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Find Retirement Planners for Retirement Planning in Scottsdale, 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 Scottsdale, Arizona

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Bruce Hosler

Hosler Wealth Management

8180 N. Hayden Road, Suite D203

Scottsdale,AZ 85258

480-994-7342

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David Rosenthal

Wealth Management Solutions, LLC

8550 E Shea Blvd #130

Scottsdale,AZ 85260

480-609-4334

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Joe Vazquez

Wealth Management Solutions, LLC

8550 E Shea Blvd Ste #130

Scottsdale,AZ 85260

480-609-4334

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Scott Cadieux

Echelon Private Wealth Management, LLC

7047 E Greenway Parkway Suite 250

Scottsdale,AZ 85254

602-922-9998

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Jeremy Kisner

Surevest Private Wealth

2425 E. Camelback Road Ste 890

Phoenix,AZ 85016

480-272-7116

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Jacob Vanderslik

Edelman Financial Engines, LLC

4742 N. 24th Street, Suite 270

Phoenix,AZ 85016

602-553-2024

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Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

64 E Broadway Rd., Ste. 200

Tempe,AZ 85282

623-203-7003

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Jeffrey Wilcock

Seros Financial

2141 E. Broadway Rd. Suite 220

Tempe,AZ 85282

480-967-1155

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Thanasi Panagiotakopoulos

Life Managed

5134 N. Central Ave., Suite 101

Phoenix,AZ 85012

602-931-5043

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Joseph Weber

Integrated Financial Solutions, PLLC

7650 S. McClintock Dr

Tempe,AZ 85284

480-634-1111

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James Golichowski

Edelman Financial Engines, LLC

3100 West Ray Road, Suite 334 Suite 801

Chandler,AZ 85226

480-946-3626

List of Additional Retirement Planners in Scottsdale, Arizona*

* Additional advisor listing is provided in partnership with Yext

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Bridge Financial Strategies

11111 N. Scottsdale Road
Suite 205

Scottsdale, AZ 85254
480-378-2383

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Thomas Sheedy McGeorge - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5733

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Mark Shultz - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5476

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Theodore John Crowley II - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7939

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First Command Financial Advisor - Chris Hughes

6991 East Camelback Rd.
Ste D-300

Scottsdale, AZ 85251
480-386-7005

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Blakely Walters

3333 North Hayden Road

Scottsdale, AZ 85251
480-776-5897

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Clotilda Chinyanya - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7941

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Scott Watson, CFP - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-922-6010

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Arizona Retirement Planning

8655 East Via De Ventura
Suite F-127

Scottsdale, AZ 85258
480-345-3155

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Raintree Wealth Partners

8350 East Raintree Drive
Suite 250

Scottsdale, AZ 85260
877-717-2772

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Paul Marsillo - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6563

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Scott A Pfotenhauer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4717

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Scottsdale, AZ Branch Office - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5400

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Matthew Rea - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4222

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Kyle Nelson - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7902

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John D Burgraff - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6602

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Steven Ravnitzky - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7845

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John W Cheang - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4227

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Paul Groves - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7818

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Goosehead Insurance - Casaundra Regal

6991 East Camelback Road
Suite D-300

Scottsdale, AZ 85251
480-616-2213

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Alexander T Schneebacher - Ameriprise Financial Services, LLC

6909 E Greenway Pkwy
Ste 245

Scottsdale, AZ 85254
602-794-1105

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REI Co-op Adventure Center Arizona

17465 N 93rd Street

Scottsdale, AZ 85255
480-945-2881

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Futuready 401k

14646 N Kierland Blvd
125A

Scottsdale, AZ 85254
888-766-0091

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Owen M Scanlon - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7909

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Jason Bleimeyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5715

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Hamid Reza Kazemi - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-922-6044

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Richard Schneider - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5466

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Nick Dyer - Ameriprise Financial Services, LLC

8722 E Via De Commercio
Ste 200

Scottsdale, AZ 85258
480-788-4891

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Edward T Gesten - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6523

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Jeffery Jay Slump - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5724

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Intelligence Driven Advisers

14646 N Kierland Blvd
125

Scottsdale, AZ 85254
888-401-2083

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Stephen Bouton - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4244

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Michael Metts - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7881

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Foundation Funding LLC

260 E Raintree Dr.
Suite 205

Scottsdale, AZ 85260
623-335-2541

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NetVEST Financial LLC

9059 E. Bahia Drive

Scottsdale, AZ 85260
602-230-8222

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The CNS Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7863

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LifePath Wealth Management, LLC

7333 E. Doubletree Ranch Road
Suite 120

Scottsdale, AZ 85258
480-624-0342

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Pangea Wealth Management

3260 North Hayden Road
Suite 109

Scottsdale, AZ 85251
480-304-5353

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Toddy & Associates

7702 East Doubletree Ranch Road
Suite 300

Scottsdale, AZ 85258
800-940-0469

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New York Life Insurance: Vincent J. A. Iñiguez

14850 N. Scottsdale Road
Suite 400

Scottsdale, AZ 85254
480-382-4769

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Tom Brough - Capital Trust Wealth Management

7047 E. Greenway Pkwy
Suite 250

Scottsdale, AZ 85254
480-993-1100

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Josh Winston - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4211

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Tracy L Adamczyk - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-268-2323

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Andrew J Meyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7930

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Marcella Lees - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4213

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Clark & Associates Financial Services, PLLC

9977 North 90th Street
Suite 170

Scottsdale, AZ 85258
480-429-6555

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Scott Ladrigan - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5703

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Impact Wealth Management - UBS Financial Services Inc.

4800 N. Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5487

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Nicholas Vincent Favia - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7995

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Ross D. Pearlman - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4756

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Moyer Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5450

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James Boullion - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5420

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Jennifer Pope - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5428

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The Pinnacle Group - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5474

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Troy Corbridge - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7966

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Douglas Hodges - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5730

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Silver Birch Advisors

14362 North Frank Lloyd Wright Boulevard
Suite 1000

Scottsdale, AZ 85260
480-477-6580

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Wilde Wealth Management Group, Inc.

7025 North Scottsdale Road
Suite 115

Scottsdale, AZ 85253
480-361-6203

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Edwards Wealth Managment

7047 East Greenway Parkway
Suite 250

Scottsdale, AZ 85254
480-993-1140

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The Spivak Financial Group

8160 East Butherus Drive
Suite 5

Scottsdale, AZ 85260
480-556-9931

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Chris Stocks - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7900

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Christopher Travelle - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7879

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Jeffrey Adams - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
858-947-7131

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Progressive Financial Concepts

8722 E Via De Commercio
Suite 100

Scottsdale, AZ 85258
480-745-7882

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Brian Holloway - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7840

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Wert Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5435

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Lomsdalen Wealth Management - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4220

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Todd R Pfutzenreuter - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-473-0376

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Jeffrey Newman - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7821

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Brian Dobbins - Ameriprise Financial Services, LLC

6909 E Greenway Pkwy
Ste 245

Scottsdale, AZ 85254
602-794-0191

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Steve A Scott - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5711

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Carole A Hall - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6557

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Stanton Dwight - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4207

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Seth Henrie - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7802

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Baha Chanel - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6505

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Jennifer Loson Lucovich - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5451

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Jeffrey A. Cain - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7874

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Healthcare Community Financial Group - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-922-6045

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Teri Kelley - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7826

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James E Meyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6566

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Petr Chytka - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6572

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Robert Bancroft - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5714

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Tige Hofer, CIMC® - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6562

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Sean McEvilly - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-502-6093

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Tim Metcalf - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7847

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DeMichele Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5487

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Kristi Morrow - Ameriprise Financial Services, LLC

14500 N Northsight Blvd
Ste 213

Scottsdale, AZ 85260
602-825-3212

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Trisha Larson - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6524

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Curt Blik - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7807

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Sean Neifert - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7863

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Justin Wade Breece - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5719

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Stephen Lomsdalen - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4220

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Charles Palacios - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-473-0376

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Eric Gill - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-473-0376

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Anthony James Montgomery Sr. - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7828

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D. F. Rick Speidel - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4229

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KDI WealthManagement

8817 East Bell Road
Suite 202

Scottsdale, AZ 85260
928-474-4350

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Philip Delord - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4206

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Sandra Kramer - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-473-0376

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Dewey M Darwin - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4205

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Joseph DeMichele - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5487

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Karekin Girair Kaprelian - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-473-0376

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Carl Anderson - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4200

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Alan Himebaugh - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7957

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William Deichmann - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7827

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Gateway Capital Management

7695 E. Manana Drive

Scottsdale, AZ 85255
480-266-7536

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The Hacker Group, LLC

7047 East Greenway Parkway
Suite 250

Scottsdale, AZ 85254
800-399-4008

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Bailey Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5408

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The Chacopulos Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7936

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Goosehead Insurance - Jon Halland

9419 E. San Salvador Dr.
Suite 105B

Scottsdale, AZ 85258
480-576-2377

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Kirshner & Klarfeld Financial Group, LLC

7373 East Doubletree Ranch Road
Suite B-155

Scottsdale, AZ 85258
480-588-6356

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Grant Peterson - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5754

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The Meyer Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7800

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The Grand Canyon Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7853

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Brian F Scanlon - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7805

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Rick Hansen - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4228

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Kurt E Meyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4712

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Nayan Ranchhod - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4234

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Silver Lining Wealth Advisors - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4234

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Mike Lenderink - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7806

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Jason Ayala - Ameriprise Financial Services, LLC

14500 N Northsight Blvd
Ste 213

Scottsdale, AZ 85260
602-825-3212

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Susan Cook - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7854

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Sarah Schmidt - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-473-0376

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Vik Krishnaswamy - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7928

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Lindsey Martin - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7937

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Theresa Chacopulos - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7936

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Aaron Kurasch - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4217

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Montgomery Hollahan Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7828

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Mark B. Fast - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7951

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Gabriel D Hoffmann - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4731

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Matthew Sonder - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5729

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Nick James Polydoros, CFP - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5416

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Gary Bishop - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4249

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Michael W Butt - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6565

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Allstate Personal Financial Representative: Bruce Matthews

8787 E Pinnacle Park Rd
Ste 120

Scottsdale, AZ 85255
480-515-6259

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William Favia - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7813

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Wert Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5454

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Tammy Escobar-Miller - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7853

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Legacy Advisors Arizona, LLC

8767 East Vía de Ventura
Suite 100A

Scottsdale, AZ 85258
480-292-8116

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Matthew Gimmelli - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7976

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Magaly Carson - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6630

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Allstate Personal Financial Representative: Jed Fisher

8989 E Via Linda
Ste 213

Scottsdale, AZ 85258
480-250-5454

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Allstate Personal Financial Representative: Bryce Williams

16674 N 91st St
Ste 107d

Scottsdale, AZ 85260
775-848-7575

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Brandon Riley - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5742

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John Demetropoulos - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7850

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Fiduciary Solutions LLC

7047 East Greenway Parkway
#250

Scottsdale, AZ 85254
602-996-1450

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Ryan R Turner - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4742

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Owen Sweeney, Jr., CIMA, CPWA - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5442

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Safeguard Estate and Financial

1405 N Hayden Rd
101

Scottsdale, AZ 85257
480-842-5000

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Pope & Watson Financial Group - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-922-6010

* 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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