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Find Retirement Planners for Retirement Planning in Maine

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 Maine, 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 Maine

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Sarah J. Halpin CERTIFIED FINANCIAL PLANNER"

Back Cove Financial

56 Depot Rd

Falmouth, ME 04105
(207) 5419500

List of Additional Retirement Planners in Maine*

* Additional advisor listing is provided in partnership with YEXT

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Michelle Maki - Ameriprise Financial Services, LLC

2 Skyline Dr

Jay, ME 04239
2078975869

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BGA Retirement Advisors

103 Park St

Lewiston, ME 04240
2076893400

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Patrick Lawler - Ameriprise Financial Services, LLC

10 Plaza Dr
Ste 102

Scarborough, ME 04074
2072891004

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Jane Rice - Ameriprise Financial Services, LLC

45 Forest Falls Dr
Ste B1

Yarmouth, ME 04096
2078461175

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David R Gardner - Ameriprise Financial Services, LLC

45 Forest Falls Dr
Ste B1

Yarmouth, ME 04096
2078461175

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David Ferland - Ameriprise Financial Services, LLC

28 Long Sands Rd
Ste 1

York, ME 03909
2073630626

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Bob Daggett - Ameriprise Financial Services, LLC

15 Sky View Dr
Ste 102

Cumberland Foreside, ME 04110
2078051111

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Shawn Denecker - Ameriprise Financial Services, LLC

10 Plaza Dr
Ste 102

Scarborough, ME 04074
2072891003

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Andrew Hess - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282661

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Sarah Dunckel - Ameriprise Financial Services, LLC

168 Capitol St
Ste 2

Augusta, ME 04330
2072136007

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Brian R. McHugh - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710849

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Benjamin Henchel - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282658

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George E Gooley - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282646

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Sundance Campbell - Morgan Stanley

23 Water Street

Bangor, ME 04401
2075612032

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Zachary Burd - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282705

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Karrie Shaw - Ameriprise Financial Services, LLC

62 Portland Rd
Ste 8

Kennebunk, ME 04043
2079856543

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Adelphi Group - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2077721894

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Hoenig & Hoenig - Ameriprise Financial Services, LLC

5 Bradeen St
Ste 100

Springvale, ME 04083
2073244560

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Damien Saccani - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710851

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Jason Dalessandro - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282650

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Jeffrey A Bonney - Ameriprise Financial Services, LLC

62 Portland Rd
Ste 8

Kennebunk, ME 04043
2079856543

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Everspring Wealth - Ameriprise Financial Services, LLC

200 US Route 1
Ste 110

Scarborough, ME 04074
2078834200

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Jason MacDonald - Ameriprise Financial Services, LLC

168 Capitol St
Ste 2

Augusta, ME 04330
2072136007

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Roger A Auger - Ameriprise Financial Services, LLC

200 US Route 1
Ste 110

Scarborough, ME 04074
2078834200

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Bryan Van Dussen - Ameriprise Financial Services, LLC

200 US Route 1
Ste 110

Scarborough, ME 04074
2078834200

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Donald C Hagstrom - Ameriprise Financial Services, LLC

105 Main St
Ste 1

Bangor, ME 04401
2079422367

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Michael O'Keefe - Ameriprise Financial Services, LLC

775 US Route 1
Ste 2

York, ME 03909
2073631830

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Jonathan Steinman - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282704

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James E Lamb - Ameriprise Financial Services, LLC

200 US Route 1
Ste 110

Scarborough, ME 04074
2078834200

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Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
2077710800

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Derek Nisbet - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282657

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Eric W Fullilove - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282654

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Morgan Stanley

23 Water Street

Bangor, ME 04401
2075612000

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Justin Harlan - Ameriprise Financial Services, LLC

44 Main St

Orono, ME 04473
2076190440

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Braden La Fauce - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282666

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Carol Tondreau - Ameriprise Financial Services, LLC

60 S Chestnut St

Augusta, ME 04330
2072136138

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Bill Arnold - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282668

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Tim Keene - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282639

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Dave Spellman

20 Independence Drive
Suite 1A

Freeport, ME 04032
2078695723

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Janet Cobb - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282659

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Choice Investments

325-D Kennedy Memorial Dr.

Waterville, ME 04901
2078730996

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Robin Hodgskin - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710888

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Robert Emple - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
2077710809

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Peter Metcalf - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710818

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John Lescure III

350 Fore Street

Portland, ME 04101
2078283104

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William Engelberger - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710808

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Brendon Porter - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282652

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Lance R Hoenig - Ameriprise Financial Services, LLC

5 Bradeen St
Ste 100

Springvale, ME 04083
2073244560

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Gail Frongillo - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
2077710847

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The Portland Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710800

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Edward Jones - Financial Advisor: Kimberly A Mackenzie

11 Violette Way
Suite 1

Manchester, ME 04351
2073771111

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The Blakeman/Mavor Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
8004426722

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Kris Rosado - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710843

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Penobscot Financial Advisors - Bangor, Maine

74 Hammond Street

Bangor, ME 04401
2079901901

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The Doolan/Eldredge Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710800

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Jay M Cross - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710816

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Casco Bay Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710859

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Michael Neff

350 Fore Street

Portland, ME 04101
2078283010

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James L Gribbel - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710817

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Penobscot Financial Advisors - Portland, Maine

1 Monument Square
Suite 501

Portland, ME 04101
2079901901

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Glenn A Parkinson - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2078717307

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Jared O'Roak - Morgan Stanley

23 Water Street

Bangor, ME 04401
2075612006

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Steven Marsanskis - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2078717326

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Mark Leighton - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
2078717329

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O' Hare Financial

18 Ocean Street

South Portland, ME 04106
2072001500

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Jeffrey F. O'Sullivan - Morgan Stanley

23 Water Street

Bangor, ME 04401
2075612002

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Fischer Financial Services

315 Main Street

Waterville, ME 04901
2078737654

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Joe Jabar, CFP®

315 Main Street

Waterville, ME 04901
2078737654

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Jeremiah Burns - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2078717373

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Catherine Cleale - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710827

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Lenroy Shaw - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
2077710854

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The Prichard Weston Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710858

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Robin A Coombs - Morgan Stanley

23 Water Street

Bangor, ME 04401
2075612018

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Leah M. Bartley - Morgan Stanley

23 Water Street

Bangor, ME 04401
2075612014

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William P Smith - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
2078717324

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Dan Tucker - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2077721894

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Martin J Joyce III - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282707

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Carol Poulin - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282708

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Michael Wark - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282710

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Matthew Brown - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282673

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Christopher Robinson - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282648

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Sean Riley - Ameriprise Financial Services, LLC

215 Foreside Rd

Falmouth, ME 04105
2078992660

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Aram Alex Khavari - Morgan Stanley

23 Water Street

Bangor, ME 04401
2075612017

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James M Olson - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2078717319

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Andrew P. Thomas - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710855

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Russell Barnard - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
2077710835

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Daniel A. Rozario - Morgan Stanley

23 Water Street

Bangor, ME 04401
2075612016

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Iain C. Eldredge, CFP® - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710824

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Tammy L.M. Weston - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710858

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Richard J. Rosu-Myles - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710845

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Brian P Mavor - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710826

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Stephen Roop - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710882

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Gary Bergeron - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2078717315

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Michael A. Boyson - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710804

* 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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