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Find Retirement Planners for Retirement Planning in Alaska

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 Alaska, 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 Alaska

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Adam Sikorski

Change Wealth Advisors

2430 Copperwood Dr.

Anchorage, AK 99516

907-202-2105

List of Additional Retirement Planners in Alaska*

* Additional advisor listing is provided in partnership with Yext

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Baobab Wealth Management

3131 Brookridge Circle

Anchorage, AK 99504
907-317-8454

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First Command Financial Advisor - Jeff Gibson

1300 Washington Dr
Suite 200

Fairbanks, AK 99709
907-479-3000

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First Command Financial Advisor - Dave Mendez

2525 C Street
Suite 425

Anchorage, AK 99503
907-272-8772

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First Command Financial Advisor - Lance Penhale

2525 C Street
Suite 425

Anchorage, AK 99503
907-272-8772

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All Creatures Veterinary Clinic

4360 E Snider Dr

Wasilla, AK 99654
907-376-7930

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Legacy Wealth Management

10735 Kenai Spur Hwy Ste 3

Kenai, AK 99611
907-283-5646

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Tegeler Advisory Services, LLC

2801 E Palmer-Wasilla Hwy
Suite B

Wasilla, AK 99654
907-376-4925

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HomeWell Care Services of Anchorage

1801 E. Dowling
Suite 300

Anchorage, AK 99507
907-868-3100

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Whitworth/Meek/Young - UBS Financial Services Inc.

3000 A Street
Suite 100

Anchorage, AK 99503
907-261-5974

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Chad Adams - UBS Financial Services Inc.

3000 A Street
Suite 100

Anchorage, AK 99503
907-261-5971

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First Command Financial Advisor - Warren Russell

2525 C Street
Suite 425

Anchorage, AK 99503
907-272-8772

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First Command Financial Advisor - Sam Lyons

1300 Washington Dr
Suite 200

Fairbanks, AK 99709
907-479-3000

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Montalbo Financial Services

130 Seward Street
Suite 209

Juneau, AK 99801
907-523-0404

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James Michael Speyerer - UBS Financial Services Inc.

3000 A Street
Suite 100

Anchorage, AK 99503
907-261-5933

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Aurora Wealth Management - UBS Financial Services Inc.

3000 A Street
Suite 100

Anchorage, AK 99503
907-261-5971

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Raion Financial Strategies

240 East Tudor Road
Suite 105

Anchorage, AK 99503
907-565-5466

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Fidelity Financial Services

805 Frontage Road
Suite 200A

Kenai, AK 99611
907-283-3060

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Andrew Wilcox - UBS Financial Services Inc.

3000 A Street
Suite 100

Anchorage, AK 99503
907-261-5958

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Keith A Green - Morgan Stanley

2550 Denali Street
Suite 1700

Anchorage, AK 99503
907-263-5734

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Alexander Joel Grumman - UBS Financial Services Inc.

3000 A Street
Suite 100

Anchorage, AK 99503
907-261-5919

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Ryan R Callaway - Ameriprise Financial Services, LLC

3601 Minnesota Dr

Anchorage, AK 99503
907-276-1911

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Lin May - Morgan Stanley

2550 Denali Street
Suite 1700

Anchorage, AK 99503
907-263-5710

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Timothy Whitworth - UBS Financial Services Inc.

3000 A Street
Suite 100

Anchorage, AK 99503
907-261-5954

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Allstate Personal Financial Representative: Thomas Betti

11350 E Palmer Wasilla Hwy

Palmer, AK 99645
907-746-6970

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Kenneth Hatch - Morgan Stanley

2550 Denali Street
Suite 1700

Anchorage, AK 99503
907-263-5727

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The Denali Group - Morgan Stanley

2550 Denali Street
Suite 1700

Anchorage, AK 99503
907-263-5779

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First Command Financial Advisor - Scott Bandy

1300 Washington Dr
Suite 200

Fairbanks, AK 99709
907-479-3000

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Branch L Haymans - Morgan Stanley

2550 Denali Street
Suite 1700

Anchorage, AK 99503
907-263-5720

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Jack Hartmann - Morgan Stanley

2550 Denali Street
Suite 1700

Anchorage, AK 99503
907-263-5728

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Brian Cook - Morgan Stanley

2550 Denali Street
Suite 1700

Anchorage, AK 99503
907-263-5718

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Morgan Stanley Financial Advisors

2550 Denali Street
Suite 1700

Anchorage, AK 99503
907-277-2511

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Beckwith Carver Group - Morgan Stanley

2550 Denali Street
Suite 1700

Anchorage, AK 99503
907-263-5789

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First Command Financial Advisor - Walt Coulter

1300 Washington Dr
Suite 200

Fairbanks, AK 99709
907-479-3000

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First Command Financial Advisor - Tyler Britton

1300 Washington Dr
Suite 200

Fairbanks, AK 99709
907-479-3000

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First Command Financial Advisor - Megan Kupratty

2525 C Street
Suite 425

Anchorage, AK 99503
907-272-8772

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Jason Longlet - Morgan Stanley

2550 Denali Street
Suite 1700

Anchorage, AK 99503
907-263-5716

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Sam Wolfe - Morgan Stanley

2550 Denali Street
Suite 1700

Anchorage, AK 99503
907-263-5770

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Allstate Personal Financial Representative: Christine Ward

5050 E Dunbar Dr
Ste C

Wasilla, AK 99654
907-357-5780

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First Command Financial Advisor - Erik Bruce

2525 C Street
Suite 425

Anchorage, AK 99503
907-272-8772

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Steven McSharry - Morgan Stanley

2550 Denali Street
Suite 1700

Anchorage, AK 99503
907-263-5777

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Brad Gamblin - Morgan Stanley

2550 Denali Street
Suite 1700

Anchorage, AK 99503
907-263-5713

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Thomas C Konop - Morgan Stanley

2550 Denali Street
Suite 1700

Anchorage, AK 99503
907-263-5721

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Stephanie Crago - Morgan Stanley

2550 Denali Street
Suite 1700

Anchorage, AK 99503
907-263-5702

* 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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