Directory of Professional Retirement Planners
National Coverage
Local Professionals
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 Nebraska, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
1828 North Webb Rd.
Ste 2
Grand Island, NE
68803
308-398-0037
233 South 13th Street
Suite 1100
Lincoln, NE
68508
402-506-9241
* Additional advisor listing is provided in partnership with Yext
Norfolk, NE
68701
402-371-1074
Lincoln, NE
68516
402-328-4506
Omaha, NE
68154
402-392-5834
Omaha, NE
68130
402-697-7320
Omaha, NE
68154
402-397-1600
Omaha, NE
68154
402-281-4845
Omaha, NE
68154
402-898-4600
Omaha, NE
68154
402-281-4844
Lincoln, NE
68510
402-904-7948
Lincoln, NE
68512
402-441-4141
Grand Island, NE
68801
308-384-3302
North Platte, NE
69101
308-532-7350
Grand Island, NE
68803
308-384-8834
Omaha, NE
68114
402-334-7265
Lincoln, NE
68512
402-441-4141
Omaha, NE
68116
402-289-2900
Omaha, NE
68154
402-963-2954
Omaha, NE
68114
402-334-7265
Omaha, NE
68154
402-963-2923
Lincoln, NE
68516
402-328-4529
Omaha, NE
68154
402-392-5900
Kearney, NE
68845
308-234-6493
Lincoln, NE
68516
402-328-2079
Omaha, NE
68154
402-963-2924
Chadron, NE
69337
308-747-2025
Lincoln, NE
68516
402-328-2085
Omaha, NE
68114
402-334-7265
Omaha, NE
68154
402-392-5827
Omaha, NE
68130
402-697-7320
Lincoln, NE
68516
402-328-4529
Norfolk, NE
68701
402-371-1074
Omaha, NE
68154
402-963-2958
Omaha, NE
68154
402-963-2958
Omaha, NE
68114
402-334-7265
Lincoln, NE
68516
402-323-6550
Omaha, NE
68118
402-391-5400
Omaha, NE
68118
402-391-1512
Omaha, NE
68154
402-491-3400
Lincoln, NE
68516
402-328-2077
Omaha, NE
68154
402-963-2901
Lincoln, NE
68516
402-328-2078
Omaha, NE
68154
402-963-2922
Omaha, NE
68130
402-697-7320
Omaha, NE
68154
402-697-7300
Lincoln, NE
68516
402-328-2085
Omaha, NE
68118
402-391-5400
Omaha, NE
68118
402-391-5400
Omaha, NE
68118
402-343-3228
Lincoln, NE
68512
402-441-4141
Omaha, NE
68116
402-880-8934
Lincoln, NE
68502
402-421-6672
Norfolk, NE
68701
402-371-1074
Omaha, NE
68130
402-697-7320
* Additional advisor listing is provided in partnership with Yext
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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.
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.
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.
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.
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
