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Find Retirement Advisors for Retirement Planning in Idaho, Eagle

Q: 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.

Q: 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.

Q: 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.

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 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 registration checks. 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.

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Top 5 Retirement Planning firms in Eagle, Idaho (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1028 S. Bridgeway Place, Suite 200 Eagle, ID, 83616	$1,380,795,719	2334	19	A percentage of AUM, Hourly charges, Fixed fees
2	873 E. State Street, Eagle, ID, 83616	$1,292,188,582	2953	66	A percentage of AUM, Fixed fees
3	664 S Rivershore Lane Ste 150, Eagle, ID, 83616	$513,341,332	2830	33	A percentage of AUM, Hourly charges, Fixed fees
4	1028 S. Bridgeway Place, Suite 120b Eagle, ID, 83616	$439,865,078	328	8	A percentage of AUM
5	1028 S. Bridgeway Place, Suite 100, Eagle, ID, 83616-6095	$298,047,920	766	6	A percentage of AUM

Information on Top Retirement Planning firms in Eagle, Idaho

RW INVESTMENT MANAGEMENT LLC

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QualificationsFirm CRD# 282707

Assets Under Management $1,380,795,719

No. Of Clients2334

Clients Per Financial Advisor123

RW INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Eagle, Idaho. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2334 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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CONTINUUM ADVISORY, LLC

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QualificationsFirm CRD# 283155

Assets Under Management $1,292,188,582

No. Of Clients2953

Clients Per Financial Advisor45

CONTINUUM ADVISORY, LLC is a financial advisory firm situated in Eagle, Idaho. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2953 clients. The team consists of 66 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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AMERICAN INDEPENDENT SECURITIES GROUP, LLC

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QualificationsFirm CRD# 135288

Assets Under Management $513,341,332

No. Of Clients2830

Clients Per Financial Advisor86

AMERICAN INDEPENDENT SECURITIES GROUP, LLC is a financial advisory firm situated in Eagle, Idaho. With a nearly $513M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2830 clients. The team consists of 33 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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WEST OAK CAPITAL, LLC

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QualificationsFirm CRD# 128473

Assets Under Management $439,865,078

No. Of Clients328

Clients Per Financial Advisor41

WEST OAK CAPITAL, LLC is a financial advisory firm situated in Eagle, Idaho. With a nearly $440M assets under management, the firm specializes in crafting personalized retirement planning solutions for 328 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

View Full Profile

ARCADIA INVESTMENT ADVISORS, LLC

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QualificationsFirm CRD# 109590

Assets Under Management $298,047,920

No. Of Clients766

Clients Per Financial Advisor128

ARCADIA INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Eagle, Idaho. With a nearly $298M assets under management, the firm specializes in crafting personalized retirement planning solutions for 766 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses

View Full Profile

Frequently Asked Questions

Why do I need a retirement planner?

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?

How much does a retirement planner cost?

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

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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