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Find Retirement Advisors for Retirement Planning in Loveland, Colorado

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Loveland, Colorado

Last Updated - April 25, 2025

Loveland has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Loveland, Colorado have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Loveland, Colorado

VERIFIED

Layman Lewis Financial Group

Qualifications
Firm CRD# 282580
Series 63, 65

Minimum Assets Required
Not Specified

Address

5401 Stone Creek Circle,
Suite 201,
Loveland, CO 80623 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

Adam Brunin
NSSA^®, AIF^®
Navigation Wealth Management

Qualifications
CRD# 4407663
Firm CRD# 282640
Series 63, 65

Minimum Assets Required
$50,000

Address

2038 Caribou Dr.,
Unit 100,
Fort Collins, CO 80525 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Matthew Kelley
CFP^®, AAMS^®, AIF^®
Gold Medal Waters

Qualifications
CRD# 4504752
Firm CRD# 132294
Series 63, 66

Minimum Assets Required
$0

Address

4551 13th Street,
Boulder, CO 80304 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Flat Fee

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1120 W. 122nd Avenue,
Suite 300,
Westminster, CO 80234 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Empower

Qualifications
Firm CRD# 112058

Minimum Assets Required
$100,000

Address

8515 E. Orchard Road,
Greenwood Village, CO 80111 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management

Compensation/Fee

Fee-Based

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

9635 Maroon Circle,
Suite 405,
Englewood, CO 80112 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 3 Retirement Planning firms in Loveland, Colorado (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	4090 Clydesdale Pkwy, Suite 201 Loveland, CO, 80538	$249,467,629	895	2	A percentage of AUM, Hourly charges, Fixed fees
2	4045 St. Cloud Drive, Suite 220 Loveland, CO, 80538	$194,993,812	744	5	A percentage of AUM, Hourly charges, Fixed fees, Other (MONTHLY RECURRING FINANCIAL PLANNING SERVICES FEE)
3	1615 Foxtrail Drive, Suite 260 Loveland, CO, 80538	$112,402,686	624	4	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Loveland, Colorado

KEYSTONE FINANCIAL SERVICES

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QualificationsFirm CRD# 310623

Assets Under Management $249,467,629

No. Of Clients895

Clients Per Financial Advisor448

KEYSTONE FINANCIAL SERVICES is a financial advisory firm situated in Loveland, Colorado. With a nearly $249M assets under management, the firm specializes in crafting personalized retirement planning solutions for 895 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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VITAL INVESTMENT MANAGEMENT LLC

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QualificationsFirm CRD# 300811

Assets Under Management $194,993,812

No. Of Clients744

Clients Per Financial Advisor149

VITAL INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Loveland, Colorado. With a nearly $195M assets under management, the firm specializes in crafting personalized retirement planning solutions for 744 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (MONTHLY RECURRING FINANCIAL PLANNING SERVICES FEE)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

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PERSPECTIVE WEALTH ADVISORS

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QualificationsFirm CRD# 332574

Assets Under Management $112,402,686

No. Of Clients624

Clients Per Financial Advisor156

PERSPECTIVE WEALTH ADVISORS is a financial advisory firm situated in Loveland, Colorado. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 624 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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