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Find Retirement Planners for Retirement Planning in Delaware

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 Delaware, 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 Delaware

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David Levy

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington, DE 19803

302-765-3500

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Nicholas Vali

Diamond State Financial Group

121 Continental Drive, Suite 110
200 E. State Street, Suite 303, Media, PA 19063

Newark, DE 19713

302-366-0366

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Andrew Rosen

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington, DE 19803

302-765-3500

List of Additional Retirement Planners in Delaware*

* Additional advisor listing is provided in partnership with Yext

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Jason Salinski - Ameriprise Financial Services, LLC

224 E Delaware Ave
Ste 104

Newark, DE 19711
302-444-8474

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Al Fierro - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4008

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Edward Jones - Financial Advisor: Scott S Smith, AAMS"

4 N Main St
Suite 2

Selbyville, DE 19975
302-436-5143

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Aspire Wealth Planners

131 Continental Drive
Suite 109

Newark, DE 19713
302-831-5077

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Matthew Mc Menamy - Ameriprise Financial Services, LLC

1 Righter Pkwy
Ste 250

Wilmington, DE 19803
302-656-7773

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Delaware Avenue Wealth Partners

1831 Delaware Avenue

Wilmington, DE 19806
302-254-2400

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Jim Smith - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-657-2070

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Allstate Personal Financial Representative: William Facciolo

113 Kirkwood Square

Wilmington, DE 19808
302-995-6936

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Jason Cooke

34161 Citizen Drive

Lewes, DE 19958
302-653-7146

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Keith Dorman

1620 Marsh Rd

Wilmington, DE 19803
302-477-2532

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Kimberlee Orth - Ameriprise Financial Services, LLC

3513 Concord Pike
Ste 1000

Wilmington, DE 19803
302-475-5105

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Gary Cecchett - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6626

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The Gandolfo/Lindia Group - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-636-5542

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Kenneth Jones - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-657-2020

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Thomas Grenda - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4003

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Paul Bechly - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4001

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Morgan Stanley Financial Advisors

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-994-6300

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Kevin O'Hanlon - Ameriprise Financial Services, LLC

1309 Veale Rd
Ste 10

Wilmington, DE 19810
302-478-2801

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Select Financial Group

556 S. DuPont Hwy
Ste G

Milford, DE 19963
302-424-7777

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Ostapow Financial Services

24014 Benjamin Harrison Circle

Millsboro, DE 19966
631-751-1777

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Jason Betz - Ameriprise Financial Services, LLC

1 Righter Pkwy
Ste 250

Wilmington, DE 19803
302-482-3049

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Lauren Cooper - Ameriprise Financial Services, LLC

5195 W Woodmill Dr
Ste 27

Wilmington, DE 19808
302-995-7526

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David Humes - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6617

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Thomas Lindia - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4044

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Kathy J Bauers - Ameriprise Financial Services, LLC

5195 W Woodmill Dr
Ste 27

Wilmington, DE 19808
302-995-7526

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Michelle Hand - Ameriprise Financial Services, LLC

1011 Centre Rd
Ste 100

Wilmington, DE 19805
302-468-8219

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Stephen Rifici - Ameriprise Financial Services, LLC

1011 Centre Rd
Ste 100

Wilmington, DE 19805
302-468-8206

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Scherer Financial Advisors

37550 Bella Via Way

Ocean View, DE 19970
301-681-5641

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Darren DeMars - Ameriprise Financial Services, LLC

5195 W Woodmill Dr
Ste 27

Wilmington, DE 19808
302-995-7526

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Martin J Coyne - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
215-854-6008

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Compass Investment Advisors

46 South State Street

Dover, DE 19901
302-526-2565

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Key Advisors Group, LLC

33718 Wescoats Road
Suite C

Lewes, DE 19958
302-645-4530

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Jeffrey Deprisco - Ameriprise Financial Services, LLC

224 E Delaware Ave
Ste 104

Newark, DE 19711
302-444-8362

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Sherpa Financial

722 Yorklyn Road
Suite 300

Hockessin, DE 19707
302-235-1284

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Betz & Associates - Ameriprise Financial Services, LLC

1 Righter Pkwy
Ste 250

Wilmington, DE 19803
302-656-7773

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Richard L. Laird, Jr. - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4002

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Financial House

5818 Kennett Pike

Wilmington, DE 19807
302-654-5451

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David A. Iobst

302-668-6820

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John Stella - Ameriprise Financial Services, LLC

1011 Centre Rd
Ste 100

Wilmington, DE 19805
302-468-8217

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Richard Schwamb - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6612

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Laura Fontana - Ameriprise Financial Services, LLC

1011 Centre Rd
Ste 100

Wilmington, DE 19805
302-468-8216

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Dylan Amoroso - Ameriprise Financial Services, LLC

1309 Veale Rd
Ste 10

Wilmington, DE 19810
302-478-2801

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Eric D Gustafson - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-636-5513

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Steven Kranzley - Ameriprise Financial Services, LLC

625 Barksdale Rd
Ste 105

Newark, DE 19711
302-366-1308

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Harry Orth - Ameriprise Financial Services, LLC

3513 Concord Pike
Ste 1000

Wilmington, DE 19803
302-475-5105

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Brian S. Davis - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-636-5509

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Mark A Verbanas - Ameriprise Financial Services, LLC

625 Barksdale Rd
Ste 105

Newark, DE 19711
302-366-1308

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The Greenville Group - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4043

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De Forest Johnson - Ameriprise Financial Services, LLC

1011 Centre Rd
Ste 100

Wilmington, DE 19805
302-468-8200

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Eduardo Solang

360-350-0891

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Joseph Amodei - Ameriprise Financial Services, LLC

1 Righter Pkwy
Ste 250

Wilmington, DE 19803
302-656-7773

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Emmanuel Adepoju-Grace

130 N Dupont Hwy

New Castle, DE 19720
302-322-0524

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Robert Damron - Ameriprise Financial Services, LLC

3513 Concord Pike
Ste 1000

Wilmington, DE 19803
302-475-5105

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Steven Duncan - Ameriprise Financial Services, LLC

1011 Centre Rd
Ste 100

Wilmington, DE 19805
302-468-8200

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Steven Shimp - Ameriprise Financial Services, LLC

3520 Silverside Rd
Ste 27

Wilmington, DE 19810
302-479-7780

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Allstate Personal Financial Representative: Jewell Robinson

915 N Dupont Blvd
Ste 102

Milford, DE 19963
678-576-4529

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James W Hayes - Ameriprise Financial Services, LLC

2 Righter Pkwy
Ste 201

Wilmington, DE 19803
302-476-8000

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Morgan Stanley Financial Advisors

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6600

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The Gehrt/Yaakovian Group - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-994-6300

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Thomas H Fairchild - Ameriprise Financial Services, LLC

131 Continental Dr
Ste 307

Newark, DE 19713
302-366-1125

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Thomas Sullivan - UBS Financial Services Inc.

20 Montchanin Road, Suite 170

Greenville, DE 19807
302-407-4715

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John Li - Ameriprise Financial Services, LLC

102 2nd St

Lewes, DE 19958
302-200-9548

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Eric Baker - Ameriprise Financial Services, Inc.

2 Righter Pkwy
Ste 201

Wilmington, DE 19803
302-476-8000

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Harvey Maclary - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-636-5550

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The Laird & Connolly Group - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4000

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The Vane Keck Team - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6600

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Matthew Gehrt - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-636-5541

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Joshua Coveleski - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6616

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Matthew Boatmon - Ameriprise Financial Services, LLC

2106 Silverside Rd
Ste 201

Wilmington, DE 19810
302-475-2357

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Keith Tobin - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6638

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Edward Jones - Financial Advisor: Karen M Wearden, AAMS"|CRPC®

17723 Coastal Hwy
Unit 4

Lewes, DE 19958
302-200-9821

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John Murray - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6633

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Carl J Meister - Ameriprise Financial Services, LLC

1011 Centre Rd
Ste 100

Wilmington, DE 19805
302-468-8213

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Orth Financial Group - Ameriprise Financial Services, LLC

3513 Concord Pike
Ste 1000

Wilmington, DE 19803
302-475-5105

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Alex Stiner - Ameriprise Financial Services, LLC

5195 W Woodmill Dr
Ste 27

Wilmington, DE 19808
302-995-7526

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Steven G Brettler - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4000

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Russell Kuchera

40 Chestnut Hill Plaza

Newark, DE 19713
302-421-2246

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Robert Allen - Ameriprise Financial Services, LLC

5195 W Woodmill Dr
Ste 27

Wilmington, DE 19808
302-995-7526

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Booth Investment Group

37941 Coppice Way

Dagsboro, DE 19939
302-927-0078

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Jenn Harpel - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6620

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Montchanin Wealth Management - UBS Financial Services Inc.

20 Montchanin Road
Suite 170

Greenville, DE 19807
302-407-4721

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Morgan Stanley Financial Advisors

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4000

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Kent C Guernsey - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6618

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The Randolph, Brandt Group - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-778-8494

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Charles Allen - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4034

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The Brandywine Group - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-636-5527

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Edward Jones - Financial Advisor: Jamie Smalley

250 Gateway South Blvd
Ste 300

Dover, DE 19901
302-698-4007

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Yang Cai

781-538-4324

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Robert A Stofa - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-636-5531

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Daniel Krausz - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6604

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Bridget A Erhard - Ameriprise Financial Services, LLC

6 Larch Ave
Ste 399

Wilmington, DE 19804
302-225-2866

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Darren Cardosa Harmon - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6631

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First Command Financial Advisor - Kim Provo

4608 S. Dupont Hwy
Unit 1

Dover, DE 19901
302-736-0472

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Marc G Driggs - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4024

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Hunter Harmon - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6635

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Cw Mitchell - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6601

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Cathy Davies-Harmon - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6606

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Joseph D Gandolfo - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-636-5542

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Peter Ierardi - UBS Financial Services Inc.

20 Montchanin Road, Suite 170

Greenville, DE 19807
302-407-4710

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CW Wealth Management Group - UBS Financial Services Inc.

20 Montchanin Road, Suite 170

Greenville, DE 19807
302-407-4730

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First Command Financial Advisor - Brianna Felts

4608 S. Dupont Hwy
Unit 1

Dover, DE 19901
302-736-0472

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Hinesh Modi

8 Loockerman St

Dover, DE 19904
302-734-0202

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Alvini & Associates, P.A.

29 Bancroft Mills Road
Suite 200

Wilmington, DE 19806
302-836-8490

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Maureen Fisher, CFP® - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-657-2060

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Matthew Yaakovian - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-636-5537

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William Barney Carter - Ameriprise Financial Services, LLC

3513 Concord Pike
Ste 1000

Wilmington, DE 19803
302-475-5105

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The Hadley Group - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
866-352-4921

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Bryan Cheeseman - Ameriprise Financial Services, LLC

1011 Centre Rd
Ste 100

Wilmington, DE 19805
302-468-8200

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Patrick Sullivan - Ameriprise Financial Services, LLC

6300 Limestone Rd
Ste C

Hockessin, DE 19707
302-635-0063

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Todd P Anderson - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4060

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Michael A Gioia - Ameriprise Financial Services, LLC

3520 Silverside Rd
Ste 27

Wilmington, DE 19810
302-479-7780

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Scott Judge - Ameriprise Financial Services, LLC

3513 Concord Pike
Ste 1000

Wilmington, DE 19803
302-475-5105

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Robert Gildea - Ameriprise Financial Services, LLC

1601 Concord Pike
Ste 25

Wilmington, DE 19803
302-518-6960

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Mary Reopell - Ameriprise Financial Services, LLC

3513 Concord Pike
Ste 1000

Wilmington, DE 19803
302-475-5105

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William Smith - Ameriprise Financial Services, LLC

1011 Centre Rd
Ste 100

Wilmington, DE 19805
302-468-8218

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Arlene Wilson - Ameriprise Financial Services, LLC

1011 Centre Rd
Ste 100

Wilmington, DE 19805
302-468-8211

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Jeffery M Lewis - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4009

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Randal Farabaugh - Ameriprise Financial Services, LLC

2 Righter Pkwy
Ste 201

Wilmington, DE 19803
302-476-8000

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Edward Jones - Financial Advisor: Lance Rogers

24077 Country Living Rd
Suite 5

Millsboro, DE 19966
302-934-7624

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Edward Jones - Financial Advisor: Joe Quig, CFP®|ChFC®

724 Yorklyn Road
Suite 325

Hockessin, DE 19707
302-239-9401

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Terry Alden Smith - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6610

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Hesham Elshahed - TD Wealth Financial Advisor

2035 Limestone Road

Wilmington, DE 19808
302-388-0433

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Edward Jones - Financial Advisor: Steven T Lucas, CFP®

1601 Milltown Road
Suite 5

Wilmington, DE 19808
302-292-1946

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Hesham Elshahed - TD Wealth Financial Advisor

2502 Marsh Road

Wilmington, DE 19810
302-388-0433

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Edward Jones - Financial Advisor: Anthony B Johnson

222 Carter Dr
Suite 104

Middletown, DE 19709
302-376-0283

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Allstate Personal Financial Representative: James Richard Munsey II

6 Polly Drummond Hill Rd

Newark, DE 19711
302-292-8420

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Doug Woodward - TD Wealth Relationship Manager

7330 Lancaster Pike

Hockessin, DE 19707
202-253-5578

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Edward Jones - Financial Advisor: Roger D Martinson, CRPC®

38650 Sussex Highway
Stateline Plaza Unit 7

Delmar, DE 19940
302-846-3424

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Edward Jones - Financial Advisor: Eric A Reynolds

405 Louviers Dr

Newark, DE 19711
302-994-3038

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Edward Jones - Financial Advisor: Erica Donaway

37395 Oyster House Rd

Rehoboth Beach, DE 19971
302-227-1138

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Edward Jones - Financial Advisor: Kevin Thompson

24077 Country Living Rd
Suite 5

Millsboro, DE 19966
302-934-8451

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Edward Jones - Financial Advisor: Cody N Smith

19323 Lighthouse Plaza Blvd
Unit 5

Rehoboth Beach, DE 19971
302-227-2771

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Edward Jones - Financial Advisor: James T Elias

671 S Carter Rd
Suite 11

Smyrna, DE 19977
302-514-1001

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Edward Jones - Financial Advisor: Joanna L Daneman

250 Gateway South Blvd
Ste 300

Dover, DE 19901
302-698-4007

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Edward Jones - Financial Advisor: Glenn R Sweeten Jr

10 W Pine Street
Suite 102

Georgetown, DE 19947
302-856-3083

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Edward Jones - Financial Advisor: Mike Laur

364 E Main St

Newark, DE 19711
302-368-2352

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Edward Jones - Financial Advisor: Matt Brown

5301 Limestone Road
Suite 103

Wilmington, DE 19808
302-234-1463

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Edward Jones - Financial Advisor: Alana H Keeley

33188 Coastal Highway
Unit 5

Bethany Beach, DE 19930
302-537-0600

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Edward Jones - Financial Advisor: Michael Franchino, CRPC®

111 Atlantic Ave
Suite 3

Ocean View, DE 19970
302-539-3113

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Edward Jones - Financial Advisor: Aaron C Leonard

3801 Kennett Pike
Ste 206E

Greenville, DE 19807
302-654-1548

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Edward Jones - Financial Advisor: Nate Easterday

222 Carter Dr
Suite 104

Middletown, DE 19709
302-376-0283

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Edward Jones - Financial Advisor: Remo A Orsini Jr, CRPC®

115 N Broad St
Suite 2

Middletown, DE 19709
302-376-0284

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Hesham Elshahed - TD Wealth Financial Advisor

1001 E Songsmith Drive

Bear, DE 19701
302-388-0433

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Edward Jones - Financial Advisor: Lee C Moran, AAMS"

226 E Glenwood Avenue

Smyrna, DE 19977
302-659-2086

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Edward Jones - Financial Advisor: Wade Thompson, AAMS"

19323 Lighthouse Plaza Blvd
Unit 5

Rehoboth Beach, DE 19971
302-227-2771

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Hesham Elshahed - TD Wealth Financial Advisor

758 N DuPont Highway

Dover, DE 19901
302-388-0433

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Edward Jones - Financial Advisor: Janet R Maher, AAMS"

18335 Coastal Highway
Ste 101

Lewes, DE 19958
302-684-5946

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Edward Jones - Financial Advisor: Mitch Rogers, AAMS"

24077 Country Living Rd
Suite 5

Millsboro, DE 19966
302-934-1938

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Edward Jones - Financial Advisor: John F Rittenhouse, AAMS"

8470 Herring Run Road
Suite B

Seaford, DE 19973
302-629-6094

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Edward Jones - Financial Advisor: Mark D Quinn, AAMS"

1407 Foulk Rd
Suite 101

Wilmington, DE 19803
302-477-9828

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Edward Jones - Financial Advisor: Derek R Clifton, AAMS"

17577 Nassau Commons Blvd
Suite 101

Lewes, DE 19958
302-645-6208

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Edward Jones - Financial Advisor: Melinda R Tingle, AAMS"

204 East Front Street

Laurel, DE 19956
302-875-0355

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Christopher M Vane - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6634

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Fletcher King - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-657-2012

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Sean P. Connolly - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4026

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John Marte

1620 Marsh Rd

Wilmington, DE 19803
302-477-1203

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Garrett L Grier - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6600

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Mark Fitzpatrick - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-657-2075

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Elise M. Laskas - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4019

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David Christopher Keck - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6625

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Michael Odorisio - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-636-5527

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Juan Martinez

1620 Marsh Road

Wilmington, DE 19803
833-373-1955

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David Foote - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4043

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Kevin Brandt - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-778-8496

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Garrett T. Hadley - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4013

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Cassandra Dekis - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-636-5521

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Donnell Scott - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6616

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Dylan Fonner

34161 Citizen Drive

Lewes, DE 19958
302-653-7146

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Douglas Barr Jr. - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-636-7972

* 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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