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Find Retirement Planners for Retirement Planning in Nevada

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 Nevada, 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 Nevada

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Eric Cheek

Nevada Senior Advisors

275 Hill St Suite 210

Reno, NV 89501
(775) 6742222

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Ted Parkhill

Incline Investment Advisors, LLC

920 Incline Way, Suite 2D

Incline Village, NV 89451
(775) 8312287

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Jennifer Davis, CFP

SkyOak Wealth Management, Inc.

410 South Rampart
Suite 390

Las Vegas, NV 89145
(800) 9718070

List of Additional Retirement Planners in Nevada*

* Additional advisor listing is provided in partnership with Yext

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Anthony Picozzi - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
7022428321

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Bax Investments

10304 Mountain Lodge Pl

Las Vegas, NV 89144
7022564520

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Allan Duff & Warren Duff - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
7022428300

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Alexander Reece - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027922074

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Branch Benefits Consultants

4584 North Rancho Drive

Las Vegas, NV 89130
7026462082

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Anthon D Matkulak - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238657

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Annie Evans - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
7022428318

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Brock Meyers - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7759828652

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Mark Sanman - Ameriprise Financial Services, LLC

10161 Park Run Dr
Ste 150

Las Vegas, NV 89145
7023881116

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Gregory Townsend - Ameriprise Financial Services, LLC

7477 W Lake Mead Blvd
Ste 110

Las Vegas, NV 89128
7025347502

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James Sande - Ameriprise Financial Services, LLC

201 W Liberty St
Ste LL2

Reno, NV 89501
7756833555

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Green Financial Strategies Group

245 E. Liberty Street
Suite 205

Reno, NV 89501
7753222100

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Dudek & Associates - Ameriprise Financial Services, LLC

2470 Saint Rose Pkwy
Ste 204

Henderson, NV 89074
7029388080

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GPS Wealth Advisors - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
7758531503

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Kenneth N Bickford Jr - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
7758531503

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Lori Bean - Ameriprise Financial Services, LLC

7251 W Lake Mead Blvd
Ste 210

Las Vegas, NV 89128
7022561450

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Michael Angier - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
7758531503

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Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238600

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Christopher Mulloy - Ameriprise Financial Services, LLC

500 Damonte Ranch Pkwy
Ste 735

Reno, NV 89521
7758297210

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Matthew Allred - Ameriprise Financial Services, LLC

2900 Horizon Ridge Pkwy
Ste 201

Henderson, NV 89052
7029926300

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Jacklyn Lynch - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
7758531503

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Anthony K Van Hollebeke - Ameriprise Financial Services, LLC

7477 W Lake Mead Blvd
Ste 110

Las Vegas, NV 89128
7025347500

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Patrick Wainscott - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
7023600400

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Gail G. Brown - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027378109

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Sande Financial Group - Ameriprise Financial Services, LLC

201 W Liberty St
Ste LL2

Reno, NV 89501
7756833555

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Michael Swinehart - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
7023600400

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Thomas Fitzgerald - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
7028396317

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Enid A Oliver - Ameriprise Financial Services, LLC

500 Damonte Ranch Pkwy
Ste 735

Reno, NV 89521
7752360515

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Geoffrey Lee - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
7023600400

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Tatiana Dudek - Ameriprise Financial Services, LLC

2470 Saint Rose Pkwy
Ste 204

Henderson, NV 89074
7029388080

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Frank Aguilar - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
7022541263

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Joshua Pianko - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027922058

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Leanne Fenton - Ameriprise Financial Services, LLC

6490 S McCarran Blvd
Ste 32

Reno, NV 89509
7758254240

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Jacob Curtis - Ameriprise Financial Services, LLC

2900 Horizon Ridge Pkwy
Ste 201

Henderson, NV 89052
7029926300

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Elaina A Carlson - Ameriprise Financial Services, LLC

9121 W Russell Rd
Ste 214

Las Vegas, NV 89148
7029905873

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Matthew Jeannes - Ameriprise Financial Services, LLC

6490 S McCarran Blvd
Ste 32

Reno, NV 89509
7758254902

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Praxair Welding Gas and Supply Center

4443 US-50 E

Carson City, NV 89701
7758824848

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Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
7022284083

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Oliver, Wickes & Associates - Ameriprise Financial Services, LLC

500 Damonte Ranch Pkwy
Ste 735

Reno, NV 89521
7752360515

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Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027922000

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David Hengel - Ameriprise Financial Services, LLC

2900 Horizon Ridge Pkwy
Ste 201

Henderson, NV 89052
7029926300

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Irene Self - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
7752362453

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Terrence K Lapan - Ameriprise Financial Services, LLC

201 W Liberty St
Ste LL2

Reno, NV 89501
7756833555

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Kyle Denison - Ameriprise Financial Services, LLC

9121 W Russell Rd
Ste 214

Las Vegas, NV 89148
7029905873

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Mickey Hart - Ameriprise Financial Services, LLC

2470 Saint Rose Pkwy
Ste 204

Henderson, NV 89074
7029480400

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Jeremiah Johnson - Ameriprise Financial Services, LLC

2831 St Rose Pkwy
Ste 200

Henderson, NV 89052
7028181111

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Samantha Heers - Ameriprise Financial Services, LLC

709 E Telegraph St

Carson City, NV 89701
7758840188

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Brandon Lorain - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
5032054561

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David Hoover, M.S.

3716 Lakeside Drive
Suite 200

Reno, NV 89509
7756839008

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Caldera Wealth Management Group

5771 S. Fort Apache Rd.
Ste 130

Las Vegas, NV 89148
7026162000

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Mance Wealth Management

6980 S Cimarron Rd
Suite 110

Las Vegas, NV 89113
7022354804

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Peterson Wealth Management

2258 Reno HWY. Ste. E

Fallon, NV 89406
7754238007

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Peterson Wealth Management

2215 Green Vista Dr.
Suite 303

Sparks, NV 89431
7756731100

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Cuddy Wealth Management

8367 West Flamingo Road
Suite 201

Las Vegas, NV 89147
7028770221

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Walter Thomas Harroll - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027378120

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Tyler Whitten - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7759828663

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Miguel Vazquez - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027922010

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THE SCHWARZ-O'CONNELL GROUP - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
7022428310

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Michael J Spedale - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027922024

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Freddie Sarno - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027922057

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Renee Langlois - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
7028396349

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William Creekbaum - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238645

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Philip Tynan - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027378156

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Robert Duffy - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027922049

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The S Group - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027922056

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Thomas Hammann - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238608

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Mortgage Solutions Financial Las Vegas

6585 High St
Ste 100

Las Vegas, NV 89113
7029417676

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Paul Cahoon - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
7022428333

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Monica House - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238658

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Eric A Overstreet - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238603

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William Holland - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027922061

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RB Capital Management

5365 Reno Corporate Drive
Suite 200

Reno, NV 89511
7759932900

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Strategic Wealth Design

2190 East Pebble Road
Suite 260

Las Vegas, NV 89123
7029077444

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Constantino & Callender

8925 West Post Road
Second Floor

Las Vegas, NV 89148
7022631919

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Leonard Wohletz - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7759828644

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Terry Jackson - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027378114

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David Stark - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
7022428375

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John C Badwick - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238638

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Leah Helene Jacobson Schug - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238625

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Wendy C Giles - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027922047

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Guida & McCubbin Financial Consultants

2625 Wigwam Parkway
Suite 100

Henderson, NV 89074
7027329226

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Platinum Wealth Management

5335 Kietzke Lane
Suite 207

Reno, NV 89511
7757170001

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John A Schuck - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027922016

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Mark Erculei - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
7022428339

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Chris Norton - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027922040

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Martini Financial Services, LLC

2831 Saint Rose Parkway
Suite 218

Henderson, NV 89052
7028181067

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Calvin Albright - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238627

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Retirement Rollover and Planning Services

5200 Neil Road

Reno, NV 89502
7758248006

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Canyon Ridge Group, LLC

4948 South Mountain Vista Street
Suite 20314

Las Vegas, NV 89121
7022527252

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Scott Gross - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7759828677

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Domenica Danna - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027922094

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Jodie A Cohen - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027922001

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John Yeazel - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
7022428314

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Michael Holcomb - Morgan Stanley

276 Kingsbury Grade

Stateline, NV 89449
7755862502

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Lynda Schultz - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027378111

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Dennis Zansler - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238622

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James Matti - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027378101

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Steven M Brundage - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
8668740668

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Cela Hyatt - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7759828710

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Edgar Manjarrez - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238619

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The Fontan Erickson Group - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
7022428335

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Kelly Peterson - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
7022428306

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Robert Rueckl - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7759828621

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Michael Yasukawa - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027922064

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Essential Wealth Advisors, LLC

10655 Professional Circle
Suite A

Reno, NV 89521
7758006428

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Graham Rogney - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
9169843334

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Thomas R Goode - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238601

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Kenneth Templeton - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027378113

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Kyle Townsend - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027922048

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The Townsend Gilliam Group - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
9167977732

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Peter Lewis - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
7022428340

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Chris Osborne - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7759828686

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Terry Scott - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238670

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Mahlon R. Edwards Financial Planning & Investment Strategies, Inc.

2620 Regatta Drive
Suite 102

Las Vegas, NV 89128
7028044902

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Shayla Palmer - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238681

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Karl Ferazzi - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
7022428372

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The Sarno Group - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027922057

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Jamie Cooke, CLU, ChFC

5470 Kietzke Lane
#300

Reno, NV 89511
7755447388

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Donna R Hyatt - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238673

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The Pacific Ridge Group - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238675

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Dean Gilliam - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238649

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Michael W Hayes - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238647

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Emery Nyilas - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027922069

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Thurlow Wealth Management

375 N. Stephanie St.
Bldg 7, Ste 712

Henderson, NV 89014
7023961603

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John Dube' - Ameriprise Financial Services, LLC

231 N Buffalo Dr
Ste B

Las Vegas, NV 89145
7023600040

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Joey Mecham - Ameriprise Financial Services, LLC

500 Damonte Ranch Pkwy
Ste 735

Reno, NV 89521
7758297210

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Sherrill Decleene - Ameriprise Financial Services, LLC

500 Damonte Ranch Pkwy
Ste 735

Reno, NV 89521
7758297210

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Barbara Robertson - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
7022541263

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Jason Garofalo - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
7022541263

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Jonathan B Mirer - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
7028396307

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Robert J Keyes Jr - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
7022541263

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Steven G Self - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
7752362453

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Aldrich Investment Management

10120 S. Eastern Ave.
Suite 230

Henderson, NV 89052
7024031113

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Robin Shoemaker - Ameriprise Financial Services, LLC

1781 Village Center Cir
Ste 140

Las Vegas, NV 89134
7023958100

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Paolo Maressa-Yamamoto - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027378180

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Tricia Fontan - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
7022428377

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Robert W. Johnson - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027922011

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Ryan R. Hyslop - Morgan Stanley

276 Kingsbury Grade

Stateline, NV 89449
7755862512

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Anthony D. Puckett - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7759828611

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Leonard Remington - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7759828602

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Ryan L Adamson - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238677

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Nicholas C Frank - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238678

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Brittany Surina - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238660

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Jana Reddick - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
7022428311

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Jose Negrete - Morgan Stanley

905 Railroad St
Suite 102

Elko, NV 89801
7757484500

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Craig Miller - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027378138

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Natasha Mihaylov - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238629

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Warren Duff - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
7022428398

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Ryan William Gilbrech - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7759828619

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Dan Anderson - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027378153

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Allan Duff - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
7022428300

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Jon Erickson - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
7022428335

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Troy Pinkelman - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027922014

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Kurt Neddenriep - Morgan Stanley

905 Railroad Street
Suite 102

Elko, NV 89801
7757484513

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Ben Sloves - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238616

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Bernard P Schofield - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
7027922046

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Tony Maldonado - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
7758238634

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Joel McConnell - Morgan Stanley

905 Railroad Street
Suite 102

Elko, NV 89801
7757484500

* 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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