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Find Retirement Advisors 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.

Finding the Best Retirement Planners in Birmingham, Alabama

Last Updated - April 18, 2024

Birmingham has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Birmingham, Alabama have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Birmingham, Alabama

VERIFIED

Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

101 25th Street North,
Suite 100,
Birmingham, AL 35203 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Jeremy W. Young
Legacy Advisory Group

Qualifications
CRD# 5461123
Firm CRD# 5461123
Series 6, 26, 63, 65

Minimum Assets Required
$0

Address

36 Manning Place,
Suite 200,
Birmingham, AL 35242 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

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Top 1 Retirement Planning firms in Birmingham, Alabama (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	PARK PLACE CAPITAL CORPORATION 2728 19th Place S, Suite 160 Homewood, AL, 35209	$854,401,251	397	11	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Birmingham, Alabama

PARK PLACE CAPITAL CORPORATION

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QualificationsFirm CRD# 107952

Assets Under Management $854,401,251

No. Of Clients397

Clients Per Financial Advisor36

PARK PLACE CAPITAL CORPORATION is a financial advisory firm situated in Homewood, Alabama. With a nearly $854M assets under management, the firm specializes in crafting personalized retirement planning solutions for 397 clients. The team consists of 11 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
Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

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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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