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Find Retirement Planners for Retirement Planning in Saint Paul, Minnesota

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 Saint Paul, Minnesota

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John Severy-Hoven

Oracle Financial Planners LLC

1595 Selby Avenue Suite 213

Saint Paul,MN 55104

651-442-0465

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Tyler Schelhaas

Vector Wealth Management

43 Main Street SE Suite 236

Minneapolis,MN 55414

612-378-7560

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Alex Reader

Edelman Financial Engines, LLC

1960 Donegal Drive Suite 40

Woodbury,MN 55125

651-714-9505

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Joe Schwarz

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORs LLC

50 South Sixth Street #1405

Minneapolis,MN 55402

612-355-4365

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Jeffrey Schumacher

Schumacher Financial

860 Blue Gentian Road, Ste 200

Eagan,MN 55121

651-492-6870

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David Hogen

M&E Catalyst Group

100 S 5th Street Suite 2450

Minneapolis,MN 55402

763-367-0135

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CTB Financial Services

CTB Financial Services

5811 Cedar Lake Road South

Minneapolis,MN 55416

612-810-3467

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Wealth Enhancement Advisory Services

Wealth Enhancement Group

505 N. Highway 169 Suite 900

Plymouth,MN 55441

888-236-9777

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Peter Fleming

Edelman Financial Engines, LLC

9483 Garland Lane

Maple Grove,MN 55311

952-283-7453

No Advisor found

* 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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