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Find Retirement Planners for Retirement Planning in Sarasota, 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 Sarasota, Florida

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Anthony Pressimone

Creative Planning

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Sarasota,FL 34211
(941) 7733620

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Evan R. Guido

The Evan Guido Group I Wealth

8225 Natures Way #119

Lakewood Ranch,FL 34202
(941) 5005122

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Randy Hallier

Creative Planning

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Cape Coral,FL 33715
(239) 7896983

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Nic Santana

Creative Planning

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Cape Coral,FL 33762
(727) 2532130

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Michael Landsberg

Landsberg Bennett Private Wealth Management

252 West Marion Avenue
Suite 200

Punta Gorda,FL 33950
(941) 3918000

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Nathan Helms CFP® CIMA®

Ameriprise Financial

1103 W Cleveland St

Tampa,FL 33606
(813) 3346500

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Glenn Cummings

Big Financial Services, LLC

10150 Highland Manor Drive Suite 200

Tampa,FL 33610
(813) 6544718

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Tiffany O'Neal

Creative Planning

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Cape Coral,FL 33617
(813) 3655390

List of Additional Retirement Planners in Sarasota, Florida*

* Additional advisor listing is provided in partnership with Yext

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Alexis Lopez - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647467

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Paul Schur - Ameriprise Financial Services, LLC

240 S Pineapple Ave
Ste 100

Sarasota, FL 34236
9413633904

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Jonathan H Moore - Ameriprise Financial Services, LLC

7188 Beneva Rd

Sarasota, FL 34238
9419291888

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Tom Bardwell - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647436

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Vincent Dotterweich - Ameriprise Financial Services, LLC

1819 Main St
Ste 240

Sarasota, FL 34236
9732163873

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American Momentum Bank

3939 McIntosh Rd

Sarasota, FL 34233
9418060361

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David J Yarletts - Ameriprise Financial Services, LLC

541 N Orange Ave

Sarasota, FL 34236
9413649009

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Frank Planes - Ameriprise Financial Services, LLC

6151 Lake Osprey Dr
Ste 329

Sarasota, FL 34240
9412160679

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Martin Moore - Ameriprise Financial Services, LLC

240 S Pineapple Ave
Ste 100

Sarasota, FL 34236
9413633908

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Jeremy St Croix - Ameriprise Financial Services, LLC

240 S Pineapple Ave
Ste 100

Sarasota, FL 34236
9413633914

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Fifth Third Mortgage - Nakia Stefanini

50 Central Avenue
Suite 810

Sarasota, FL 34236
9413294680

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Amanda Sharp - Ameriprise Financial Services, LLC

2831 Ringling Blvd
Ste F-219

Sarasota, FL 34237
9413651010

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Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413653900

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Full Spectrum Financial Group

306 N. Rhodes Ave.
Suite-110

Sarasota, FL 34237
9418666570

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Sandra Cutcliffe - Ameriprise Financial Services, LLC

240 S Pineapple Ave
Ste 100

Sarasota, FL 34236
9413659000

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Yaegers Financial Services

2477 Stickney Point Road
Suite 117B

Sarasota, FL 34231
9419237475

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Platinum Planning, Inc.

534 South Pineapple Avenue

Sarasota, FL 34236
9414445260

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Eskew Financial Group

2639 Fruitville Road
Suite 200

Sarasota, FL 34237
9413656381

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Truvestments Capital LLC

5391 Lakewood Ranch Blvd North Suite 303

Sarasota, FL 34240
9417533814

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Nav Advisors

2055 Wood Street
Suite 119

Sarasota, FL 34237
9413064499

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Hart & Hart Financial Services - New York Life

2555 Porter Lake Drive
Unit 101

Sarasota, FL 34240
9413556646

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Financial Freedom, LLC

6151 Lake Osprey Drive
Third Floor

Sarasota, FL 34240
9419249300

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Patrick T Kilbane - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647465

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Michael Bowers - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413643557

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T. Michael Osterman - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413643503

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Christine Hicks - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413638502

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Allstate Personal Financial Representative: Renee Walter

4333 S Tamiami Trl
Ste A

Sarasota, FL 34231
8472243433

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The Bayfront Group - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413643507

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Rill H Baxter - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647470

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Sylvia Lucy Millar - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647440

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Allstate Personal Financial Representative: Robert Franke

4333 S Tamiami Trl
Ste A

Sarasota, FL 34231
9419239550

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Lyn Partridge Breda - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413643510

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Fifth Third Mortgage - George Adley

50 Central Avenue
Suite 810

Sarasota, FL 34236
9413207390

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The Desota

1415 2nd St

Sarasota, FL 34236
9413282400

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The Credo Group - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413643551

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American Momentum Bank

544 S Washington Blvd

Sarasota, FL 34236
9418060662

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The Pullen & Kilbane Group - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647465

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Stacey R. Grad - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413638522

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Susan Kelly - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413638518

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The Fairway Group - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413653900

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Silvana Nandin - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413638505

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LPF Financial Advisors

2601 Cattlemen Road
Suite 302

Sarasota, FL 34232
9419070101

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Max Levine - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647438

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Edward Paul Magda - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413643552

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George O'Brien Jr. - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647486

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Philip Peters - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647452

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Jean-Pierre Gobic - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413638508

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Jimmy Driggers - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413638500

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Leif Olson - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413643506

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The Schwartzbaum Urfer Group - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647444

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Rylan K. Lanham - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413643594

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Rebecca S Bolletti - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647406

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Taylor B. Chadsey, III - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647473

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Jared Hermann - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413643541

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Robin A Bauer - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647435

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M Janet Jason - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413643579

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The Ernie Garcia Group - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647405

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Susan Wilson - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647476

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The 360 Group - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413643553

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Couture Financial

1800 2nd Street
Suite 881

Sarasota, FL 34236
9413663551

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Corey D Schaul - Ameriprise Financial Services, LLC

1819 Main St
Ste 240

Sarasota, FL 34236
9418933460

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Stephen Gross - Ameriprise Financial Services, LLC

240 S Pineapple Ave
Ste 100

Sarasota, FL 34236
9413659000

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Renee Martone Cecil - Ameriprise Financial Services, LLC

7321 Merchant Ct
Ste A

Sarasota, FL 34240
9419070708

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John Hayes - Ameriprise Financial Services, LLC

240 S Pineapple Ave
Ste 100

Sarasota, FL 34236
9413633912

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Daniel A Shontere - Ameriprise Financial Services, LLC

240 S Pineapple Ave
Ste 100

Sarasota, FL 34236
9413659000

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Bruce Lang - Ameriprise Financial Services, Inc.

240 S Pineapple Ave
Ste 100

Sarasota, FL 34236
9413633920

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Stifel | Daniel Long

2 North Tamiami Trail
Suite 700

Sarasota, FL 34236
9413296292

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American Momentum Bank

5540 Fruitville Rd

Sarasota, FL 34232
9418060401

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Christopher Garcia - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647489

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Michael David Matash - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647451

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Daniel Richard Smith - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413638501

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Rochelle A Nigri - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413638514

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Fifth Third Private Bank - April Smith

50 Central Avenue
Suite 810

Sarasota, FL 34236
9413294706

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James H. Pullen - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647412

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Charles P Mott - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413643537

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Scott Rockwell - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413638517

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David Leifer - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413643539

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Thomas Hagan - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647450

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David White - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647481

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George R Hoos - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647441

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Bill Snyder - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413638510

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Matthew C Giresi - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413643595

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John Piper - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413638520

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Kathy Francoletti - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647475

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Mark S Serio - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413643551

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Ryan Johnson - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413643507

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Ernest J Dean Jr. - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413643536

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Ernie B Garcia - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647405

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Daniel M Schwartz - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647411

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Richard T Williams - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413638516

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Blake A Ridenour - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413643553

* 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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