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Find Retirement Planners for Retirement Planning in Phoenix, Arizona

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 Phoenix, Arizona

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Thanasi Panagiotakopoulos

Life Managed

5134 N. Central Ave., Suite 101

Phoenix,AZ 85012
(602) 9315043

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Jeffrey Wilcock, RFC

Seros Financial

2141 E. Broadway Rd.
Suite 220

Tempe,AZ 85282
(480) 9671155

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Adam Harding CFP®

Harding Investments & Planning

222 S. Mill Avenue
Ste 800

Tempe,AZ 85281
(480) 2051743

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James Golichowski

Edelman Financial Engines, LLC

3100 West Ray Road, Suite 334
Suite 801

Chandler,AZ 85226
(480) 9463626

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Jeffrey Biro, CEP, RFC

Family Wealth Advisors, LLC

6900 E Camelback Rd.
Suite A-39

Scottsdale,AZ 85251
(480) 3471353

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Bruce Hosler EA, CFP®, AIF®, CEPA®, CDFA®

Hosler Wealth Management

8180 N. Hayden Road, Suite D203

Scottsdale,AZ 85258
(480) 9947342

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David Rosenthal, CFP

Wealth Management Solutions, LLC

8550 E Shea Blvd #130

Scottsdale,AZ 85260
(480) 6094334

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Joe Vazquez

Wealth Management Solutions, LLC

8550 E Shea Blvd
Ste #130

Scottsdale,AZ 85260
(480) 6094334

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Matthew Cherry

Wealth Management Solutions, LLC

8550 East Shea Blvd.
Suite 130

Scottsdale,AZ 85260
(480) 6094332

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Greg Stott

Approach Capital Partners

Mesa & Scottsdale
4320 East Brown Road Ste 112

Mesa,AZ 85205
(480) 9939733

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Ealing Jahn

Creative Planning

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Mesa,AZ 85207
(480) 2686736

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Nick Karabas

Creative Planning

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Scottsdale,AZ 85255
(480) 4077508

List of Additional Retirement Planners in Phoenix, Arizona*

* Additional advisor listing is provided in partnership with Yext

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Paul Siegel - Ameriprise Financial Services, LLC

2398 E Camelback Rd
Ste 550

Phoenix, AZ 85016
4809224212

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Wayne D Kandas - Ameriprise Financial Services, LLC

2398 E Camelback Rd
Ste 550

Phoenix, AZ 85016
4809224215

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Jeremy Kitamura - Ameriprise Financial Services, LLC

4040 E Camelback Rd
Ste 212

Phoenix, AZ 85018
4809273641

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Daniel E Marting - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545742

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Anderson Team Financial

4600 E. Shea Boulevard
#203

Phoenix, AZ 85028
6025088707

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Aaron M Thomas - Ameriprise Financial Services, LLC

2398 E Camelback Rd
Ste 550

Phoenix, AZ 85016
4809224236

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Sean Kelly - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545781

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Thaxton Peterson - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545725

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Marshall J Campbell - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545792

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Tyson Kelley - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545702

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Tim Bryan - Ameriprise Financial Services, LLC

2398 E Camelback Rd
Ste 550

Phoenix, AZ 85016
4809224290

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Spectrum Group - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545720

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Goosehead Insurance - Joel Reikes

23025 N 15th Avenue
Suite 202

Phoenix, AZ 85027
4805351540

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Kyle Backus - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545738

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Maxwell Drexler - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545762

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Jonathon Paul - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545729

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Tom Levin - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545743

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STF Wealth Management

2601 East Thomas Road
Suite 135

Phoenix, AZ 85016
6023967840

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Preferred Financial Group, LLC

1202 E. Maryland Ave.
Ste. 1J

Phoenix, AZ 85014
6024940020

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Hynes Benefits Financial Services

2999 North 44th Street
Suite 325

Phoenix, AZ 85018
6029520371

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Geri Mette - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545717

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Arcadia-Biltmore Group at Morgan Stanley - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029547766

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Westmark Wealth Management

5050 North 40th Street
Suite 140

Phoenix, AZ 85018
6027141950

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Paul A Koch - Ameriprise Financial Services, LLC

2398 E Camelback Rd
Ste 550

Phoenix, AZ 85016
6236872610

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Renee Hanson - Ameriprise Financial Services, LLC

7010 E Chauncey Ln
Ste 200

Phoenix, AZ 85054
6029239800

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OneAZ Wealth Management

2355 West Pinnacle Peak Road

Phoenix, AZ 85027
8775660517

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Kandas Financial Group - Ameriprise Financial Services, LLC

2398 E Camelback Rd
Ste 550

Phoenix, AZ 85016
4809224215

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Chris Kandas - Ameriprise Financial Services, LLC

2398 E Camelback Rd
Ste 550

Phoenix, AZ 85016
4809224215

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Arizona Private Wealth - Ameriprise Financial Services, LLC

4040 E Camelback Rd
Ste 212

Phoenix, AZ 85018
4809273639

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Financial Life Planners

10429 South 51st Street
Suite 220

Phoenix, AZ 85044
4804778530

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CC Asset Management

3101 N Central Ave
Ste 730

Phoenix, AZ 85012
6022343122

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Symphony Financial Services

15022 S 40th Pl

Phoenix, AZ 85044
4802096420

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Cetera Investors - Kevin Hofberger

1702 East Highland Avenue
Suite 204

Phoenix, AZ 85016
6028412627

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Rosevest Financial

7220 North 16th Street
Suite C

Phoenix, AZ 85020
4809515300

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Bennie Schmidt - Ameriprise Financial Services, LLC

4630 E Indian School Rd

Phoenix, AZ 85018
6028401888

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Renaissance Financial

2730 E Camelback Rd
Suite 250

Phoenix, AZ 85016
6232829400

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Capital Choice

11022 North 28th Drive
Suite 170

Phoenix, AZ 85029
6023962741

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Rosen Investment Advisors

4646 East Van Buren Street
Suite 190

Phoenix, AZ 85008
6022225757

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FocalPoint Wealth Management

20860 North Tatum Boulevard
Suite 195

Phoenix, AZ 85050
4807717526

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Brian S Kordansky - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545770

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Andrew Keam - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545748

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Allstate Personal Financial Representative: Mark Markham

34225 N 27th Dr
Ste 108

Phoenix, AZ 85085
4809466543

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Aishwarya Adyanthaya - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545728

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Philip L Morton - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545741

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Nicholas R Hasselkus - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545784

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Louis J Gatchell - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545719

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Paul Malin - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545756

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Allstate Personal Financial Representative: Robert McBride

2345 E Thomas Rd

Phoenix, AZ 85016
3175904163

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James F Tighe - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545711

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James Cooper - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545704

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Chris L Mette - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545796

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Allstate Personal Financial Representative: LaToiya Hood

3508 N 7th St
Ste 115

Phoenix, AZ 85014
6024352694

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Emily Stead

1702 East Highland Avenue
Suite 204

Phoenix, AZ 85016
4808812308

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Brandon Rose - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545727

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Lance P Eaton - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545746

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CSI Financial Group FMO

11225 N. 28th Drive
Suite C100

Phoenix, AZ 85029
8883166040

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Nicholas Cipriano - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545752

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Chad Stauffacher - Ameriprise Financial Services, LLC

4040 E Camelback Rd
Ste 212

Phoenix, AZ 85018
4809273639

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Affinity Wealth Advisory Group - Ameriprise Financial Services, LLC

7010 E Chauncey Ln
Ste 200

Phoenix, AZ 85054
6029239800

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Heather Pospisil - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
6029545780

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Stifel

2325 East Camelback Road
Suite 750

Phoenix, AZ 85016
6029522500

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Kevin Golden - Ameriprise Financial Services, LLC

4040 E Camelback Rd
Ste 212

Phoenix, AZ 85018
4809273640

* 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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