National Retirement Planning Experts

National Coverage
Local Professionals

Find Retirement Planners for Retirement Planning in Oklahoma

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 Oklahoma, 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 Oklahoma

advisor-photo

Frank Fairbanks

Creative Planning

---

Oklahoma City, OK 73012
(405) 6550806

advisor-photo

Victoria Woods

ChappelWood Financial Services

1725 E 15th Street
Financial District of Oklahoma

Edmond, OK 73013
(405) 3480909

advisor-photo

Steve Bowlds

Retirement Benefit Advisors

212 North Main Street
Suite 201

Sand Springs, OK 74063
(918) 2454012

advisor-photo

Jason Dixon

Edelman Financial Engines, LLC

3531 W. Memorial Road

Oklahoma City, OK 73134
(405) 4182626

advisor-photo

Jason Dixon

Edelman Financial Engines, LLC

3401 W. Rock Creek Road

Norman, OK 73072
(405) 4182626

List of Additional Retirement Planners in Oklahoma*

* Additional advisor listing is provided in partnership with Yext

dummy-image

Brock and Associates - Ameriprise Financial Services, LLC

5018 E 68th St
Fl 1

Tulsa, OK 74136
9182701999

dummy-image

Asset & Investment Advisors

210 Peters Street
Suite A

Poteau, OK 74953
9186475700

dummy-image

Mike Purzner - Ameriprise Financial Services, LLC

8801 S Yale Ave
Ste 120

Tulsa, OK 74137
9183882012

dummy-image

Brian Bizjack - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444608

dummy-image

Brandt Brock - Ameriprise Financial Services, LLC

5018 E 68th St
Fl 1

Tulsa, OK 74136
9182701999

dummy-image

Justin Lavender - Ameriprise Financial Services, LLC

13 NW 44th St

Lawton, OK 73505
5803559780

dummy-image

ACT Financial Services

4111 South Darlington Avenue
Suite 800

Tulsa, OK 74135
9186640081

dummy-image

Thomas A Hunt - Ameriprise Financial Services, LLC

5018 E 68th St
Fl 1 Ste B

Tulsa, OK 74136
9189214800

dummy-image

405 Advisor Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413998

dummy-image

Stephen J Janzen - Ameriprise Financial Services, LLC

6420 N Santa Fe Ave
Ste A

Oklahoma City, OK 73116
4052865111

dummy-image

Julie Marks - Ameriprise Financial Services, LLC

9104 N Kelley Ave

Oklahoma City, OK 73131
4052864300

dummy-image

John Keown - Ameriprise Financial Services, LLC

4200 E Skelly Dr
Ste 1015

Tulsa, OK 74135
9187488191

dummy-image

Kyle Louis Williams - Ameriprise Financial Services, LLC

3030 NW Expy
Ste 1400

Oklahoma City, OK 73112
4056050224

dummy-image

Amy M. Million, AAMS

4053974313

dummy-image

Benchmark Financial Services, LLC.

2932 NW 122nd
Suite 19

Oklahoma City, OK 73120
4058400028

dummy-image

Rick M Dean - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413949

dummy-image

Sheree Ziemba - Ameriprise Financial Services, LLC

7712 S Yale Ave
Ste 240

Tulsa, OK 74136
9187944268

dummy-image

Gregory Hester - Ameriprise Financial Services, LLC

16311 Sonoma Park Dr
Ste B

Edmond, OK 73013
4057055907

dummy-image

Adam H Carson - Ameriprise Financial Services, LLC

581 Merchant Dr

Norman, OK 73069
4053608836

dummy-image

Grayson Johnson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797112

dummy-image

Jeff Galvin - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444690

dummy-image

The Bryan Johnson Group - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
9187123115

dummy-image

Joshua Hart - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797134

dummy-image

John Harris - Morgan Stanley

3700 West Robinson
Suite 220

Norman, OK 73072
4053663426

dummy-image

Jeffrey Roberts James - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867007

dummy-image

Jeffrey A Weinstein - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867028

dummy-image

Drew Veitch - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444614

dummy-image

The Neumann Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413946

dummy-image

T Kevin Jackson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
5805403844

dummy-image

Lisa Donaldson - Ameriprise Financial Services, LLC

2411 Heritage Trl
Ste 5

Enid, OK 73703
5802341400

dummy-image

Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444600

dummy-image

Rocki Walker - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444603

dummy-image

Ian Ogilvie - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797122

dummy-image

Allstate Personal Financial Representative: John Maxey

4918 S Union Ave

Tulsa, OK 74107
9185742400

dummy-image

Jack Graves - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867026

dummy-image

Steve Younger - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867048

dummy-image

Steven L. Wilson & Associates

8282 South Memorial Drive
Suite 106

Tulsa, OK 74133
9182545525

dummy-image

Utica Capital

2100 South Utica Avenue
Suite 300

Tulsa, OK 74114
9187449215

dummy-image

Mark McCord - Ameriprise Financial Services, LLC

4200 E Skelly Dr
Ste 1015

Tulsa, OK 74135
9182955895

dummy-image

Bebb's Flowers

701 W. Broadway

Muskogee, OK 74401
9186823331

dummy-image

Oklahoma City, OK Branch Office - UBS Financial Services Inc.

4801 Gaillardia Parkway
Building C, Suite 100

Oklahoma City, OK 73142
9187123193

dummy-image

Morgan Stanley

3700 West Robinson
Suite 220

Norman, OK 73072
4053609166

dummy-image

Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058433326

dummy-image

Lance Martin - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
9187123121

dummy-image

Walter H Johnson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413961

dummy-image

Robert Rodgers - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867062

dummy-image

Southern Hills Wealth Management - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
9187123170

dummy-image

Christopher Derr - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
9187123164

dummy-image

Kelly R Hewitt - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444651

dummy-image

Lore Storm - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413965

dummy-image

The Niles Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444615

dummy-image

Richard E Cudjo - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797142

dummy-image

Robert Duenner - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867012

dummy-image

Jim Erle Lowry - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797166

dummy-image

Ray Smith Wealth Management

808 South Main St.
Ste 307

Stillwater, OK 74074
4057430035

dummy-image

Hoffmann Wealth Management

8 E. Dawes Avenue

Bixby, OK 74008
9183698007

dummy-image

Tungsten Wealth Management

13905 Technology Dr
Ste B2

Oklahoma City, OK 73134
4055437992

dummy-image

Financial Diagnostics Group

2431 E. 61st St.
Suite 650

Tulsa, OK 74136
9185818819

dummy-image

Gowin Financial Services

9100 N 94th East Avenue

Owasso, OK 74055
9189063096

dummy-image

The 21st Street Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444651

dummy-image

McGuire Capital

2701 SW 121st Court

Oklahoma City, OK 73170
4057605863

dummy-image

Cornerstone Planning Group, LLC

4801 Gaillardia Parkway
Suite 202

Oklahoma City, OK 73142
4059469000

dummy-image

Michael Christian - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444665

dummy-image

Gorton Financial Group

7814 South Pennsylvania Avenue

Oklahoma City, OK 73159
4056819633

dummy-image

Allstate Personal Financial Representative: Shana McHaffey

16614 N Pennsylvania Ave

Edmond, OK 73012
4055962972

dummy-image

Giager Wealth Management

10830 East 45th Street
Suite 103

Tulsa, OK 74146
9187282255

dummy-image

James D Fellers - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797125

dummy-image

John Cary Jr. - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187464810

dummy-image

Steven W Tucker - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413948

dummy-image

Rick Hesser - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867011

dummy-image

The Bowling Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
5802519198

dummy-image

Michael Shelley - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413935

dummy-image

Larry R England - Morgan Stanley

3700 West Robinson
Suite 220

Norman, OK 73072
4053663423

dummy-image

Kindred Wealth - Ameriprise Financial Services, LLC

581 Merchant Dr

Norman, OK 73069
4053608836

dummy-image

Financial Planning Resources

2250 East 73rd Street
Suite 650

Tulsa, OK 74136
9184942929

dummy-image

Kimberly Quintanar - Ameriprise Financial Services, LLC

5224 E 69th Pl

Tulsa, OK 74136
9189494243

dummy-image

Robert Linn - Ameriprise Financial Services, LLC

4765 E 91st St
Ste 150

Tulsa, OK 74137
9187944203

dummy-image

The Fisher Group - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
9187123105

dummy-image

Robin R Pierce - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413957

dummy-image

Daniel Bickerstaff - Ameriprise Financial Services, LLC

5018 E 68th St
Fl 1

Tulsa, OK 74136
9182701999

dummy-image

Eric Walker - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444676

dummy-image

Sylvia Karimian - Ameriprise Financial Services, LLC

7712 S Yale Ave
Ste 240

Tulsa, OK 74136
9183882003

dummy-image

David Provenzano - Ameriprise Financial Services, LLC

7712 S Yale Ave
Ste 250

Tulsa, OK 74136
9183882004

dummy-image

Key Wealth Consulting Group - UBS Financial Services Inc.

4801 Gaillardia Parkway
Building C, Suite 100

Oklahoma City, OK 73142
4053021921

dummy-image

Compass Capital Management, LLC

321 South 3rd Street
Suite 4

McAlester, OK 74501
9184233222

dummy-image

Quintanar and Associates - Ameriprise Financial Services, LLC

5224 E 69th Pl

Tulsa, OK 74136
9189494243

dummy-image

William Copenhaver - Ameriprise Financial Services, LLC

16311 Sonoma Park Dr
Ste B

Edmond, OK 73013
4057055907

dummy-image

David Karimian - Ameriprise Financial Services, LLC

7712 S Yale Ave
Ste 240

Tulsa, OK 74136
9183882009

dummy-image

Bruce E Smith - Ameriprise Financial Services, LLC

701 SW Jennings Ave

Bartlesville, OK 74003
9183372772

dummy-image

Gaddis and Gaddis Wealth Management

1530 Arlington Street

Ada, OK 74820
5803324144

dummy-image

David Haugen - Ameriprise Financial Services, LLC

8801 S Yale Ave
Ste 120

Tulsa, OK 74137
9183882002

dummy-image

Mark E Woody - Ameriprise Financial Services, LLC

581 Merchant Dr

Norman, OK 73069
4053608836

dummy-image

E. Paul Samuels - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867092

dummy-image

Lisa Z Clark - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187464804

dummy-image

Chad Michael Rother - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
5803547470

dummy-image

Paul Malloy - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413937

dummy-image

Prime Wealth Management - Ameriprise Financial Services, LLC

7712 S Yale Ave
Ste 240

Tulsa, OK 74136
9183882009

dummy-image

The Walker Wealth Management Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444603

dummy-image

Drew Self - Ameriprise Financial Services, LLC

3030 NW Expy
Ste 1400

Oklahoma City, OK 73112
4056050224

dummy-image

OK 401k

3030 Northwest Expressway
Suite 200

Oklahoma City, OK 73118
4056034986

dummy-image

Michael S S White - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444680

dummy-image

Christopher Mc Keown - Ameriprise Financial Services, LLC

4200 E Skelly Dr
Ste 1015

Tulsa, OK 74135
9182955895

dummy-image

Chestnut Street Advisors

6660 South Sheridan Road
Suite 260

Tulsa, OK 74133
9184929484

dummy-image

Union Financial Advisors, LLC

6140 South 104 East Avenue

Tulsa, OK 74133
9186272500

dummy-image

Gregory Hopeman - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
9187123193

dummy-image

Mike Steinmetz - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444611

dummy-image

Ladonna K Giachino - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413920

dummy-image

Vickie Leigh Sheen - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413985

dummy-image

Mark Spaeth - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867002

dummy-image

Craig Shriner - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
5805403840

dummy-image

The Veitch Team - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444648

dummy-image

Richard B Hinton - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413971

dummy-image

Carson Roberds Wealth Management - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444639

dummy-image

Josh Herlan - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867021

dummy-image

Kurt Elliott - UBS Financial Services Inc.

4801 Gaillardia Parkway
Building C, Suite 100

Oklahoma City, OK 73142
4053021923

dummy-image

The Taylor Hart Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797144

dummy-image

John R. Simpson & Thomas F. Simpson - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444669

dummy-image

The Johnson Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797148

dummy-image

Dillon Freie - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
5803547467

dummy-image

Gregory G Collins - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413967

dummy-image

The Olmedo Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867027

dummy-image

Timothy Koski - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444626

dummy-image

John Simpson - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444669

dummy-image

Joel McCue - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444604

dummy-image

David Niles - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444649

dummy-image

W Michael McCue - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444685

dummy-image

David Phillip Niles - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444638

dummy-image

Jennifer Benink - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867091

dummy-image

Ted L Bowling - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
5807863101

dummy-image

Thomas W Ridgway - Morgan Stanley

3700 West Robinson
Suite 220

Norman, OK 73072
4053663429

dummy-image

Aaron Massey - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
9187123106

dummy-image

Jake Noell - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867029

dummy-image

The Higgins & James Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867003

dummy-image

Legacy Financial Advisors, LLC

10005 North May Avenue
Suite 100

Oklahoma City, OK 73120
4054709190

dummy-image

Barbara K Hess - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444650

dummy-image

Thomas L Berry - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444654

dummy-image

Daniel Seely - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
9187123149

dummy-image

Chris Bayouth - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413909

dummy-image

NFA Wealth Management

111 North Broadway
Suite D

Edmond, OK 73034
2107377800

dummy-image

Layton Sharum - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
9187123117

dummy-image

Kent Wolever - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867038

dummy-image

Melinda D Brewer - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797111

dummy-image

Judy L. Gregory, LUTCF, ARPC

111 N Grand St

Enid, OK 73701
5802422540

dummy-image

New York Life Oklahoma City General Office

3030 Northwest Expressway
Suite 1800

Oklahoma City, OK 73112
4058137400

dummy-image

Wayne Choisnet - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867014

dummy-image

The Rogers Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444660

dummy-image

The PJC Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413967

dummy-image

Opes One Advisors

4200 E. Skelly Drive
Suite 530

Tulsa, OK 74135
9189486200

dummy-image

James Olmedo - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867027

dummy-image

Emily F Cary - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444677

dummy-image

Allstate Personal Financial Representative: Tracy Martino

755 W Covell Rd
Ste 140

Edmond, OK 73003
4052052850

dummy-image

John B Carroll - Ameriprise Financial Services, LLC

581 Merchant Dr

Norman, OK 73069
4053608836

dummy-image

Allstate Personal Financial Representative: Shawna Anderson

1900 S Broadway

Edmond, OK 73013
4054299936

dummy-image

Allstate Personal Financial Representative: Maurice Cubit

211 W Main St

Ada, OK 74820
5804361038

dummy-image

Stephen J Brady - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444675

dummy-image

The MB Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797111

dummy-image

Betty Parkerson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
5803194897

dummy-image

John Taylor - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797144

dummy-image

Kevin R Kurtz - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797141

dummy-image

Gordon R Polly - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444668

dummy-image

Richard J. Ross, CPA PFS

3104 Shady Lane Drive

Anadarko, OK 73005
4056380395

dummy-image

Daniel W Higgins - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867034

dummy-image

David Veitch - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444648

dummy-image

Brenda Jagels - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187464803

dummy-image

John W Cary - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444619

dummy-image

Paul Bizjack - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444621

dummy-image

Alexander Field - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444659

dummy-image

Jim Olmedo - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867076

dummy-image

James A Livingston - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444637

dummy-image

Ted Mundt - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444662

dummy-image

Edward Jones - Financial Advisor: Ryan M Cockrum

1618 E Main St

Cushing, OK 74023
9187251380

dummy-image

Allstate Personal Financial Representative: Jordan Cramer

10320 S Penn Ave
Ste 202

Oklahoma City, OK 73159
4052279100

dummy-image

Lorn Lyman - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867075

dummy-image

Lewis A Post - Morgan Stanley

3700 West Robinson
Suite 220

Norman, OK 73072
4053663425

dummy-image

Paige Gubler - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413922

dummy-image

Stephanie M Ede - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444647

dummy-image

Kristina Girod - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867006

dummy-image

Kelly Thompson - Ameriprise Financial Services, LLC

5400 N Grand Blvd
Ste 410

Oklahoma City, OK 73112
4059423766

dummy-image

Window World Tulsa

12027 E 51st Street
Suite 48

Tulsa, OK 74146
9189946400

dummy-image

Jamie Lathrop - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413902

dummy-image

Ashley Cutshall - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444640

dummy-image

Edward Jones - Financial Advisor: Clay David

14101 N May Ave
Ste 112

Oklahoma City, OK 73134
4057511659

dummy-image

Allstate Personal Financial Representative: Charles Sales

4331 N Kickapoo Ave

Shawnee, OK 74804
4052755520

dummy-image

Chuck Waugh - Ameriprise Financial Services, LLC

13 NW 44th St

Lawton, OK 73505
5803559780

dummy-image

Edward Jones - Financial Advisor: Lindsey N Beaman

205 W Will Rogers Dr

Kingfisher, OK 73750
4053756360

dummy-image

The Orchard Group - Morgan Stanley

601 SW C Avenue
Suite 100

Lawton, OK 73501
5803547475

dummy-image

Sanford J Roberds - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187464823

dummy-image

Elizabeth Carson - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187444639

dummy-image

Williams, Self & Associates - Ameriprise Financial Services, LLC

3030 NW Expy
Ste 1400

Oklahoma City, OK 73112
4056050224

dummy-image

ENJ Financial

410 4th Street
Suite J

Alva, OK 73717
5803272552

dummy-image

Emerson & Company

837 East 33rd Street

Edmond, OK 73013
4059425000

dummy-image

Beau Brock - Ameriprise Financial Services, LLC

5018 E 68th St
Fl 1

Tulsa, OK 74136
9182701999

dummy-image

Nancy K May - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9185867067

dummy-image

Goosehead Insurance - Jeff McCormick

4320 Adams Rd

Norman, OK 73069
5392028933

dummy-image

Justin Hull - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
9187464853

* Additional advisor listing is provided in partnership with Yext

Find a Planner
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial planners who meet your requirements

paladin-banner

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?

Get Matched With Planners