Retirement Planning in Grand Junction, CO

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List of Firms

Top Retirement Planners in Grand Junction, CO

Kent Shettler - Raymond James
Location 200 Grand Ave, Grand Junction, CO 81501, USA
Phone (970) 245-1600
Language https://www.raymondjames.com/kentshettler
Directions
Delphi Wealth Partners- Aaron Tice - CFP®
Location 546 Main St # 401, Grand Junction, CO 81501, USA
Phone (970) 639-1142
Language http://www.delphiwealthpartners.com/
Directions
Ethos Financial Partners - Ameriprise Financial Services, LLC
Location 743 Horizon Ct Ste 302, Grand Junction, CO 81506, USA
Phone (970) 549-2022
Language https://www.ameripriseadvisors.com/team/ethos-financial-partners/contact?cid=IP_local_google
Directions
Legacy Wealth Management, LLC
SEC File# 801-117015
CRD# 304659
Location 372 Ridges Blvd, Grand Junction, CO 81507, USA
Phone (970) 241-5143
Language http://www.legacywealthgj.com/
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Scott Steiner - PBS Wealth Management Consultants
5 out of 5
Location 627 24 1/2 Rd Unit H, Grand Junction, CO 81505, USA
Phone (970) 549-8001
Language http://www.pbswmgj.com/
Directions
Northwestern Mutual
SEC File# 801-8095
CRD# 2881
5 out of 5
Location 521 Rood Ave STE B, Grand Junction, CO 81501, USA
Phone (970) 462-1772
Language http://alysonshuman.nm.com/
Directions
Center For Financial Planning
SEC File# 801-65076
CRD# 109599
Location Grand Junction, CO 81504, USA
Phone (970) 434-4425
Directions
Edward Jones - Financial Advisor: Jim Roland, ChFC®|AAMS™
5 out of 5
Location 743 Horizon Ct Suite 202, Grand Junction, CO 81506, USA
Phone (970) 245-4869
Language https://www.edwardjones.com/us-en/financial-advisor/jim-roland?y_source=1_NjQyMjgwLTcxNS1sb2NhdGlvbi53ZWJzaXRl
Directions
Financial Advisors | U.S. Bancorp Investments
Location 422 White Ave, Grand Junction, CO 81501, USA
Phone (970) 244-7240
Language https://www.usbank.com/wealth-management/find-an-advisor/co/grand-junction/clinton-knopp.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website
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Retirement Planning in Grand Junction, CO

About Grand Junction, CO for Those Planning to Retire

Grand Junction, CO is a bustling city in western Colorado, nestled in the heart of the Rocky Mountains. The city is home to several notable landmarks, including the Colorado National Monument, a breathtaking natural wonder that attracts visitors from all over the world. Other notable attractions include the Western Colorado Botanical Gardens, the Museum of Western Colorado, and the Grand Mesa, the largest flat-top mountain in the world. As for top employers, Grand Junction boasts a diverse and thriving economy, with major employers including St. Mary's Hospital, Mesa County School District, and the City of Grand Junction. The city is also home to several large retail and hospitality businesses, as well as a growing tech sector. Major highways and streets in Grand Junction include Interstate 70, which runs east-west through the city, as well as US Highway 50 and US Highway 6. The city's downtown area is centered around Main Street, which is lined with shops, restaurants, and historic buildings.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Grand Junction, CO can benefit from a bank in various ways. For instance, a bank can offer mortgages and loans to help residents purchase homes or start businesses. Additionally, banks provide checking and savings accounts to help residents manage their finances and save for the future. Grand Junction, CO is known for its scenic beauty and outdoor recreation, which can lead to unique banking needs. For example, a bank may offer specialized services for outdoor enthusiasts, such as financing for RVs or boats, or investment options for those interested in eco-tourism. Furthermore, a bank can provide financial education and resources to help residents make informed decisions about their money and plan for their financial goals. Overall, a bank can be a valuable resource for residents of Grand Junction, CO to enhance their financial well-being and achieve their dreams.

Insurance Broker

Residents of Grand Junction, CO can benefit from the services of an insurance broker in a number of ways. One specific example is the broker's ability to navigate the complex and unique insurance needs of the area's agriculture industry. With a significant portion of the local economy dependent on farming and ranching, it is crucial for these businesses to have adequate and appropriate insurance coverage. An insurance broker can help farmers and ranchers understand the risks they face, such as crop damage from hail or livestock loss from predators, and recommend policies that provide the necessary protection. Additionally, the broker can help these businesses navigate the often-confusing world of government-subsidized insurance programs, such as crop insurance. By working with an insurance broker, residents of Grand Junction can ensure that they have the coverage they need to protect their livelihoods and assets.

Wealth Management

Residents of Grand Junction, CO could benefit from the services of a wealth manager in several ways. For instance, a wealth manager can help residents develop a personalized financial plan that takes into account their unique financial goals and circumstances. This could include creating a retirement plan, saving for college, or managing debt. Additionally, a wealth manager can help residents navigate the complex tax laws and regulations that are specific to Grand Junction, CO. For example, Grand Junction is known for its thriving oil and gas industry, which can have significant tax implications for residents who work in this field. A wealth manager can help residents maximize their tax savings and minimize their tax liabilities by providing expert advice and guidance. Overall, a wealth manager can provide invaluable support and advice to residents of Grand Junction who are looking to build and protect their wealth over the long term.

Financial Advisor

Residents of Grand Junction, CO can benefit from the guidance of a financial advisor in several ways. Firstly, a financial advisor can help them plan for retirement by creating a comprehensive retirement plan that takes into account their income, expenses, and savings. This is especially important in Grand Junction, where the cost of living is relatively high compared to other cities in Colorado. Secondly, a financial advisor can help residents of Grand Junction to invest their money wisely, taking into account their risk tolerance and financial goals. This is important because Grand Junction is home to many small businesses and entrepreneurs, who may need to invest their money in order to grow their businesses. Lastly, a financial advisor can help residents of Grand Junction to manage their debt and improve their credit scores, which can be particularly challenging in a city where the median household income is lower than the national average. By providing tailored financial advice and support, a financial advisor can help residents of Grand Junction to achieve their financial goals and improve their overall quality of life.

Mortgage Loan Officer

Residents of Grand Junction, CO can benefit from a mortgage loan officer in numerous ways. Firstly, they can assist in finding the best mortgage rates and terms available in the local market. This is particularly important in Grand Junction, where the housing market is highly competitive due to its growing population and limited housing inventory. Secondly, mortgage loan officers can help residents navigate the complex and often overwhelming process of applying for a mortgage. This includes providing guidance on credit scores, income requirements, and documentation needed for the application process. Additionally, mortgage loan officers can help residents understand the various types of mortgages available in Grand Junction, such as fixed-rate, adjustable-rate, and government-backed loans. With their expertise and knowledge of the local market, mortgage loan officers can help residents make informed decisions and secure the best mortgage option for their unique financial situation.

Tax Services

Residents of Grand Junction, CO can benefit greatly from the assistance of a tax advisor. With the city's strong focus on outdoor recreation and tourism, many residents may have income from multiple sources, such as short-term rental properties or freelance work in the outdoor industry. A tax advisor can help navigate the complex tax laws surrounding these types of income, ensuring that residents are not overpaying or underpaying their taxes. Additionally, Grand Junction is home to many retirees, who may have unique tax considerations such as required minimum distributions from retirement accounts or Social Security taxation. A tax advisor can help retirees optimize their tax strategies to make the most of their retirement income. With so many unique factors at play in Grand Junction, CO, a tax advisor can provide invaluable expertise and guidance to residents seeking to maximize their financial well-being.

Estate Planning Lawyer

Residents of Grand Junction, CO 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 Grand Junction, CO to create a will that outlines their wishes for the distribution of their assets after their death. This is particularly important in a city like Grand Junction, CO, where the economy is largely driven by the energy and mining industries. With so many residents working in these high-risk industries, it is important for them to have a plan in place to ensure that their loved ones are taken care of in the event of their untimely death. Additionally, an estate planning lawyer can help residents of Grand Junction, CO to establish trusts, designate beneficiaries, and create powers of attorney, all of which can help to protect their assets and ensure that their wishes are carried out in the event of incapacity or death.

Grand Junction, CO Financial Resources

Grand Junction, CO Chamber of Commerce

https://gjchamber.org/

Grand Junction, CO City Hall

https://www.gjcity.org/

Grand Junction, CO Public Library

https://mesacountylibraries.org/

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Grand Junction, CO can help individuals achieve their financial goals and secure their retirement. With a deep understanding of the local economy and financial landscape, retirement planners in Grand Junction can provide personalized advice and guidance to help clients navigate the complexities of retirement planning. From creating a comprehensive retirement plan to managing investments and minimizing taxes, these professionals can provide a range of services to help clients achieve financial security in retirement. Additionally, with the city's unique location in the heart of Colorado's wine country, retirement planners in Grand Junction can also provide specialized advice on estate planning and legacy preservation for individuals with vineyards or other agricultural assets.

Grand Junction, CO is the ideal destination for those seeking a retirement planner. Nestled in the heart of Western Colorado, Grand Junction offers a unique blend of natural beauty and urban conveniences. With a population of just over 60,000, Grand Junction boasts a tight-knit community that values hard work, integrity, and a commitment to excellence. What sets Grand Junction apart from other retirement planning destinations is its wealth of local expertise. The city is home to a number of highly skilled and experienced financial planners, who specialize in helping retirees navigate the complex world of retirement planning. Whether you're looking for advice on investment strategies, tax planning, or estate planning, you can count on the experts in Grand Junction to provide sound guidance and support. So if you're looking for a retirement planner who truly understands your unique needs and goals, look no further than Grand Junction, CO.