National Retirement Planning Experts

National Coverage
Local Professionals

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

Grant Fuller

Creative Planning

---

Louisville, KY 40207
(913) 8156531

advisor-photo

Scott Sells,RICP®

Lifetime Wealth Strategies

9700 Bunsen Parkway

Louisville, KY 40299
(502) 5520478

advisor-photo

Jeff Minor

Edelman Financial Engines, LLC

3592-101 Springhurst Blvd.

Louisville, KY 40241
(502) 4252512

advisor-photo

Frank Patton

Cetera Investors

201 E. Main St.
Suite 520

Lexington, KY 40507
(859) 2732171

advisor-photo

Maria Santiago

Edelman Financial Engines, LLC

7310 Turfway Road Suite 550

Florence, KY 41042
(513) 3342851

List of Additional Retirement Planners in Kentucky*

* Additional advisor listing is provided in partnership with Yext

dummy-image

Bradshaw & Weil Wealth Management

621 Broadway

Paducah, KY 42001
2704447291

dummy-image

Anne E Bolton - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319550

dummy-image

Barr Investment Group

7315 Lou Post Road

Crestwood, KY 40014
5028553416

dummy-image

Amy Spivey - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319529

dummy-image

Alexandra Boon - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625166

dummy-image

Tracy Redmon - Ameriprise Financial Services, LLC

161 St Matthews Ave
Ste 7

Louisville, KY 40207
5028949366

dummy-image

Scott Brooks - Ameriprise Financial Services, LLC

130 Dudley Pike
Ste 250

Edgewood, KY 41017
8598384400

dummy-image

Doug Kisker - Ameriprise Financial Services, LLC

740 Centre View Blvd
Fl 5

Crestview Hills, KY 41017
8593411841

dummy-image

Encore Wealth Management Group - Ameriprise Financial Services, LLC

806 Stone Creek Pkwy
Ste 1

Louisville, KY 40223
5024124050

dummy-image

Kevin D Briggs - Ameriprise Financial Services, LLC

996 Wilkinson Trce
Ste A-3

Bowling Green, KY 42103
2707829824

dummy-image

Shaleen Newton - Ameriprise Financial Services, LLC

805 N Whittington Pkwy
Ste 100

Louisville, KY 40222
5023263915

dummy-image

Fifth Third Insurance - Jeff Rausch

9700 Ormsby Station Rd

Louisville, KY 40223
5024981898

dummy-image

Fifth Third Insurance - Taylor Walker

9700 Ormsby Station Rd

Louisville, KY 40223
5028826384

dummy-image

Fifth Third Insurance - Michelle Dunaway

9700 Ormsby Station Rd

Louisville, KY 40223
5028052624

dummy-image

Fifth Third Insurance - Brock Evans

9700 Ormsby Station Rd

Louisville, KY 40223
5023714044

dummy-image

Fifth Third Insurance - Jim Price

710 East Main Street

Lexington, KY 40502
8593106816

dummy-image

Fifth Third Insurance - Josh Tucker

9700 Ormsby Station Rd

Louisville, KY 40223
5024937952

dummy-image

Fifth Third Insurance - Valarie Gilliland

9700 Ormsby Station Rd

Louisville, KY 40223
5028826388

dummy-image

Brandon L. Luttrell - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625120

dummy-image

Patrick T. Morgan - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944057

dummy-image

Martin Walters - Ameriprise Financial Services, LLC

161 St Matthews Ave
Ste 7

Louisville, KY 40207
5028949366

dummy-image

River City Bank

14000 Shelbyville Road

Louisville, KY 40245
5022455500

dummy-image

R.L. Brown Wealth Management

135 W Main St
Suite 200

Lexington, KY 40507
8593175889

dummy-image

Fidant Wealth Partners - Ameriprise Financial Services, LLC

740 Centre View Blvd
Fl 5

Crestview Hills, KY 41017
8593411841

dummy-image

Chris Mallory - Ameriprise Financial Services, LLC

805 N Whittington Pkwy
Ste 100

Louisville, KY 40222
5023263926

dummy-image

Nickolus Stephens - Ameriprise Financial Services, LLC

6001 Claymont Village Dr
Ste 12

Crestwood, KY 40014
5027094677

dummy-image

Shelby Gregory Fink - Ameriprise Financial Services, LLC

12700 Townepark Way
Ste 100

Louisville, KY 40243
5022444114

dummy-image

Duerr & Associates - Ameriprise Financial Services, LLC

9960 Corporate Campus Dr
Ste 3500

Louisville, KY 40223
5028906066

dummy-image

Greg Mullaney - Ameriprise Financial Services, LLC

421 Benjamin Ln
Ste 101

Louisville, KY 40222
5022532961

dummy-image

John Duerr - Ameriprise Financial Services, LLC

9960 Corporate Campus Dr
Ste 3500

Louisville, KY 40223
5028906066

dummy-image

Jeffrey Bellucci - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
5024896900

dummy-image

Amy Wiitala - Ameriprise Financial Services, LLC

13151 Magisterial Dr
Ste 101-A

Louisville, KY 40223
5024237073

dummy-image

Jonathan P Smith - Ameriprise Financial Services, LLC

806 Stone Creek Pkwy
Ste 1

Louisville, KY 40223
5024124050

dummy-image

Brian Wilborn - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
2706848424

dummy-image

C Derek Head - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
5024896900

dummy-image

Edward Jones - Financial Advisor: Steve Gross

103 Windsor Path
Suite 6

Georgetown, KY 40324
5028633368

dummy-image

Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944000

dummy-image

Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319500

dummy-image

Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625100

dummy-image

Fifth Third Insurance - Kelly Zullo

9700 Ormsby Station Rd

Louisville, KY 40223
5024003848

dummy-image

Fifth Third Insurance - Duane Ray

9700 Ormsby Station Rd

Louisville, KY 40223
5024937974

dummy-image

Fifth Third Insurance - Terri Searcy

9700 Ormsby Station Rd

Louisville, KY 40223
5023714037

dummy-image

Fifth Third Insurance - Jason Rankin

9700 Ormsby Station Rd

Louisville, KY 40223
5023714033

dummy-image

Fifth Third Insurance - Mike Meiners

9700 Ormsby Station Rd

Louisville, KY 40223
5023714043

dummy-image

Fifth Third Insurance - Don Thompson

9700 Ormsby Station Rd

Louisville, KY 40223
5028052622

dummy-image

Fifth Third Insurance - Joe Schifano

9700 Ormsby Station Rd

Louisville, KY 40223
5023570570

dummy-image

Courtney Yartz - Ameriprise Financial Services, LLC

806 Stone Creek Pkwy
Ste 1

Louisville, KY 40223
5024124050

dummy-image

Kevin Childress - Ameriprise Financial Services, LLC

1349 Bardstown Rd

Louisville, KY 40204
5023654600

dummy-image

Dean M Donohue - Ameriprise Financial Services, LLC

806 Stone Creek Pkwy
Ste 1

Louisville, KY 40223
5024124050

dummy-image

Beau Stone - Ameriprise Financial Services, LLC

805 N Whittington Pkwy
Ste 100

Louisville, KY 40222
5023943961

dummy-image

Drew Watson - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
2706848424

dummy-image

Carl Heick - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
5024896900

dummy-image

Matthew Poulos - Ameriprise Financial Services, LLC

740 Centre View Blvd
Fl 5

Crestview Hills, KY 41017
8593411841

dummy-image

Gilliam Mease Advisors LLC

462 South 4th Street
Suite 220

Louisville, KY 40202
5022924870

dummy-image

Ken Herrington - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625158

dummy-image

Russell Capital Management

476 E High St

Lexington, KY 40507
8592545225

dummy-image

Fifth Third Securities - Kelly Malatesta

340 Richwood Road

Walton, KY 41094
8594853425

dummy-image

Life Plan Investments

230 2nd Street
Suite 500

Henderson, KY 42420
2702120780

dummy-image

W Morgan Fister - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319566

dummy-image

Wisdom Financial Management, LLC

101 Bullitt Lane
Suite G-5

Louisville, KY 40222
5024254000

dummy-image

Fifth Third Private Bank - Robert Swieterman

401 South 4th Street

Louisville, KY 40202
8594555204

dummy-image

Fifth Third Private Bank - Valerie Marshall

250 West Main Street

Lexington, KY 40507
8594555479

dummy-image

New Financial Concepts

549 Centre View Blvd.

Crestview Hills, KY 41017
8593310316

dummy-image

Jeff Burnett - Ameriprise Financial Services, LLC

421 Benjamin Ln
Ste 101

Louisville, KY 40222
5022532961

dummy-image

Prosperity Financial Group

2110 Chamber Center Drive

Fort Mitchell, KY 41017
8593418184

dummy-image

Fifth Third Insurance - Jim Lawless

710 East Main Street

Lexington, KY 40502
8598992036

dummy-image

Fifth Third Insurance - Todd Sorrell

9700 Ormsby Station Rd

Louisville, KY 40223
5024937947

dummy-image

Fifth Third Insurance - Roger Kelley

710 East Main Street

Lexington, KY 40502
8598992033

dummy-image

Fifth Third Insurance - Joe Wheatley

9700 Ormsby Station Rd

Louisville, KY 40223
5024937931

dummy-image

Fifth Third Insurance - Gary Neace

9700 Ormsby Station Rd

Louisville, KY 40223
5024982979

dummy-image

Fifth Third Insurance - Hunter Rowe

710 East Main Street

Lexington, KY 40502
5024003816

dummy-image

Fifth Third Insurance - Mike Pratt

9700 Ormsby Station Rd

Louisville, KY 40223
5023570569

dummy-image

Fifth Third Insurance - Jesse Gray

9700 Ormsby Station Rd

Louisville, KY 40223
5024982971

dummy-image

Fifth Third Insurance - Rick Mitchum

9700 Ormsby Station Rd

Louisville, KY 40223
5026458903

dummy-image

Moneyline Wealth Management

220 East Reynolds Road.
Suite A-1

Lexington, KY 40517
8592718694

dummy-image

Allstate Personal Financial Representative: Charles O. Pickett Jr.

100 Fountain Ave
Ste 404

Paducah, KY 42001
2704446956

dummy-image

Fifth Third Private Bank - Julio Driggs

401 South 4th Street

Louisville, KY 40202
5025625394

dummy-image

The Trident Group - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625100

dummy-image

The Scheid Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944047

dummy-image

Chris Meriwether - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625096

dummy-image

Retirement Planning Solutions

3432 Stony Spring Circle

Louisville, KY 40220
5024995668

dummy-image

Renaissance Capital Management, Inc.

6900 Houston Road
Suite 3

Florence, KY 41042
8593840800

dummy-image

River City Bank

500 South 6th Street

Louisville, KY 40202
5025854600

dummy-image

Jake Fink - Ameriprise Financial Services, LLC

1000 Monarch St
Ste 250

Lexington, KY 40513
8592601820

dummy-image

Family Wealth Group

2704 Old Rosebud Rd
#180

Lexington, KY 40509
8593090349

dummy-image

Scott Lowe - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
2709366414

dummy-image

Todd Metcalf - Ameriprise Financial Services, LLC

12700 Townepark Way
Ste 100

Louisville, KY 40243
5022444114

dummy-image

The WNK Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944067

dummy-image

Mark Krebs - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944045

dummy-image

Gary Grigg - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625114

dummy-image

Carey E Wilcox - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944056

dummy-image

Lamkin Wealth Management

901 Lily Creek Road
Unit 102

Louisville, KY 40243
5026906764

dummy-image

KMK Financial Group

211 Grandview Drive
Suite 240

Fort Mitchell, KY 41017
8597954362

dummy-image

Paul Simmons - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625118

dummy-image

Jeremy White CPA Family Wealth Advisor

2520 New Holt Road
Suite A

Paducah, KY 42001
2705945757

dummy-image

Lawrence Pusateri - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625129

dummy-image

Current Wealth Management at First Kentucky Securities

4360 Brownsboro Road
Suite 115

Louisville, KY 40207
5028937288

dummy-image

Chad Hazelwood | First Savings Bank

908 Lily Creek Road

Louisville, KY 40243
5024399494

dummy-image

Thomas Springate - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319515

dummy-image

Legacy Wealth Strategies

800 Main Street
Suite 20

Shelbyville, KY 40065
5024306175

dummy-image

Fifth Third Securities - Mary Blankenship

3821 Ruckriegel Parkway

Louisville, KY 40299
5029093411

dummy-image

The Liberty Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944086

dummy-image

Mark A Sandbach - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625098

dummy-image

Bryan Finkbone - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
2709366697

dummy-image

Darrell May

1727 Sweeney Street
Suite 106

Owensboro, KY 42303
2703142463

dummy-image

Stephanie L Nallia - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319557

dummy-image

John Germinario - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625095

dummy-image

Rachel Smith - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625126

dummy-image

Financial Services Center

1700 UPS Drive
Ste 101

Louisville, KY 40223
5024266577

dummy-image

Emily K. Biggins - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319555

dummy-image

The Hanna/Stern Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944000

dummy-image

Schneider Peden Wealth Management Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944025

dummy-image

The Rogers Tomblinson Group - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
2709366640

dummy-image

Chris Hudson - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625124

dummy-image

The Riverside Group - Morgan Stanley

400 West Market Street
Suite 2500

Louisville, KY 40202
5025625100

dummy-image

WealthCare Investments & Insurance, LLC

6603 River Road

Prospect, KY 40059
5024103465

dummy-image

Stifel | Edwards Hummel Group | Covington, Kentucky

50 East Rivercenter Boulevard
Suite 830

Covington, KY 41011
8599127615

dummy-image

Wilson Financial Services Inc.

1116 Fashion Ridge Road

Dry Ridge, KY 41035
8598249422

dummy-image

Jake Terlau, CFP

155 North Fort Thomas Avenue
Suite 300

Fort Thomas, KY 41075
8596405624

dummy-image

Guard Your Groceries

2660 Olivet Church Road
Suite 1

Paducah, KY 42001
2705545535

dummy-image

Rick Crabtree - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944050

dummy-image

The Kilgus Pruden Group - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
2709366640

dummy-image

Kem Wealth Management

1619 South Virginia Street

Hopkinsville, KY 42240
2708813838

dummy-image

Fifth Third Preferred - Kylee Marcy

4801 Norton Healthcare Bouleva

Louisville, KY 40241
5023262635

dummy-image

Scott Dingle - Ameriprise Financial Services, LLC

161 St Matthews Ave
Ste 7

Louisville, KY 40207
5028949366

dummy-image

The Mitchell-Schenkenfelder Group - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625131

dummy-image

Todd C O'Neil - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
5024896900

dummy-image

Suresh Sallan - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
2706848424

dummy-image

Heath Greenwell - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
2706848424

dummy-image

Geraldine Gordon - Ameriprise Financial Services, LLC

230 Lexington Green Cir
Ste 115

Lexington, KY 40503
8599711660

dummy-image

Melissa Kelly - Ameriprise Financial Services, LLC

130 Dudley Pike
Ste 250

Edgewood, KY 41017
8598384400

dummy-image

Allstate Personal Financial Representative: James Russell

1210 Burlew Blvd

Owensboro, KY 42303
2703158951

dummy-image

Pete Smith - Ameriprise Financial Services, LLC

12700 Townepark Way
Ste 100

Louisville, KY 40243
5026536815

dummy-image

Allstate Personal Financial Representative: William Cox

219 Prince Royal Dr
Ste 14

Berea, KY 40403
8592276435

dummy-image

The Waterfront Group - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625100

dummy-image

Edward Jones - Financial Advisor: Jeff Brumett

308 Greensburg St

Columbia, KY 42728
2703840555

dummy-image

Allstate Personal Financial Representative: Steve Miller

406 Blankenbaker Pkwy
Ste H2

Louisville, KY 40243
5022531112

dummy-image

Family Wealth Planning Partners

4500 Bowling Blvd
100

Louisville, KY 40207
5022339800

dummy-image

Jackson Simon - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625167

dummy-image

Transamerica-Chasidy Yocum

5026002117

dummy-image

Allstate Personal Financial Representative: Anthony Robinette

4332 13th St
Unit 1

Ashland, KY 41102
6063257700

dummy-image

Christy Brown - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319576

dummy-image

Debra Woodard - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
2706848424

dummy-image

Fifth Third Preferred - Bradley Cooper

8100 Burlington Pike

Florence, KY 41042
8599603090

dummy-image

Fifth Third Securities - Alex Linderman

4201 Poplar Level Road

Louisville, KY 40213
5025519848

dummy-image

Jim A Richardson - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319527

dummy-image

Mike Scarafia - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625146

dummy-image

William C Wolford - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944077

dummy-image

Suzanne Elaine Figueredo - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319518

dummy-image

Fifth Third Securities - Nathan Rainbolt

2000 Bardstown Road

Louisville, KY 40205
5029093786

dummy-image

Justin E Fister - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319580

dummy-image

Matt Kuerzi - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944094

dummy-image

Graham Switzer - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944087

dummy-image

Constance B Brotherton - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319545

dummy-image

Rob Schenkenfelder - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625131

dummy-image

Bruce Miller - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944012

dummy-image

Phil Hanna - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944081

dummy-image

Alexander Blair - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944072

dummy-image

Fifth Third Preferred - Benjamin Conner

110 Pavilion Parkway

Newport, KY 41071
8594316050

dummy-image

Michael Knabel - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625132

dummy-image

Brett Jason Mahle - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944006

dummy-image

Fifth Third Private Bank - Mary Joan Leslie Hale

401 South 4th Street

Louisville, KY 40202
5025625242

dummy-image

Keith Norris - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944074

dummy-image

Harding Dawahare - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319516

dummy-image

Paige Abner-Peden - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944026

dummy-image

Brent Stern - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944080

dummy-image

Paul Kilgus - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
2709366695

dummy-image

Fifth Third Preferred - Michael Kuhn

3821 Ruckriegel Parkway

Louisville, KY 40299
5022976197

dummy-image

Nathan A. McCauley - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944062

dummy-image

Michael Scheid - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944047

dummy-image

Fifth Third Preferred - Jessica Travelstead

401 South 4th Street

Louisville, KY 40202
5025628214

dummy-image

Kay Blunck - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319522

dummy-image

Paige Bentz - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
6315484030

dummy-image

Fifth Third Securities - Robert Kane

10400 Shelbyville Road

Louisville, KY 40223
5029093776

dummy-image

James K Miller - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944086

dummy-image

Fifth Third Preferred - Benjamin McIntyre

5200 Dixie Highway

Louisville, KY 40216
5026536851

dummy-image

Dick Wilson - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625091

dummy-image

Andy A Milliken - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319537

dummy-image

Christopher Dolt - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319520

dummy-image

Fifth Third Preferred - Michael Steffen

6801 Alexandria Pike

Alexandria, KY 41001
8594482643

dummy-image

Brandon Fraley - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319525

dummy-image

Bob Phelps - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
5025625142

dummy-image

Philip W. McCauley III - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944034

dummy-image

Jonathan Slevin - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944097

dummy-image

Fifth Third Preferred - Scott Best

590 Buttermilk Pike

Crescent Springs, KY 41017
8593315325

dummy-image

Eric M. Scott - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944079

dummy-image

Clyde Pelton - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319539

dummy-image

Kate E Salsman - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
8592319506

dummy-image

Fifth Third Preferred - Robert Ernst

3095 North Bend Road

Hebron, KY 41048
8596929349

dummy-image

Thrivent Financial - Brittany Lawson

771 Corporate Dr
Ste 700

Lexington, KY 40503
8593140366

dummy-image

Fifth Third Preferred - John-Erik Slone

1005 US Highway 27 S

Cynthiana, KY 41031
8592983466

dummy-image

Bob Schneider - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944025

dummy-image

Fifth Third Preferred - Hayley Clark

3003 Dixie Highway

Edgewood, KY 41017
8593444878

dummy-image

Thomas Perrone - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
5023944063

* Additional advisor listing is provided in partnership with Yext

Find a Planner
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial planners who meet your requirements

paladin-banner

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?

Get Matched With Planners