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Find Retirement Planners for Retirement Planning in Brandon, Florida

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 Brandon, Florida

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Michael Lehman

Focus Wealth Strategies

3419 Brook Crossing Drive

Brandon,FL 33511

813-305-0411

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Jonathan Batting

Cetera Advisors

2115 Lennox Dale Ln

Brandon,FL 33510

813-361-7250

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Jonathan Briggs

BRIA Capital Group, LLC

2909 W Bay to bay Blvd
Suite 402

Tampa,FL 33629

813-448-1122

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Armand Atkinson

Advanced Wealth Planning Group

5401 W Kennedy Blvd
Suite# 460

Tampa,FL 33609

813-770-9864

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Severin Investments, LLC

Severin Investments, LLC

28100 US 19 North
Suite 311

Clearwater,FL 33761

727-204-5911

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Al Osgood

Financial Freedom LLC

6151 Lake Osprey Drive, Third Floor

Sarasota,FL 34240

941-924-9300

List of Additional Retirement Planners in Brandon, Florida*

* Additional advisor listing is provided in partnership with Yext

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Preservation 1st Financial Group, LLC

912 Lithia Pinecrest Rd.

Brandon, FL 33511
813-627-0872

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Pioneer Financial Associates, Inc

138 North Moon Avenue
Suite A

Brandon, FL 33510
813-653-3343

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James Wilkerson

813-628-4466

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Robert White - Ameriprise Financial Services, LLC

1206 Millennium Pkwy
Ste 2001

Brandon, FL 33511
813-661-6077

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Allstate Personal Financial Representative: Robert Lewis

216 E Robertson St

Brandon, FL 33511
813-787-0317

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Edward Jones - Financial Advisor: Natalie N Freeman

409 Lithia Pinecrest Rd

Brandon, FL 33511
813-324-9363

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Allstate Personal Financial Representative: John Vasu

2020 W Brandon Blvd
Ste 115

Brandon, FL 33511
813-689-9798

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Chris Perry - TD Wealth Financial Advisor

1018 W Lumsden Road

Brandon, FL 33511
352-232-3276

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Edward Jones - Financial Advisor: Hunter Pflueger

344 E Bloomingdale Ave

Brandon, FL 33511
813-661-7125

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Edward Jones - Financial Advisor: Eric J Hargens

344 E Bloomingdale Ave

Brandon, FL 33511
813-661-7125

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Edward Jones - Financial Advisor: Justin M Slater, AAMS"

1979 W Lumsden Rd

Brandon, FL 33511
813-530-4236

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Matthew D. Jimenez - TD Wealth Relationship Manager

1018 W Lumsden Road

Brandon, FL 33511
561-886-7176

* 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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