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Kentucky Kentucky

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

Scott Sells

Lifetime Wealth Strategies

9700 Bunsen Parkway

Louisville, KY 40299

502-552-0478

Maria Santiago

Edelman Financial Engines, LLC

7310 Turfway Road Suite 550

Florence, KY 41042

513-334-2851

List of Additional Retirement Planners in Kentucky*

* Additional advisor listing is provided in partnership with Yext

Bradshaw & Weil Wealth Management

621 Broadway

Paducah, KY 42001
270-444-7291

Lydia May - UBS Financial Services Inc.

5120 Village Square Drive

Paducah, KY 42001
270-441-8409

Kelli Price - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-420-7654

Allen Garner Jr., CFP - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8112

William Duncan III - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-562-7769

Crittendon Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-420-1387

Barr Investment Group

7315 Lou Post Road

Crestwood, KY 40014
502-855-3416

180 Financial Consulting, LLC

859-586-9448

Fifth Third Private Bank - Mark Raque

401 South 4th Street

Louisville, KY 40202
502-562-5556

Alexandra Boon - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5166

Rich Wealth Management

9850 Von Allmen Court
Suite 201

Louisville, KY 40241
502-398-6850

Mark Krebs - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4045

Fifth Third Insurance - Jeff Rausch

9700 Ormsby Station Rd

Louisville, KY 40223
502-498-1898

Fifth Third Insurance - Taylor Walker

9700 Ormsby Station Rd

Louisville, KY 40223
502-882-6384

Fifth Third Insurance - Michelle Dunaway

9700 Ormsby Station Rd

Louisville, KY 40223
502-805-2624

Fifth Third Insurance - Brock Evans

9700 Ormsby Station Rd

Louisville, KY 40223
502-371-4044

Fifth Third Insurance - Jim Price

710 East Main Street

Lexington, KY 40502
859-310-6816

Fifth Third Insurance - Josh Tucker

9700 Ormsby Station Rd

Louisville, KY 40223
502-493-7952

Fifth Third Insurance - Valarie Gilliland

9700 Ormsby Station Rd

Louisville, KY 40223
502-882-6388

Mark Korona - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8108

Duerr & Associates - Ameriprise Financial Services, LLC

9960 Corporate Campus Dr
Ste 3500

Louisville, KY 40223
502-890-6066

Patrick T. Morgan - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4057

Martin Walters - Ameriprise Financial Services, LLC

161 St Matthews Ave
Ste 7

Louisville, KY 40207
502-894-9366

Allstate Personal Financial Representative: Thomas Neathamer

6608 Bardstown Rd
Ste C

Louisville, KY 40291
502-297-4853

River City Bank

14000 Shelbyville Road

Louisville, KY 40245
502-245-5500

R.L. Brown Wealth Management

135 W Main St
Suite 200

Lexington, KY 40507
859-317-5889

Matthew Powell, CFP - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-420-1376

Emily K. Biggins - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9555

Family Wealth Capital Partners

9200 Shelbyville Rd
103

Louisville, KY 40222
502-200-6860

Tracy Redmon - Ameriprise Financial Services, LLC

161 St Matthews Ave
Ste 7

Louisville, KY 40207
502-894-9366

GuideWise Financial Group - Ameriprise Financial Services, LLC

238 2nd St

Henderson, KY 42420
270-827-8849

Fidant Wealth Partners - Ameriprise Financial Services, LLC

740 Centre View Blvd
Fl 5

Crestview Hills, KY 41017
859-341-1841

Dean M Donohue - Ameriprise Financial Services, LLC

806 Stone Creek Pkwy
Ste 1

Louisville, KY 40223
502-412-4050

Family Financial Partners

1792 Alysheba Way
Suite 201

Lexington, KY 40509
859-219-1006

Todd C O'Neil - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
502-489-6900

C Derek Head - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
502-489-6900

Amy Spivey - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9529

Edward Jones - Financial Advisor: Steve Gross

103 Windsor Path
Suite 6

Georgetown, KY 40324
502-863-3368

Greg Mullaney - Ameriprise Financial Services, LLC

421 Benjamin Ln
Ste 101

Louisville, KY 40222
502-253-2961

The Waterfront Group - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5100

Paul Simmons - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5118

Fifth Third Insurance - Kelly Zullo

9700 Ormsby Station Rd

Louisville, KY 40223
502-400-3848

Fifth Third Insurance - Duane Ray

9700 Ormsby Station Rd

Louisville, KY 40223
502-493-7974

Fifth Third Insurance - Terri Searcy

9700 Ormsby Station Rd

Louisville, KY 40223
502-371-4037

Fifth Third Insurance - Jason Rankin

9700 Ormsby Station Rd

Louisville, KY 40223
502-371-4033

Fifth Third Insurance - Mike Meiners

9700 Ormsby Station Rd

Louisville, KY 40223
502-371-4043

Fifth Third Insurance - Don Thompson

9700 Ormsby Station Rd

Louisville, KY 40223
502-805-2622

Fifth Third Insurance - Joe Schifano

9700 Ormsby Station Rd

Louisville, KY 40223
502-357-0570

Encore Wealth Management Group - Ameriprise Financial Services, LLC

806 Stone Creek Pkwy
Ste 1

Louisville, KY 40223
502-412-4050

Courtney Yartz - Ameriprise Financial Services, LLC

806 Stone Creek Pkwy
Ste 1

Louisville, KY 40223
502-412-4050

Covenant CFO Services

9462 Brownsboro Road
# 199

Louisville, KY 40241
502-649-2820

Family Wealth Planning Partners

4500 Bowling Blvd
100

Louisville, KY 40207
502-233-9800

Chris Mallory - Ameriprise Financial Services, LLC

805 N Whittington Pkwy
Ste 100

Louisville, KY 40222
502-326-3926

Nickolus Stephens - Ameriprise Financial Services, LLC

6001 Claymont Village Dr
Ste 12

Crestwood, KY 40014
502-709-4677

Allstate Personal Financial Representative: Richard King

3030 Hunsinger Ln

Louisville, KY 40220
502-836-4086

Gilliam Mease Advisors LLC

462 South 4th Street
Suite 220

Louisville, KY 40202
502-292-4870

Russell Capital Management

476 E High St

Lexington, KY 40507
859-254-5225

Fifth Third Securities - Kelly Malatesta

340 Richwood Road

Walton, KY 41094
859-485-3425

Life Plan Investments

230 2nd Street
Suite 500

Henderson, KY 42420
270-212-0780

Paducah, KY Branch Office - UBS Financial Services Inc.

5120 Village Square Drive

Paducah, KY 42001
270-442-6730

Wisdom Financial Management, LLC

101 Bullitt Lane
Suite G-5

Louisville, KY 40222
502-425-4000

Stifel | WG Investment Group

1131 Fairview Avenue
Suite 202

Bowling Green, KY 42103
270-418-2118

Kay Blunck - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9522

Fifth Third Private Bank - Robert Swieterman

401 South 4th Street

Louisville, KY 40202
859-455-5204

Fifth Third Private Bank - Valerie Marshall

250 West Main Street

Lexington, KY 40507
859-455-5479

New Financial Concepts

549 Centre View Blvd.

Crestview Hills, KY 41017
859-331-0316

Prosperity Financial Group

2110 Chamber Center Drive

Fort Mitchell, KY 41017
859-341-8184

Fifth Third Insurance - Jim Lawless

710 East Main Street

Lexington, KY 40502
859-899-2036

Fifth Third Insurance - Todd Sorrell

9700 Ormsby Station Rd

Louisville, KY 40223
502-493-7947

Fifth Third Insurance - Roger Kelley

710 East Main Street

Lexington, KY 40502
859-899-2033

Fifth Third Insurance - Joe Wheatley

9700 Ormsby Station Rd

Louisville, KY 40223
502-493-7931

Fifth Third Insurance - Gary Neace

9700 Ormsby Station Rd

Louisville, KY 40223
502-498-2979

Fifth Third Insurance - Hunter Rowe

710 East Main Street

Lexington, KY 40502
502-400-3816

Fifth Third Insurance - Mike Pratt

9700 Ormsby Station Rd

Louisville, KY 40223
502-357-0569

Fifth Third Insurance - Jesse Gray

9700 Ormsby Station Rd

Louisville, KY 40223
502-498-2971

Fifth Third Insurance - Rick Mitchum

9700 Ormsby Station Rd

Louisville, KY 40223
502-645-8903

Jeffrey Bellucci - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
502-489-6900

Moneyline Wealth Management

220 East Reynolds Road.
Suite A-1

Lexington, KY 40517
859-271-8694

Shaleen Newton - Ameriprise Financial Services, LLC

805 N Whittington Pkwy
Ste 100

Louisville, KY 40222
502-326-3915

Allstate Personal Financial Representative: Charles O. Pickett Jr.

100 Fountain Ave
Ste 404

Paducah, KY 42001
270-444-6956

Retirement Planning Solutions

3432 Stony Spring Circle

Louisville, KY 40220
502-499-5668

Renaissance Capital Management, Inc.

6900 Houston Road
Suite 3

Florence, KY 41042
859-384-0800

River City Bank

500 South 6th Street

Louisville, KY 40202
502-585-4600

Bryan Finkbone - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
270-936-6697

Fifth Third Private Bank - Julio Driggs

401 South 4th Street

Louisville, KY 40202
502-562-5394

Lamkin Wealth Management

901 Lily Creek Road
Unit 102

Louisville, KY 40243
502-690-6764

KMK Financial Group

211 Grandview Drive
Suite 240

Fort Mitchell, KY 41017
859-795-4362

The Derby City Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4067

Jeremy White CPA Family Wealth Advisor

2520 New Holt Road
Suite A

Paducah, KY 42001
270-594-5757

Current Wealth Management at First Kentucky Securities

4360 Brownsboro Road
Suite 115

Louisville, KY 40207
502-893-7288

Chad Hazelwood | First Savings Bank

908 Lily Creek Road

Louisville, KY 40243
502-439-9494

Legacy Wealth Strategies

800 Main Street
Suite 20

Shelbyville, KY 40065
502-430-6175

Fifth Third Securities - Mary Blankenship

3821 Ruckriegel Parkway

Louisville, KY 40299
502-909-3411

Darrell May

1727 Sweeney Street
Suite 106

Owensboro, KY 42303
270-314-2463

Allstate Personal Financial Representative: Charles Kirby Copas

1520 Westpark Dr

Bowling Green, KY 42104
270-407-3333

Financial Services Center

1700 UPS Drive
Ste 101

Louisville, KY 40223
502-426-6577

WealthCare Investments & Insurance, LLC

6603 River Road

Prospect, KY 40059
502-410-3465

Stifel | Edwards Hummel Group | Covington, Kentucky

50 East Rivercenter Boulevard
Suite 830

Covington, KY 41011
859-912-7615

Wilson Financial Services Inc.

1116 Fashion Ridge Road

Dry Ridge, KY 41035
859-824-9422

Jasen London, Financial Advisor

2724 Trails Way

Owensboro, KY 42303
270-485-2632

Jake Terlau, CFP

155 North Fort Thomas Avenue
Suite 300

Fort Thomas, KY 41075
859-640-5624

Guard Your Groceries

2660 Olivet Church Road
Suite 1

Paducah, KY 42001
270-554-5535

Kem Wealth Management

1619 South Virginia Street

Hopkinsville, KY 42240
270-881-3838

Fifth Third Preferred - Kylee Marcy

4801 Norton Healthcare Bouleva

Louisville, KY 40241
502-326-2635

Heath Greenwell - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
270-684-8424

Amy Wiitala - Ameriprise Financial Services, LLC

13151 Magisterial Dr
Ste 101-A

Louisville, KY 40223
502-423-7073

Rick Crabtree - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4050

Scott Brooks - Ameriprise Financial Services, LLC

130 Dudley Pike
Ste 250

Edgewood, KY 41017
859-838-4400

Suresh Sallan - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
270-684-8424

Powerful Legacy Insurance and Financial Services

3260 Blazer Pkwy

Lexington, KY 40509
859-208-2511

Allstate Personal Financial Representative: James Russell

1210 Burlew Blvd

Owensboro, KY 42303
270-315-8951

Geraldine Gordon - Ameriprise Financial Services, LLC

230 Lexington Green Cir
Ste 115

Lexington, KY 40503
859-971-1660

Franklin Financial Group

270-875-4640

M. Tinder Harris - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8105

Allstate Personal Financial Representative: William Cox

219 Prince Royal Dr
Ste 14

Berea, KY 40403
859-227-6435

ProActive Advisors LLC

836 Euclid Ave #306

Lexington, KY 40502
859-263-1117

David Thomas - Ameriprise Financial Services, LLC

17 S Main St

Madisonville, KY 42431
270-821-2044

Pete Smith - Ameriprise Financial Services, LLC

12700 Townepark Way
Ste 100

Louisville, KY 40243
502-653-6815

Jake Fink - Ameriprise Financial Services, LLC

1000 Monarch St
Ste 250

Lexington, KY 40513
859-260-1820

Edward Jones - Financial Advisor: Jeff Brumett

308 Greensburg St

Columbia, KY 42728
270-384-0555

Allstate Personal Financial Representative: Daniel Shuck

11712 Main St

Louisville, KY 40243
502-445-7450

John Duerr - Ameriprise Financial Services, LLC

9960 Corporate Campus Dr
Ste 3500

Louisville, KY 40223
502-890-6066

Brian Wilborn - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
270-684-8424

Transamerica-Chasidy Yocum

502-600-2117

Jonathan P Smith - Ameriprise Financial Services, LLC

806 Stone Creek Pkwy
Ste 1

Louisville, KY 40223
502-412-4050

Russell Louis Ferreri - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-420-7619

Lexington, KY Branch Office - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-269-6900

Jackowitz and White - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-326-2575

Family Wealth Group

2704 Old Rosebud Rd
#180

Lexington, KY 40509
859-309-0349

Doug Kisker - Ameriprise Financial Services, LLC

740 Centre View Blvd
Fl 5

Crestview Hills, KY 41017
859-341-1841

Carl Heick - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
502-489-6900

Erick Dalton - Ameriprise Financial Services, LLC

238 2nd St

Henderson, KY 42420
270-827-8849

Kevin Childress - Ameriprise Financial Services, LLC

1349 Bardstown Rd

Louisville, KY 40204
502-365-4600

Alyce W Weixler - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4009

Lawrence Pusateri - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5129

Chris Hudson - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5124

The Riverside Group - Morgan Stanley

400 West Market Street
Suite 2500

Louisville, KY 40202
502-562-5100

Stephanie L Nallia - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9557

Mark A Sandbach - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5098

Allstate Personal Financial Representative: Steve Miller

406 Blankenbaker Pkwy
Ste H2

Louisville, KY 40243
502-253-1112

Chris Meriwether - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5096

McFarland Wealth Management - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8116

Jennifer Brenzel Hartlage - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-562-7706

Melanie Cain - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8121

The BFG Financial Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-420-7639

David Walter Demarest - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8120

Wendy Bolton Splan - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-326-2565

Steven Kelsey, CRPC - UBS Financial Services Inc.

5120 Village Square Drive

Paducah, KY 42001
270-441-8401

Allstate Personal Financial Representative: Anthony Robinette

4332 13th St
Unit 1

Ashland, KY 41102
606-325-7700

Brenzel Baldwin Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-562-7706

Fresca Keller Wealth - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8107

Joyce Meyer Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-326-2561

Jonathan Butcher - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-420-7639

Scott Dingle - Ameriprise Financial Services, LLC

161 St Matthews Ave
Ste 7

Louisville, KY 40207
502-894-9366

The Inman & Benoit Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-562-7770

Allen C. Garner Jr. - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8112

Peter Sutton McFarland - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-219-6429

Debra Woodard - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
270-684-8424

Drew Watson - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
270-684-8424

Marc Alan Jackowitz - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-326-2575

Buckner Woodford V, CFA - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8109

McFarland Wealth Management Group - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-219-6429

Seth Baliban, CPWA - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-420-7626

Ken Herrington - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5158

Morgan Stanley Financial Advisors

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4000

The Kilgus Pruden Group - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
270-936-6640

Jim Richardson - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9527

Scott Lowe - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
270-936-6414

Gary Grigg - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5114

Rachel Smith - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5126

Anne E Bolton - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9550

Brandon L. Luttrell - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5120

Thomas Springate - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9515

The Trident Group - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5100

Jackson Simon - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5167

Christy Brown - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9576

The Liberty Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4086

Morgan Stanley Financial Advisors

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5100

Morgan Stanley Financial Advisors

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9500

W Morgan Fister - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9566

The Rogers Tomblinson Group - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
270-936-6640

Melissa Kelly - Ameriprise Financial Services, LLC

130 Dudley Pike
Ste 250

Edgewood, KY 41017
859-838-4400

Beau Stone - Ameriprise Financial Services, LLC

805 N Whittington Pkwy
Ste 100

Louisville, KY 40222
502-394-3961

Matthew Poulos - Ameriprise Financial Services, LLC

740 Centre View Blvd
Fl 5

Crestview Hills, KY 41017
859-341-1841

Todd Metcalf - Ameriprise Financial Services, LLC

12700 Townepark Way
Ste 100

Louisville, KY 40243
502-244-4114

Kevin D Briggs - Ameriprise Financial Services, LLC

996 Wilkinson Trce
Ste A-3

Bowling Green, KY 42103
270-782-9824

Shelby Gregory Fink - Ameriprise Financial Services, LLC

12700 Townepark Way
Ste 100

Louisville, KY 40243
502-244-4114

The Mitchell-Schenkenfelder Group - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5131

Schneider Peden Wealth Management Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4025

Dennis R Schneider - Ameriprise Financial Services, LLC

236 N Elm St

Henderson, KY 42420
270-827-1404

Jeff Burnett - Ameriprise Financial Services, LLC

421 Benjamin Ln
Ste 101

Louisville, KY 40222
502-253-2961

Carey E Wilcox - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4056

The Hanna/Stern Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4000

Kate Salsman - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9506

The Scheid Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4047

Fifth Third Preferred - Bradley Cooper

8100 Burlington Pike

Florence, KY 41042
859-960-3090

Fifth Third Securities - Alex Linderman

8003 Preston Highway

Louisville, KY 40219
502-551-9848

Mike Scarafia - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5146

William C Wolford - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4077

Suzanne Elaine Figueredo - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9518

Fifth Third Securities - Nathan Rainbolt

2000 Bardstown Road

Louisville, KY 40205
502-909-3786

Justin E Fister - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9580

Matt Kuerzi - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4094

Graham Switzer - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4087

Constance B Brotherton - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9545

Rob Schenkenfelder - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5131

Bruce Miller - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4012

Fifth Third Securities - Phil Weber, CFP®

5002 Old Taylor Mill Road

Taylor Mill, KY 41015
859-814-0846

Phil Hanna - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4081

Alexander Blair - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4072

Fifth Third Preferred - Benjamin Conner

110 Pavilion Parkway

Newport, KY 41071
859-431-6050

Michael Knabel - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5132

Brett Mahle - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4006

Fifth Third Private Bank - Leslie Hale

401 South 4th Street

Louisville, KY 40202
502-562-5242

Keith Norris - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4074

Harding Dawahare - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9516

Paige Abner-Peden - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4026

Brent Stern - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4080

Paul Kilgus - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
270-936-6695

Fifth Third Preferred - Michael Kuhn

3821 Ruckriegel Parkway

Louisville, KY 40299
502-297-6197

Nathan A. McCauley - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4062

Michael Scheid - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4047

Fifth Third Preferred - Jessica Travelstead

401 South 4th Street

Louisville, KY 40202
502-562-8214

Paige Bentz - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
631-548-4030

Fifth Third Securities - Robert Kane

10400 Shelbyville Road

Louisville, KY 40223
502-909-3776

James K Miller - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4086

Fifth Third Preferred - Benjamin McIntyre

5200 Dixie Highway

Louisville, KY 40216
502-653-6851

Dick Wilson - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5091

Andy A Milliken - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9537

Christopher Dolt - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9520

Fifth Third Preferred - Michael Steffen

6801 Alexandria Pike

Alexandria, KY 41001
859-448-2643

Brandon Fraley - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9525

Bob Phelps - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5142

Philip W. McCauley III - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4034

Jonathan Slevin - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4097

Fifth Third Preferred - Scott Best

590 Buttermilk Pike

Crescent Springs, KY 41017
859-331-5325

Eric M. Scott - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4079

Clyde Pelton - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9539

Fifth Third Preferred - Robert Ernst

3095 North Bend Road

Hebron, KY 41048
859-692-9349

Thrivent Financial - Brittany Lawson

771 Corporate Dr
Ste 700

Lexington, KY 40503
859-314-0366

Fifth Third Preferred - John-Erik Slone

1005 US Highway 27 S

Cynthiana, KY 41031
859-298-3466

Bob Schneider - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4025

Fifth Third Preferred - Hayley Clark

3003 Dixie Highway

Edgewood, KY 41017
859-344-4878

Thomas Perrone - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4063

* 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

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

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