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Find Retirement Planners for Retirement Planning in Kentucky

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 Kentucky, 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 Kentucky

advisor-photo

Maria Santiago

Edelman Financial Engines, LLC

7310 Turfway Road Suite 550

Florence, KY 41042
(859) 3726645

List of Additional Retirement Planners in Kentucky*

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Bradshaw & Weil Wealth Management

621 Broadway

Paducah, KY 42001
2704447291

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Anne E Bolton - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319550

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Barr Investment Group

7315 Lou Post Road

Crestwood, KY 40014
5028553416

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Amy Spivey - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319529

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180 Financial Consulting, LLC

8595869448

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Alexandra Boon - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625166

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Tracy Redmon - Ameriprise Financial Services, LLC

161 St Matthews Ave
Ste 7

Louisville, KY 40207
5028949366

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Scott Brooks - Ameriprise Financial Services, LLC

130 Dudley Pike
Ste 250

Edgewood, KY 41017
8598384400

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Doug Kisker - Ameriprise Financial Services, LLC

740 Centre View Blvd
Fl 5

Crestview Hills, KY 41017
8593411841

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Encore Wealth Management Group - Ameriprise Financial Services, LLC

806 Stone Creek Pkwy
Ste 1

Louisville, KY 40223
5024124050

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Kevin D Briggs - Ameriprise Financial Services, LLC

996 Wilkinson Trce
Ste A-3

Bowling Green, KY 42103
2707829824

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Shaleen Newton - Ameriprise Financial Services, LLC

805 N Whittington Pkwy
Ste 100

Louisville, KY 40222
5023263915

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Brandon L. Luttrell - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625120

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Martin Walters - Ameriprise Financial Services, LLC

161 St Matthews Ave
Ste 7

Louisville, KY 40207
5028949366

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Fidant Wealth Partners - Ameriprise Financial Services, LLC

740 Centre View Blvd
Fl 5

Crestview Hills, KY 41017
8593411841

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Chris Mallory - Ameriprise Financial Services, LLC

805 N Whittington Pkwy
Ste 100

Louisville, KY 40222
5023263926

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Nickolus Stephens - Ameriprise Financial Services, LLC

6001 Claymont Village Dr
Ste 12

Crestwood, KY 40014
5027094677

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Shelby Gregory Fink - Ameriprise Financial Services, LLC

12700 Townepark Way
Ste 100

Louisville, KY 40243
5022444114

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GuideWise Financial Group - Ameriprise Financial Services, LLC

238 2nd St

Henderson, KY 42420
2708278849

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Duerr & Associates - Ameriprise Financial Services, LLC

9960 Corporate Campus Dr
Ste 3500

Louisville, KY 40223
5028906066

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Greg Mullaney - Ameriprise Financial Services, LLC

421 Benjamin Ln
Ste 101

Louisville, KY 40222
5022532961

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John Duerr - Ameriprise Financial Services, LLC

9960 Corporate Campus Dr
Ste 3500

Louisville, KY 40223
5028906066

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Jeffrey Bellucci - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
5024896900

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Amy Wiitala - Ameriprise Financial Services, LLC

13151 Magisterial Dr
Ste 101-A

Louisville, KY 40223
5024237073

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Dennis R Schneider - Ameriprise Financial Services, LLC

236 N Elm St

Henderson, KY 42420
2708271404

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Jonathan P Smith - Ameriprise Financial Services, LLC

806 Stone Creek Pkwy
Ste 1

Louisville, KY 40223
5024124050

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Todd Metcalf - Ameriprise Financial Services, LLC

12700 Townepark Way
Ste 100

Louisville, KY 40243
5022444114

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Brian Wilborn - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
2706848424

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Melissa Kelly - Ameriprise Financial Services, LLC

130 Dudley Pike
Ste 250

Edgewood, KY 41017
8598384400

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Erick Dalton - Ameriprise Financial Services, LLC

238 2nd St

Henderson, KY 42420
2708278849

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Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944000

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Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319500

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Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625100

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Courtney Yartz - Ameriprise Financial Services, LLC

806 Stone Creek Pkwy
Ste 1

Louisville, KY 40223
5024124050

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Kevin Childress - Ameriprise Financial Services, LLC

1349 Bardstown Rd

Louisville, KY 40204
5023654600

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Dean M Donohue - Ameriprise Financial Services, LLC

806 Stone Creek Pkwy
Ste 1

Louisville, KY 40223
5024124050

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Jake Fink - Ameriprise Financial Services, LLC

1000 Monarch St
Ste 250

Lexington, KY 40513
8592601820

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Beau Stone - Ameriprise Financial Services, LLC

805 N Whittington Pkwy
Ste 100

Louisville, KY 40222
5023943961

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Drew Watson - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
2706848424

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Carl Heick - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
5024896900

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Matthew Poulos - Ameriprise Financial Services, LLC

740 Centre View Blvd
Fl 5

Crestview Hills, KY 41017
8593411841

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Gilliam Mease Advisors LLC

462 South 4th Street
Suite 220

Louisville, KY 40202
5022924870

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R.L. Brown Wealth Management

135 W Main St
Suite 200

Lexington, KY 40507
8593175889

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Ken Herrington - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625158

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Russell Capital Management

476 E High St

Lexington, KY 40507
8592545225

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Fifth Third Securities - Kelly Malatesta

340 Richwood Road

Walton, KY 41094
8594853425

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Life Plan Investments

230 2nd Street
Suite 500

Henderson, KY 42420
2702120780

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W Morgan Fister - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319566

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Wisdom Financial Management, LLC

101 Bullitt Lane
Suite G-5

Louisville, KY 40222
5024254000

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Fifth Third Private Bank - Robert Swieterman

401 South 4th Street

Louisville, KY 40202
8594555204

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Fifth Third Private Bank - Valerie Marshall

250 West Main Street

Lexington, KY 40507
8594555479

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New Financial Concepts

549 Centre View Blvd.

Crestview Hills, KY 41017
8593310316

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Jeff Burnett - Ameriprise Financial Services, LLC

421 Benjamin Ln
Ste 101

Louisville, KY 40222
5022532961

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Prosperity Financial Group

2110 Chamber Center Drive

Fort Mitchell, KY 41017
8593418184

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Renaissance Capital Management, Inc.

6900 Houston Road
Suite 3

Florence, KY 41042
8593840800

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Moneyline Wealth Management

220 East Reynolds Road.
Suite A-1

Lexington, KY 40517
8592718694

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Fifth Third Private Bank - Julio Driggs

401 South 4th Street

Louisville, KY 40202
5025625394

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The Trident Group - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625100

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Chris Meriwether - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625096

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Retirement Planning Solutions

3432 Stony Spring Circle

Louisville, KY 40220
5024995668

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The Mitchell-Schenkenfelder Group - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625131

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The WNK Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944067

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Mark Krebs - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944045

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Gary Grigg - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625114

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Carey E Wilcox - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944056

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Lamkin Wealth Management

901 Lily Creek Road
Unit 102

Louisville, KY 40243
5026906764

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KMK Financial Group

211 Grandview Drive
Suite 240

Fort Mitchell, KY 41017
8597954362

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Paul Simmons - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625118

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Jeremy White CPA Family Wealth Advisor

2520 New Holt Road
Suite A

Paducah, KY 42001
2705945757

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Lawrence Pusateri - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625129

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Current Wealth Management at First Kentucky Securities

4360 Brownsboro Road
Suite 115

Louisville, KY 40207
5028937288

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Chad Hazelwood | First Savings Bank

908 Lily Creek Road

Louisville, KY 40243
5024399494

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Thomas Springate - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319515

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Legacy Wealth Strategies

800 Main Street
Suite 20

Shelbyville, KY 40065
5024306175

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Fifth Third Securities - Mary Blankenship

3821 Ruckriegel Parkway

Louisville, KY 40299
5029093411

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The Liberty Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944086

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Mark A Sandbach - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625098

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Bryan Finkbone - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
2709366697

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Darrell May

1727 Sweeney Street
Suite 106

Owensboro, KY 42303
2703142463

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Stephanie L Nallia - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319557

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Patrick T. Morgan - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944057

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John Germinario - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625095

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Rachel Smith - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625126

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Financial Services Center

1700 UPS Drive
Ste 101

Louisville, KY 40223
5024266577

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Emily K. Biggins - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319555

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The Hanna/Stern Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944000

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Schneider Peden Wealth Management Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944025

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Chris Hudson - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625124

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The Riverside Group - Morgan Stanley

400 West Market Street
Suite 2500

Louisville, KY 40202
5025625100

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WealthCare Investments & Insurance, LLC

6603 River Road

Prospect, KY 40059
5024103465

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Scott Lowe - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
2709366414

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Stifel | Edwards Hummel Group | Covington, Kentucky

50 East Rivercenter Boulevard
Suite 830

Covington, KY 41011
8599127615

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Wilson Financial Services Inc.

1116 Fashion Ridge Road

Dry Ridge, KY 41035
8598249422

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Jake Terlau, CFP

155 North Fort Thomas Avenue
Suite 300

Fort Thomas, KY 41075
8596405624

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Guard Your Groceries

2660 Olivet Church Road
Suite 1

Paducah, KY 42001
2705545535

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Rick Crabtree - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944050

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The Rogers Tomblinson Group - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
8339040134

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The Kilgus Pruden Group - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
2709366640

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Kem Wealth Management

1619 South Virginia Street

Hopkinsville, KY 42240
2708813838

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Fifth Third Preferred - Kylee Marcy

4801 Norton Healthcare Bouleva

Louisville, KY 40241
5023262635

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Scott Dingle - Ameriprise Financial Services, LLC

161 St Matthews Ave
Ste 7

Louisville, KY 40207
5028949366

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David Thomas - Ameriprise Financial Services, LLC

17 S Main St

Madisonville, KY 42431
2708212044

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Heath Greenwell - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
2706848424

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Todd C O'Neil - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
5024896900

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Suresh Sallan - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
2706848424

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Debra Woodard - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
2706848424

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Geraldine Gordon - Ameriprise Financial Services, LLC

230 Lexington Green Cir
Ste 115

Lexington, KY 40503
8599711660

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Pete Smith - Ameriprise Financial Services, LLC

12700 Townepark Way
Ste 100

Louisville, KY 40243
5026536815

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C Derek Head - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
5024896900

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Nathan A. McCauley - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944062

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Michael Scheid - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944047

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Fifth Third Preferred - Bradley Cooper

8100 Burlington Pike

Florence, KY 41042
8599603090

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Fifth Third Preferred - Jessica Travelstead

401 South 4th Street

Louisville, KY 40202
5025628214

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Kay Blunck - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319522

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Fifth Third Securities - Alex Linderman

4201 Poplar Level Road

Louisville, KY 40213
5025519848

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Jim A Richardson - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319527

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Paige Bentz - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
6315484030

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Mike Scarafia - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625146

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William C Wolford - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944077

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Suzanne Elaine Figueredo - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319518

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Fifth Third Securities - Robert Kane

5929 Timber Ridge Drive

Prospect, KY 40059
5029093776

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Fifth Third Securities - Nathan Rainbolt

2000 Bardstown Road

Louisville, KY 40205
5029093786

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James K Miller - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944086

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Fifth Third Preferred - Benjamin McIntyre

5200 Dixie Highway

Louisville, KY 40216
5026536851

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Justin E Fister - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319580

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Matt Kuerzi - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944094

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Graham Switzer - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944087

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Fifth Third Private Bank - Michael Ash

401 South 4th Street

Louisville, KY 40202
5025625550

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Dick Wilson - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625091

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Constance B Brotherton - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319545

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Rob Schenkenfelder - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625131

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Andy A Milliken - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319537

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Christopher Dolt - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319520

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Fifth Third Preferred - Michael Steffen

6801 Alexandria Pike

Alexandria, KY 41001
8594482643

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Brandon Fraley - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319525

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Bruce Miller - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944012

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Phil Hanna - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944081

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Bob Phelps - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625142

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Alexander Blair - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944072

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Philip W. McCauley III - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944034

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Fifth Third Preferred - Benjamin Conner

110 Pavilion Parkway

Newport, KY 41071
8594316050

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Jonathan Slevin - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944097

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Michael Knabel - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625132

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Fifth Third Preferred - Scott Best

590 Buttermilk Pike

Crescent Springs, KY 41017
8593315325

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Brett Jason Mahle - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944006

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Fifth Third Private Bank - Mary Joan Leslie Hale

401 South 4th Street

Louisville, KY 40202
5025625242

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Eric M. Scott - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944079

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Keith Norris - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944074