Retirement Planning – Santa Fe, NM

When you need retirement planning in Santa Fe or somewhere nearby, it’s good to see what an experienced retirement strategist can do for you. There are many areas of life where bootstrapping and doing it yourself will benefit you, but retirement planning just isn’t one of them. There are too many things that could go wrong, and your financial future is at stake.

Working with a financial professional will ensure that you can examine issues like securing your retirement income, your schedule of distributions, the taxes you will owe, healthcare expenses, market volatility, and inflation. It’s best to work with someone experienced who can evaluate your specific situation and make personalized recommendations.

Our SafeMoney.com experts have helped more than ten thousand households across the nation explore their retirement options and gain valuable financial education. We serve people who live in Santa Fe, White Rock, Los Alamos, Pecos, Rio Rancho, Albuquerque, and the surrounding communities.

Our work has been featured on popular outlets including U.S. News Money, CNBC, Fox News, CNN, and more. If you have questions about your retirement plan give us a call at 877.476.9723. You can also fill out a quick form on this page.

When you are ready, we will connect you with a trusted retirement planning expert in your area. They will talk to you and ask you some questions. Then, they will create a personalized retirement report for you and give you a complete copy. It’s free, and there is no obligation to make any financial decisions.

If you have additional questions, we’re happy to stick around and answer them. We are very proud of the level of customer service that we offer.

The SafeMoney.com team is here to help you explore your retirement options. No pressured sales tactics, just sound financial education.

Questions to Ask Before Retirement Planning

Ask questions like:

• How many years are there until retirement?
• Are your finances in good shape? Why or why not?
• What are the main retirement goals?
• What kind of lifestyle do you want to have during retirement?
• Will you travel? Live overseas?
• Do you have a legacy plan? What will happen if something happens to you?
• Where is your retirement income going to come from?
• Are you certain your income will go far enough?
• Is your income guaranteed?

Even if you don’t have all the answers to these questions right now, it gives you a place to start when you talk to a financial professional about your retirement planning needs.

Choosing a Santa Fe Retirement Planning Firm

When it’s time to get retirement guidance, it’s good to explore your options around working with someone independent. Independent financial professionals are qualified to explain all sorts of retirement-based product options from multiple companies to you.

They have the business freedom to shop around among all of the guaranteed annuity options to find ones that might match your needs. Captive financial professionals are the opposite – they work for a controlling corporation and often can only pitch you that company’s products. That limits your retirement income options before you even get started.

The local financial professionals at SafeMoney.com are experienced, independent professionals. Your free retirement report will be generated using software that compares more than 2,400 top-rated marketplace options. You can easily compare and contrast those options without feeling pressured to buy anything at all. When you are finished, you walk away with a roadmap to retirement that shows you high-paying lifetime income strategies.

Call us at 877.476.9723 and we will connect you to a SafeMoney.com retirement planning strategist in Santa Fe, White Rock, Los Alamos, Pecos, Rio Rancho, Albuquerque, and the surrounding areas.

What’s in the Free Retirement Report?

• Your yearly retirement income
• Lifetime income projections
• A schedule of fees for potential lifetime income strategies (if there are any)
• At-a-glance comparisons of different options

Once you receive your report you can ask any questions you have about how to secure your income during retirement, which options might match your needs, and anything else you are wondering about.

It’s a fast process, and this can typically be done in an hour. Still, it’s some of the most important time you can spend to explore income options and help ensure your future success during retirement.

You can fill out the form on this page, or reach us via phone at 877.476.9723. Let us show you how a team dedicated to education and customer service can help you reach your retirement goals. We look forward to getting to know you.