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Find Retirement Planners for Retirement Planning in North Dakota

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 North Dakota, 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 North Dakota

advisor-photo

Chris Siverson

LPL Financial

3050 Sienna Drive South Suite 100

Fargo, ND 58104

701-282-3100

advisor-photo

Rod Schauer

Complete Investment Advisory LLC

3211 Fiechtner Dr
Suite 6

Fargo, ND 58103

701-277-9392

List of Additional Retirement Planners in North Dakota*

* Additional advisor listing is provided in partnership with Yext

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Mark R Bierdeman - Ameriprise Financial Services, LLC

4610 Amber Valley Pkwy S

Fargo, ND 58104
701-282-5515

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Teri L Verduyn - Ameriprise Financial Services, LLC

3523 45th St S
Ste 100

Fargo, ND 58104
701-433-0556

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Starion Bank

601 Main Ave.

Oakes, ND 58474
701-742-2112

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Starion Bank

333 N 4th St.

Bismarck, ND 58502
701-223-6050

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Starion Bank

1300 Skyline Blvd.
Suite 101

Bismarck, ND 58503
701-250-1540

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Starion Bank

101 1st St SE

Rolla, ND 58367
701-477-8890

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Kyle Pederson - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2405

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Hustad Wealth Management

3170 44th St S
Suite 120

Fargo, ND 58104
701-551-3080

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Mills Investment Planning Inc.

4501 Coleman Street
Suite 208

Bismarck, ND 58503
701-530-0179

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New York Life North Dakota General Office

2000 44th Street South
Suite 501

Fargo, ND 58103
701-237-4311

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Mark Cullen - UBS Financial Services Inc.

51 Broadway

Fargo, ND 58102
701-476-3331

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Edward Jones - Financial Advisor: Garrett Kunz

1400 43rd Ave NE
Ste 210

Bismarck, ND 58503
701-516-8530

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Leon C Vetter - Ameriprise Financial Services, LLC

30 1st Ave E
Ste 1

Dickinson, ND 58601
701-483-5735

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Ed Ankrum - Ameriprise Financial Services, LLC

3350 13th Ave S
Ste G

Fargo, ND 58103
701-476-1215

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Mark Presteng - Ameriprise Financial Services, LLC

1245 Lawler Ave

Grafton, ND 58237
701-352-1217

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Thoreson Steffes Trust Company

210 Broadway N.
Suite 400

Fargo, ND 58102
701-478-3344

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Paul D Hensrud - Ameriprise Financial Services, LLC

3425 S Washington St
Ste A

Grand Forks, ND 58201
701-746-5429

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Nehring Wealth Management

2915 10th Street Southwest
Suite D1

Minot, ND 58701
701-852-8338

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Amber Meyer - Ameriprise Financial Services, LLC

1245 Lawler Ave

Grafton, ND 58237
701-352-1217

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Jason Kirchmeier - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

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Legacy Financial Partners - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

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Alan Van Delinder - Ameriprise Financial Services, LLC

1111 31st Ave SW
Ste A

Minot, ND 58701
701-837-9226

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Joel Bird - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

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Ben Ankrum - Ameriprise Financial Services, LLC

3350 13th Ave S
Ste G

Fargo, ND 58103
701-476-1215

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Kristopher Mrachek - Ameriprise Financial Services, LLC

1500 14th St W
Ste 210

Williston, ND 58801
701-577-4697

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Morgan Stanley Financial Advisors

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2400

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RPM Advisors, LLC

1133 D Harwood Drive South

Fargo, ND 58104
701-205-1594

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Mark Westgard - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

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Edward Jones - Financial Advisor: Matt Odenbach, AAMS"

3251 32nd Avenue South
Suite A

Grand Forks, ND 58201
701-775-1184

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David E. Nash - Morgan Stanley

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-222-7562

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TruWealth Financial

125 Main Street
Suite 250

Williston, ND 58801
701-774-0000

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Landowner Exchange

125 Main Street
Suite 250

Williston, ND 58801
833-526-3696

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Roger Hodnefield - Ameriprise Financial Services, LLC

3425 S Washington St
Ste A

Grand Forks, ND 58201
701-746-5429

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Steven Pinnow - Ameriprise Financial Services, LLC

1111 31st Ave SW
Ste A

Minot, ND 58701
701-837-9226

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Jody Olney - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

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Edward Jones - Financial Advisor: Cody Kilgore

1400 43rd Ave NE
Ste 210

Bismarck, ND 58503
701-516-8530

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Ray Perhus

406 Main Ave

Fargo, ND 58126
218-287-3515

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Paul C Brenk - Ameriprise Financial Services, LLC

4160 24th Ave S
Ste 100

Fargo, ND 58104
701-364-5640

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Michael Linster - Ameriprise Financial Services, LLC

2300 13th Ave S
Ste B

Fargo, ND 58103
701-232-8886

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Sarah S Rooney - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

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Loren Melvie - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

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The Wurzer Group - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2400

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First Command Financial Advisor - Olga Bell

900 North Broadway
Suite 120

Minot, ND 58703
701-839-6669

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Ed Ankrum & Associates - Ameriprise Financial Services, LLC

3350 13th Ave S
Ste G

Fargo, ND 58103
701-476-1215

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Nick A. Peterson - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2416

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Patrick McGrath - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2412

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Morgan Stanley Financial Advisors

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-223-0135

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Scott M. Kadlec - Morgan Stanley

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-222-7553

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Steve K. Anderson - Morgan Stanley

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-222-7552

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Chase Lako - Morgan Stanley

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-222-7561

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Ron Schmidt Investment Group

683 State Avenue
Suite H

Dickinson, ND 58601
701-483-1100

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Mathew James Rustad - UBS Financial Services Inc.

51 Broadway

Fargo, ND 58102
701-476-3346

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Debbie R Albert - Ameriprise Financial Services, LLC

3425 S Washington St
Ste A

Grand Forks, ND 58201
701-746-5429

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Chad H. DeTienne - Morgan Stanley

3105 South Washington
Ste A

Grand Forks, ND 58201
701-795-7680

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David Schlafman - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

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Jessalyn Thompson - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

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John Fischer - UBS Financial Services Inc.

51 Broadway

Fargo, ND 58102
701-476-3327

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West Dakota Group - Morgan Stanley

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-223-0135

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The Red River Group - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2400

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The DeTienne Mercil Group - Morgan Stanley

3105 South Washington
Ste A

Grand Forks, ND 58201
701-795-7680

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Dennis Draeger - Ameriprise Financial Services, LLC

2300 13th Ave S
Ste B

Fargo, ND 58103
701-232-8886

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Craig Zavalney - Ameriprise Financial Services, LLC

24 Main St N
Ste H

Minot, ND 58703
701-837-5678

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First Command Financial Advisor - DeDe Phyu

900 North Broadway
Suite 120

Minot, ND 58703
701-839-6669

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Angie McCarthy - Ameriprise Financial Services, LLC

4160 24th Ave S
Ste 100

Fargo, ND 58104
701-364-5640

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Edward Jones - Financial Advisor: Ronald L Keney

400 East Broadway
Suite 105

Bismarck, ND 58501
701-323-9078

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Edward Jones - Financial Advisor: Donna M Hansen, AAMS"

1007 24th Street West
Suite 101

Williston, ND 58801
701-572-8707

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Edward Jones - Financial Advisor: Michael Walecke

4207 Boulder Ridge Rd
Ste 150

Bismarck, ND 58503
701-258-2459

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Edward Jones - Financial Advisor: Jacob A Thielges

1461 Broadway North

Fargo, ND 58102
701-232-9302

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Edward Jones - Financial Advisor: Mitch Smyth

801 1st Ave S

Jamestown, ND 58401
701-252-4269

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Edward Jones - Financial Advisor: Tony Zimmerman

2943 N 11th St

Bismarck, ND 58503
701-805-0404

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Edward Jones - Financial Advisor: Eric L Tuchscher, CFP®|AAMS"

2403 Hwy 281 S
Suite B

Jamestown, ND 58401
701-252-1049

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Edward Jones - Financial Advisor: Aaron D Larson

207 Roberts St North

Fargo, ND 58102
701-997-0399

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Edward Jones - Financial Advisor: Marlene Bradbury

1166 3rd Ave West

Dickinson, ND 58601
701-225-1077

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Edward Jones - Financial Advisor: Marlin W Peterson, AAMS"

3255 Greensboro Dr
Ste 102

Bismarck, ND 58503
701-255-2928

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Edward Jones - Financial Advisor: Tom Miller, AAMS"|CRPC"

1407 S Broadway
Suite D

Minot, ND 58701
701-839-6339

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Edward Jones - Financial Advisor: Jacob Manuel

1007 24th Street West
Suite 101

Williston, ND 58801
701-572-8707

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Edward Jones - Financial Advisor: Matthew R Clapp

1 West 5th Street

Grafton, ND 58237
701-352-1220

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Edward Jones - Financial Advisor: Chris Wright

400 S Broadway
Ste C

Minot, ND 58701
701-838-9484

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Edward Jones - Financial Advisor: Jackson R Lemnus

415 32nd Ave E
Suite A

West Fargo, ND 58078
701-277-3194

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Edward Jones - Financial Advisor: Ginger Quam, AAMS"

1600 2nd Ave SW
Suite 28

Minot, ND 58701
701-839-6113

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Edward Jones - Financial Advisor: Brian Fedje, CRPC"

424 Demers Avenue

Grand Forks, ND 58201
701-746-1260

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Edward Jones - Financial Advisor: Kyle O Engelhardt

301 East Front Avenue
Suite 104

Bismarck, ND 58504
701-222-4802

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Edward Jones - Financial Advisor: Trevor L Keney

424 S 3rd Street
Suite 5

Bismarck, ND 58504
701-751-0364

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Edward Jones - Financial Advisor: Brian R Emerson

2860 10th Ave North
Ste 300

Grand Forks, ND 58203
701-772-1078

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Edward Jones - Financial Advisor: Brenda J Cook, AAMS"

1015 South Bdwy
Ste 25

Minot, ND 58701
701-838-0032

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Edward Jones - Financial Advisor: Bret A Bentow

4350 S Washington St
Ste 102

Grand Forks, ND 58201
701-746-9344

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Edward Jones - Financial Advisor: John R Nyquist

715 Dakota Ave
Suite 3

Wahpeton, ND 58075
701-642-8169

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Edward Jones - Financial Advisor: Cameron J Stone

1600 2nd Ave SW
Suite 28

Minot, ND 58701
701-839-6113

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Edward Jones - Financial Advisor: Chad A Richter

4207 Boulder Ridge Rd
Ste 150

Bismarck, ND 58503
701-258-2459

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Edward Jones - Financial Advisor: Lance Ihry

1535 42nd Street SW
Suite 200

Fargo, ND 58103
701-282-7363

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Edward Jones - Financial Advisor: Pat Nygaard

312 2nd Ave SW

Jamestown, ND 58401
701-252-1151

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Edward Jones - Financial Advisor: Daniel Suckert

4040 42nd Street South
Suite I

Fargo, ND 58104
701-281-5264

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Edward Jones - Financial Advisor: Jerry Chapweske, AAMS"|CRPC"

1401 32nd Street South

Fargo, ND 58103
701-232-4325

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Edward Jones - Financial Advisor: Justin M Johnson

4700 S Washington St
Suite A

Grand Forks, ND 58201
701-772-9243

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Edward Jones - Financial Advisor: Alexis K Larson

300 W Century Avenue
Suite A

Bismarck, ND 58503
701-751-2732

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Edward Jones - Financial Advisor: Dan Klein

104 E Main St

Valley City, ND 58072
701-845-0030

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Edward Jones - Financial Advisor: Mark Anderson

4719 Shelburne Street
Suite 3

Bismarck, ND 58503
701-224-1082

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Edward Jones - Financial Advisor: Perry J Andrisen, AAMS"

1000 Tacoma Ave
Suite 700

Bismarck, ND 58504
701-258-6450

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Edward Jones - Financial Advisor: Ashley I Gerner

7925 180th Ave SE
Suite B

Wahpeton, ND 58075
701-671-8028

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Edward Jones - Financial Advisor: Earl P Jarolimek

505 32nd Ave E
Suite A

West Fargo, ND 58078
701-282-8624

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Edward Jones - Financial Advisor: Steven M Cole

1166 3rd Ave West

Dickinson, ND 58601
701-225-1077

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Edward Jones - Financial Advisor: Bryan E Brenden

2850 24th Avenue South
Suite 202

Grand Forks, ND 58201
701-772-6525

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Edward Jones - Financial Advisor: Troy M Nelson

1701 Burnt Boat Drive

Bismarck, ND 58503
701-255-1196

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Edward Jones - Financial Advisor: Jana Thielges, AAMS"

1461 Broadway North

Fargo, ND 58102
701-232-9302

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Edward Jones - Financial Advisor: Aaron S Walski, CRPC"

3475 45th St S
Suite 104

Fargo, ND 58104
701-205-4175

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Edward Jones - Financial Advisor: Klayton F Oltmanns

244 14th St W
Suite D

Dickinson, ND 58601
701-225-7148

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Edward Jones - Financial Advisor: Matthew De Vries, CFP®|AAMS"

205 Sheyenne St
Suite 1

West Fargo, ND 58078
701-282-9388

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Edward Jones - Financial Advisor: Ross P Johnson, CRPC"

117 North Washington Street

Grand Forks, ND 58203
701-775-7824

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Edward Jones - Financial Advisor: Nicholas Schmidt

201 South Main Street

Minot, ND 58701
701-839-7932

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Edward Jones - Financial Advisor: Sarah R Nikle, CFP®

415 32nd Ave E
Suite A

West Fargo, ND 58078
701-277-3194

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Edward Jones - Financial Advisor: Jordan Nygaard, CFP®

1400 43rd Ave NE
Suite 200

Bismarck, ND 58503
701-222-4343

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Edward Jones - Financial Advisor: Nick Nelson

3120 15th St S
Suite C

Fargo, ND 58103
701-212-4195

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Edward Jones - Financial Advisor: Jason M Barta

2830 S Columbia Rd
Ste B

Grand Forks, ND 58201
701-772-1153

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Edward Jones - Financial Advisor: Ryan L Smith

321 Dakota Avenue
Suite 3

Wahpeton, ND 58074
701-642-1309

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Edward Jones - Financial Advisor: Alyssa J Schauer

4700 S Washington St
Suite A

Grand Forks, ND 58201
701-772-9243

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Edward Jones - Financial Advisor: Troy J Lindberg

2650 32nd Ave S
Suite I

Grand Forks, ND 58201
701-746-0800

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Edward Jones - Financial Advisor: Jay J Bleth

623 State Ave
Suite C

Dickinson, ND 58601
701-225-0015

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Edward Jones - Financial Advisor: Kayla D Goetz

2050 36th Ave SW
#201

Minot, ND 58701
701-852-5749

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Edward Jones - Financial Advisor: Blake E Wilson

401 W Villard St
Suite 105

Dickinson, ND 58601
701-483-6607

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Edward Jones - Financial Advisor: Erin Paulson, AAMS"|CRPC"

2619 8th Ave SW
Suite 113

Jamestown, ND 58401
701-252-1023

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Edward Jones - Financial Advisor: Andrew DelaBarre

412 Main Ave

Oakes, ND 58474
701-742-3552

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Edward Jones - Financial Advisor: Gary J Hansen, AAMS"|CRPC"

619 Riverwood Drive
Suite 201

Bismarck, ND 58504
701-323-7953

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Edward Jones - Financial Advisor: Scooter Pinks

521 E Main Ave
Suite 225

Bismarck, ND 58501
701-258-4382

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Edward Jones - Financial Advisor: Matt Glasner

514 Main Street

Bottineau, ND 58318
701-228-5251

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Edward Jones - Financial Advisor: Quincy Backen

114 1st Ave S
Suite 100

Jamestown, ND 58401
701-952-8898

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Edward Jones - Financial Advisor: Vanessa K Martell

4530 Memorial Hwy
Suite 205

Mandan, ND 58554
701-663-9200

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Edward Jones - Financial Advisor: Darin S Scherr

920 37th Ave SW

Minot, ND 58701
701-837-0086

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Edward Jones - Financial Advisor: Greg Tschetter, AAMS"

1000 31st Avenue SW
Suite B

Minot, ND 58701
701-838-5879

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Principal

4334 18th Avenue S.
Suite 103

Fargo, ND 58103
701-277-9458

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Edward Jones - Financial Advisor: Cassie J Gylland

4342 15th Ave S
Ste 104

Fargo, ND 58103
701-235-9245

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Edward Jones - Financial Advisor: Cindy Magnuson

3280 Veterans Blvd S
Suite 240

Fargo, ND 58104
701-232-2091

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Edward Jones - Financial Advisor: Rick Kuhn, AAMS"

100 West Main Street

Mandan, ND 58554
701-663-6385

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Edward Jones - Financial Advisor: Kristin Hanson

2830 S Columbia Rd
Ste B

Grand Forks, ND 58201
701-772-1153

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Edward Jones - Financial Advisor: Bert J Cameron, AAMS"

1365 Prairie Pkwy
Ste 205

West Fargo, ND 58078
701-277-8188

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Edward Jones - Financial Advisor: Doug Rolfson, AAMS"

104 Prospect St SE
Suite 120

Watford City, ND 58854
701-444-4160

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Edward Jones - Financial Advisor: Jason L Brostrom, AAMS"

125 Slate Dr
Suite 3

Bismarck, ND 58503
701-224-0153

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Edward Jones - Financial Advisor: Jason D Naas, CFP®

1050 E Interstate Ave
Suite 121

Bismarck, ND 58503
701-258-7005

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Edward Jones - Financial Advisor: Ken Johnson

117 North Washington Street

Grand Forks, ND 58203
701-775-7824

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Edward Jones - Financial Advisor: Troy D Ivesdal, AAMS"

1533 S University Drive

Fargo, ND 58103
701-476-1694

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Edward Jones - Financial Advisor: Jessie L Seideman

1829 S Broadway
Suite 3

Minot, ND 58701
701-837-0432

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Edward Jones - Financial Advisor: Jaxon Fitterer

1310 E Main
Suite B

Mandan, ND 58554
701-663-1121

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Edward Jones - Financial Advisor: Maye I Jones, AAMS"|CRPC"

1500 21st Ave NW
Suite 104

Minot, ND 58703
701-838-0142

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Edward Jones - Financial Advisor: Lance T Freier

5120 Prosperity Way South
Suite 110

Fargo, ND 58104
701-364-5476

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Edward Jones - Financial Advisor: Mark J Kohlman

726 20th Avenue SW

Minot, ND 58701
701-852-5001

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Edward Jones - Financial Advisor: Jennifer L Scholle

1310 E Main
Suite B

Mandan, ND 58554
701-663-1121

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Edward Jones - Financial Advisor: Dean C Rubbelke

201 South Main Street

Minot, ND 58701
701-839-7932

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Edward Jones - Financial Advisor: David A McGatlin

5120 Prosperity Way South
Suite 110

Fargo, ND 58104
701-364-5476

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Edward Jones - Financial Advisor: Dan Geffre

1300 Gateway Drive Southwest

Fargo, ND 58103
701-237-9567

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Edward Jones - Financial Advisor: Kevin L Eggermont, AAMS"

149 North Central Avenue

Valley City, ND 58072
701-845-3600

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Edward Jones - Financial Advisor: Bob Lemnus

104 E Main St

Valley City, ND 58072
701-845-0030

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Edward Jones - Financial Advisor: Rob Shannon

1418 2nd Ave West
Suite 101

Williston, ND 58801
701-774-8276

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Edward Jones - Financial Advisor: Tim Oehlke

2201 University Dr N

Fargo, ND 58102
701-235-4180

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Edward Jones - Financial Advisor: Sheyenne A Haugeberg

244 14th St W
Suite D

Dickinson, ND 58601
701-225-7148

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Edward Jones - Financial Advisor: Brad Blazek, AAMS"|CRPC"

1310 E Main
Suite B

Mandan, ND 58554
701-663-1121

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Edward Jones - Financial Advisor: Nathan J Dvorak

4521 Ottawa St
Ste #6

Bismarck, ND 58503
701-323-0403

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Kevin J DeKrey - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2413

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Toni Lee, Washington National Agent

11 Carlin Dr

Lincoln, ND 58504
920-944-4141

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Victor Vazquez, Washington National Agent

3220 Withers Dr

Mandan, ND 58554
701-425-4213

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John Swallers, Washington National Agent

2629 20th St NW

Minot, ND 58703
701-240-5943

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Jaymes Six, Washington National Agent

1710 5th Ave NE

Jamestown, ND 58401
701-658-9029

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James Roshau, Washington National Agent

3602 Amity Cir

Mandan, ND 58554
701-955-4380

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Peter C Hovey - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2410

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Robert Whitman II, Washington National Agent

305 23rd Ave N

Fargo, ND 58102
715-928-1127

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Elijah White, Washington National Agent

4205 Montreal St
Apt 306

Bismarck, ND 58503
413-426-4200

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Molly Rohrer - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2431

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Kyler Larson, Washington National Agent

709 4th Ave NW

Mandan, ND 58554
701-220-1669

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Steven Wurzer - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2420

* 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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