Find Top Retirement Planners in Arizona | Arizona Retirement Planners

Find Retirement Planners for Retirement Planning in Arizona

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 Arizona, 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 Arizona

Otto Bohon

Catalina Wealth Management

1660 E River Rd
Suite 180

Tucson, AZ 85718
(520) 2981900

Jason Cowans

Edelman Financial Engines, LLC

3100 West Ray Road, Suite 334
Suite 801

Chandler, AZ 85226
(480) 4284312

Greg Stott

Approach Capital Partners

Mesa & Scottsdale
4320 East Brown Road Ste 112

Mesa, AZ 85205
(480) 9939733

Joe Vazquez

Wealth Management Solutions, LLC

8550 E Shea Blvd
Ste #130

Scottsdale, AZ 85260
(480) 6094334

Matthew Cherry

Wealth Management Solutions, LLC

8550 East Shea Blvd.
Suite 130

Scottsdale, AZ 85260
(480) 6094332

List of Additional Retirement Planners in Arizona*

* Additional advisor listing is provided in partnership with YEXT

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

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?

Find Retirement Planners for Retirement Planning in Arizona

List of Qualified Retirement Planners in Arizona

Wealth Management Solutions, LLC

Treiberg Wealth Management

Treiberg Wealth Management, Inc.

Catalina Wealth Management

Edelman Financial Engines, LLC

Family Wealth Advisors, LLC

Seros Financial

Edelman Financial Engines, LLC

Approach Capital Partners

Wealth Management Solutions, LLC

Harding Investments & Planning

Values Quest

Wealth Management Solutions, LLC

Hosler Wealth Management

Hosler Wealth Management

List of Additional Retirement Planners in Arizona*