Find a Financial Planner in Keene, NH

 

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We Only Work With The Best Keene Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Keene, NH

  • Financial Advisor Close to Keene, NH

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Keene Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Keene area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners in Keene offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
21.1% of Keene's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Keene area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Keene area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Keene area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Keene area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. New Hampshire has unique laws defining which actions trigger a taxable event and has the 5th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Keene area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Keene area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Keene, NH

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Keene, NH

We evaluated over 13,000 RIA firms to bring you the best of the best Keene financial advisors.
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How Retirement-Friendly is Keene, NH?

  • Population: 22,953
  • % of Population 62 Years and Over: 21.1%
  • Average Home Value: $191,900
  • Average Monthly Housing Cost: $1,178
  • Average Household Income: $73,761
  • New Hampshire Total Tax Burden: 6.84% (5th Lowest in U.S.)
  • New Hampshire Property Tax: 5.47% (Highest in U.S.)
  • New Hampshire Individual Income Tax: 0.13% (9th Lowest in U.S.)
  • New Hampshire Sales and Excise Tax: 1.24% (3rd Lowest in U.S.)


The Top Financial Advisor Firms in Keene, NH


BLUESTONE WEALTH MANAGEMENT LLC

Website

(603) 499-4737

67 Winter Street

Keene, NH 03431

SEC#: 801-68611
Years in Business: 13 years