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Find Retirement Planners for Retirement Planning in Kansas

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 Kansas, 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 Kansas

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Jay Steinbock

Summit Pointe Financial Group.

10965 Granda Lane
Suite 106

Shawnee Mission, KS 66211
(913) 3396982

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Michael Hammersmith

Heartland Wealth Strategies LLC

3515 Hofman Ln
Ste. B

Manhattan, KS 66502
(785) 7751115

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Steven Cox, CFA

Providence Financial Advisors, LLC

6900 College Blvd. Suite 440

Overland Park, KS 66211
(913) 3230535

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John Killoy

Edelman Financial Engines, LLC

11095 Metcalf Avenue

Overland Park, KS 66210
(913) 3382323

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Marc Wilborn, FSA

Wilborn Advisors

6800 College Boulevard Suite 630

Overland Park, KS 66211
(913) 8279957

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Timothy Walla, CFP®, NSSA®

Walla Street Wealth Management, Inc.

8102 West 131st Court, Suite 1000

Overland Park, KS 66213
(913) 5433836

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James Claiborne, CFS, ChFC

Financial Partners Group

10925 Antioch Road
Suite 100

Overland Park, KS 66210
(913) 9489489

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Gerald Steffes, CPA/PFS, CFP®, AIF®

Steffes Financial, Ltd.

8655 College Boulevard

Overland Park, KS 66210
(913) 7221111

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Douglas C. Black CFP® Founder

Larson Financial Services Inc.

4501 College Boulevard Suite 260

Leawood, KS 66211
(913) 4282233

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Christopher Stakley, CFP®, MBA, AIF®

Steffes Financial Ltd

8655 College Blvd

Overland Park, KS 66210
(913) 7221111

List of Additional Retirement Planners in Kansas*

* Additional advisor listing is provided in partnership with YEXT

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Hannah Hahn - Ameriprise Financial Services, LLC

120 W 6th St
Ste 110

Newton, KS 67114
3162842445

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AMICUS Wealth Partners

923 Westport Place
Suite 230

Manhattan, KS 66502
7855879033

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Best Financial Services

11111 West 95th Street.
Suite 204

Overland Park, KS 66214
9133930399

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Randy Essenburg - Ameriprise Financial Services, LLC

100 Military Ave
Ste 202

Dodge City, KS 67801
6202276454

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Richard Campbell - Ameriprise Financial Services, LLC

8621 E 21st St N
Ste 130

Wichita, KS 67206
3166308118

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Andrew H. Sigler - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025228

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Vestana Ahlen - Ameriprise Financial Services, LLC

4550 W 109th St
Ste 200

Overland Park, KS 66211
9132392525

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Scott Solomon - Ameriprise Financial Services, LLC

4205 W 6th St
Ste C

Lawrence, KS 66049
7858412985

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Gary Krings - Ameriprise Financial Services, LLC

4550 W 109th St
Ste 200

Overland Park, KS 66211
9139056216

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Austin W Gates - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025268

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Brian Palkowitsh - Ameriprise Financial Services, LLC

201 E Oklahoma Ave

Ulysses, KS 67880
6204241774

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Derick Oakley - Ameriprise Financial Services, LLC

4550 W 109th St
Ste 200

Overland Park, KS 66211
9134512811

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Brett Bell - Ameriprise Financial Services, LLC

8118 E Douglas Ave
Ste 101

Wichita, KS 67206
3164408096

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Michele Giles - Ameriprise Financial Services, LLC

4550 W 109th St
Ste 200

Overland Park, KS 66211
9134512811

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J Caleb Bradley - Ameriprise Financial Services, LLC

2505 Anderson Ave
Ste 102

Manhattan, KS 66502
7857767002

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Solomon & Associates - Ameriprise Financial Services, LLC

4205 W 6th St
Ste C

Lawrence, KS 66049
7858412985

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David Gramkow - Ameriprise Financial Services, LLC

1 N Main St
Ste 616

Hutchinson, KS 67501
6206622039

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Douglas Scalard - Ameriprise Financial Services, LLC

10955 Lowell Ave
Ste 100

Overland Park, KS 66210
9134512966

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Mc Caw & Associates - Ameriprise Financial Services, LLC

4550 W 109th St
Ste 200

Overland Park, KS 66211
9134512811

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Patrick Aubry - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025295

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Jay Lotterer - Ameriprise Financial Services, LLC

2809 N Broadway St
Ste D

Pittsburg, KS 66762
6203086104

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Edward Jones - Financial Advisor: Matt Barton

10311 E Stonegate Ln
Suite B

Wichita, KS 67206
3166364646

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Todd Orton - Ameriprise Financial Services, LLC

601 S Kansas Ave

Topeka, KS 66603
7853576125

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Jeff Hoover - Ameriprise Financial Services, LLC

203 NW 3rd St

Abilene, KS 67410
7852630143

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Dustin McWhirter - Ameriprise Financial Services, LLC

1105 E 30th St
Ste A

Hays, KS 67601
7856214522

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Dale J Snell - Ameriprise Financial Services, LLC

1724 E 30th Ave

Hutchinson, KS 67502
6206637478

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Christine Lang - Ameriprise Financial Services, LLC

1105 E 30th St
Ste A

Hays, KS 67601
7856214522

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Gregory Allison - Ameriprise Financial Services, LLC

5700 W 112th St
Ste 130

Overland Park, KS 66211
9132398140

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Thrivent: Jennifer Maxwell & Alex Gehring

722 Commercial Street

Atchison, KS 66002
9133670700

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Matthew Thompson - Ameriprise Financial Services, LLC

5700 W 112th St
Ste 130

Overland Park, KS 66211
9134915400

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Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
3163838300

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Dan Cary and Associates - Ameriprise Financial Services, LLC

1311 Wakarusa Dr
Ste 2121

Lawrence, KS 66049
7858567111

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Morgan Stanley

1429 Oread West
Suite 100

Lawrence, KS 66049
7857491111

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Steve Hanna - Ameriprise Financial Services, LLC

4205 W 6th St
Ste C

Lawrence, KS 66049
7858412985

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Edward Jones - Financial Advisor: Scott Stewart

3000 E 9th Ave

Winfield, KS 67156
6204026741

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Chad Davis - Ameriprise Financial Services, LLC

4550 W 109th St
Ste 200

Overland Park, KS 66211
9132392572

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Pathway Financial Group - Ameriprise Financial Services, LLC

1 N Main St
Ste 616

Hutchinson, KS 67501
6206622039

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Diana Miller - Ameriprise Financial Services, LLC

203 NW 3rd St

Abilene, KS 67410
7852630143

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Tim Gingles - Ameriprise Financial Services, LLC

4550 W 109th St
Ste 200

Overland Park, KS 66211
9139056530

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John Willson - Ameriprise Financial Services, LLC

8621 E 21st St
Ste 170

Wichita, KS 67206
3166364009

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Craig Holman - Ameriprise Financial Services, LLC

100 S Main St

McPherson, KS 67460
6202418055

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Steve Schenck - Ameriprise Financial Services, LLC

5700 W 112th St
Ste 130

Overland Park, KS 66211
9134915400

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Adam Crews - Ameriprise Financial Services, LLC

5700 W 112th St
Ste 130

Overland Park, KS 66211
9132398140

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Kimberly Read - Ameriprise Financial Services, LLC

10333 E 21st St N
Ste 402

Wichita, KS 67206
3168581506

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Michael McCaw - Ameriprise Financial Services, LLC

4550 W 109th St
Ste 200

Overland Park, KS 66211
9132392525

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Michael Link - Ameriprise Financial Services, LLC

1703 Landon St
Ste A

Hutchinson, KS 67502
6206632861

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Janelle Cooper - Ameriprise Financial Services, LLC

917 Pine Ave
Ste A

Hoxie, KS 67740
7856759988

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Michael Brun - Ameriprise Financial Services, LLC

4550 W 109th St
Ste 200

Overland Park, KS 66211
9134512811

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Jean A St Pierre - Ameriprise Financial Services, LLC

9393 W 110th St
Ste 500

Overland Park, KS 66210
9133236833

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Schaffer & Associates - Ameriprise Financial Services, LLC

1105 E 30th St
Ste A

Hays, KS 67601
7856214522

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Deanna Yates - Ameriprise Financial Services, LLC

8415 E 21st St N
Ste 220

Wichita, KS 67206
3168581519

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Eric Fender - Ameriprise Financial Services, LLC

7829 E Rockhill St
Ste 202

Wichita, KS 67206
3169255200

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Anita Miller - Ameriprise Financial Services, LLC

101 S Buckeye Ave

Abilene, KS 67410
7852630700

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Michael Zanders - Ameriprise Financial Services, LLC

4550 W 109th St
Ste 200

Overland Park, KS 66211
9139051169

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Teresa Kempf - Ameriprise Financial Services, LLC

900 Massachusetts St
Ste 403

Lawrence, KS 66044
7858414561

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Chad Langhofer - Ameriprise Financial Services, LLC

8118 E Douglas Ave
Ste 105

Wichita, KS 67206
3166855353

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Stoutheart Financial Group - Ameriprise Financial Services, LLC

8621 E 21st St N
Ste 130

Wichita, KS 67206
3166308118

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Compass Personal Advisors - Ameriprise Financial Services, LLC

10333 E 21st St N
Ste 402

Wichita, KS 67206
3168581506

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Janet Ewing - Ameriprise Financial Services, LLC

10955 Lowell Ave
Ste 100

Overland Park, KS 66210
9134512605

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Sonia Hicks - Ameriprise Financial Services, LLC

100 S Main St

McPherson, KS 67460
6202418055

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Angela M Holt - Ameriprise Financial Services, LLC

101 S Buckeye Ave

Abilene, KS 67410
7852630700

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Lori Richardson - Ameriprise Financial Services, LLC

8621 E 21st St N
Ste 130

Wichita, KS 67206
3166308118

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David J Babler - Ameriprise Financial Services, LLC

9393 W 110th St
Ste 500

Overland Park, KS 66210
9133236833

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Darren Pracht - Ameriprise Financial Services, LLC

8621 E 21st St
Ste 170

Wichita, KS 67206
3166364009

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Dan McMahon - Ameriprise Financial Services, LLC

1 N Main St
Ste 616

Hutchinson, KS 67501
6206622039

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Dan Cary - Ameriprise Financial Services, LLC

1311 Wakarusa Dr
Ste 2121

Lawrence, KS 66049
7858567111

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Jerry Juhnke - Ameriprise Financial Services, LLC

8415 E 21st St N
Ste 220

Wichita, KS 67206
3166308400

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Thomas Dean Mc Millen - Ameriprise Financial Services, LLC

10333 E 21st St N
Ste 402

Wichita, KS 67206
3168581509

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Brandon Turner - Ameriprise Financial Services, LLC

4550 W 109th St
Ste 200

Overland Park, KS 66211
9134512811

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Jim Hanna - Ameriprise Financial Services, LLC

601 S Kansas Ave

Topeka, KS 66603
7853576278

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Glen E Snell - Ameriprise Financial Services, LLC

223 S Main St
Fl 3

Mc Pherson, KS 67460
6205045062

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Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025200

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Curtis Grote - Ameriprise Financial Services, LLC

1 N Main St
Ste 616

Hutchinson, KS 67501
6206622039

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Cordell Wealth Management

7570 West 21st Street North
Suite 1050A

Wichita, KS 67205
3169436169

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Jay M. Steinbock

10965 Granada Lane
Ste 106

Leawood, KS 66211
9133396982

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Dave Mehrer - Ameriprise Financial Services, LLC

4550 W 109th St
Ste 200

Overland Park, KS 66211
9134512811

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Trish La Rue - Ameriprise Financial Services, LLC

1311 Wakarusa Dr
Ste 2121

Lawrence, KS 66049
7858567111

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Reinert Wealth Management

3639 SW Summerfield Dr.
Suite B

Topeka, KS 66614
7852723900

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Payne Financial Strategies, Inc.

116 E 7th

Lyndon, KS 66451
7858284578

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Family Wealth Management

106 West 9th Avenue

Winfield, KS 67156
6202212853

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Lighthouse Financial Strategies

8730 Bourgade Avenue
Suite 100

Lenexa, KS 66219
8165375148

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LT Care Solutions

2611 N Bayside Ct

Wichita, KS 67205
3169452011

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Korol Financial Group

10333 East 21st Street North
Suite 203

Wichita, KS 67206
3167890321

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Liebau & Greer Wealth Management Group

8100 East 22nd Street North
Building 2300-3

Wichita, KS 67226
3162691115

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Douglas R. Peete & Associates

4551 West 107th Street
Suite 220

Overland Park, KS 66207
9136634015

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DM Bruce Associates

4911 Legends Drive

Lawrence, KS 66049
7858322600

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R. Marshall Douthat - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025231

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Coble Mccune Wealth Management

9001 W. 110th Street
Suite 280

Overland Park, KS 66210
9134911010

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Larson Financial Services

4501 College Boulevard
Suite 260

Leawood, KS 66211
9134282233

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Mark Ralston - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
3163838303

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Chip Weber - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025226

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Gregory S Brown - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
3163838304

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Christopher M Chadick - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025239

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Jim Roman - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
3163838317

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Paul R Attwater - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
3166304402

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Carra D. Sprague - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025209

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Nova R Wealth

6711 W 121st Street
Suite 105

Overland Park, KS 66209
9132259201

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Edward Jones - Financial Advisor: Eric Knott

15660 W 135th St

Olathe, KS 66062
9138296346

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David Lee Allen - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025221

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Carlie J. Powers - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025292

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Michael Underwood - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025225

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Robert Ralston - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
3166304407

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Stifel | Matt Neis, First Vice President/Investments

4910 Corporate Centre Drive
Suite 104

Lawrence, KS 66047
7858427800

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Ryan McQueary - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025213

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Robert C Thompson - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025202

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Hill Wealth Management

112 W. Pine St.

Garden City, KS 67846
6202766112

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Heritage Financial Solutions, LLC

707 3rd Avenue
Suite B

Dodge City, KS 67801
6204712020

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Douglas Williams - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025262

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Robert Berryhill - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025201

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Feldmeyer Financial

832 Pennsylvania Street
Suite 1010

Lawrence, KS 66044
7858404423

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Retirement Resources, Inc

10551 Barkley Street
Suite 104

Overland Park, KS 66212
9133870117

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Cohen Financial Services

10955 Lowell Avenue
Suite 900

Overland Park, KS 66210
9133382577

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Michael Little - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025215

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Stephanie Antrim - Morgan Stanley

1429 Oread West
Suite 100

Lawrence, KS 66049
7853304250

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ChangePath Advisors

7400 W 130th St.
Suite #130

Overland Park, KS 66213
9133222202

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Tall Oaks Advisors

7211 West 98th Terrace
Suite 140

Overland Park, KS 66212
9137354246

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Affinity Asset Management

13220 Metcalf Ave

Overland Park, KS 66213
9133814800

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Voya Financial Advisors

8621 E. 21st N
Ste. 110

Wichita, KS 67206
3163582100

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Strategic Partners, Inc.

1603 Crawford Avenue

Parsons, KS 67357
6204216221

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CFG Wealth Management, Inc

5200 West 94th Terrace
111

Prairie Village, KS 66207
8166781815

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Cary L Morris - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
3166304414

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Prism Financial Group

7101 College Boulevard
Suite 900

Overland Park, KS 66210
9133451444

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ETA Financial Services

2850 SW Mission Woods Drive
Suite 101

Topeka, KS 66614
7852900009

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Prosperity Advisors

10955 Lowell Avenue
Suite 900

Overland Park, KS 66210
9134514501

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Aspire Wealth Management

7400 W. 130th St., Suite 130

Overland Park, KS 66213
9133223500

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Greg Ek - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
3166304403

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Sheila K Davis - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025204

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Jernigan Financial Group, Inc

5846 West 21st Street North
Suite 300

Wichita, KS 67205
3169439333

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Meyers Wealth Management

9300 West 110th Street
Suite 420

Overland Park, KS 66210
9136631414

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Ryan Smith Financial Services

709 Broadway

Marysville, KS 66508
7857131521

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John J Beachy - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025203

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Cornerstone Wealth Management

4400 College Boulevard
Suite 350

Overland Park, KS 66211
9137669924

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Kansas City Financial Services LLC

7300 West 110th Street
Suite 220

Overland Park, KS 66210
9135536928

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Financial Education and Design

8027 West 115th Street
Suite 100

Overland Park, KS 66210
9134494804

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Trey J. Springer

433 S. Kansas Avenue

Topeka, KS 66603
7854143608

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Windward Private Wealth Management

10955 Lowell Ave
#410

Overland Park, KS 66210
9133817411

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Teri Salach - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025281

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Michael Berges - Ameriprise Financial Services, LLC

1105 E 30th St
Ste A

Hays, KS 67601
7856214522

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Bruce Mullen - Ameriprise Financial Services, LLC

328 W State St

Erie, KS 66733
6202445213

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Brian Meyer - Ameriprise Financial Services, LLC

5700 W 112th St
Ste 130

Overland Park, KS 66211
9132398140

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Mark Wiebe - Ameriprise Financial Services, LLC

10333 E 21st St N
Ste 402

Wichita, KS 67206
3168581507

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Park M Ulrich - Ameriprise Financial Services, LLC

4550 W 109th St
Ste 200

Overland Park, KS 66211
9134512811

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Philip Edgar - Ameriprise Financial Services, LLC

8415 E 21st St N
Ste 220

Wichita, KS 67206
3166308400

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Deborah Gdisis - Ameriprise Financial Services, LLC

8415 E 21st St N
Ste 220

Wichita, KS 67206
3168581501

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Travis Kvassay - Ameriprise Financial Services, LLC

8621 E 21st St
Ste 170

Wichita, KS 67206
3166306029

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Jamie Rietzke - Ameriprise Financial Services, LLC

5700 W 112th St
Ste 130

Overland Park, KS 66211
9134915400

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Andy Knoll - Ameriprise Financial Services, LLC

7829 E Rockhill St
Ste 202

Wichita, KS 67206
3163025700

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Tracy L Edwards - Ameriprise Financial Services, LLC

702 Commercial St
Ste 1B

Emporia, KS 66801
6203437937

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Elaine Cloyd - Ameriprise Financial Services, LLC

1 N Main St
Ste 616

Hutchinson, KS 67501
6206622039

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Robert Meyer - Ameriprise Financial Services, LLC

5700 W 112th St
Ste 130

Overland Park, KS 66211
9132398140

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Dustin Lentz - Ameriprise Financial Services, LLC

8621 E 21st St N
Ste 130

Wichita, KS 67206
3166308118

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Michael Schaffer - Ameriprise Financial Services, LLC

1105 E 30th St
Ste A

Hays, KS 67601
7856214522

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Michael Stompoly - Ameriprise Financial Services, LLC

5700 W 112th St
Ste 130

Overland Park, KS 66211
9134915400

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Saltzman Insurance & Financial Services

209 E Kansas St

Glen Elder, KS 67446
7858201860

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Kaylin Dillon - Morgan Stanley

1429 Oread West
Suite 100

Lawrence, KS 66049
7853304253

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Barbara Brewer - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
3166304437

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Wesley L Gates - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025207

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Steve Warfield - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
3163838324

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Scott D. Ferguson - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025290

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Kevin W Brown - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
3166304427

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Bob A Cunningham - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
3166304408

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Patrick L. Cohen - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025224

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Steve Boleski - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
3163838307

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Lisa Haffner - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
3163838308

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Dianna L. Smith - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025289

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Spike Anderson - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
3163838347

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Paul Baranivsky - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
3163838325

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Chris Schumm - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
9134025223

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Jason Bailey - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
3166304401

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Justin Dougan - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
3166304420

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Eric Burrus - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
3163838314

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Robert J Morris - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
3166304488

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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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