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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

advisor-photo

Eric Cheek

Nevada Senior Advisors

275 Hill St Suite 210

Reno, NV 89501

775-674-2222

List of Additional Retirement Planners in Nevada*

* Additional advisor listing is provided in partnership with Yext

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Bax Investments

10304 Mountain Lodge Pl

Las Vegas, NV 89144
702-256-4520

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Barbara Robertson - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
702-254-1263

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Robert Rueckl - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8621

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Michael W Hayes - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8647

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Green Financial Strategies Group

245 E. Liberty Street
Suite 205

Reno, NV 89501
775-322-2100

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Michael Swinehart - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
702-360-0400

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Kyle Denison - Ameriprise Financial Services, LLC

9121 W Russell Rd
Ste 214

Las Vegas, NV 89148
702-990-5873

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Dudek & Associates - Ameriprise Financial Services, LLC

2470 Saint Rose Pkwy
Ste 204

Henderson, NV 89074
702-938-8080

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Freddie Sarno - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2057

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Joshua Pianko - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2058

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Terry Jackson - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8114

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Orin Haworth

8875 W. Flamingo RD
Suite 200

Las Vegas, NV 89147
702-562-7990

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Praxair Welding Gas and Supply Center

4443 US-50 E

Carson City, NV 89701
775-882-4848

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Gerald Iwanylo

7390 W Sahara Ave
Ste 200 F

Las Vegas, NV 89117
702-462-5786

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Stephen Hazel, CFP, CIMA, CRPC - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3121

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Robert J Keyes Jr - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
702-254-1263

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Jodie A Cohen - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2001

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Bernard P Schofield - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2046

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Kyle Townsend - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2048

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Michael J Spedale - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2024

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Jitiwan Tanner

702-677-9789

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Peter Lewis - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8340

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Jeremiah Johnson - Ameriprise Financial Services, LLC

2831 St Rose Pkwy
Ste 200

Henderson, NV 89052
702-818-1111

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Cuddy Wealth Management

8367 West Flamingo Road
Suite 201

Las Vegas, NV 89147
702-877-0221

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Gregory Townsend - Ameriprise Financial Services, LLC

7477 W Lake Mead Blvd
Ste 110

Las Vegas, NV 89128
702-534-7502

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Chris Norton - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2040

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Paul Cahoon - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8333

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Brandon Lorain - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
702-640-5439

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Gibson Wealth Management Group - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
951-782-4728

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James Motteler - Ameriprise Financial Services, LLC

5520 Kietzke Ln
Ste 430

Reno, NV 89511
775-900-6253

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RB Capital Management

5365 Reno Corporate Drive
Suite 200

Reno, NV 89511
775-993-2900

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David Hengel - Ameriprise Financial Services, LLC

2900 Horizon Ridge Pkwy
Ste 201

Henderson, NV 89052
702-992-6300

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Constantino & Callender

8925 West Post Road
Second Floor

Las Vegas, NV 89148
702-263-1919

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Reno, NV Branch Office - UBS Financial Services Inc.

6900 S. McCarran Boulevard
Suite 1020

Reno, NV 89509
775-789-4005

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Guida & McCubbin Financial Consultants

2625 Wigwam Parkway
Suite 100

Henderson, NV 89074
702-732-9226

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Platinum Wealth Management

5335 Kietzke Lane
Suite 207

Reno, NV 89511
775-717-0001

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Martini Financial Services, LLC

2831 Saint Rose Parkway
Suite 218

Henderson, NV 89052
702-818-1067

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Retirement Rollover and Planning Services

5200 Neil Road

Reno, NV 89502
775-824-8006

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Canyon Ridge Group, LLC

4948 South Mountain Vista Street
Suite 20314

Las Vegas, NV 89121
702-252-7252

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Irene Self - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
775-853-1503

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Dennis Zansler - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8622

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Mark Sanman - Ameriprise Financial Services, LLC

10161 Park Run Dr
Ste 150

Las Vegas, NV 89145
702-388-1116

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Anthony K Van Hollebeke - Ameriprise Financial Services, LLC

7477 W Lake Mead Blvd
Ste 110

Las Vegas, NV 89128
702-534-7500

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Danielson Financial Group

3027 E. Warm Springs Road
Suite 100

Las Vegas, NV 89120
702-734-7000

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

2620 Regatta Drive
Suite 102

Las Vegas, NV 89128
702-804-4902

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San Francisco Equity Compensation Group - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
415-954-5919

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Allan Duff & Warren Duff - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8300

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Monica House - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8658

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Steven M Brundage - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
866-874-0668

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James Sande - Ameriprise Financial Services, LLC

201 W Liberty St
Ste LL2

Reno, NV 89501
775-683-3555

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First Command Financial Advisor - Sabrina Hayes

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

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John Yeazel - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8314

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First Command Financial Advisor - Walt Whitnum

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

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PBC Private Wealth

6767 W Tropicana Ave
Suite #200

Las Vegas, NV 89103
855-563-6187

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Samantha Heers - Ameriprise Financial Services, LLC

709 E Telegraph St

Carson City, NV 89701
775-884-0188

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Patrick Wainscott - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
702-360-0400

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Jacob Curtis - Ameriprise Financial Services, LLC

2900 Horizon Ridge Pkwy
Ste 201

Henderson, NV 89052
702-992-6300

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Salvatore James Mineo - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3119

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Alexander Reece - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2074

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Allstate Personal Financial Representative: Larry Karp

305 N Pecos Rd
Ste C

Henderson, NV 89074
702-461-9613

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Shayla Palmer - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8681

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Rich Concepts Investment Group

1644 U.S. Hwy 395 N.
Suite 1B

Minden, NV 89423
775-364-6880

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Thomas Richard Fitzgerald Jr - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
702-839-6317

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Tahoe Rim Wealth Advisors

4131 North Carson Street

Carson City, NV 89706
775-225-9588

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Lori Bean - Ameriprise Financial Services, LLC

7251 W Lake Mead Blvd
Ste 210

Las Vegas, NV 89128
702-256-1450

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Rachel Vanhook

949-922-1088

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First Command Financial Advisor - Tommy Alicata

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

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Sande Financial Group - Ameriprise Financial Services, LLC

201 W Liberty St
Ste LL2

Reno, NV 89501
775-683-3555

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GPS Wealth Advisors - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
775-853-1503

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Kenneth N Bickford Jr - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
775-853-1503

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Richard Starch - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
916-774-7413

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Brock Meyers - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8652

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Jacklyn Lynch - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
775-853-1503

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Seul Gee Lee-Mitchell - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3134

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Terrence K Lapan - Ameriprise Financial Services, LLC

201 W Liberty St
Ste LL2

Reno, NV 89501
775-683-3555

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Gary Rosenberg, CFP - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
702-567-4182

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Eric A Overstreet - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8603

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William Creekbaum - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8645

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John C Badwick - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8638

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Gail G. Brown - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8109

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Dean Gilliam - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8649

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First Command Financial Advisor - Javier Vilarchao

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

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Allstate Personal Financial Representative: Melvin Weinberg

2990 Sunridge Heights Pkwy

Henderson, NV 89052
702-203-3304

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Morgan Stanley Financial Advisors

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2000

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Matthew Jeannes - Ameriprise Financial Services, LLC

6490 S McCarran Blvd
Ste 32

Reno, NV 89509
775-825-4902

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Michael Angier - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
775-853-1503

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First Command Financial Advisor - John Mason

1755 E Plumb Lane
Ste 266

Reno, NV 89502
775-851-7500

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Maryann Tolcidas-Santos

8861 W. Sahara Ave.
Suite 260

Las Vegas, NV 89117
702-899-4346

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Annie Chang Evans - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8318

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Providere Wealth Management Group - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3134

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THE SCHWARZ-O'CONNELL GROUP - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8310

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Renee Langlois - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
702-839-6349

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Brittany DiPace, CFP - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
702-567-4189

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William Radtke, CEP - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
415-954-5919

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The Sarno Group - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2057

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Miguel Vazquez - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2010

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Allstate Personal Financial Representative: Ian Hughes

1675 Lakeside Dr

Reno, NV 89509
775-329-5523

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Jessica Kartzinel, CIMA - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
702-567-4181

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Ethos Wealth Partners - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3101

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First Command Financial Advisor - David Flippo

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

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First Command Financial Advisor - Marco Contreras

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

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John A Schuck - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2016

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Chris Osborne - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8686

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The Fontan Erickson Group - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8335

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James Matti - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8101

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Leah H. Jacobson Schug - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8625

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David Stark - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8375

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Terry Scott - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8670

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Morgan Stanley Financial Advisors

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8600

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J. D. Deming - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
775-789-4023

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Michael Holcomb - Morgan Stanley

276 Kingsbury Grade

Stateline, NV 89449
775-586-2502

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Wendy C Giles - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2047

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Walter Thomas Harroll - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8120

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Tyler T. Whitten - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8663

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Jose Negrete - Morgan Stanley

905 Railroad St
Suite 102

Elko, NV 89801
775-748-4500

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Gregory Sheets

702-562-7990

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Graham Rogney - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
916-984-3334

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The Pacific Ridge Group - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8675

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Scott Gross - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8677

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Morgan Stanley Financial Advisors

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-228-4083

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Philip Tynan - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8156

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Leonard R. Wohletz III - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8644

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Robert Duffy - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2049

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Joel McConnell - Morgan Stanley

905 Railroad Street
Suite 102

Elko, NV 89801
775-748-4500

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Anthon D Matkulak - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8657

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Thomas R Goode - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8601

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Dannette Trivisonno - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3127

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Russell Cory Jr. - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
775-789-4035

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Allstate Personal Financial Representative: John Cleveland

1000 N Grn Valley Pkwy
Ste 450

Henderson, NV 89074
702-234-6272

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Cela Hyatt - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8710

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Lynda Schultz - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8111

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Allstate Personal Financial Representative: Marty Martinez

7380 S Eastern Ave
Ste 123

Las Vegas, NV 89123
702-860-6694

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Brent Sawrie, CFP, CIMA - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
775-789-4005

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James Bingham, CIMA - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3145

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First Command Financial Advisor - Mark Wilhite

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

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First Command Financial Advisor - Aida Attigue

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

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Anthony Picozzi - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8321

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Edgar Manjarrez - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8619

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Clair Lewis - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
702-567-4185

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Daniel Beheshti - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3138

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The Henderson, NV Branch Office - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
800-428-7573

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DKT Wealth Management - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
702-567-4181

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Christopher Wagner - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
415-954-6821

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The Rosenberg-DiPace Group - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
702-567-4182

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Geoffrey Lee - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
702-360-0400

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Las Vegas, NV Branch Office - UBS Financial Services Inc.

10801 W. Charleston Blvd
Suite 400

Las Vegas, NV 89135
800-428-7573

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Christopher Mulloy - Ameriprise Financial Services, LLC

500 Damonte Ranch Pkwy
Ste 735

Reno, NV 89521
775-829-7210

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Ileana Dominguez, CIMA - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
702-567-4174

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Scott Chamberlain - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3101

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John Dube' - Ameriprise Financial Services, LLC

231 N Buffalo Dr
Ste B

Las Vegas, NV 89145
702-360-0040

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Kelly Peterson - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8306

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Jason Garofalo - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
702-254-1263

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Elaina A Carlson - Ameriprise Financial Services, LLC

9121 W Russell Rd
Ste 214

Las Vegas, NV 89148
702-990-5873

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Jonathan B Mirer - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
702-839-6307

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Matthew Allred - Ameriprise Financial Services, LLC

2900 Horizon Ridge Pkwy
Ste 201

Henderson, NV 89052
702-992-6300

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The Maile Group - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3116

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Peak Financial Solutions

519 South Decatur Boulevard

Las Vegas, NV 89107
702-870-7711

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Allstate Personal Financial Representative: Rock Mirich

7810 W Ann Rd
Ste 120

Las Vegas, NV 89149
307-316-4600

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Mickey Hart - Ameriprise Financial Services, LLC

2470 Saint Rose Pkwy
Ste 204

Henderson, NV 89074
702-948-0400

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Allstate Personal Financial Representative: Juliana Hart

2955 Vista Blvd
Ste 103

Sparks, NV 89434
775-750-9680

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Robin Shoemaker - Ameriprise Financial Services, LLC

1781 Village Center Cir
Ste 140

Las Vegas, NV 89134
702-395-8100

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Rachel Mendelson

702-677-9789

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Tatiana Dudek - Ameriprise Financial Services, LLC

2470 Saint Rose Pkwy
Ste 204

Henderson, NV 89074
702-938-8080

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Kent Deaver - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3106

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Tricia Fontan - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8377

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Ryan L Adamson - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8677

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Craig Miller - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8138

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Warren Duff - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8398

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Dan Anderson - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8153

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Tony Maldonado - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8634

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Anthony D. Puckett - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8611

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Leonard Remington - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8602

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Nicholas C Frank - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8678

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Natasha Mihaylov - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8629

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Ryan William Gilbrech - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8619

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Allan Duff - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8300

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Jon Erickson - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8335

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Troy Pinkelman - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2014

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Kurt Neddenriep - Morgan Stanley

905 Railroad Street
Suite 102

Elko, NV 89801
775-748-4513

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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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