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Find Retirement Planners for Retirement Planning in Alabama

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 Alabama, 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 Alabama

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Dale Hansen

Edelman Financial Engines, LLC

3595 Grandview Parkway
Suite 475

Birmingham, AL 35243
(205) 4039200

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Terry Nager, CFP®

Southern Capital Services, Inc. Registered Investment Advisor

29000 US Hwy 98

Daphne, AL 36526
(251) 6261140

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Paul W Abele

Canterbury Investment Advisors LLC

400 Office Park Drive
Suite 103

Mountain Brook, AL 35223
(205) 8711692

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Jeffrey E Martin

HighPoint Planning Partners,LLC Registered Investment Advisor

221 East Side Square
Suite 1B & 1C

Huntsville, AL 35801
(256) 7637500

List of Additional Retirement Planners in Alabama*

* Additional advisor listing is provided in partnership with Yext

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Michael Sheehan - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
2059093128

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Antonio D. Sankey & Associates, LLC

3000 Riverchase Galleria
Suite 950

Hoover, AL 35244
2054444996

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Alistair Harding-Smith - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059686932

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Andrew C Scott - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697031

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Andrew McCay - Morgan Stanley

3120 Frederick Road
Suite G

Opelika, AL 36801
3345013343

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Brad Baker - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697080

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Jason Cork - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
2059093124

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Allan Rowe - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697007

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Barko Financial

22787 US 98
Suite E4

Fairhope, AL 36532
2515170207

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Amy Baughman - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
2519902931

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Chip Grinkmeyer - Ameriprise Financial Services, LLC

600 Olde English Ln
Ste 104

Mountain Brook, AL 35223
2059689222

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Brandon Mulford Marsh - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059686905

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Armand St Raymond - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
2059700792

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Art Smith, New York Life

2310 Starmount Circle SW

Huntsville, AL 35801
2565171555

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Barbara Beck - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
2053448466

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Brent Daughdrill - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
2514702312

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Braxton A Weimer - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697035

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Alabama ONE Wealth Advisory

1215 Veterans Memorial Parkway

Tuscaloosa, AL 35404
2053420108

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Cummings & Associates - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
2059672627

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Bob Bailey - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059686927

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Bethy Heath - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697050

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Mark Perkins - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
2053139153

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Amanda Stewart Raney - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697092

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Jeff Waters - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
2059093142

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Bobby Aycock - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697063

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Mark Byars - Ameriprise Financial Services, LLC

1817 Commons North Dr

Tuscaloosa, AL 35406
2057229354

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Elizabeth Douglas - Ameriprise Financial Services, LLC

600 Boulevard South SW
Ste 104

Huntsville, AL 35802
2567053571

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Steve Hanley - Ameriprise Financial Services, LLC

4332 Boulevard Park S
Ste D

Mobile, AL 36609
2513450601

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Elizabeth Peggy Carlington - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
2059093130

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Jack Evans - Ameriprise Financial Services, LLC

1817 Commons North Dr

Tuscaloosa, AL 35406
2053452035

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Marc Hall - Ameriprise Financial Services, LLC

1451 W Main St

Dothan, AL 36301
3346993620

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Vaughn Sparks - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
2053139150

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Clay Cochran - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
2053139150

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Jennifer Ryder - Ameriprise Financial Services, LLC

3514 Montlimar Plaza Dr

Mobile, AL 36609
2513445551

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Patrick Cummings - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
2059093119

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Tom Hammett - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
2053139150

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Shawn Buchanan - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
2053139150

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Joshua Cothran - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
2059672627

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Debra Haley - Ameriprise Financial Services, LLC

4332 Boulevard Park S
Ste D

Mobile, AL 36609
2512196087

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John Barrow - Ameriprise Financial Services, LLC

1817 Commons North Dr

Tuscaloosa, AL 35406
2053452035

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Alexander Adamou - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
2565529434

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K & K Financial Group

116 CHURCH STREET
STE 3

RAINBOW CITY, AL 35906
2565636152

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Hanley & Associates - Ameriprise Financial Services, LLC

4332 Boulevard Park S
Ste D

Mobile, AL 36609
2513450601

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Bruce G Coldsmith - Ameriprise Financial Services, LLC

3514 Montlimar Plaza Dr

Mobile, AL 36609
2513445551

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Ted Jackson - Ameriprise Financial Services, LLC

1817 Commons North Dr

Tuscaloosa, AL 35406
2053452035

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Alexander Financial Group, LLC

1110 Montlimar Drive
Suite 1010

Mobile, AL 36609
2513403878

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Edward Goodson - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697068

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Shannon, Shannon & Associates, Inc.

4144 Carmichael Rd
Suite 14

Montgomery, AL 36106
2052596389

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DTLR

9150 Parkway East
Suite 300

Birmingham, AL 35206
2058330071

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Taylor Smith | Smith Financial Group

121 Long Feather Ln

Alabaster, AL 35007
2057289813

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Ariss Financial Group - Ameriprise Financial Services, LLC

4121 Carmichael Rd
Ste 301

Montgomery, AL 36106
3342791174

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Sovereign CPA Group, LLC

2 Chase Corporate Dr

Hoover, AL 35244
2054024245

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Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
2519902930

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Morgan Stanley

3120 Frederick Road
Suite G

Opelika, AL 36801
3348211300

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Steve Hudson - Ameriprise Financial Services, LLC

1400 Urban Center Dr
Ste 420

Birmingham, AL 35242
2059689899

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Steve Garrett Sr - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
2053139153

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E Jerry Windle - Ameriprise Financial Services, LLC

1400 Urban Center Dr
Ste 420

Birmingham, AL 35242
2059689899

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T Justin Cato - Ameriprise Financial Services, LLC

109 N Jefferson St
Ste 3

Huntsville, AL 35801
2567044530

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Richard Hydinger - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
2059093143

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Renee Allen - Ameriprise Financial Services, LLC

1817 Commons North Dr

Tuscaloosa, AL 35406
2053452035

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Henry Wealth Management

22787 US Highway 98
E4

Fairhope, AL 36532
2515170207

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Lee Forehand - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
3343404034

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The Legacy Group of Huntsville - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
2566504003

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Jon Anderson - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
2565529431

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SA Stone Wealth Management Inc. - Chris Corley

3775B Professional Pkwy

Mobile, AL 36609
2513447116

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Dyken Wealth Strategies

234 Office Park Drive

Gulf Shores, AL 36542
2519552827

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Headwater Asset Mangement, LLC

1950 Stonegate Drive
Suite 325

Birmingham, AL 35242
2056233645

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Independence Financial Group

2501 20th Place South
Suite 300

Birmingham, AL 35223
2052681801

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GrandView Financial Group

Two Perimeter Park South
Suite 310 E

Birmingham, AL 35243
2052621120

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Legacy Advisors, Inc.

310 Eastdale Circle

Montgomery, AL 36117
3342774370

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Todd McBride - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
2565194040

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Greystone Capital Management

2700 Corporate Drive
Suite 200

Birmingham, AL 35242
2058625008

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Nancy M Delony - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697048

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Lakeside Group - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
2563517805

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C. Thomas Lee - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
3343404026

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Jon Lee - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
3343404027

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Richard Hirsch - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697029

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David Searcy - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697075

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Steve C Setterstrom - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
2514701090

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Christopher C. Schatzman - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
2514701099

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Roy A Nutt Jr. - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
3342702645

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Paul A. Russell - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
2514702302

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Leonardo D Silva - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
2519902932

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James W Bridges - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
2565352866

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Tony Giles - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697051

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Darrell S Hyde - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
2514701075

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Hirsch/Giles - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697051

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C. Hunt Griffith - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
2514701091

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Martin M Beasley - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697043

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Tom Kennedy - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059686902

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Megan Setterstrom Bruner - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
2514702305

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Donny Bolton - Morgan Stanley

3120 Frederick Road
Suite G

Opelika, AL 36801
3345013345

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Hand and Chua Group - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697044

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Uriah D Williams - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697046

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Michael Newman - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
2519902952

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Charles R Brown - Morgan Stanley

3120 Frederick Road
Suite G

Opelika, AL 36801
3345013344

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Tom Norris - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059686915

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Solomon Davis - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
4044593880

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Frank A Siegal - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697017

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John T Jeffery - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
2566504015

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Larry Groce - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
3342702614

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Norman Douglas Perreault - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
3343404031

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The Birmingham Red Mountain Group - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697092

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WinSouth Financial Services

1519 Rainbow Drive

Gadsden, AL 35901
2565437660

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Mobile Bay Financial Solutions, LLC

1060 Dauphin Street

Mobile, AL 36604
2516665000

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Spike L Mcroy - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
2566504037

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Francisco D D'Oliveira - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
3342702650

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Richard Alan Vise - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697088

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Sam Tucker - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
3343404028

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Scott McClanahan - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
2053448449

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Kevin Sutton - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
2565352810

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William H. Caine - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697053

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Hunter Groce - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
3342702632

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The Vise Group - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697087

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Glenda Gough - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
2566504031

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Jake Wallace - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
2519902946

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The Mantooth/Pols Group- Morgan Stanley

305 Church Street SW
Suite 715

Huntsville, AL 35801
8339271937

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David R Jeffery - Morgan Stanley

105 South Court Street

Florence, AL 35630
2567605379

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Farra Alford - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697008

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William Horne Jr. - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059686926

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Tod E Frick - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
2519902944

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William Cummings - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697084

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Ollis Wealth Management

3280 Dauphin Street
Building B, Suite 122A

Mobile, AL 36606
2517251401

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GHG Financial Planning

11 N Water Street
Suite 10290

Mobile, AL 36602
2513008230

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Jeffrey A English - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697079

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Paul Winn - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
3342702634

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Horizons Financial Group, Inc.

2477 Valleydale Road
Suite A-3

Birmingham, AL 35244
2058717743

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Mitcham Financial Services

6 Office Park Circle
Suite 207

Mountain Brook, AL 35223
2053383534

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Sergio R D'Oliveira - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
2519902933

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Michael Spaulding - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
2566504026

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R. Wallace W Killcreas - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
2514701064

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Eric Oller - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059686933

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Provident Wealth Solutions

220 Providence Main
Suite 101

Huntsville, AL 35806
2565808001

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Progress Financial Services

2121 Highland Avenue South

Birmingham, AL 35205
2057051623

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Practical Financial Solutions

2204 Whitesburg Drive
Suite 305

Huntsville, AL 35801
2566021108

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Michael Hughes - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059686908

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David Edgar Malone - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059686935

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Leigh J Parks - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
2514701066

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Cochranmickels Retirement Specialists

4801 University Square
Suite 26

Huntsville, AL 35816
2564174870

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Virginia Nixon - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
2566504059

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Richard Blondheim - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
3342702612

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Lewis Ruben Gayden III - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
3342702654

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R. Lee Clark, Jr. - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
2565529433

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Zac Snider - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
2053448459

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Don Barthel - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
2565529437

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The Market Street Group - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
2565529436

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The Daughdrill Group - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
2514701074

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The Lomax Group - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
2514701103

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William M Hiden - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697015

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W. Hutch Radcliff - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
2514701063

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Phillip J Berk - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
5616507562

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Sidney Fry - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697036

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The Setterstrom Killcreas Group - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
2514701060

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Richard Nolan Sanders - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
2059697027

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Grant Thomson - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
2565352852

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Steve Starling Vise - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697087

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James Francis Eddins II - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
2519902935

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Greg Harville - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
2514701061

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Bunker Medbery - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697006

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William Tillman Jeffery - Morgan Stanley

105 South Court Street

Florence, AL 35630
2567605378

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Michael Lingo - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059686907

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Jonathan R Hand - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697054

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Philip H Crosby - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
2565194042

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Mike C. Yarbrough - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
3343404030

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Stuart T Patton - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
3342702615

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Harvey May - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059686909

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George Russell McCurdy - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
3342702630

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Joseph L Lomax - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
2514701080

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Sara Stubblefield Jeffery - Morgan Stanley

105 South Court Street

Florence, AL 35630
2567605391

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Harrison Campbell - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
3342702616

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Patrick Morgan - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059686912

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Ronnie Robbins - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
2565194049

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Charles E Norwood - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697095

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Tim Denis - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
2566504036

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Greg B Burchell - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697040

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Katie Hancock - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
2053448444

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Joe Neil Curtis - Morgan Stanley

105 South Court Street

Florence, AL 35630
2567605380

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Henry Joseph Hagood - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697089

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George Liddon - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
3343404029

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Sandra S Ables - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
2566504029

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Dane W Block Sr. - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
2565352830

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Bryan M Blackburn, II II - Morgan Stanley

3120 Frederick Road
Suite G

Opelika, AL 36801
3345013346

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Stephen H. Riddle - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
2565529452

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Hollis N Gieger Jr. - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697094

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Sommer Morris - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
3342702633

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J. Marshall Shields - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
2514701097

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Wesley Mann - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697099

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John Parker Wilson - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697033

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Lawrence Oakley - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
3342702620

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Michael C Warr - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
2053448450

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Sarah K. Smith - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
2565529441

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Chuck Jones - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
2566504011

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William A Bridell - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697005

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Jody McInnes - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
3342702627

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Ralph Anderson - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
2519902943

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Lane P Wilson - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
2565352892

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Todd Lowry - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
2565529450

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Kennedy Y Chua - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697049

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Jimmy Dunlap - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
2566504008

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Coldsmith, Ryder & Associates - Ameriprise Financial Services, LLC

3514 Montlimar Plaza Dr

Mobile, AL 36609
2513445551

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Stephen L Garrett Jr - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
2053139153

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Garrett, Perkins & Associates - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
2053139153

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Gambrell Financial Advisors

1512 Alex Drive
Rock Ridge Office Park

Birmingham, AL 35210
2059571612

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John Hughes - Ameriprise Financial Services, LLC

1451 W Main St

Dothan, AL 36301
3346993620

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Alynn Plaisted - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
2053139153

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Lee Jackson - LPL Financial

1067 Woodley Road
Suite B1

Montgomery, AL 36106
3346762288

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DTLR

718 Academy Dr & I-59
Suite 100

Bessemer, AL 35022
2054285582

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Medbery and Millard - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
2059697097

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Blooming Floral Events

4101 Belvedere St

Mobile, AL 36693
2516220568

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Edward Jones - Financial Advisor: Katie E Brown

101 2nd Avenue Southwest

Cullman, AL 35055
2567390111

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Edward Jones - Financial Advisor: Kane Reece

3659 Lorna Road
Suite 153

Hoover, AL 35216
2057331669

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Edward Jones - Financial Advisor: Shean C Bradley

21 N Main Street

Wedowee, AL 36278
2563632252

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Jordan Miller - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
2053448480

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Rutland Group- Morgan Stanley

305 Church Street SW
Suite 715

Huntsville, AL 35801
8339271937

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Steven Peterson - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
2053139150

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Letts Financial Services

3450 Lakeshore Dr

Opelika, AL 36804
6309682323

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Richard F Hoerlein - Ameriprise Financial Services, LLC

2104 Exec Park Dr

Opelika, AL 36801
3347492755

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Jeff Roberts - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
2053139150

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Edward Jones - Financial Advisor: John C Dollar

12 Guntersville Road

Arab, AL 35016
2565860494

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Jennifer Daffron - Ameriprise Financial Services, LLC

1451 W Main St

Dothan, AL 36301
3346993620

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Jud Morrison - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
2053139157

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The Flower Shoppe of Providence

500 Providence Main St NW

Huntsville, AL 35806
2562100800

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Donna S Cates - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
2059093126

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Wilkins Miller Wealth Management

41 East Interstate 65 Service Road South
Suite 400

Mobile, AL 36608
2514106710

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Pathway Financial Group LLC

432 65th St
Suite B

Tuscaloosa, AL 35405
2053931917

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Miles Brandon - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
2565352804

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Wealth VISIONary Financial, LLC

4121 Carmichael Road
Suite 401

Montgomery, AL 36106
3342217001

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Window World of Gulf Coast

5400 A Willis Rd

Theodore, AL 36582
2516654646

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Terry Simpson - Ameriprise Financial Services, LLC

1817 Commons North Dr

Tuscaloosa, AL 35406
2053452035

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Goosehead Insurance - Ricky Phillips

1084 N Brindlee Mtn Parkway

Arab, AL 35016
2564900672

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John P Williamson - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
2059093118

* 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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