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Find Retirement Advisors for Retirement Planning in Madison, 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 Madison, Alabama

Last Updated - April 12, 2024

Madison 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 Madison, Alabama have an average of 38 years of experience.

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List of Qualified Retirement Planning Advisors in Madison, Alabama

VERIFIED

Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

3810 Governors Drive NW,
Suite 100,
Huntsville, AL 35805 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

Ron Moody
CFP^®, CSA^®, CRPC^®
Oak Tree Financial Services, LLC

Qualifications
CRD# 1002081
Firm CRD# 6413
Series 7, 8, 63, 65

Minimum Assets Required
$100,000

Address

120 Holmes Ave NE, STE 305,
Huntsville, AL 35801 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, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	LIFECOURSE CAPITAL, INC. 8331 Madison Blvd., Suite 100 Madison, AL, 35758	$120,238,399	1469	4	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Madison, Alabama

LIFECOURSE CAPITAL, INC.

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QualificationsFirm CRD# 128583

Assets Under Management $120,238,399

No. Of Clients1469

Clients Per Financial Advisor367

LIFECOURSE CAPITAL, INC. is a financial advisory firm situated in Madison, Alabama. With a nearly $120M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1469 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
Hourly charges
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals

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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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