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Find Retirement Planners for Retirement Planning in Lexington, Kentucky

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

List of Qualified Retirement Planners in Lexington, Kentucky

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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 Lexington, Kentucky*

* Additional advisor listing is provided in partnership with Yext

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Harding Dawahare - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9516

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Amy Spivey - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9529

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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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Clyde Pelton - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9539

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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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Anne E Bolton - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9550

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Jim Richardson - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9527

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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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Andy A Milliken - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9537

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Fifth Third Insurance - Jim Price

710 East Main Street

Lexington, KY 40502
859-310-6816

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Thrivent Financial - Brittany Lawson

771 Corporate Dr
Ste 700

Lexington, KY 40503
859-314-0366

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Russell Capital Management

476 E High St

Lexington, KY 40507
859-254-5225

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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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Fifth Third Private Bank - Valerie Marshall

250 West Main Street

Lexington, KY 40507
859-455-5479

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Moneyline Wealth Management

220 East Reynolds Road.
Suite A-1

Lexington, KY 40517
859-271-8694

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Kate Salsman - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9506

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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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Lexington, KY Branch Office - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-269-6900

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Family Wealth Group

2704 Old Rosebud Rd
#180

Lexington, KY 40509
859-309-0349

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Christy Brown - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9576

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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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M. Tinder Harris - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8105

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Kay Blunck - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9522

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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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David Walter Demarest - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8120

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Powerful Legacy Insurance and Financial Services

3260 Blazer Pkwy

Lexington, KY 40509
859-208-2511

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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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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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Melanie Cain - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8121

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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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W Morgan Fister - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9566

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Mark Korona - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8108

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Morgan Stanley Financial Advisors

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9500

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

307 South Ashland Avenue

Lexington, KY 40502
859-335-8112

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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 - Roger Kelley

710 East Main Street

Lexington, KY 40502
859-899-2033

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Fifth Third Insurance - Hunter Rowe

710 East Main Street

Lexington, KY 40502
502-400-3816

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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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Christopher Dolt - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9520

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ProActive Advisors LLC

836 Euclid Ave #306

Lexington, KY 40502
859-263-1117

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Brandon Fraley - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9525

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Family Financial Partners

1792 Alysheba Way
Suite 201

Lexington, KY 40509
859-219-1006

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Thomas Springate - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9515

* Additional advisor listing is provided in partnership with Yext

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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