Retirement Planning – Albuquerque, NM

If you need retirement planning in Albuquerque or someone nearby, start with someone local. Find an experienced financial professional who can help you create a plan that can stand the test of time. You will need to factor in everything from having lifelong retirement income to managing inflation, taxes, health costs, and even market volatility.

Our SafeMoney.com financial professionals serve Albuquerque, Los Lunas, Rio Rancho, South Valley, Moriarty, Estancia, Belen, and the surrounding communities. We focus on helping you create guaranteed retirement income while making your money last with account withdrawals, watching taxes, and even legacy planning. Request a personal appointment to go over your personal situation, or call us at 877.476.9723.

When you call, we will connect you with an experienced, local retirement strategist who will get to know you and learn about your retirement goals. Then, they will create a customized report for you. This report is no cost and will highlight a selection of top-rated lifetime income strategies which can generate guaranteed, predictable retirement income for you.

There is no obligation to do anything. Instead, everything is designed to help you answer some key retirement questions and see how to make your money work for you. You can ask questions about which options might be a good match for your goals.

If you have additional questions, your financial professional will stick around and talk to you until you have all the information you need. Our team is proud of our customer service at SafeMoney.com. We don’t believe in pressured sales tactics or quotas. The goal? To help you get the best information possible, so you can make the best decisions possible.

Retirement Planning Questions to Ask

The more specific you can be with these answers, the easier planning will be.

• What’s your target retirement date?
• How many years are left before you want to retire?
• How much do you have saved for retirement?
• What kind of retirement accounts do you currently have?
• What retirement income will you have?
• What kind of lifestyle do you want in retirement?
• How much money will you need each year to maintain that lifestyle?
• Do you have a legacy plan in place?
• Have you factored in the cost of healthcare or long-term care?

Some initial answers may change as you work through your retirement report results. Your financial professional can help you turn your best guess into a concrete plan that you can follow.

By the time you are done, you will have exact timelines and dollar amounts needed to create a lasting, predictable retirement income stream for your ongoing lifestyle goals.

Finding the Right Retirement Planning in Albuquerque

While local is great, your retirement strategist should offer more than that. Make sure they are an independent financial professional. Independent practitioners are able to explain a wide variety of retirement products from multiple companies to their clients. They can go over all of the top-rated marketplace options with you and answer your questions about them.

Captive professionals are at the opposite end of the spectrum. They work for a specific company, and can usually sell products from that company. They often must meet sales quotas. If you work with a captive professional, it will be hard to tell if you are receiving the right strategies for your goals.

At SafeMoney.com, we only work with experienced and independent financial representatives. Our people work for you, and they don’t have quotas to fill. Your free report is created using software that draws from 2,400+ marketplace options.

You have the space to compare and contrast those options freely, without being obligated. You will walk away with a guide that details high-paying and contractually guaranteed lifetime income options.

Call us at 877.476.9723. We will put you in touch with a local retirement planning expert working in Albuquerque, Los Lunas, Rio Rancho, South Valley, Moriarty, Estancia, Belen, and the surrounding areas.

What Does the Complimentary Retirement Report Include?

• A list of retirement income strategies
• A comparison of the selected strategies
• The yearly retirement income you will receive
• The amount of lifetime income
• Fee amounts (if there are any)

Your retirement planning professional will be on hand to answer any questions you have about your custom retirement report or the selected strategies. The entire process usually takes less than an hour. We will provide you with a complete copy of your retirement report to use as you see fit.

There is no obligation to buy any of the lifetime income strategies that we cover. The goal is to help you sort through some options that have served others well and help you make well-informed decisions. We never used pressured sales tactics.

Our team has been serving people and financial professionals since 2006. SafeMoney.com has been featured on major news outlets including CNBC, Fox Business, MSNBC, U.S. News Money, CNN, and more. Every year, tens of thousands of people visit SafeMoney.com for free retirement and financial information. We are here to help you take charge of your retirement plan, and we are standing by to answer your questions.

Complete out the form here, or call us at 877.476.9723. We look forward to learning about you and your retirement goals.