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Find Retirement Planners for Retirement Planning in New Mexico

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in New Mexico, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in New Mexico

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Andrew Greene

Edelman Financial Engines, LLC

422 Medico Lane Suite B

Santa Fe, NM 87505
(505) 9833863

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Andrew Greene

Edelman Financial Engines, LLC

6565 Americas Parkway NE Suite 850

Albuquerque, NM 87110
(505) 8880303

List of Additional Retirement Planners in New Mexico*

* Additional advisor listing is provided in partnership with Yext

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Jeremy Campbell - Ameriprise Financial Services, LLC

300 Galisteo St
Ste 101

Santa Fe, NM 87501
5059950714

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Alpine Financial Partners

2610 Trinity Drive
Suite 10

Los Alamos, NM 87544
5055008420

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Altus Wealth Management

6100 Uptown Boulevard Northeast
Suite 610 A

Albuquerque, NM 87110
5059772000

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Brent Lambert - Morgan Stanley

3050 Roadrunner Pkwy
Ste B

Las Cruces, NM 88011
5755212355

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Ascendant Financial Advisors

732 East Michigan Drive
Suite 520

Hobbs, NM 88240
5759641583

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Susie Nelson - Gateway Mortgage Group

1225 S. Main St.

Las Cruces, NM 88005
5752052524

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CFSC Speedy Loan

1708 E. Historic Hwy 66

Gallup, NM 87301
5058630200

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CFSC Speedy Loan

3030 East Main St
Suite L

Farmington, NM 87402
5053273948

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CFSC Speedy Loan

201 West Santa Fe Avenue

Grants, NM 87020
5052874011

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Discount Tire

3921 Las Estancias Ct Sw

Albuquerque, NM 87121
5056004039

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Jennifer Schroeder - Ameriprise Financial Services, LLC

300 Galisteo St
Ste 101

Santa Fe, NM 87501
5059950714

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Morgan Stanley

3050 Roadrunner Pkwy
Ste B

Las Cruces, NM 88011
5755228500

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Campbell & Associates - Ameriprise Financial Services, LLC

300 Galisteo St
Ste 101

Santa Fe, NM 87501
5059950714

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Trevor G Thomas - Ameriprise Financial Services, LLC

3850 Masthead St NE

Albuquerque, NM 87109
5058845757

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Ted Duvall - Ameriprise Financial Services, LLC

3850 Masthead St NE

Albuquerque, NM 87109
5058845757

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Brian Spinnato - Ameriprise Financial Services, LLC

3850 Masthead St NE

Albuquerque, NM 87109
5058862688

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Trish Gallegos - Ameriprise Financial Services, LLC

1850 Old Pecos Trl
Ste E

Santa Fe, NM 87505
5058976752

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Toby Rue - Morgan Stanley

3050 Roadrunner Pkwy
Ste B

Las Cruces, NM 88011
5755212377

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Edward Jones - Financial Advisor: Michael J Cupp

2801 Rodeo Rd
Suite D

Santa Fe, NM 87507
5054747526

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Richard B Bacon - Ameriprise Financial Services, LLC

3850 Masthead St NE

Albuquerque, NM 87109
5058845757

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CFSC Speedy Loan

2621 San Mateo Blvd

Albuquerque, NM 87110
5058817223

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CFSC Speedy Loan

6300 San Mateo NE
Ste C-2

Albuquerque, NM 87109
5058211480

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Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
5059822611

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Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058836262

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Nicholaus Warner - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892826

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Susan Morrison - Ameriprise Financial Services, LLC

7101 Jefferson St NE
Ste C

Albuquerque, NM 87109
5054332255

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SAFE-Money Alliance

1100 S. Main Street
Suite 10

Las Cruces, NM 88005
5755562472

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Chaney and Marin Financial Planning

1340 Picacho Hills Drive

Las Cruces, NM 88007
5755562463

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Engage Retirement

1720 Louisiana Boulevard NE
300

Albuquerque, NM 87110
5052682052

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Mark J. Napolin & Associates, Inc.

6101 Moon Street Northeast
Suite 3000

Albuquerque, NM 87111
5058217130

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Jerry Macias, LUTCF

5755272990

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Burba, Cole & Overstreet, LLC

412 N Canal St

Carlsbad, NM 88221
5758872013

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James Gerwels - Morgan Stanley

3050 Roadrunner Pkwy
Ste B

Las Cruces, NM 88011
5755212341

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Michael Daly - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892879

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Allstate Personal Financial Representative: Michael Rose

2601 Wyoming Blvd NE
Ste 102

Albuquerque, NM 87112
5053460095

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The Martin-Jordan Group - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892868

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Carlos Duque - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892833

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Allstate Personal Financial Representative: Ketan Patel

6501 4th St NW
Ste G

Los Ranchos, NM 87107
5053445877

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Donald Friedman - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892885

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Shannon Wamre - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892844

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Fred Andersson - Morgan Stanley

3050 Roadrunner Pkwy
Ste B

Las Cruces, NM 88011
5755212350

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Jim Loleit - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
5053269322

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Heather Holmes - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
5053269332

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Frances Robinson Bidwell - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
5059887727

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CFSC Speedy Loan

4100 Southern Blvd. SE
Ste 2C

Rio Rancho, NM 87124
5059941933

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CFSC Speedy Loan

4350 Airport Rd.
#7

Sante Fe, NM 87507
5054710537

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CFSC Speedy Loan

1300 Broadway Avenue

Bloomfield, NM 87413
5056341100

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CFSC Speedy Loan

1111 B. Riverside Dr.

Espanola, NM 87532
5057471932

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Allstate Personal Financial Representative: Victor Hernandez Jr

1065 S Main St
Ste C

Las Cruces, NM 88005
5125346907

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Financial Partners

50 Oshara Boulevard

Santa Fe, NM 87508
5052160838

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Sage Group - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
5053276201

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Davis Advisory Group, LLC

5130 Masthead. Street Northeast
Suite C

Albuquerque, NM 87109
5052428885

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Michael Blackwell - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058727316

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Wealth Management Group, LLC

409 New Mexico Highway 528 North East

Rio Rancho, NM 87124
5058923300

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Ronald R. Dalley - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
5053269327

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Elise Neal Davis - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
5059887701

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The Galileo Wealth Management Group - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
5053269326

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William S. Reardon - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892875

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Molly Bekken - Morgan Stanley

3050 Roadrunner Pkwy
Ste B

Las Cruces, NM 88011
5755212342

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Charlie Carroll - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058727305

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Rosie Milloy - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
5059887736

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Chris Guillen - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892864

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Linda Richins - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892843

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Nicolas Baker, New York Life Securities, LLC

6565 Americas Parkway NE
Suite 500

Albuquerque, NM 87110
5058802070

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Clifford Anders Gramer - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892878

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CUE Financial Group

601 Tijeras Avenue NorthWest

Albuquerque, NM 87102
5057687155

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Christopher Shibley - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892883

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Fractal Profile Wealth Management

4801 Lang Avenue Northeast
Suite 110

Albuquerque, NM 87109
5053017960

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Don Meccia - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
5059887724

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Julia Cohen - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892884

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Michael Duboise - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892806

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Bruce Seligman - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892863

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Clearfork Financial Planning

1008 West Mesa Verde Drive

Hobbs, NM 88240
5756318909

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Knight Financial Limited

115 La Posta Road #D

Taos, NM 87571
5757513388

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Meridian Wealth Advisors

9400 Holly Ave NE Bldg 4

Albuquerque, NM 87122
5058282220

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Johnson Financial Services

253 West Hadley Avenue

Las Cruces, NM 88005
5755262500

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Lisa Obeji - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892832

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Sean T Gallagher - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
5059887719

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Erwin & Associates

1800 Sheffield Drive
Ste E

Clovis, NM 88101
5757691882

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Allstate Personal Financial Representative: Lee Allbright

5528 Eubank Blvd NE
Ste 3

Albuquerque, NM 87111
5057202756

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Allstate Personal Financial Representative: Dennis McDaniel

12386 Lomas Blvd NE
Ste 5-B

Albuquerque, NM 87112
5053280846

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Jill Drinkwater - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
5059887704

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Steve Essington - Wealth Financial Advisor

500 Marquette Avenue NW
Suite 100

Albuquerque, NM 87102
5058439223

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Ed Jordan - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892868

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Ryan W Mummert - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892888

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Deborah Gaynor - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
5059887706

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Megan Halvorson - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
5053269328

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Charles Reardon - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892862

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Brian Conaway - Morgan Stanley

3050 Roadrunner Pkwy
Ste B

Las Cruces, NM 88011
5755212344

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Ben Alaimo-Monson - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
5059887702

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Brian Bower - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892809

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Clovis Martin - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892848

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Brian S. Turner - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
5053269331

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John Rochester - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
5059887722

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Jeff L Young - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
5053269329

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Rick Palmer - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
5053269321

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Rondi Thornton - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892813

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Matt Bunkowski - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
5059887707

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Tim J Prouty - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892897

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Daniel Montano - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058892845

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Thomas Parr CIMA® CRPS® - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
5058727308

* Additional advisor listing is provided in partnership with Yext

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Frequently Asked Questions

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.

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?

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.

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.

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

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

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