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Find Retirement Planners for Retirement Planning in Indiana

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 Indiana, 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 Indiana

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Wesley Kotys

Kotys Wealth Professionals

175 Lincolnway, Suite D

Valparaiso, IN 46383

219-465-6924

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Thomas Beachy

Beachy Wealth Management

3484 Stellhorn Road

Fort Wayne, IN 46815

260-246-5450

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Scott Garrigus

Edelman Financial Engines, LLC

1499 Windhorst Way, Suite 210

Greenwood, IN 46143

317-851-8417

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Edward Camp

Camp Wealth Management

3835 Edison Lakes Parkway Suite

Mishawaka, IN 46545

574-273-0803

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Bill Bowers

Bowers Capital Management

1908 Meadowood Drive

Georgetown, IN 47122

812-951-0380

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Ryan Veldhuizen

Catalyze Wealth Management

550 Congressional Blvd, Suite 115

Carmel, IN 46032

317-537-7526

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Vinny McMahon

Edelman Financial Engines, LLC

8555 River Road
Suite 350

Indianapolis, IN 46240

317-806-6005

List of Additional Retirement Planners in Indiana*

* Additional advisor listing is provided in partnership with Yext

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Ed Rowell - Ameriprise Financial Services, LLC

2900 E 96th St
Ste A

Indianapolis, IN 46240
317-818-9365

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Jason J Zoch - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8735

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Allstate Personal Financial Representative: John Persinger

6470 N Shadeland Ave
Ste D

Indianapolis, IN 46220
317-358-5164

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Airey Financial Group

200 West 84th Drive
Suite B

Merrillville, IN 46410
219-650-4050

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Jim Lake - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

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New Legacy Wealth Management

222 West 2nd Street

Seymour, IN 47274
812-271-1880

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Atlas Capital Management Corp.

11130 Coldwater Road
Suite 104

Fort Wayne, IN 46845
260-637-2857

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Fifth Third Private Bank - Michael Donovan

57 South Michigan Avenue
Suite

Valparaiso, IN 46383
219-660-4602

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The Grossman Wealth Advisor Group - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7349

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Midwest Financial Group, Inc.

9752 Lantern Road

Fishers, IN 46037
317-570-4400

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The Gundy, Murdock & Etchison Group - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-706-3814

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Lloyd McGlincy - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7334

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Nicholas Davis - Ameriprise Financial Services, LLC

20 E Camp Ground Rd

Evansville, IN 47710
812-425-3222

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Belle Tire

2210 S. State Rd. 46

Terre Haute, IN 47803
812-420-1412

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Goosehead Insurance - Ryan Thiery

250 N Main Street
Ste 10i

Crown Point, IN 46307
219-240-1816

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Goosehead Insurance - Steve Phillips

2680 E Main St
Ste 313

Plainfield, IN 46168
463-777-5440

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Fifth Third Insurance - Julie Hayes Leahy

8335 Keystone Crossing
Suite 106

Indianapolis, IN 46240
502-493-7941

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Fifth Third Insurance - Myron Hobbs

2325 Green Valley Rd.

New Albany, IN 47150
502-493-7949

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Fifth Third Insurance - Ed Witte

8335 Keystone Crossing
Suite 106

Indianapolis, IN 46240
317-224-1318

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Fifth Third Mortgage - Brian Burke

10595 East US Highway 36

Avon, IN 46123
317-271-2162

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DTLR

1965 Southlake Mall
Space 416

Merrillville, IN 46410
219-791-9179

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CFSC Speedy Check Cashers

3521 Central Avenue

Lake Station, IN 46405
219-962-9670

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CFSC Speedy Check Cashers

1030 East Ridge Road

Griffith, IN 46319
219-923-0900

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CFSC Speedy Check Cashers

803 W. Chicago Avenue

East Chicago, IN 46312
219-398-6922

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Column Capital Advisors

3815 River Crossing Parkway
Suite 340

Indianapolis, IN 46240
317-663-6500

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Thrivent - Third Coast Group

9495 Keilman Street

Saint John, IN 46373
219-627-3371

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Matthew Reynolds - Ameriprise Financial Services, LLC

409 E Cook Rd
Ste 300

Fort Wayne, IN 46825
260-485-0403

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Edward Jones - Financial Advisor: Gina Ribota

8415 Kennedy Ave

Highland, IN 46322
219-923-1482

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Allstate Personal Financial Representative: Jeffrey Huffman

499 E Summit St
Ste B

Crown Point, IN 46307
219-662-8900

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Fifth Third Securities - Alexis Gadient

1160 North Main Street

Franklin, IN 46131
317-738-4418

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Terry Allen Dirrim - Morgan Stanley

4100 Edison Lakes Pkwy
Ste 200

Mishawaka, IN 46545
574-251-9109

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Fifth Third Private Bank - Ryan Davis

251 North Illinois Street

Indianapolis, IN 46204
317-383-2204

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Matthew Crispin - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7369

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CFSC Speedy Check Cashers

6508 Calumet Avenue

Hammond, IN 46324
219-932-2433

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Christopher P Moore - Ameriprise Financial Services, LLC

6226 Covington Rd

Fort Wayne, IN 46804
260-436-8884

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Belle Tire

4713 Meijer Ct

Lafayette, IN 47905
765-428-1512

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Jennifer Casten-Juhl - Ameriprise Financial Services, LLC

8859 High Pointe Dr

Newburgh, IN 47630
812-858-7526

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Robert Kruse - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8750

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Fifth Third Insurance - Dan Davis

20 Northwest Third Street

Evansville, IN 47708
812-456-2804

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Douglas Amick - Morgan Stanley

415 Columbia Street
Ste 3100

Lafayette, IN 47901
765-420-8409

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Joseph M Olexa Jr. - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7418

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The Spafford Group - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-0824

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Jason Kimmell - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1828

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Creative Financial Centre®

2704 South Goyer Road

Kokomo, IN 46902
800-745-7776

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Vanessa Santiago

866-929-8889

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Barney & Pendleton Group

61 Indiana Ave
Suite C

Valparaiso, IN 46383
219-464-4441

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Edward Puglise - Ameriprise Financial Services, LLC

9017 Coldwater Rd
Ste 350

Fort Wayne, IN 46825
260-497-8884

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Hilliard Lyons

389 East Morgan Street
Suite 1

Martinsville, IN 46151
765-349-0247

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Hilliard Lyons

202 South College Avenue

Bloomington, IN 47404
812-332-6333

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The Habig Team - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3177

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Compass Financial Group - Ameriprise Financial Services, LLC

7517 Eagle Crest Blvd

Evansville, IN 47715
812-477-5520

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Fifth Third Securities - Brandon Gregg

3620 South Street

Lafayette, IN 47905
765-250-4177

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Robert Addington CPA

320 North Meridian Street
Suite 619

Indianapolis, IN 46204
317-637-3575

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Michael Haboush CFP, CRPC, LUTCF

67 E. Garner Rd.
Suite 100

Brownsburg, IN 46112
317-286-3637

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Doak Financial LLC

350 Westfield Road
Suite 230

Noblesville, IN 46060
317-674-8174

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Holland Financial Group

25 Boone Lane

Mitchell, IN 47446
812-849-2010

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Oak Partners, Inc.

55 West 94th Place

Crown Point, IN 46307
219-795-1000

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Retirement Counseling Services

8465 Keystone Crossing
Suite 195

Indianapolis, IN 46240
317-472-9329

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Comprehensive Retirement Solutions

11595 North Meridian Street
Suite 300

Carmel, IN 46032
317-844-5100

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Keibler & Associates, Inc.

4222 Grantline Rd.

New Albany, IN 47150
812-948-9288

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Kappell Wealth Strategies

123 North West 4th Street
Suite 301

Evansville, IN 47708
812-437-1583

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Smith & Stuczynski Wealth Advisors

255 N. Alabama Street
Suite 300

Indianapolis, IN 46204
317-284-9600

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Waggoner Miller Wealth Management - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3105

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JBC Companies

10355 Dawsons Creek Boulevard
Suite F

Fort Wayne, IN 46825
866-490-4233

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Fifth Third Insurance - Lenny Hartlage

2325 Green Valley Rd.

New Albany, IN 47150
502-727-4095

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Fifth Third Insurance - Bruce Klineman

8335 Keystone Crossing
Suite 106

Indianapolis, IN 46240
317-224-1305

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CFSC Speedy Check Cashers

71 81st Avenue

Merrillville, IN 46410
219-756-6200

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CFSC Speedy Check Cashers

6814 Indianapolis Blvd.

Hammond, IN 46324
219-844-9432

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Nathalie Mastouri - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7352

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Graig A Huber - Ameriprise Financial Services, LLC

6249 S East St
Ste H

Indianapolis, IN 46227
800-889-9964

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Scott Maskel - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7437

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Perry Wealth Management - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7421

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Anthony Gerardot - Ameriprise Financial Services, LLC

2900 E 96th St
Ste A

Indianapolis, IN 46240
317-818-9365

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Peter J Schueth - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8718

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Fenoglio - Schrader - Stapleton Group - Morgan Stanley

415 Columbia Street
Ste 3100

Lafayette, IN 47901
765-420-8404

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Jeremy Overton - Ameriprise Financial Services, LLC

102 E Gibson St
Ste 1

Haubstadt, IN 47639
812-768-6393

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Synergy Wealth Management - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3113

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WATERMAN FINANCIAL SERVICES

3252 Mallard Cove Lane

Fort Wayne, IN 46804
260-436-6588

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Pickart Insurance Agency Inc.

8750 Broadway
Suite C

Merrillville, IN 46410
219-769-3641

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Allstate Personal Financial Representative: Michael Schultz

54 S Girls School Rd

Indianapolis, IN 46231
317-432-0420

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Guy Gage - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-573-3303

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Neil Stowe - Ameriprise Financial Services, LLC

8859 High Pointe Dr

Newburgh, IN 47630
812-858-7526

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Chris Cook - Ameriprise Financial Services, LLC

217 E Southway Blvd
Ste 105

Kokomo, IN 46902
765-453-3648

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Thomas Farr - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7384

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Edward Jones - Financial Advisor: Andrew J Thomas

1022 16th Street

Bedford, IN 47421
812-279-3511

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Eric Oatman - Ameriprise Financial Services, LLC

724 Green Blvd

Aurora, IN 47001
812-584-1498

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Randall "Randy" L Wagner - Morgan Stanley

415 Columbia Street
Ste 3100

Lafayette, IN 47901
765-420-8410

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The Eckerle Metzinger Group - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1832

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Steven Di Renzo - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3112

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Andrew Cornell - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1868

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Edward Brower - Ameriprise Financial Services, LLC

6226 Covington Rd

Fort Wayne, IN 46804
260-436-8884

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Belle Tire

2626 US 52 W

West Lafayette, IN 47906
765-588-5188

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Kiddie Academy of Munster

10419 Calumet Court

Munster, IN 46321
219-595-8400

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CFSC Speedy Check Cashers

4705 Calumet Avenue

Hammond, IN 46327
219-932-6669

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Club Pilates

10895 N Michigan Road

Zionsville, IN 46077
317-572-8704

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Gobel Financial, Inc.

853 N. Warpath Drive

Milan, IN 47031
812-654-1627

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John Reimbold - Ameriprise Financial Services, LLC

5750 Coventry Ln
Ste 110

Fort Wayne, IN 46804
260-432-3235

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CLN Financial

409 East Cook Road
Suite 150

Fort Wayne, IN 46825
260-426-1832

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Strouse Wealth Advisors

203 Main Street
Suite 105

Evansville, IN 47708
812-402-1300

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Collier Financial

4509 Maplecrest Road

Fort Wayne, IN 46835
260-493-3930

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Steven Young, CIMA, CFP, CEPA - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1830

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Rick Pflueger - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8710

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One Resource Financial Consultants

7337 West Jefferson Boulevard
Suite 100

Fort Wayne, IN 46804
260-478-0680

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Murphy Wealth Management

334 West US Highway 30
Suite A

Valparaiso, IN 46385
219-510-5069

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LPL Financial: Robert Dragani

615 W. Jefferson Street

Plymouth, IN 46563
574-936-6071

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Linda Stover - Ameriprise Financial Services, LLC

1508 Calumet Ave

Valparaiso, IN 46383
219-462-6687

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Jehl & Kreilach Financial Management

6209 Constitution Dr.

Fort Wayne, IN 46804
260-420-0268

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Trible Financial Company

2231 West Franklin Street

Evansville, IN 47712
812-473-9958

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Networth Advisors Inc

123 South 5th Street

Goshen, IN 46528
317-689-7413

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Financial Concepts

3706 Lake City Highway

Warsaw, IN 46580
574-269-2410

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Joseph Kaiser - Ameriprise Financial Services, LLC

6249 S East St
Ste H

Indianapolis, IN 46227
800-889-9964

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Jim R Schrader - Morgan Stanley

415 Columbia Street
Ste 3100

Lafayette, IN 47901
765-420-8401

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Fifth Third Securities - Andres Salamanca

5925 Illinois Road

Fort Wayne, IN 46804
260-247-7455

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SDM Investments, LLC

6111 Harrison Street
Suite 130

Merrillville, IN 46410
888-988-0858

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Matthew Derado - Ameriprise Financial Services, LLC

8900 Keystone Crossing
Ste 400

Indianapolis, IN 46240
317-853-1100

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Angela Grabovsky - Ameriprise Financial Services, LLC

8945 N Meridian St
Ste 200

Indianapolis, IN 46260
317-208-2688

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Financial Partners, Inc.

1801 East Bristol Street

Elkhart, IN 46514
574-264-0621

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Windsor Wealth Management

500 East 96th Street
Suite 450

Indianapolis, IN 46240
317-848-3005

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Credent Wealth Management

112 East 7th Street

Auburn, IN 46706
260-927-1830

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Andrew Baker - Ameriprise Financial Services, LLC

9017 Coldwater Rd
Ste 350

Fort Wayne, IN 46825
260-497-8884

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Elizabeth Eckert - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7381

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David Virt - Ameriprise Financial Services, LLC

2900 E 96th St
Ste A

Indianapolis, IN 46240
317-818-9365

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FSA Advisors LLP

5348 West Vermont Street
Suite 100

Indianapolis, IN 46224
317-243-8016

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Dan Schlegelmilch - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7425

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Fifth Third Preferred - Eric Faulkenberry

1 Batesville Shopping Village

Batesville, IN 47006
812-934-0448

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Steve Stapleton - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8722

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Sean K Spafford - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-0829

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Sisk & Associates

756 North Main Street
Suite A

Crown Point, IN 46307
708-228-4616

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Hanner Financial Services, Inc.

4020 25th Street
Suite A

Columbus, IN 47203
812-372-9402

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Morgan Stanley Financial Advisors

4100 Edison Lakes Pkwy
Ste 200

Mishawaka, IN 46545
574-233-9400

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Jason Rush - Ameriprise Financial Services, LLC

217 E Southway Blvd
Ste 105

Kokomo, IN 46902
765-453-3648

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Jimmy Pike - Ameriprise Financial Services, LLC

10333 N Meridian St
Ste 120

Indianapolis, IN 46290
317-564-0404

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Jeffrey Hodges - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

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C. Matthew Fox - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8723

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Ed Muir - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

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Robert Wales - Ameriprise Financial Services, LLC

735 E Main St

Richmond, IN 47374
765-962-1761

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Schneider & Associates - Ameriprise Financial Services, LLC

20 E Camp Ground Rd

Evansville, IN 47710
812-425-3222

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Karin Veatch - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1843

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Scott Smith - Ameriprise Financial Services, LLC

205 W Jefferson Blvd
Ste 402

South Bend, IN 46601
574-273-8680

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Steve Sandkuhler - Ameriprise Financial Services, LLC

6226 Covington Rd

Fort Wayne, IN 46804
260-436-8884

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Mark Nicholson - Ameriprise Financial Services, LLC

8859 High Pointe Dr

Newburgh, IN 47630
812-858-7526

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Karl Barske - Ameriprise Financial Services, LLC

3755 E 82nd St
Ste 40

Indianapolis, IN 46240
317-288-5400

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Allstate Personal Financial Representative: Thomas Jones

401 S Earl Ave
Ste 1c

Lafayette, IN 47904
765-250-4470

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Mary Haluska - Ameriprise Financial Services, LLC

1401 E Greenwood Ave
Ste 400

Crown Point, IN 46307
219-662-2779

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Wellington Group - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3031

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Edward F Camp, CFP, CLU, ChFC

3900 Edison Lakes Pkwy
# 103

Mishawaka, IN 46545
574-273-0803

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Ryan Hayes - Ameriprise Financial Services, LLC

7517 Eagle Crest Blvd

Evansville, IN 47715
812-477-5520

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Shawna Ballard - Ameriprise Financial Services, LLC

435 E Main St
Ste 175

Greenwood, IN 46143
317-497-3665

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The MKP Group - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8744

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Ann M Perri - Morgan Stanley

4100 Edison Lakes Pkwy
Ste 200

Mishawaka, IN 46545
574-251-9101

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Rodney Jacobs - Ameriprise Financial Services, LLC

401 E Jefferson St
Ste 100

Plymouth, IN 46563
574-936-2571

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Jaimie Shrieve - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1890

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Wild Bill's Tobacco

5331 N. Main St.

Mishawaka, IN 46545
574-217-7276

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Jennifer Kingston - Ameriprise Financial Services, LLC

225 N Buffalo St

Warsaw, IN 46580
574-269-3386

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Mark Powers - Ameriprise Financial Services, LLC

7517 Eagle Crest Blvd

Evansville, IN 47715
812-477-5520

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Jonathan Bostrom - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7323

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Melissa Eikens - Ameriprise Financial Services, LLC

800 E Jefferson Blvd

South Bend, IN 46617
574-277-7500

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Gateway Investment Services

201 Clifty Drive

Madison, IN 47250
812-273-9149

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Allstate Personal Financial Representative: Kent Sipe

1905 S New Market St
Ste 166

Carmel, IN 46032
317-804-4144

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Thomas Dranger - Ameriprise Financial Services, LLC

1496 Pope Ct
Ste 3

Chesterton, IN 46304
219-226-0800

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Gregg Keele - Ameriprise Financial Services, LLC

3755 E 82nd St
Ste 40

Indianapolis, IN 46240
317-288-5400

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OnPointe Guiding Wealth - Ameriprise Financial Services, LLC

8859 High Pointe Dr

Newburgh, IN 47630
812-858-7526

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Heath Schneider - Ameriprise Financial Services, LLC

20 E Camp Ground Rd

Evansville, IN 47710
812-425-3222

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Tracie Luley - Ameriprise Financial Services, LLC

9017 Coldwater Rd
Ste 350

Fort Wayne, IN 46825
260-497-8884

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Bryan Baker - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-573-3310

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Joyce Foster - Ameriprise Financial Services, LLC

10333 N Meridian St
Ste 120

Indianapolis, IN 46290
317-564-0404

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Market Street Wealth Management Advisors, LLC

3105 East 98th Street
Suite 170

Indianapolis, IN 46280
317-552-0505

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Zachary Albers - Ameriprise Financial Services, LLC

1508 Calumet Ave

Valparaiso, IN 46383
219-462-6687

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Bradley V Harrold - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

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Scott Scales - Ameriprise Financial Services, LLC

20 E Camp Ground Rd

Evansville, IN 47710
812-425-3222

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Shirley Myers - Ameriprise Financial Services, LLC

511 E Colfax Ave

South Bend, IN 46617
574-234-0023

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Hartman Investment Group

710 Goodwin Place

Kendallville, IN 46755
260-242-5895

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Laura McMahon - Ameriprise Financial Services, LLC

3755 E 82nd St
Ste 40

Indianapolis, IN 46240
317-288-5400

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Kurt Willard - Ameriprise Financial Services, LLC

20 E Camp Ground Rd

Evansville, IN 47710
812-425-3222

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Acuitas Financial Group - Ameriprise Financial Services, LLC

3755 E 82nd St
Ste 40

Indianapolis, IN 46240
317-288-5400

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Thomas Tucker - Ameriprise Financial Services, LLC

8945 N Meridian St
Ste 200

Indianapolis, IN 46260
317-208-2688

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Todd Larson - Ameriprise Financial Services, LLC

409 E Cook Rd
Ste 300

Fort Wayne, IN 46825
260-485-0403

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Foster, Pike & Associates - Ameriprise Financial Services, LLC

10333 N Meridian St
Ste 120

Indianapolis, IN 46290
317-564-0404

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Eric Bilitz - Ameriprise Financial Services, LLC

3925 River Crossing Pkwy
Ste 140

Indianapolis, IN 46240
317-218-2639

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Eric Olimb - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

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David B. Graham, Jr. - Morgan Stanley

4100 Edison Lakes Pkwy
Ste 200

Mishawaka, IN 46545
574-251-9115

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Brian Kowalevsky - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8741

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Andrew Tiplick - Ameriprise Financial Services, LLC

8900 Keystone Crossing
Ste 400

Indianapolis, IN 46240
317-853-1100

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Andrew Thacker - Ameriprise Financial Services, LLC

8859 High Pointe Dr

Newburgh, IN 47630
812-858-7526

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Brandon Hayes - Ameriprise Financial Services, LLC

7517 Eagle Crest Blvd

Evansville, IN 47715
812-477-5520

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Pete Lougheed - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7340

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Jocko Olexa - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7359

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Allstate Personal Financial Representative: Rodney Smith

8938 Lima Rd
Ste R

Fort Wayne, IN 46818
260-489-3977

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Lou Fenoglio - Morgan Stanley

415 Columbia Street
Ste 3100

Lafayette, IN 47901
765-420-8406

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Sandy Wilcox - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8720

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Danielle Guerra - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1842

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Reimbold & Anderson - Ameriprise Financial Services, LLC

5750 Coventry Ln
Ste 110

Fort Wayne, IN 46804
260-432-3235

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Morgan Stanley Financial Advisors

401 Wabash Avenue

Terre Haute, IN 47807
812-232-1144

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Bryan H Stapleton - Morgan Stanley

415 Columbia Street
Ste 3100

Lafayette, IN 47901
765-420-8403

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Allstate Personal Financial Representative: J. Brett Butler

5010 Davis Lant Dr
Ste 3

Evansville, IN 47715
812-402-3300

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Daniel Arnold - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3113

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Ryan Perkins - Ameriprise Financial Services, LLC

1102 Chestnut Hills Pkwy
Ste 102

Fort Wayne, IN 46814
260-271-1050

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Chip Tiemann - Morgan Stanley

1 Main Street
Ste 601

Evansville, IN 47708
812-421-6113

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Maria Goyena

866-929-8889

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Rachel Orlando - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-706-3817

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Joseph Miller - Ameriprise Financial Services, LLC

5750 Coventry Ln
Ste 110

Fort Wayne, IN 46804
260-969-6962

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Luke M. Judson - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-587-8100

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Anastacia Young, CFP ?, CEPA ? - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1873

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Len Grabovsky - Ameriprise Financial Services, LLC

8945 N Meridian St
Ste 200

Indianapolis, IN 46260
317-208-2688

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Impact Financial Group - Ameriprise Financial Services, LLC

8945 N Meridian St
Ste 200

Indianapolis, IN 46260
317-208-2688

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Headley/Christopher Private Wealth Management - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1847

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Mitchell Semans - Ameriprise Financial Services, LLC

12 W Davis St

Hamlet, IN 46532
574-867-1166

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Seth S Yudes - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7403

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Tim J Meister - Ameriprise Financial Services, LLC

8900 Keystone Crossing
Ste 400

Indianapolis, IN 46240
317-853-1100

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Lawrence Turow - Ameriprise Financial Services, LLC

8945 N Meridian St
Ste 200

Indianapolis, IN 46260
317-208-2688

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Patricia M Austgen - Ameriprise Financial Services, LLC

833 W Lincoln Hwy
Ste 118W

Schererville, IN 46375
219-865-2277

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Daniel Hintz - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1814

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Joe Mercer - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8749

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Kevin Klingerman - Morgan Stanley

401 Wabash Avenue

Terre Haute, IN 47807
812-231-1805

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David W Roth - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-0801

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Lebbeus Woods - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7424

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Jason Rasp - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1808

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The Stapleton Fox Group - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8723

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ST.CHARLES/CAHILL Group - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7357

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Brian Austin - Ameriprise Financial Services, LLC

2900 E 96th St
Ste A

Indianapolis, IN 46240
317-818-9365

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Indy Dynamic Group - Morgan Stanley

800 E. 96th Street
Suite 400

Indianapolis, IN 46240
317-818-7436

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James P Roederer - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7390

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Robert W Best - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8746

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Armando J Espinoza - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7382

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Ted Byrer - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7347

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Michael K Jones - Ameriprise Financial Services, LLC

4440 Edison Lakes Pkwy
Ste 200

Mishawaka, IN 46545
574-243-8096

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MaryBeth Walker - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1850

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Brian J. Elliott - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8754

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Richard Callaway - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7360

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Michael Mullen - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7321

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Kaus Christopher - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1841

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Kenneth W Lee - Morgan Stanley

1 Main Street
Ste 601

Evansville, IN 47708
812-421-6106

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Thomas Foster - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7342

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The Stanley Group - Morgan Stanley

1 Main Street
Ste 601

Evansville, IN 47708
812-421-6102

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Caleb Quick - Morgan Stanley

415 Columbia Street
Ste 3100

Lafayette, IN 47901
765-420-8417

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Marc A Pellissier - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7379

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William R Stamper - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7327

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Ron Hopkins - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7394

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Lisa Brown - Ameriprise Financial Services, LLC

6144 N College Ave

Indianapolis, IN 46220
317-251-8910

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The Hart Group - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1855

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Raymond Byers - UBS Financial Services Inc.

4330 Edison Lakes Parkway
Suite B

Mishawaka, IN 46545
574-247-2810

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Peter Gundy - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-706-3814

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Chantay Moore

2120 Sherwood Lake Drive
Apt 10

Schererville, IN 46375
630-519-3886

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Summit Consultants, Inc.

7912 Carnegie Boulevard

Fort Wayne, IN 46804
260-432-8480

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Brian Deckard - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7329

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Brian Guy - Morgan Stanley

4100 Edison Lakes Pkwy
Ste 200

Mishawaka, IN 46545
574-251-9107

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George Kempf - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1865

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Allstate Personal Financial Representative: John Bontrager

395 S State Road 135

Greenwood, IN 46142
317-888-3200

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First Command Financial Advisor - Kal Owen

50 E. 91st St
Ste 317

Indianapolis, IN 46240
317-734-7789

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David J Gruesser - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7395

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Greg Barcus - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7312

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Mary Townsend - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1838

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Daniel Latimer - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1876

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Darin Etchison - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-706-3816

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Mark Linden - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7364

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Indianapolis, IN Branch Office - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-0800

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Lauren Doodeman - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

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Aimee Davis - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3090

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Marc Klein - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

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Muir Hodges Doodeman Wealth Advisors - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

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Joseph R Kelley - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8753

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The Reddington Team - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1816

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Jay D Jacobs - Ameriprise Financial Services, LLC

7517 Eagle Crest Blvd

Evansville, IN 47715
812-477-5520

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David Kotecki - Ameriprise Financial Services, LLC

515 Park Place Cir
Ste 300

Mishawaka, IN 46545
574-243-2673

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Dennis Zimmerman - Ameriprise Financial Services, LLC

1102 Chestnut Hills Pkwy
Ste 102

Fort Wayne, IN 46814
260-271-1050

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Douglas Gehrke - Ameriprise Financial Services, LLC

401 E Jefferson St
Ste 100

Plymouth, IN 46563
574-936-2571

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Kevin Dolen - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

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Paul Johnson - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1800

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Allen Wealth Management Team - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1840

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Latimer and Kimmell Wealth Management Group - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1876

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Allstate Personal Financial Representative: Mark Schwitz

3310 Hickory Rd
Ste B2

Mishawaka, IN 46545
574-255-4200

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Allstate Personal Financial Representative: Erick Keirn

5721 Covington Rd

Fort Wayne, IN 46804
260-564-0117

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First Command Financial Advisor - Ernesto Hernandez

50 E. 91st St
Ste 317

Indianapolis, IN 46240
317-734-7789

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Laszlo Rigsby Advisory

200 East 80th Place
Suite 200

Merrillville, IN 46410
219-961-2526

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Jason Murdock - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-706-3815

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William Shinn - UBS Financial Services Inc.

200 East Main Street
Suite 900

Ft. Wayne, IN 46802
260-421-3110

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Waggoner Group - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3138

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Vuoch Tan Minnich - Ameriprise Financial Services, LLC

8900 Keystone Crossing
Ste 400

Indianapolis, IN 46240
317-853-1100

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Kris Highfield - Ameriprise Financial Services, LLC

6144 N College Ave

Indianapolis, IN 46220
317-251-8910

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Allstate Personal Financial Representative: Roy Lederman

718 Adams St
Ste B

Carmel, IN 46032
317-844-4683

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Allstate Personal Financial Representative: Richard Pollert

1427 Washington St
Ste A

Columbus, IN 47201
812-378-0120

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Noel H Sawada - Ameriprise Financial Services, LLC

8900 Keystone Crossing
Ste 400

Indianapolis, IN 46240
317-853-1116

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Rudy Saldivar - Ameriprise Financial Services, LLC

8900 Keystone Crossing
Ste 400

Indianapolis, IN 46240
317-853-1100

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Market Street Wealth Management Advisors, LLC

120 South Green Street

Crawfordsville, IN 47933
317-860-1085

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Philip Christner - Ameriprise Financial Services, LLC

3755 E 82nd St
Ste 40

Indianapolis, IN 46240
317-288-5400

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Paul Ackermann - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

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Fifth Third Preferred - Mark DeHaan

310 East Joliet Street

Crown Point, IN 46307
219-310-2702

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Christine McBroom - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7366

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Matt Carson - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
425-453-7225

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Liam N Smith - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8714

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Jon Weed - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7432

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Fifth Third Preferred - Jackie Martin

5925 Illinois Road

Fort Wayne, IN 46804
260-497-9283

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Elizabeth A. Bassett - Morgan Stanley Private Wealth Advisor

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7409

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Wendy Stocker - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7324

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Joseph T Matis - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8744

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Andrew Hancock - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7314

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Nadine Brookins-White - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7404

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Fifth Third Private Bank - Gregory Sheldon

251 North Illinois Street

Indianapolis, IN 46204
317-383-2795

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Fifth Third Preferred - Jason Jones

106 North State Route 135

Greenwood, IN 46142
317-887-5140

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Fifth Third Preferred - Kevin Smith

8120 Oaklandon Road

Indianapolis, IN 46236
317-913-5989

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Fifth Third Preferred - Matthew Pierson

1506 West Broadway

Princeton, IN 47670
812-385-1320

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Kirk J. Crossen - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7336

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Troy T Charters - Morgan Stanley

401 Wabash Avenue

Terre Haute, IN 47807
812-231-1809

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Fifth Third Securities - Matthew Russell

200 South Washington Street

Bloomington, IN 47408
812-323-3634

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Fifth Third Preferred - Tricia Easley

4550 First Avenue

Evansville, IN 47710
812-429-0636

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George C Stanley - Morgan Stanley

1 Main Street
Ste 601

Evansville, IN 47708
812-421-6102

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Thos. J Meltzer - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7393

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Fifth Third Preferred - Hilda Yataco

10595 East US Highway 36

Avon, IN 46123
317-271-2482

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Franco Piarulli - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
973-425-3882

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Walter Stanley - Morgan Stanley

1 Main Street
Ste 601

Evansville, IN 47708
812-421-6108

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Fifth Third Preferred - Nathan Smith

808 Vale Park Road

Valparaiso, IN 46383
219-707-8822

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Ben Donathen - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7438

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Michael E. Warren - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7317

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Fifth Third Securities - Benjamin McConnell

5627 South U.S. Highway 41

Terre Haute, IN 47802
812-299-0254

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Kevin R Chapman - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7407

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Fifth Third Securities - Adam Dellay

3251 North Green River Road

Evansville, IN 47715
812-774-4161

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Cullen Stanley - Morgan Stanley

1 Main Street
Ste 601

Evansville, IN 47708
812-421-6121

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Joseph M Matis - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-0820

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Benjamin J Cahill - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7357

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Mike R. Hubbard Jr. - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7426

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Fifth Third Securities - James Willard

13681 East 116th Street

Fishers, IN 46037
317-570-1317

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Richard Sulewski - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7406

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Slone Eckert Group - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7300

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Brad Hulse - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7398

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William B Kelley - Morgan Stanley

1 Main Street
Ste 601

Evansville, IN 47708
812-421-6112

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Fifth Third Private Bank - Donna Sholtis

20 Northwest Third Street

Evansville, IN 47708
812-456-3301

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Fifth Third Private Bank - Daniel Quinn

20 Northwest Third Street

Evansville, IN 47708
812-456-3209

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Fifth Third Preferred - Erin Fidler

3251 North Green River Road

Evansville, IN 47715
812-469-5350

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Fifth Third Securities - Jeffrey Moore

10595 East US Highway 36

Avon, IN 46123
317-599-4007

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James Allen - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8759

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Fifth Third Preferred - David Strickland

205 East Carmel Drive

Carmel, IN 46032
317-846-1518

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John M Duffy - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7378

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Paul E. Daniels - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7350

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David Craig - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7368

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Alan R Naas, Washington National Agent

1122 E 161st St

Westfield, IN 46074
317-694-6320

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Fifth Third Securities - Joseph Williams

801 West Smith Valley Road

Greenwood, IN 46142
317-215-6558

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Peter C. Barker - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7316

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Jody Reinoehl - Morgan Stanley

401 Wabash Avenue

Terre Haute, IN 47807
812-231-1807

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Fifth Third Preferred - Sean Darr

2320 West Illinois Street

Evansville, IN 47712
812-774-9902

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Fifth Third Preferred - Rebekah Thomas

5902 West US 52

New Palestine, IN 46163
317-861-7504

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Jonathan K Spafford - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-0824

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Terry Philip Cole Jr. - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7351

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Wayne Ward - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7431

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Fifth Third Preferred - Adam Stevens

8422 Bell Oaks Drive

Newburgh, IN 47630
812-858-5753

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Kyle Forcade - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-587-8112

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Jill Grossman - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7349

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John Perry - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7421

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Michael E Fleming - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7337

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Lowell K. Tullis, Washington National Agent

10596 Cyntheanne

Fortville, IN 46040
317-796-2816

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Terry L Hogan - Morgan Stanley

401 Wabash Avenue

Terre Haute, IN 47807
812-231-1804

* 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?