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Find Retirement Planners for Retirement Planning in Lakewood, Colorado

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 Lakewood, Colorado



Infinium Investment Advisors, LLC

50 South Steele Street #830

Denver,CO 80209
(720) 2531818


Personal Capital

Personal Capital Advisors Corporation

1099 18th Street
Suite 2400

Denver,CO 80222
(650) 5561310


Diane Zing

Trilogy Financial

101 University Blvd.
Suite 450

Denver,CO 80206
(303) 7496115


Derek Eichenwald

Triumph Capital Management

1610 Wynkoop Street
Suite 550

Denver,CO 80202
(720) 5989252


Andrew Perry

Strategic Financial Partners Inc

5619 DTC Parkway, Suite 425

Denver,CO 80111
(720) 3059481


Gary Mills

Edelman Financial Engines, LLC

10012 Commons Street
Suite 108

Lone Tree,CO 80124
(719) 5946800


Stephen Gordon

Cornerstone Asset Management

One DTC 5251 DTC Parkway
Suite 990

Greenwood Village,CO 80111
(303) 7792524


Mark W Thompson AIF®, RICP®

Wealth Partners, Inc.

6312 South Fiddlers Green Circle
Suite 300E

Greenwood Village,CO 80111
(303) 7907443


Reuben J. Brauer, CFP®

Callahan Financial Planning Company

6500 S Quebec St Ste 300

Centennial,CO 80111
(303) 2227100


Adam J. Strickman, CFP®, CRPC®, APMA®

Ethos Financial Partners

9351 Grant St.
Suite 300

Thornton,CO 80229
(303) 2529777


Jack Venable, CFP®, ChFC®, CASL®, CLU®, APMA®

Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.

9351 Grant St
Suite 300

Thornton,CO 80229
(303) 2529777


Claire Mork

Edelman Financial Engines, LLC

1885 W. 120th Avenue
Suite 800

Westminster,CO 80234
(720) 3543474


Patrick Lynch

Patrick Lynch Financial

1870 W. 122nd Ave
Suite 400

Westminster,CO 80234
(303) 2189957


Paul D. Spurlock

ARIS Wealth Management, LLC

2539 Lake Meadow Drive

Lafayette,CO 80026
(800) 8879316


Clay Ernst

Edelman Financial Engines, LLC

8610 Explorer Drive Suite 120

Colorado Springs,CO 80920
(408) 5658564

List of Additional Retirement Planners in Lakewood, Colorado*

* Additional advisor listing is provided in partnership with Yext


Allstate Personal Financial Representative: Mario Perricone

7586 W Jewell Ave
Ste 200

Lakewood, CO 80232


Harris Tax & Wealth Management, PC

7112 W Jefferson Avenue
Suite 107

Lakewood, CO 80235


Golden Wealth Solutions, Inc

165 S. Union Blvd.
Suite #500B

Lakewood, CO 80228


Allstate Personal Financial Representative: Seth Luera

363 S Harlan St
Ste 112

Lakewood, CO 80226


Allstate Personal Financial Representative: Tom Schafer

215 S Wadsworth Blvd
Ste 400

Lakewood, CO 80226

* 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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