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Find Retirement Advisors for Retirement Planning in New Hampshire, Hanover

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.

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Top 6 Retirement Planning firms in Hanover, New Hampshire (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	23 South Main Street, Suite 3a Hanover, NH, 03755	$738,640,908	9	18	A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (FEES FOR CONSULTING SERVICES ON LAND CONSERVATION STRATEGIES)
2	80 South Main Street, Hanover, NH, 03755	$435,321,103	1432	9	A percentage of AUM
3	64 Lyme Rd., Hanover, NH, 03755	$223,454,367	709	4	A percentage of AUM
4	44 S. Main Street, Hanover, NH, 03755	$119,979,158	182	2	A percentage of AUM
5	35 South Main Street, Hanover, NH, 03755	$116,562,289	70	1	A percentage of AUM
6	45 Lyme Road, Suite 307 Hanover, NH, 03755	$113,688,701	200	3	A percentage of AUM

Information on Top Retirement Planning firms in Hanover, New Hampshire

THE LYME TIMBER COMPANY LLC

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QualificationsFirm CRD# 171953

Assets Under Management $738,640,908

No. Of Clients9

Clients Per Financial Advisor1

THE LYME TIMBER COMPANY LLC is a financial advisory firm situated in Hanover, New Hampshire. With a nearly $739M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (FEES FOR CONSULTING SERVICES ON LAND CONSERVATION STRATEGIES)

Financial Planning Services

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (CONSULTING SERVICES ON LAND CONSERVATION STRATEGY; ADMINISTRATIVE AND ACCOUNTING SERVICES)

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MASCOMA WEALTH MANAGEMENT

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QualificationsFirm CRD# 174907

Assets Under Management $435,321,103

No. Of Clients1432

Clients Per Financial Advisor159

MASCOMA WEALTH MANAGEMENT is a financial advisory firm situated in Hanover, New Hampshire. With a nearly $435M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1432 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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BRENDEL FINANCIAL ADVISORS LLC

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QualificationsFirm CRD# 288927

Assets Under Management $223,454,367

No. Of Clients709

Clients Per Financial Advisor177

BRENDEL FINANCIAL ADVISORS LLC is a financial advisory firm situated in Hanover, New Hampshire. With a nearly $223M assets under management, the firm specializes in crafting personalized retirement planning solutions for 709 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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GRANITE VALUE CAPITAL, LLC

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QualificationsFirm CRD# 150169

Assets Under Management $119,979,158

No. Of Clients182

Clients Per Financial Advisor91

GRANITE VALUE CAPITAL, LLC is a financial advisory firm situated in Hanover, New Hampshire. With a nearly $120M assets under management, the firm specializes in crafting personalized retirement planning solutions for 182 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

Financial Planning Services

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

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MICHAEL D. TAXMAN INVESTMENT MANAGEMENT

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QualificationsFirm CRD# 126670

Assets Under Management $116,562,289

No. Of Clients70

Clients Per Financial Advisor70

MICHAEL D. TAXMAN INVESTMENT MANAGEMENT is a financial advisory firm situated in Hanover, New Hampshire. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 70 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses

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JMH WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 139294

Assets Under Management $113,688,701

No. Of Clients200

Clients Per Financial Advisor67

JMH WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Hanover, New Hampshire. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 200 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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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