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Find Retirement Planners for Retirement Planning in Louisville, 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 Louisville, Kentucky

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Eric Douglas

Family Wealth Planning Partners

9200 Shelbyville Road Ste 103

Louisville,KY 40222

502-200-5210

List of Additional Retirement Planners in Louisville, Kentucky*

* Additional advisor listing is provided in partnership with Yext

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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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Kelli Price - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-420-7654

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Brenzel Baldwin Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-562-7706

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Crittendon Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-1387

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Louisville, KY Branch Office - UBS Financial Services Inc.

500 North Hurstbourne
Suite 300

Louisville, KY 40222
800-222-1448

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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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Belinda Gantz - Ameriprise Financial Services, LLC

161 St Matthews Ave
Ste 7

Louisville, KY 40207
502-894-9366

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Fifth Third Private Bank - Leslie Hale

401 South 4th Street

Louisville, KY 40202
502-562-5242

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Brian Renaud - Ameriprise Financial Services, LLC

12910 Shelbyville Rd
Ste 250

Louisville, KY 40243
502-244-2543

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Rob Schenkenfelder - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5131

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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 - 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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Patrick T. Morgan - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4057

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The BFG Financial Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7639

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River City Bank

14000 Shelbyville Road

Louisville, KY 40245
502-245-5500

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River City Bank

500 South 6th Street

Louisville, KY 40202
502-585-4600

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Fifth Third Securities - Alex Linderman

8003 Preston Highway

Louisville, KY 40219
502-551-9848

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Gilliam Mease Advisors LLC

462 South 4th Street
Suite 220

Louisville, KY 40202
502-292-4870

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Wisdom Financial Management, LLC

101 Bullitt Lane
Suite G-5

Louisville, KY 40222
502-425-4000

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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 Preferred - Kylee Marcy

4801 Norton Healthcare Bouleva

Louisville, KY 40241
502-326-2635

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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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Mark A Sandbach - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5098

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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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Edward Jones - Financial Advisor: Ben Stocksdale

9837 Third St Rd
Ste 101

Louisville, KY 40272
502-933-7422

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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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Todd C O'Neil - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
502-489-6900

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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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Shaleen Newton - Ameriprise Financial Services, LLC

805 N Whittington Pkwy
Ste 100

Louisville, KY 40222
502-326-3915

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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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Financial Services Center

1700 UPS Drive
Ste 101

Louisville, KY 40223
502-426-6577

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Fifth Third Securities - Mary Blankenship

3821 Ruckriegel Parkway

Louisville, KY 40299
502-909-3411

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Fifth Third Securities - Nathan Rainbolt

2000 Bardstown Road

Louisville, KY 40205
502-909-3786

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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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Kevin Childress - Ameriprise Financial Services, LLC

1349 Bardstown Rd

Louisville, KY 40204
502-365-4600

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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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Encore Wealth Management Group - Ameriprise Financial Services, LLC

9405 Mill Brook Rd
Ste 101

Louisville, KY 40223
502-412-4050

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Fifth Third Preferred - Michael Kuhn

3821 Ruckriegel Parkway

Louisville, KY 40299
502-297-6197

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Lamkin Wealth Management

901 Lily Creek Road
Unit 102

Louisville, KY 40243
502-690-6764

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Dean M Donohue - Ameriprise Financial Services, LLC

9405 Mill Brook Rd
Ste 101

Louisville, KY 40223
502-412-4050

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Bruce Miller - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4012

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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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First Command Financial Advisor - Mason Helgeson

300 High Rise Drive
Suite 102

Louisville, KY 40213
502-632-2400

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Louisville, KY Private Wealth Management - UBS Financial Services Inc.

500 North Hurstbourne
Suite 300

Louisville, KY 40222
502-420-1391

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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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Morgan Stanley Financial Advisors

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4000

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Nasief Powell Curtis Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7699

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Morgan Stanley Financial Advisors

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5100

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Jeff Burnett - Ameriprise Financial Services, LLC

12910 Shelbyville Rd
Ste 250

Louisville, KY 40243
502-253-2961

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Brent Stern - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4080

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John Dicks - Ameriprise Financial Services, Inc.

12910 Shelbyville Rd
Ste 250

Louisville, KY 40243
502-489-5434

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Jonathan P Smith - Ameriprise Financial Services, LLC

9405 Mill Brook Rd
Ste 101

Louisville, KY 40223
502-412-4050

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Jackowitz and White - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-326-2575

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Rick Crabtree - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4050

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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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First Command Financial Advisor - Sonya McNeil

300 High Rise Drive
Suite 102

Louisville, KY 40213
502-632-2400

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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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Gary Grigg - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5114

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Russ Ferreri Wealth Management - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7619

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Fifth Third Preferred - Jessica Travelstead

2000 Bardstown Road

Louisville, KY 40205
502-562-8214

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Chris Meriwether - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5096

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Paul Simmons - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5118

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Kentucky Planning Partners

9300 Shelbyville Road
Suite. 1310

Louisville, KY 40222
502-394-0400

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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 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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Bob Schneider - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4025

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Matt Kuerzi - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4094

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Jonathan Butcher - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7639

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Graham Switzer - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4087

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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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Rich Wealth Management

9850 Von Allmen Court
Suite 201

Louisville, KY 40241
502-398-6850

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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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Philip W. McCauley III - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4034

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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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The Liberty Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4086

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Mike Scarafia - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5146

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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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James K Miller - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4086

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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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Brett Mahle - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4006

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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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Greg Mullaney - Ameriprise Financial Services, LLC

421 Benjamin Ln
Ste 101

Louisville, KY 40222
502-855-6040

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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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Michael Scheid - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4047

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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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Mark Krebs - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4045

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Lawrence Pusateri - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5129

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Allstate Personal Financial Representative: Richard King

3030 Hunsinger Ln

Louisville, KY 40220
502-836-4086

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Dick Wilson - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5091

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Bob Phelps - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5142

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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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Edward Jones - Financial Advisor: Dave Watkins Jr

7204 Fegenbush Ln

Louisville, KY 40228
502-239-7535

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Switow Hall Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7671

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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 - Todd Sorrell

9700 Ormsby Station Rd

Louisville, KY 40223
502-493-7947

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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 - Joe Wheatley

9700 Ormsby Station Rd

Louisville, KY 40223
502-493-7931

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Fifth Third Insurance - Rick Mitchum

9700 Ormsby Station Rd

Louisville, KY 40223
502-645-8903

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Fifth Third Insurance - Gary Neace

9700 Ormsby Station Rd

Louisville, KY 40223
502-498-2979

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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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Edward Jones - Financial Advisor: Tracy G Cooper

3513 Poplar Level Road

Louisville, KY 40213
502-459-2905

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Seth Baliban, CPWA - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7626

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Retirement Planning Solutions

3432 Stony Spring Circle

Louisville, KY 40220
502-499-5668

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Edward Jones - Financial Advisor: Hilary Spencer Persley

4412 Dixie Highway

Louisville, KY 40216
502-448-6191

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Russell Louis Ferreri - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7619

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Fifth Third Private Bank - Nicole Hannon

401 South 4th Street

Louisville, KY 40202
502-562-5514

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Glenn R Tucker - Ameriprise Financial Services, Inc.

12910 Shelbyville Rd
Ste 250

Louisville, KY 40243
502-254-2050

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Marc Alan Jackowitz - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-326-2575

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Wendy Bolton Splan - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-326-2565

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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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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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Edward Jones - Financial Advisor: Sean C Smith

12406 La Grange Road
Suite 105

Louisville, KY 40245
502-257-7783

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Fifth Third Preferred - Benjamin McIntyre

5200 Dixie Highway

Louisville, KY 40216
502-653-6851

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Jon Lintner - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
502-489-6900

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Fifth Third Securities - Robert Kane

10400 Shelbyville Road

Louisville, KY 40223
502-909-3776

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John W Smith - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
502-489-6900

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Family Wealth Planning Partners

4500 Bowling Blvd
100

Louisville, KY 40207
502-233-9800

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Michael Knabel - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5132

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Fifth Third Private Bank - Julio Driggs

401 South 4th Street

Louisville, KY 40202
502-562-5394

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Baliban Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7626

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The Cunningham Financial Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7659

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Asamoa & Associates, CPA

1740 Frankfort Avenue
Suite 1

Louisville, KY 40206
502-895-9272

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Courtney Yartz - Ameriprise Financial Services, LLC

9405 Mill Brook Rd
Ste 101

Louisville, KY 40223
502-412-4050

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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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Pete Smith - Ameriprise Financial Services, LLC

12700 Townepark Way
Ste 100

Louisville, KY 40243
502-653-6815

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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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Edward Jones - Financial Advisor: Brandon Wolf

2010 Cherokee Parkway
Suite 1

Louisville, KY 40204
502-458-0988

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Alexander Blair - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4072

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Joyce Meyer Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-326-2561

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Edward Jones - Financial Advisor: William W Boyd

171 S English Station Rd

Louisville, KY 40245
502-244-3929

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Matthew Powell, CFP - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-1376

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Edward Jones - Financial Advisor: Porter Walker

2114 Bardstown Rd

Louisville, KY 40205
502-456-1023

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Jackson Simon - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5167

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Covenant Executive Management

10200 Forest Green Blvd
Ste 112

Louisville, KY 40223
502-649-2820

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First Command Financial Advisor - Michael Parker

300 High Rise Drive
Suite 102

Louisville, KY 40213
502-632-2400

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Phil Hanna - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4081

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Jonathan Slevin - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4097

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Keith Norris - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4074

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Edward Jones - Financial Advisor: Josh Stewart

6846 Bardstown Rd

Louisville, KY 40291
502-231-7440

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Ken Herrington - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5158

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Thomas Perrone - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4063

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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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Rachel D. Smith - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5126

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Edward Jones - Financial Advisor: Mark R Lindemoen

10268 Shelbyville Road

Louisville, KY 40223
502-245-3787

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Jennifer Brenzel Hartlage - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-562-7706

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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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Carey E Wilcox - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4056

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William Duncan III - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-562-7769

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The Pusateri Group - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5100

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Edward Jones - Financial Advisor: Rich Sandman

120 Sears Ave
Suite 128

Louisville, KY 40207
502-442-7844

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Edward Jones - Financial Advisor: Christine Tucker

2000 Warrington Way
Suite 175

Louisville, KY 40222
502-412-5802

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Edward Jones - Financial Advisor: John P Shellenberg

950 Breckenridge Lane
Ste 160

Louisville, KY 40207
502-897-2560

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Edward Jones - Financial Advisor: Leigh Anne Parker

9420 Bunsen Parkway
Suite 108

Louisville, KY 40220
502-671-6845

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Edward Jones - Financial Advisor: Patrick D Shellenberg, AAMS¿

950 Breckenridge Lane
Ste 160

Louisville, KY 40207
502-897-2560

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Edward Jones - Financial Advisor: Taylor Graeter II

10400 Dixie Hwy
Suite 101

Louisville, KY 40272
502-933-8932

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Edward Jones - Financial Advisor: Roger Cox, AAMS¿

100 Mallard Creek Road
Suite 121

Louisville, KY 40207
502-893-6898

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Edward Jones - Financial Advisor: Doug Nettle

10000 Brownsboro Rd
Suite 4

Louisville, KY 40241
502-412-0177

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Edward Jones - Financial Advisor: Hal L White Jr

3513 Poplar Level Road

Louisville, KY 40213
502-459-2905

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Edward Jones - Financial Advisor: Robert M Melillo

2944 Yorkshire Blvd

Louisville, KY 40220
502-458-5557

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Edward Jones - Financial Advisor: Chuck Uhl

11809 Standiford Plaza Dr
Suite 102

Louisville, KY 40229
502-969-0007

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Edward Jones - Financial Advisor: Matt Warner

10400 Dixie Hwy
Suite 101

Louisville, KY 40272
502-933-8932

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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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Fifth Third Private Bank - Mark Raque

401 South 4th Street

Louisville, KY 40202
502-562-5556

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Edward Jones - Financial Advisor: Jason A Padget

10025 Forest Green Blvd

Louisville, KY 40223
502-327-9387

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Edward Jones - Financial Advisor: Jay Shafferman

100 Mallard Creek Road
Suite 121

Louisville, KY 40207
502-893-6898

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Edward Jones - Financial Advisor: J Todd Hall, AAMS¿

2944 Yorkshire Blvd

Louisville, KY 40220
502-458-5557

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Edward Jones - Financial Advisor: Caleb E Vogelsang, CFP®|AAMS¿

11809 Standiford Plaza Dr
Suite 102

Louisville, KY 40229
502-969-0007

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Edward Jones - Financial Advisor: Rick Shafferman, CFP®

100 Mallard Creek Road
Suite 121

Louisville, KY 40207
502-893-6898

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Edward Jones - Financial Advisor: Ben Arnold

9306 New Lagrange Rd
Suite 100

Louisville, KY 40242
502-394-0009

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Edward Jones - Financial Advisor: John Volpert

3113 South 2nd Street

Louisville, KY 40208
502-367-4836

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Alexandra Ehret - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5166

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Craftsman Wealth - Isaac LaFond

1302 Clear Springs Trace
105

Louisville, KY 40223
502-754-1618

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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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Edward Jones - Financial Advisor: Marcus Folmar, AAMS¿

2210 Dundee Road
Suite 101

Louisville, KY 40205
502-454-8333

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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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