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Retirement Planners Loveland CO

This page provides useful content and local businesses that can help with your search for Retirement Planners. You will find helpful, informative articles about Retirement Planners, including "Planning for Retirement". You will also find local businesses that provide the products or services that you are looking for. Please scroll down to find the local resources in Loveland, CO that will answer all of your questions about Retirement Planners.

James Watt
James L. Watt Financial Advisors, Ltd.
(970) 225-1440
6248 Buchanan Street
Fort Collins, CO
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Plan Investment Advice, Investment Advice without Ongoing Management, Tax Planning, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Arlen Olberding
Guidepost Financial Planning
(970) 419-8212
19 Old Town Square, Suite 238
Fort Collins, CO
Expertises
Helping Clients Identify & Achieve Goals, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules, Middle Income Client Needs, Hourly Financial Planning Services, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Colleen Miller
Finance by Design Inc.
(970) 212-4720
123 N. College Avenue, Suite 200
Fort Collins, CO
Expertises
Planning Issues for Business Owners, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, JD

Mr. Peter J Tomassi, CFP®
(210) 218-4969
5160 Brandywine Dr
Loveland, CO
Firm
Tomassi Financial Planning
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Robert G. Janda, CFP®
(970) 669-8200
1073 N Lincoln Ave
Loveland, CO
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Steve Martin
Martin Wealth Management, LLC
(970) 443-1873
3400 Rosetone Court
Fort Collins, CO
Expertises
Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Retirement Planning & Distribution Rules, Charitable Giving - Trusts & Foundations, Retirement Plan Investment Advice, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Matthew Kelley
Gold Medal Waters, Inc.
(720) 887-1299
1200 S College Ave.
Fort Collins, CO
Expertises
High Net Worth Client Needs, Advising Entrepreneurs, Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Socially Responsible Investments, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, AAMS, AIF, CFP®

Mr. Eric W Whitehead, CFP®
(970) 685-3510
6125 Sky Pond Dr Ste 200
Loveland, CO
Firm
Kennedy and Coe Wealth Management, LLC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Kyle A. Mraz, CFP®
(970) 278-9801
1625 Foxtrail Drive Ste 200
Loveland, CO
Firm
Country Financial

Data Provided by:
Andrew P. Flanscha, CFP®
(970) 744-4629
2956 Ginnala Dr Ste 101
Loveland, CO
Firm
Thrivent Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Data Provided by:

Planning for Retirement

In the November issue of Veterinary Practice News, Mark Crootof, DMV, discusses how practice owners can plan for retirement. In this Web exclusive, he finishes up with the question of what to do with yourself once it's all said and done.

The last question to ask while planning for retirement seems obvious, but it's one which most veterinarians rarely consider: What are you going to do after you retire? Retirement may not be the extended holiday you anticipate. You’ve spent your life working hard and mostly enjoying it, so it’s unreasonable to think that abruptly you’re going to be happy sitting around for the next 30 years.

Sure, a week with your feet up is great, but soon you might find you’re itching for something to do. Because most vets work incessantly in their professional careers, the majority have not cultivated the hobbies that might otherwise fill the empty hours. To avoid post-retirement depression, you should start thinking now of how you would like to spend your time.

That trip to the French Riviera is appealing, but what are you going to do when you return? Maybe volunteer for a library, work on a political cause or lecture at veterinary schools. Or maybe you’d like to become a veterinary consultant and help others avoid making the same mistakes you made. Hey, it worked for me.

Dr. Crootof is president of Crootof Consulting and is a member of the Association of Veterinary Practice Management Consultants and Advisors

Copyright 2009 BowTie Inc.

Click here to read the rest of this article from Veterinary Practice News