extreme weather conditions being a common occurrence in this region, it is imperative for residents to have comprehensive insurance coverage to protect their homes and belongings. An insurance broker can assist residents in finding the most suitable insurance policies that cater to their specific needs, taking into account factors such as the high risk of flooding and earthquakes in the area. Additionally, with a large number of small businesses operating in Matanuska-Susitna, an insurance broker can also provide guidance on commercial insurance policies, ensuring that business owners have adequate coverage for their operations. Overall, an insurance broker can provide invaluable assistance to residents of Matanuska-Susitna, AK in navigating the complex world of insurance and securing the best possible coverage for their individual circumstances.

Wealth Management

Residents of Matanuska-Susitna, AK, would benefit from the services of a wealth manager in numerous ways. Given the region's reliance on natural resources, a wealth manager could help residents navigate the volatility of the commodities market and diversify their investments to minimize risk. Additionally, given the area's remote location and harsh climate, a wealth manager could help residents plan for unexpected expenses, such as emergency medical care or home repairs following a natural disaster. Moreover, given the unique demographics of the region, with a significant proportion of residents being retirees or small business owners, a wealth manager could provide tailored advice on retirement planning, estate planning, and business succession. In short, a wealth manager could help residents of Matanuska-Susitna, AK, achieve their financial goals and secure their financial future, despite the challenges of living in a remote and resource-dependent region.

Financial Advisor

Residents of Matanuska-Susitna, AK could benefit from the guidance of a financial advisor in several ways. Firstly, with the area's abundance of natural resources, a financial advisor could help residents invest in the local economy and take advantage of the opportunities presented by the region's unique industries, such as agriculture and mining. Additionally, the state of Alaska offers various tax incentives and credits that a financial advisor could help residents navigate and take advantage of. Furthermore, with the high cost of living in Alaska, a financial advisor could assist residents in creating a budget and financial plan that accounts for the region's unique expenses, such as heating and transportation costs. Overall, a financial advisor could help residents of Matanuska-Susitna, AK make informed financial decisions that are tailored to the specific challenges and opportunities of the region.

Mortgage Loan Officer

As a mortgage loan officer in Matanuska-Susitna, AK, there are a multitude of ways in which residents can be assisted. One common way is by helping potential homebuyers navigate the complex process of obtaining a mortgage loan. This can involve educating them on the different types of loans available, such as conventional or FHA loans, and helping them determine which option is best suited for their unique financial situation. Additionally, residents may seek the assistance of a mortgage loan officer when refinancing their current mortgage, which can involve assessing their financial goals and helping them secure a lower interest rate or better loan terms. Given the rural nature of Matanuska-Susitna, AK, it is important for a mortgage loan officer to have a deep understanding of the local real estate market and the unique challenges that residents may face when seeking to purchase or refinance a home.

Tax Services

Residents of Matanuska-Susitna, AK can benefit greatly from the expertise of a tax advisor. With the diverse range of industries present in the region, including agriculture, oil and gas, and tourism, tax laws and regulations can be complex and confusing. A knowledgeable tax advisor can help residents navigate the intricacies of tax codes and identify deductions and credits specific to their unique circumstances. Additionally, with the extreme weather conditions that Matanuska-Susitna experiences, such as heavy snowfall and sub-zero temperatures, tax advisors can assist residents in understanding the tax implications of property damage and loss due to natural disasters. Whether it's maximizing deductions for farmers or helping small business owners navigate the complexities of tax laws, a tax advisor can provide invaluable assistance to residents of Matanuska-Susitna, AK.

Estate Planning Lawyer

Residents of Matanuska-Susitna, AK can benefit greatly from the services of an estate planning lawyer. With a population of over 100,000 people, this area is known for its vast wilderness and natural beauty, but also for its unique challenges. An estate planning lawyer can help residents navigate complex state and federal laws related to inheritance, taxes, and property ownership. For example, many residents of Matanuska-Susitna, AK own large plots of land or operate family-owned businesses, which can complicate the process of passing on assets to future generations. An estate planning lawyer can help create a plan that ensures these assets are protected and passed on in the most efficient and effective way possible. Additionally, given the remote location of this area, an estate planning lawyer can help residents create plans that take into account the potential for natural disasters or other unforeseen events that could impact their assets or their ability to manage them.


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