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Find Retirement Planners for Retirement Planning in Baton Rouge, Louisiana

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 Baton Rouge, Louisiana

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James Bayard

Capital South Wealth Management LLC

6513 Perkins Rd
Suite 106

Baton Rouge,LA 70808
(225) 7090703

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Chad Olivier, CFP®

Olivier Group

4609 Bluebonnet Blvd.
Suite A

Baton Rouge,LA 70809
(225) 7579484

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Brian Low

Brian Low Financial Group

8414 Bluebonnet Blvd.
Suite 100

Baton Rouge,LA 70810
(225) 2924225

List of Additional Retirement Planners in Baton Rouge, Louisiana*

* Additional advisor listing is provided in partnership with Yext

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Ashley Judice - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373103

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Altus Wealth Management, LLC

4208 Bluebonnet Blvd.

Baton Rouge, LA 70809
2252019300

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Leonard Bernard - Ameriprise Financial Services, LLC

8201 Village Plaza Ct
Ste 2B

Baton Rouge, LA 70810
2257665665

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Gulf South Wealth Advisors - Ameriprise Financial Services, LLC

5153 Bluebonnet Blvd
Ste B

Baton Rouge, LA 70809
2254423800

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Lee Palmer - Ameriprise Financial Services, LLC

8201 Village Plaza Ct
Ste 2B

Baton Rouge, LA 70810
2257664059

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Steven Billings - Ameriprise Financial Services, LLC

9270 Siegen Ln
Bldg 901

Baton Rouge, LA 70810
2258104955

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James Evans - Ameriprise Financial Services, LLC

5153 Bluebonnet Blvd
Ste B

Baton Rouge, LA 70809
2254423800

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uBreakiFix

640 Arlington Creek Center Boulevard
Building 2 Suite B

Baton Rouge, LA 70820
2259007717

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Bob Rivas - Ameriprise Financial Services, LLC

6719 Perkins Rd

Baton Rouge, LA 70808
2252151608

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Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373100

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Hibernia Wealth Management

6700 Jefferson Highway
Building 4, Suite B

Baton Rouge, LA 70806
2257787971

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Russo Financial Group LLC

13441 Tiger Bend Rd.
Ste G

Baton Rouge, LA 70817
2257561635

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Shauna L. Soper, LUTCF

2431 S. Acadian Thruway
Suite 350

Baton Rouge, LA 70810
2257096256

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Delahaye & Associates Insurance & Financial Services

7916 Wrenwood Blvd
Suite F

Baton Rouge, LA 70809
2259272437

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John Rosenstern - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373156

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The Red Stick Group - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373153

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Goss Wealth Management

6300 Corporate Boulevard
Suite 120

Baton Rouge, LA 70809
2259304677

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The Manne Lejeune Team - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373122

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Chad Miller - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373116

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Steve Taylor - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2253797549

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Paul R Walker - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373134

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Paul R. Thompson - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2253258902

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Clay Flournoy - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2253797542

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Matt M. Marchand - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373146

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Jay Rousseau - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373110

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Chris Gautreaux - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373113

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Rickey E Major - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373150

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The Hurtado Del Solar Group - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2253258907

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Tom Waguespack - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2253258909

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Josh Rosenstern - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373124

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Susan V Jackson - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373131

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Enrique Hurtado - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2253258915

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LDFwealth Financial Group

4611 Bluebonnet Boulevard
Suite A

Baton Rouge, LA 70809
2257571177

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Penn Mutual South

301 Main Street
Suite 630

Baton Rouge, LA 70801
2259537657

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Shawn Loy - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373147

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Kenneth L. Riche, Jr. - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373153

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The Loy Group - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373147

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Janice P Glas - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2253258905

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Nicole Fawley - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373120

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Kitty Calabrese - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2253797544

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The Denham and Lillich Team - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373125

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Rhonda G. Loy - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373145

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Robert A. Woosley - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2253258917

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Patrick Shreve - Ameriprise Financial Services, LLC

6719 Perkins Rd

Baton Rouge, LA 70808
2252153200

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Joseph Brown - Ameriprise Financial Services, LLC

6719 Perkins Rd

Baton Rouge, LA 70808
2252153200

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RRDM | Wealth Management Partners

6421 Perkins Road
Building C, Suite B

Baton Rouge, LA 70808
2254565886

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Matt Edwards - Ameriprise Financial Services, LLC

5153 Bluebonnet Blvd
Ste B

Baton Rouge, LA 70809
2254423800

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Hugo A Marrero Jr. - Morgan Stanley

400 Convention St
Ste 400

Baton Rouge, LA 70802
2252373142

* 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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