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Find Retirement Advisors for Retirement Planning in Illinois, Springfield

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 6 Retirement Planning firms in Springfield, Illinois (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	3200 Robbins Road, Suite 200a Springfield, IL, 62704	$1,058,282,823	2168	17	A percentage of AUM, Hourly charges
2	214 South Grand Avenue West, Springfield, IL, 62704	$840,908,605	1371	9	A percentage of AUM, Hourly charges, Fixed fees
3	3051 Hollis Drive, 3rd Floor Springfield, IL, 62704	$749,061,756	2141	21	A percentage of AUM, Hourly charges, Fixed fees
4	3400 Wabash Avenue, Springfield, IL, 62711	$747,304,266	1061	12	A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES)
5	3000 Professional Dr., Ste 201 Springfield, IL, 62703	$623,962,646	1974	10	A percentage of AUM, Fixed fees
6	One Horace Mann Plaza, Springfield, IL, 62715-0001	$62,122,049	498	74	Other (PERCENTAGE OF ASSETS UNDER THIRD PARTY INVESTMENT MANAGEMENT)

Information on Top Retirement Planning firms in Springfield, Illinois

KEB WEALTH ADVISORS

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QualificationsFirm CRD# 117935

Assets Under Management $1,058,282,823

No. Of Clients2168

Clients Per Financial Advisor128

KEB WEALTH ADVISORS is a financial advisory firm situated in Springfield, Illinois. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2168 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

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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TROXELL FINANCIAL

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QualificationsFirm CRD# 168998

Assets Under Management $840,908,605

No. Of Clients1371

Clients Per Financial Advisor152

TROXELL FINANCIAL is a financial advisory firm situated in Springfield, Illinois. With a nearly $841M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1371 clients. The team consists of 9 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
Selection for other advisors

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SIKICH FINANCIAL

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QualificationsFirm CRD# 142640

Assets Under Management $749,061,756

No. Of Clients2141

Clients Per Financial Advisor102

SIKICH FINANCIAL is a financial advisory firm situated in Springfield, Illinois. With a nearly $749M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2141 clients. The team consists of 21 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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BOS ASSET MANAGEMENT, LLC

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QualificationsFirm CRD# 310632

Assets Under Management $747,304,266

No. Of Clients1061

Clients Per Financial Advisor88

BOS ASSET MANAGEMENT, LLC is a financial advisory firm situated in Springfield, Illinois. With a nearly $747M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1061 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES)

Financial Planning Services

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

View Full Profile

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 159255

Assets Under Management $623,962,646

No. Of Clients1974

Clients Per Financial Advisor197

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Springfield, Illinois. With a nearly $624M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1974 clients. The team consists of 10 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
Pesnsion consulting services
Selection for other advisors

View Full Profile

HORACE MANN INVESTORS, INC.

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QualificationsFirm CRD# 11643

Assets Under Management $62,122,049

No. Of Clients498

Clients Per Financial Advisor7

HORACE MANN INVESTORS, INC. is a financial advisory firm situated in Springfield, Illinois. With a nearly $62M assets under management, the firm specializes in crafting personalized retirement planning solutions for 498 clients. The team consists of 74 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Other (PERCENTAGE OF ASSETS UNDER THIRD PARTY INVESTMENT MANAGEMENT)

Financial Planning Services

Selection for other advisors

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

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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