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Longmont Financial Planners

Longmont financial planners offer important financial planning services to people of all ages and all incomes. No matter what stage of life you are in you can benefit from the wisdom and experience of a competent Longmont financial planner. Planning for your future is an important goal but the money must be in place to live the future you want. Using smart savings and investment strategies you can have the future you want.

When you have the guiding hand of a Longmont financial planner in Colorado you can step back and look at the whole picture with the help and experienced eye of an expert. You will learn new methods to cut waste, maximize your return on your investments, and keep your savings at adequate levels. When you have the recommendations of an experienced Longmont, Colorado financial advisor you can be sure you have the right strategy in place to reach your financial goals.

College Plans

When you have kids you will inevitably begin to worry about putting them through school. Even if you cannot fund a full education, anything you can put away will help. When you combine savings, scholarships, and financial aid, students can use a combination strategy to pay for their schooling. There are several ways the government can help. One of the strategies can also be used to pay for private primary education should you choose to go that route.

Coverdell education saving's accounts have low minimum contributions, and can be used for education throughout a child's life. Even if that means funding private school tuition for a primary education. It has the potential to at the very least reduce your current tax obligations and put something away for any education costs throughout their lives. 529 plans also serve as an education savings vehicle. Each type of savings plan can be assessed by a Longmont financial planner in Longmont, Colorado to see which best fits your unique situation and needs.

If you have college-age students currently, a Longmont financial advice planner in CO can advice you on the tax planning strategies you need to cut your tax bill. You may now be able to deduct tuition and education expenses through the HOPE tax credit. When you have an expert experienced in these matters guiding you, you can find ways to save around every corner. You will also have an expert in Longmont to assist you in selecting the best student loans should you or your child need to utilize that option to pay for school.

Baby Boomers

Baby Boomers are getting ready to start retiring. Now is the time to make sure your plan is going to be enough to get you through your retirement. It is not too late to make adjustments to your investment portfolio and see an increase in your returns. Longmont financial planners will tell you that social security should only be a small part of your retirement plans.

Also, Medicare is likely to continue to pass off increasing costs onto the patients, thus you must be prepared to pay higher co-pays, and to purchase supplemental health insurance. Baby Boomers are going to have a more expensive retirement than any other generation. The time is now to consult with a Longmont financial planner to ensure your plan is going to cover all this and unexpected costs.

If you are already retired you will still benefit from a no obligation consultation with competent Colorado finance planners. Finance planners can go over your entire fiscal picture. It is not enough to assume that you are getting all you can out of your investments. There are great deals in the current market, and it might be time to take advantage of those deals too boost your investment income. A Longmont, CO financial expert will evaluate your entire financial portfolio and find ways to decrease costs and boost your income.

Finding a Financial Planner

Finding the right planners is as easy as a no obligation consultation. You should also look for planners that specialize in your specific needs. If you are interested in real estate investment, your Longmont planners should have years of experience in real estate. If you are nearing retirement, you will be best served by a Longmont finance professional that specializes in retirement planning. You can review any planners education, experience, and find out whether they are certified by their industries most trusted certification boards.

When you find the right Longmont financial planners for you, you can begin matching up your savings and investment strategies to your short and long-term goals. No matter what your age, there are always ways to cut your expenses, and boost your income. Americans are living longer than ever before and we must manage our money so that it lasts. A Longmont money planner can ensure you do just that.

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Financial Planners in Longmont

Claire  Mork
Claire Mork
1885 W. 120th Avenue
Suite 800
Westminster, CO 80234

Adam Brunin
Adam Brunin
3500 JFK Parkway
Suite 300
Fort Collins, CO 80525

Claire Mork
Claire Mork
155 E. Boardwalk Drive
Suite 400
Fort Collins, CO 80525

Herb White, CFP
Herb White, CFP
8400 E Prentice Ave.
Suite 715
Greenwood Village, CO 80111

Shawn Rogers, CFP
Shawn Rogers, CFP
6312 S Fiddlers Green Circle
Suite 300E
Greenwood Village, CO 80111

Phil Wilson
Phil Wilson
9500 Heritage Hills Cir.
Suite 300
Lone Tree, CO 80124

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