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Find Retirement Planners for Retirement Planning in Birmingham, Alabama

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 you 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 registrations check. 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.

List of Qualified Retirement Planners in Birmingham, Alabama

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Will Scroggins

SageSpring Wealth Partners

600 University Park Place, Suite 350

Birmingham,AL 35209

205-730-0044

List of Additional Retirement Planners in Birmingham, Alabama*

* Additional advisor listing is provided in partnership with Yext

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Elizabeth Peggy Carlington - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3130

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Cummings & Associates - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-967-2627

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Bobby Aycock - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7063

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Shawn Buchanan - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

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Edward Goodson - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7068

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Edward Jones

5180 Caldwell Mill Road
Suite 207

Birmingham, AL 35244
205-408-7620

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Garrett, Perkins & Associates - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-313-9153

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Brandon Horton - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-969-4565

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Jeffrey A English - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7079

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Joshua Cothran - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-967-2627

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E Butch Barger - Ameriprise Financial Services, LLC

1400 Urban Center Dr
Ste 420

Birmingham, AL 35242
205-968-9899

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Greystone Capital Management

2700 Corporate Drive
Suite 200

Birmingham, AL 35242
205-862-5008

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Independence Financial Group

2501 20th Place South
Suite 300

Birmingham, AL 35223
205-268-1801

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Stephen Garrett Jr - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-313-9153

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GrandView Financial Group

Two Perimeter Park South
Suite 310 E

Birmingham, AL 35243
205-262-1120

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Headwater Asset Mangement, LLC

1950 Stonegate Drive
Suite 325

Birmingham, AL 35242
205-623-3645

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Henry Joseph Hagood - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7089

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Richard Hydinger - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3143

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Brad Baker - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7080

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Bryan Parker - Ameriprise Financial Services, LLC

1400 Urban Center Dr
Ste 420

Birmingham, AL 35242
205-588-5725

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Eddie M. King - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1561

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Liucija Smaizyte Wright - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6910

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Horizons Financial Group, Inc.

2477 Valleydale Road
Suite A-3

Birmingham, AL 35244
205-871-7743

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Patrick Cummings - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3119

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Progress Financial Services

2121 Highland Avenue South

Birmingham, AL 35205
205-705-1623

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Jason Cork - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3124

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Gambrell Financial Advisors

1512 Alex Drive
Rock Ridge Office Park

Birmingham, AL 35210
205-957-1612

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Steve Garrett Sr - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-313-9153

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Mark Perkins - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-313-9153

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Jonathan A. Behrens, CRPS - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1523

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Scott Pruitt - Ameriprise Financial Services, Inc.

1022 Edenton St

Birmingham, AL 35242
205-983-6401

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Michael Sheehan - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3128

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Jud Morrison - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9157

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TrueWealth Advisors LLC

2000 SouthLake Park
Suite 200

Birmingham, AL 35244
205-588-4800

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Michael Lingo - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6907

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Clay Cochran - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

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Hand and Chua Group - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7044

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Vaughn Sparks - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

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Robert M. Denning - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1566

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William H. Caine - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7053

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Eric Oller - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6933

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Farra Alford - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7008

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Armand St Raymond - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-970-0792

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Bob Bailey - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6927

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Reid & Company

2311 Highland Avenue South
Suite 100

Birmingham, AL 35205
205-918-1503

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Birmingham, AL Branch Office - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1500

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Uriah D Williams - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7046

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Peachtree Planning

3500 Blue Lake Drive
Suite 200

Birmingham, AL 35243
205-533-9452

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Medbery and Millard - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7097

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John Parker Wilson - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7033

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Hirsch/Giles - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7051

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Allstate Personal Financial Representative: Richard Akel

5588 Apple Park Dr
Ste 109

Birmingham, AL 35235
205-661-2700

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Tom Hammett - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

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Martin Beasley - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7043

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The Vise Group - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7088

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Zachary P. Turnage - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6936

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Allstate Personal Financial Representative: Bonnie Partin

2008 Old Montgomery Hwy

Birmingham, AL 35244
205-423-6262

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Jeff Roberts - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

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The Birmingham Red Mountain Group - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7092

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Scott Richards - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1544

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Stonegate Wealth Management - UBS Financial Services Inc.

2005 Stonegate Trail
Suite 101

Birmingham, AL 35242
205-977-7069

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Jeff Waters - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3142

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John P Williamson - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3118

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The Webb Garner Wealth Management Group - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1541

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E Jerry Windle - Ameriprise Financial Services, LLC

1400 Urban Center Dr
Ste 420

Birmingham, AL 35242
205-968-9899

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Steven Peterson - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

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Peter Huver - Ameriprise Financial Services, Inc.

1400 Urban Center Dr
Ste 420

Birmingham, AL 35242
205-968-9899

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Steve Hudson - Ameriprise Financial Services, LLC

1400 Urban Center Dr
Ste 420

Birmingham, AL 35242
205-968-9899

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Donna S Cates - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3126

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Tom Norris - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6915

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Alynn Plaisted - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-313-9153

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Edward Jones

2100 Southbridge Pkwy
Ste 225

Birmingham, AL 35209
205-874-3525

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Edward Jones

4000 Meadow Lake Drive
Suite 120

Birmingham, AL 35242
205-991-3179

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Edward Jones

2041 Old Montgomery Hwy

Birmingham, AL 35244
205-871-8899

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Edward Jones

3362 Morgan Drive

Birmingham, AL 35216
205-822-0229

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OneAscent Wealth Management

23 Inverness Center Parkway
Suite A

Birmingham, AL 35242
205-313-9142

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Michael Hughes - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6908

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Edward Jones

4000 Meadow Lake Drive
Suite 120

Birmingham, AL 35242
205-991-3179

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Edward Jones

2041 Old Montgomery Hwy

Birmingham, AL 35244
205-871-8899

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Edward Jones

5180 Caldwell Mill Road
Suite 207

Birmingham, AL 35244
205-408-7620

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Edward Jones

5510 Hwy 280
Suite 112

Birmingham, AL 35242
205-437-2866

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William M Hiden - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7015

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Bunker Medbery - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7006

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Steve Starling Vise - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7087

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Hollis N Gieger Jr. - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7094

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Frank A Siegal - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7017

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Harvey May - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6909

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Alistair Harding-Smith - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6932

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Jonathan R Hand - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7054

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Brandon Mulford Marsh - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6905

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William Horne Jr. - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6926

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Allan Rowe - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7007

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Bethy Heath - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7050

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David Edgar Malone - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6935

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Braxton A Weimer - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7035

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Nancy M Delony - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7048

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Patrick Morgan - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6912

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Richard Alan Vise - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7088

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David Searcy - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7075

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Charles E Norwood - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7095

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Tony Giles - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7051

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Kennedy Y Chua - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7049

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William A Bridell - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7005

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Richard Hirsch - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7029

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Phillip J Berk - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
561-650-7562

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Sidney Fry - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7036

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Greg B Burchell - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7040

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William Cummings - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7084

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Tom Kennedy - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6902

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Amanda Stewart Raney - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7092

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Andrew C Scott - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7031

* Additional advisor listing is provided in partnership with Yext

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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