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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

Scott Sells

Lifetime Wealth Strategies

9700 Bunsen Parkway

Louisville, KY 40299

502-552-0478

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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

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Bradshaw & Weil Wealth Management

621 Broadway

Paducah, KY 42001
270-444-7291

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Lydia May - UBS Financial Services Inc.

5120 Village Square Drive

Paducah, KY 42001
270-441-8409

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Kelli Price - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-420-7654

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

307 South Ashland Avenue

Lexington, KY 40502
859-335-8112

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William Duncan III - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-562-7769

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Crittendon Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-420-1387

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Barr Investment Group

7315 Lou Post Road

Crestwood, KY 40014
502-855-3416

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Fifth Third Private Bank - Mark Raque

401 South 4th Street

Louisville, KY 40202
502-562-5556

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Alexandra Boon - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5166

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Rich Wealth Management

9850 Von Allmen Court
Suite 201

Louisville, KY 40241
502-398-6850

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Mark Krebs - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4045

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Fifth Third Insurance - Jeff Rausch

9700 Ormsby Station Rd

Louisville, KY 40223
502-498-1898

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Fifth Third Insurance - Taylor Walker

9700 Ormsby Station Rd

Louisville, KY 40223
502-882-6384

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Fifth Third Insurance - Michelle Dunaway

9700 Ormsby Station Rd

Louisville, KY 40223
502-805-2624

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Fifth Third Insurance - Brock Evans

9700 Ormsby Station Rd

Louisville, KY 40223
502-371-4044

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Fifth Third Insurance - Jim Price

710 East Main Street

Lexington, KY 40502
859-310-6816

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Fifth Third Insurance - Josh Tucker

9700 Ormsby Station Rd

Louisville, KY 40223
502-493-7952

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Fifth Third Insurance - Valarie Gilliland

9700 Ormsby Station Rd

Louisville, KY 40223
502-882-6388

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Mark Korona - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8108

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Duerr & Associates - Ameriprise Financial Services, LLC

9960 Corporate Campus Dr
Ste 3500

Louisville, KY 40223
502-890-6066

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Patrick T. Morgan - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4057

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Martin Walters - Ameriprise Financial Services, LLC

161 St Matthews Ave
Ste 7

Louisville, KY 40207
502-894-9366

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Allstate Personal Financial Representative: Thomas Neathamer

6608 Bardstown Rd
Ste C

Louisville, KY 40291
502-297-4853

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River City Bank

14000 Shelbyville Road

Louisville, KY 40245
502-245-5500

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R.L. Brown Wealth Management

135 W Main St
Suite 200

Lexington, KY 40507
859-317-5889

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Matthew Powell, CFP - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-420-1376

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Emily K. Biggins - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9555

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Family Wealth Capital Partners

9200 Shelbyville Rd
103

Louisville, KY 40222
502-200-6860

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Tracy Redmon - Ameriprise Financial Services, LLC

161 St Matthews Ave
Ste 7

Louisville, KY 40207
502-894-9366

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Fidant Wealth Partners - Ameriprise Financial Services, LLC

740 Centre View Blvd
Fl 5

Crestview Hills, KY 41017
859-341-1841

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Dean M Donohue - Ameriprise Financial Services, LLC

806 Stone Creek Pkwy
Ste 1

Louisville, KY 40223
502-412-4050

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Family Financial Partners

1792 Alysheba Way
Suite 201

Lexington, KY 40509
859-219-1006

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Todd C O'Neil - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
502-489-6900

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C Derek Head - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
502-489-6900

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Amy Spivey - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9529

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Edward Jones - Financial Advisor: Steve Gross

103 Windsor Path
Suite 6

Georgetown, KY 40324
502-863-3368

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Greg Mullaney - Ameriprise Financial Services, LLC

421 Benjamin Ln
Ste 101

Louisville, KY 40222
502-253-2961

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The Waterfront Group - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5100

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Paul Simmons - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5118

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Fifth Third Insurance - Kelly Zullo

9700 Ormsby Station Rd

Louisville, KY 40223
502-400-3848

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Fifth Third Insurance - Duane Ray

9700 Ormsby Station Rd

Louisville, KY 40223
502-493-7974

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Fifth Third Insurance - Terri Searcy

9700 Ormsby Station Rd

Louisville, KY 40223
502-371-4037

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Fifth Third Insurance - Jason Rankin

9700 Ormsby Station Rd

Louisville, KY 40223
502-371-4033

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Fifth Third Insurance - Mike Meiners

9700 Ormsby Station Rd

Louisville, KY 40223
502-371-4043

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Fifth Third Insurance - Don Thompson

9700 Ormsby Station Rd

Louisville, KY 40223
502-805-2622

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Fifth Third Insurance - Joe Schifano

9700 Ormsby Station Rd

Louisville, KY 40223
502-357-0570

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Encore Wealth Management Group - Ameriprise Financial Services, LLC

806 Stone Creek Pkwy
Ste 1

Louisville, KY 40223
502-412-4050

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Courtney Yartz - Ameriprise Financial Services, LLC

806 Stone Creek Pkwy
Ste 1

Louisville, KY 40223
502-412-4050

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Covenant CFO Services

9462 Brownsboro Road
# 199

Louisville, KY 40241
502-649-2820

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Family Wealth Planning Partners

4500 Bowling Blvd
100

Louisville, KY 40207
502-233-9800

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Chris Mallory - Ameriprise Financial Services, LLC

805 N Whittington Pkwy
Ste 100

Louisville, KY 40222
502-326-3926

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Nickolus Stephens - Ameriprise Financial Services, LLC

6001 Claymont Village Dr
Ste 12

Crestwood, KY 40014
502-709-4677

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Allstate Personal Financial Representative: Richard King

3030 Hunsinger Ln

Louisville, KY 40220
502-836-4086

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Gilliam Mease Advisors LLC

462 South 4th Street
Suite 220

Louisville, KY 40202
502-292-4870

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Russell Capital Management

476 E High St

Lexington, KY 40507
859-254-5225

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Fifth Third Securities - Kelly Malatesta

340 Richwood Road

Walton, KY 41094
859-485-3425

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Life Plan Investments

230 2nd Street
Suite 500

Henderson, KY 42420
270-212-0780

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Paducah, KY Branch Office - UBS Financial Services Inc.

5120 Village Square Drive

Paducah, KY 42001
270-442-6730

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Wisdom Financial Management, LLC

101 Bullitt Lane
Suite G-5

Louisville, KY 40222
502-425-4000

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Stifel | WG Investment Group

1131 Fairview Avenue
Suite 202

Bowling Green, KY 42103
270-418-2118

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Kay Blunck - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9522

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Fifth Third Private Bank - Robert Swieterman

401 South 4th Street

Louisville, KY 40202
859-455-5204

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Fifth Third Private Bank - Valerie Marshall

250 West Main Street

Lexington, KY 40507
859-455-5479

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New Financial Concepts

549 Centre View Blvd.

Crestview Hills, KY 41017
859-331-0316

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Prosperity Financial Group

2110 Chamber Center Drive

Fort Mitchell, KY 41017
859-341-8184

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Fifth Third Insurance - Jim Lawless

710 East Main Street

Lexington, KY 40502
859-899-2036

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Fifth Third Insurance - Todd Sorrell

9700 Ormsby Station Rd

Louisville, KY 40223
502-493-7947

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Fifth Third Insurance - Roger Kelley

710 East Main Street

Lexington, KY 40502
859-899-2033

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Fifth Third Insurance - Joe Wheatley

9700 Ormsby Station Rd

Louisville, KY 40223
502-493-7931

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Fifth Third Insurance - Gary Neace

9700 Ormsby Station Rd

Louisville, KY 40223
502-498-2979

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Fifth Third Insurance - Hunter Rowe

710 East Main Street

Lexington, KY 40502
502-400-3816

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Fifth Third Insurance - Mike Pratt

9700 Ormsby Station Rd

Louisville, KY 40223
502-357-0569

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Fifth Third Insurance - Jesse Gray

9700 Ormsby Station Rd

Louisville, KY 40223
502-498-2971

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Fifth Third Insurance - Rick Mitchum

9700 Ormsby Station Rd

Louisville, KY 40223
502-645-8903

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Jeffrey Bellucci - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
502-489-6900

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Moneyline Wealth Management

220 East Reynolds Road.
Suite A-1

Lexington, KY 40517
859-271-8694

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Shaleen Newton - Ameriprise Financial Services, LLC

805 N Whittington Pkwy
Ste 100

Louisville, KY 40222
502-326-3915

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Allstate Personal Financial Representative: Charles O. Pickett Jr.

100 Fountain Ave
Ste 404

Paducah, KY 42001
270-444-6956

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Retirement Planning Solutions

3432 Stony Spring Circle

Louisville, KY 40220
502-499-5668

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Renaissance Capital Management, Inc.

6900 Houston Road
Suite 3

Florence, KY 41042
859-384-0800

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River City Bank

500 South 6th Street

Louisville, KY 40202
502-585-4600

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Bryan Finkbone - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
270-936-6697

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Fifth Third Private Bank - Julio Driggs

401 South 4th Street

Louisville, KY 40202
502-562-5394

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Lamkin Wealth Management

901 Lily Creek Road
Unit 102

Louisville, KY 40243
502-690-6764

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KMK Financial Group

211 Grandview Drive
Suite 240

Fort Mitchell, KY 41017
859-795-4362

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The Derby City Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4067

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Jeremy White CPA Family Wealth Advisor

2520 New Holt Road
Suite A

Paducah, KY 42001
270-594-5757

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Current Wealth Management at First Kentucky Securities

4360 Brownsboro Road
Suite 115

Louisville, KY 40207
502-893-7288

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Chad Hazelwood | First Savings Bank

908 Lily Creek Road

Louisville, KY 40243
502-439-9494

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Legacy Wealth Strategies

800 Main Street
Suite 20

Shelbyville, KY 40065
502-430-6175

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Fifth Third Securities - Mary Blankenship

3821 Ruckriegel Parkway

Louisville, KY 40299
502-909-3411

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Darrell May

1727 Sweeney Street
Suite 106

Owensboro, KY 42303
270-314-2463

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Financial Services Center

1700 UPS Drive
Ste 101

Louisville, KY 40223
502-426-6577

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WealthCare Investments & Insurance, LLC

6603 River Road

Prospect, KY 40059
502-410-3465

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Stifel | Edwards Hummel Group | Covington, Kentucky

50 East Rivercenter Boulevard
Suite 830

Covington, KY 41011
859-912-7615

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Wilson Financial Services Inc.

1116 Fashion Ridge Road

Dry Ridge, KY 41035
859-824-9422

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Jasen London, Financial Advisor

2724 Trails Way

Owensboro, KY 42303
270-485-2632

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Jake Terlau, CFP

155 North Fort Thomas Avenue
Suite 300

Fort Thomas, KY 41075
859-640-5624

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Guard Your Groceries

2660 Olivet Church Road
Suite 1

Paducah, KY 42001
270-554-5535

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Kem Wealth Management

1619 South Virginia Street

Hopkinsville, KY 42240
270-881-3838

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Fifth Third Preferred - Kylee Marcy

4801 Norton Healthcare Bouleva

Louisville, KY 40241
502-326-2635

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Heath Greenwell - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
270-684-8424

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Amy Wiitala - Ameriprise Financial Services, LLC

13151 Magisterial Dr
Ste 101-A

Louisville, KY 40223
502-423-7073

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Rick Crabtree - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4050

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Scott Brooks - Ameriprise Financial Services, LLC

130 Dudley Pike
Ste 250

Edgewood, KY 41017
859-838-4400

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Suresh Sallan - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
270-684-8424

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Powerful Legacy Insurance and Financial Services

3260 Blazer Pkwy

Lexington, KY 40509
859-208-2511

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Allstate Personal Financial Representative: James Russell

1210 Burlew Blvd

Owensboro, KY 42303
270-315-8951

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Geraldine Gordon - Ameriprise Financial Services, LLC

230 Lexington Green Cir
Ste 115

Lexington, KY 40503
859-971-1660

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Franklin Financial Group

270-875-4640

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M. Tinder Harris - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8105

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Allstate Personal Financial Representative: William Cox

219 Prince Royal Dr
Ste 14

Berea, KY 40403
859-227-6435

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ProActive Advisors LLC

836 Euclid Ave #306

Lexington, KY 40502
859-263-1117

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Pete Smith - Ameriprise Financial Services, LLC

12700 Townepark Way
Ste 100

Louisville, KY 40243
502-653-6815

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Jake Fink - Ameriprise Financial Services, LLC

1000 Monarch St
Ste 250

Lexington, KY 40513
859-260-1820

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Edward Jones - Financial Advisor: Jeff Brumett

308 Greensburg St

Columbia, KY 42728
270-384-0555

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John Duerr - Ameriprise Financial Services, LLC

9960 Corporate Campus Dr
Ste 3500

Louisville, KY 40223
502-890-6066

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Brian Wilborn - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
270-684-8424

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Transamerica-Chasidy Yocum

502-600-2117

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Jonathan P Smith - Ameriprise Financial Services, LLC

806 Stone Creek Pkwy
Ste 1

Louisville, KY 40223
502-412-4050

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Russell Louis Ferreri - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-420-7619

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Lexington, KY Branch Office - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-269-6900

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Jackowitz and White - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-326-2575

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Family Wealth Group

2704 Old Rosebud Rd
#180

Lexington, KY 40509
859-309-0349

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Doug Kisker - Ameriprise Financial Services, LLC

740 Centre View Blvd
Fl 5

Crestview Hills, KY 41017
859-341-1841

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Carl Heick - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
502-489-6900

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Kevin Childress - Ameriprise Financial Services, LLC

1349 Bardstown Rd

Louisville, KY 40204
502-365-4600

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Alyce W Weixler - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4009

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Lawrence Pusateri - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5129

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Chris Hudson - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5124

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The Riverside Group - Morgan Stanley

400 West Market Street
Suite 2500

Louisville, KY 40202
502-562-5100

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Stephanie L Nallia - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9557

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Mark A Sandbach - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5098

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Allstate Personal Financial Representative: Steve Miller

406 Blankenbaker Pkwy
Ste H2

Louisville, KY 40243
502-253-1112

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Chris Meriwether - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5096

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McFarland Wealth Management - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8116

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Jennifer Brenzel Hartlage - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-562-7706

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Melanie Cain - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8121

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The BFG Financial Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-420-7639

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David Walter Demarest - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8120

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Wendy Bolton Splan - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-326-2565

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Steven Kelsey, CRPC - UBS Financial Services Inc.

5120 Village Square Drive

Paducah, KY 42001
270-441-8401

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Allstate Personal Financial Representative: Anthony Robinette

4332 13th St
Unit 1

Ashland, KY 41102
606-325-7700

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Brenzel Baldwin Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-562-7706

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Fresca Keller Wealth - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8107

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Joyce Meyer Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-326-2561

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Jonathan Butcher - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-420-7639

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Scott Dingle - Ameriprise Financial Services, LLC

161 St Matthews Ave
Ste 7

Louisville, KY 40207
502-894-9366

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

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-562-7770

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

307 South Ashland Avenue

Lexington, KY 40502
859-335-8112

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Peter Sutton McFarland - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-219-6429

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Debra Woodard - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
270-684-8424

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Drew Watson - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
270-684-8424

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Marc Alan Jackowitz - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-326-2575

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Buckner Woodford V, CFA - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8109

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McFarland Wealth Management Group - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-219-6429

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Seth Baliban, CPWA - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-420-7626

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Ken Herrington - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5158

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Morgan Stanley Financial Advisors

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4000

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The Kilgus Pruden Group - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
270-936-6640

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Jim Richardson - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9527

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Scott Lowe - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
270-936-6414

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Gary Grigg - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5114

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Rachel Smith - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5126

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Anne E Bolton - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9550

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Brandon L. Luttrell - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5120

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Thomas Springate - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9515

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The Trident Group - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5100

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Jackson Simon - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5167

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Christy Brown - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9576

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The Liberty Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4086

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Morgan Stanley Financial Advisors

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5100

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Morgan Stanley Financial Advisors

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9500

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W Morgan Fister - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9566

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The Rogers Tomblinson Group - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
270-936-6640

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Melissa Kelly - Ameriprise Financial Services, LLC

130 Dudley Pike
Ste 250

Edgewood, KY 41017
859-838-4400

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Beau Stone - Ameriprise Financial Services, LLC

805 N Whittington Pkwy
Ste 100

Louisville, KY 40222
502-394-3961

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Matthew Poulos - Ameriprise Financial Services, LLC

740 Centre View Blvd
Fl 5

Crestview Hills, KY 41017
859-341-1841

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Todd Metcalf - Ameriprise Financial Services, LLC

12700 Townepark Way
Ste 100

Louisville, KY 40243
502-244-4114

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Kevin D Briggs - Ameriprise Financial Services, LLC

996 Wilkinson Trce
Ste A-3

Bowling Green, KY 42103
270-782-9824

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Shelby Gregory Fink - Ameriprise Financial Services, LLC

12700 Townepark Way
Ste 100

Louisville, KY 40243
502-244-4114

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The Mitchell-Schenkenfelder Group - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5131

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Schneider Peden Wealth Management Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4025

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Jeff Burnett - Ameriprise Financial Services, LLC

421 Benjamin Ln
Ste 101

Louisville, KY 40222
502-253-2961

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Carey E Wilcox - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4056

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The Hanna/Stern Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4000

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Kate Salsman - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9506

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The Scheid Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4047

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Fifth Third Preferred - Bradley Cooper

8100 Burlington Pike

Florence, KY 41042
859-960-3090

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Fifth Third Securities - Alex Linderman

8003 Preston Highway

Louisville, KY 40219
502-551-9848

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Mike Scarafia - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5146

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William C Wolford - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4077

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Suzanne Elaine Figueredo - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9518

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Fifth Third Securities - Nathan Rainbolt

2000 Bardstown Road

Louisville, KY 40205
502-909-3786

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Justin E Fister - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9580

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Matt Kuerzi - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4094

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Graham Switzer - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4087

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Constance B Brotherton - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9545

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Rob Schenkenfelder - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5131

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Bruce Miller - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4012

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Fifth Third Securities - Phil Weber, CFP®

5002 Old Taylor Mill Road

Taylor Mill, KY 41015
859-814-0846

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Phil Hanna - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4081

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Alexander Blair - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4072

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Fifth Third Preferred - Benjamin Conner

110 Pavilion Parkway

Newport, KY 41071
859-431-6050

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Michael Knabel - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5132

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Brett Mahle - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4006

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Fifth Third Private Bank - Leslie Hale

401 South 4th Street

Louisville, KY 40202
502-562-5242

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Keith Norris - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4074

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Harding Dawahare - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9516

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Paige Abner-Peden - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4026

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Brent Stern - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4080

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Paul Kilgus - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
270-936-6695

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Fifth Third Preferred - Michael Kuhn

3821 Ruckriegel Parkway

Louisville, KY 40299
502-297-6197

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Nathan A. McCauley - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4062

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Michael Scheid - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4047

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Fifth Third Preferred - Jessica Travelstead

401 South 4th Street

Louisville, KY 40202
502-562-8214

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Paige Bentz - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
631-548-4030

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Fifth Third Securities - Robert Kane

10400 Shelbyville Road

Louisville, KY 40223
502-909-3776

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James K Miller - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4086

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Fifth Third Preferred - Benjamin McIntyre

5200 Dixie Highway

Louisville, KY 40216
502-653-6851

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Dick Wilson - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5091

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Andy A Milliken - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9537

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Christopher Dolt - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9520

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Fifth Third Preferred - Michael Steffen

6801 Alexandria Pike

Alexandria, KY 41001
859-448-2643

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Brandon Fraley - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9525

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Bob Phelps - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5142

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Philip W. McCauley III - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4034

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Jonathan Slevin - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4097

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Fifth Third Preferred - Scott Best

590 Buttermilk Pike

Crescent Springs, KY 41017
859-331-5325

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Eric M. Scott - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4079

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Clyde Pelton - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9539

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Fifth Third Preferred - Robert Ernst

3095 North Bend Road

Hebron, KY 41048
859-692-9349

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Thrivent Financial - Brittany Lawson

771 Corporate Dr
Ste 700

Lexington, KY 40503
859-314-0366

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Fifth Third Preferred - John-Erik Slone

1005 US Highway 27 S

Cynthiana, KY 41031
859-298-3466

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Bob Schneider - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4025

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Fifth Third Preferred - Hayley Clark

3003 Dixie Highway

Edgewood, KY 41017
859-344-4878

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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

  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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