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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

Charles Rapp

Edelman Financial Engines, LLC

1601 Northwest Expressway
Suite 1525

Oklahoma City, OK 73118

405-607-7781

List of Additional Retirement Planners in Oklahoma*

* Additional advisor listing is provided in partnership with Yext

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Asset & Investment Advisors

210 Peters Street
Suite A

Poteau, OK 74953
918-647-5700

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Gordon R Polly - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4668

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Robert Linn - Ameriprise Financial Services, LLC

4765 E 91st St
Ste 150

Tulsa, OK 74137
918-794-4203

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ACT Financial Services

4111 South Darlington Avenue
Suite 800

Tulsa, OK 74135
918-664-0081

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Allstate Personal Financial Representative: Maurice Cubit

211 W Main St

Ada, OK 74820
580-436-1038

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Benchmark Financial Services, LLC.

2932 NW 122nd
Suite 19

Oklahoma City, OK 73120
405-840-0028

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Bebb's Flowers

701 W. Broadway

Muskogee, OK 74401
918-682-3331

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Beau Brock - Ameriprise Financial Services, LLC

5018 E 68th St
Fl 1

Tulsa, OK 74136
918-270-1999

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The Veitch Team - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4648

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Steven L. Wilson & Associates

8282 South Memorial Drive
Suite 106

Tulsa, OK 74133
918-254-5525

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Opes One

4200 E. Skelly Drive
Suite 530

Tulsa, OK 74135
918-948-6200

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Daniel Bickerstaff - Ameriprise Financial Services, LLC

5018 E 68th St
Fl 1

Tulsa, OK 74136
918-270-1999

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Edward Jones - Financial Advisor: Clay David

14101 N May Ave
Ste 112

Oklahoma City, OK 73134
405-751-1659

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Window World Tulsa

12027 E 51st Street
Suite 48

Tulsa, OK 74146
918-994-6400

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Isaiah C. Edison, CFP, ChFC, CLU

12028 South Norwood Avenue
Suite 300

Tulsa, OK 74137
918-770-4886

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Kurt Elliott - UBS Financial Services Inc.

4801 Gaillardia Parkway
Building C, Suite 100

Oklahoma City, OK 73142
405-302-1923

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Utica Capital

2100 South Utica Avenue
Suite 300

Tulsa, OK 74114
918-744-9215

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Miller Private Wealth LLC

5708 NW 135th Street
Suite B

Oklahoma City, OK 73142
405-470-0359

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Jim Olmedo - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7076

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Giager Wealth Management

10830 East 45th Street
Suite 103

Tulsa, OK 74146
918-728-2255

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Gorton Financial Group

7814 South Pennsylvania Avenue

Oklahoma City, OK 73159
405-681-9633

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Financial Diagnostics Group

2431 E. 61st St.
Suite 650

Tulsa, OK 74136
918-581-8819

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Tungsten Wealth Management

13905 Technology Dr
Ste B2

Oklahoma City, OK 73134
405-543-7992

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Gowin Financial Services

9100 N 94th East Avenue

Owasso, OK 74055
918-906-3096

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Cornerstone Planning Group, LLC

4801 Gaillardia Parkway
Suite 202

Oklahoma City, OK 73142
405-946-9000

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First Command Financial Advisor - Samuel Mann

5604 SE 67th Street

Oklahoma City, OK 73135
405-737-8594

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First Command Financial Advisor - Jeff Wallace

5604 SE 67th Street

Oklahoma City, OK 73135
405-737-8594

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Sanford J Roberds - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-746-4823

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Justin Lavender - Ameriprise Financial Services, LLC

13 NW 44th St

Lawton, OK 73505
580-355-9780

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Chad Rother - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
580-354-7470

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Rocki Walker - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4603

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E. Paul Samuels - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7092

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The Higgins & James Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7003

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Betty Parkerson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
580-319-4897

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W Michael McCue - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4685

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Mike Purzner - Ameriprise Financial Services, LLC

8801 S Yale Ave
Ste 120

Tulsa, OK 74137
918-388-2012

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Adam H Carson - Ameriprise Financial Services, LLC

581 Merchant Dr

Norman, OK 73069
405-360-8836

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Morgan Stanley Financial Advisors

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4600

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Goosehead Insurance - Jeff McCormick

4320 Adams Rd

Norman, OK 73069
539-202-8933

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First Command Financial Advisor - Cindy Russell

5604 SE 67th Street

Oklahoma City, OK 73135
405-737-8594

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Gaddis and Gaddis Wealth Management

1530 Arlington Street

Ada, OK 74820
580-332-4144

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Eric Walker - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4676

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Layton Sharum - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3117

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T Kevin Jackson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
580-540-3844

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First Command Financial Advisor - Brooke Lazzarini

713 SW C Ave
Ste C

Lawton, OK 73501
580-353-8772

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First Command Financial Advisor - Annabella Hamilton

713 SW C Ave
Ste C

Lawton, OK 73501
580-353-8772

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Union Financial Advisors, LLC

6140 South 104 East Avenue

Tulsa, OK 74133
918-627-2500

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Financial Planning Resources

2250 East 73rd Street
Suite 650

Tulsa, OK 74136
918-494-2929

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Chestnut Street Advisors

6660 South Sheridan Road
Suite 260

Tulsa, OK 74133
918-492-9484

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OK 401k

3030 Northwest Expressway
Suite 200

Oklahoma City, OK 73118
405-603-4986

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Steve Younger - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7048

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Richard J. Ross, CPA PFS

3104 Shady Lane Drive

Anadarko, OK 73005
405-638-0395

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Legacy Financial Advisors, LLC

10005 North May Avenue
Suite 100

Oklahoma City, OK 73120
405-470-9190

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McGuire Capital

2701 SW 121st Court

Oklahoma City, OK 73170
405-760-5863

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ENJ Financial

410 4th Street
Suite J

Alva, OK 73717
580-327-2552

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Emerson & Company

837 East 33rd Street

Edmond, OK 73013
405-942-5000

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

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4669

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Oklahoma City, OK Private Wealth Management - UBS Financial Services Inc.

4801 Gaillardia Parkway
Building C, Suite 100

Oklahoma City, OK 73142
800-859-7596

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Allstate Personal Financial Representative: David Hauenstein

1810 W Owen K Garriott Rd

Enid, OK 73703
405-651-4481

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Morgan Stanley Financial Advisors

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-843-3326

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Elizabeth Carson - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4639

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Richard E Cudjo - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7142

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Mark McCord - Ameriprise Financial Services, LLC

4200 E Skelly Dr
Ste 1015

Tulsa, OK 74135
918-295-5895

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Brock and Associates - Ameriprise Financial Services, LLC

5018 E 68th St
Fl 1

Tulsa, OK 74136
918-270-1999

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Christopher D. Neumann - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3946

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David Karimian - Ameriprise Financial Services, LLC

7712 S Yale Ave
Ste 240

Tulsa, OK 74136
918-388-2009

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Allstate Personal Financial Representative: Steven Newman

4918 S Union Ave

Tulsa, OK 74107
918-714-6578

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Thomas A Hunt - Ameriprise Financial Services, LLC

5018 E 68th St
Fl 1 Ste B

Tulsa, OK 74136
918-921-4800

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Lorn Lyman - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7075

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First Command Financial Advisor - Henry Evans

713 SW C Ave
Ste C

Lawton, OK 73501
580-353-8772

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First Command Financial Advisor - Raymond Rogers

5604 SE 67th Street

Oklahoma City, OK 73135
405-737-8594

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First Command Financial Advisor - Matthew Bowman

5604 SE 67th Street

Oklahoma City, OK 73135
405-737-8594

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First Command Financial Advisor - Mitch Butler

5604 SE 67th Street

Oklahoma City, OK 73135
405-737-8594

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Mark E Woody - Ameriprise Financial Services, LLC

581 Merchant Dr

Norman, OK 73069
405-360-8836

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Prime Wealth Management - Ameriprise Financial Services, LLC

7712 S Yale Ave
Ste 240

Tulsa, OK 74136
918-388-2009

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Brandt Brock - Ameriprise Financial Services, LLC

5018 E 68th St
Fl 1

Tulsa, OK 74136
918-270-1999

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Stephanie M Ede - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4647

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Bruce E Smith - Ameriprise Financial Services, LLC

701 SW Jennings Ave

Bartlesville, OK 74003
918-337-2772

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John Keown - Ameriprise Financial Services, LLC

4200 E Skelly Dr
Ste 1015

Tulsa, OK 74135
918-748-8191

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Julie Marks - Ameriprise Financial Services, LLC

9104 N Kelley Ave

Oklahoma City, OK 73131
405-286-4300

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Kimberly Quintanar - Ameriprise Financial Services, LLC

5224 E 69th Pl

Tulsa, OK 74136
918-949-4243

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First Command Financial Advisor - Allison Polk

713 SW C Ave
Ste C

Lawton, OK 73501
580-353-8772

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Judy L. Gregory, LUTCF, ARPC

111 N Grand St

Enid, OK 73701
580-242-2540

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New York Life Oklahoma City General Office

3030 Northwest Expressway
Suite 1800

Oklahoma City, OK 73112
405-813-7400

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Kymberlie Reed - Ameriprise Financial Services, LLC

4200 E Skelly Dr
Ste 1015

Tulsa, OK 74135
501-975-7968

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The Neumann Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3946

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Daniel Seely - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3149

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Robert Duenner - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7012

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The PJC Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3967

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Nancy K May - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7067

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John Harris - Morgan Stanley

3700 West Robinson
Suite 220

Norman, OK 73072
405-366-3426

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Alexander Field - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4659

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Wayne Choisnet - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7014

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Craig Shriner - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
580-540-3840

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Strategy Wealth

317 Lilac Drive
Suite 130

Edmond, OK 73034
405-861-8420

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Voya Financial Advisors - Stephen Jones

717 Wall Street

Norman, OK 73069
405-366-1297

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Michael Shelley - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3935

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Kelly R Hewitt - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4651

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William Copenhaver - Ameriprise Financial Services, LLC

16311 Sonoma Park Dr
Ste B

Edmond, OK 73013
405-705-5907

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First Command Financial Advisor - Princess Behrens

1320 NW Homestead Dr.
Ste D

Lawton, OK 73505
580-353-8772

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The Olmedo Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7027

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First Command Financial Advisor - Derek Dick

5604 SE 67th Street

Oklahoma City, OK 73135
405-737-8594

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Allstate Personal Financial Representative: Charles Sales

4331 N Kickapoo Ave

Shawnee, OK 74804
405-275-5520

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Chuck Waugh - Ameriprise Financial Services, LLC

13 NW 44th St

Lawton, OK 73505
580-355-9780

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Ted Mundt - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4662

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Lance Martin - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3121

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Sheree Ziemba - Ameriprise Financial Services, LLC

7712 S Yale Ave
Ste 240

Tulsa, OK 74136
918-794-4268

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Drew Self - Ameriprise Financial Services, LLC

3030 NW Expy
Ste 1400

Oklahoma City, OK 73112
405-605-0224

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Kindred Wealth - Ameriprise Financial Services, LLC

581 Merchant Dr

Norman, OK 73069
405-360-8836

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Rick Hesser - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7011

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First Command Financial Advisor - Michael Smith

1320 NW Homestead Dr.
Ste D

Lawton, OK 73505
580-353-8772

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John B Carroll - Ameriprise Financial Services, LLC

581 Merchant Dr

Norman, OK 73069
405-360-8836

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Sylvia Karimian - Ameriprise Financial Services, LLC

7712 S Yale Ave
Ste 240

Tulsa, OK 74136
918-388-2003

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Emily F Cary - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4677

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First Command Financial Advisor - Eric Brunken

201 N Grand
Suite 503

Enid, OK 73701
580-701-2589

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First Command Financial Advisor - Monika Mathurin

1320 NW Homestead Dr.
Ste D

Lawton, OK 73505
580-353-8772

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Justin Hull - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-746-4853

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Lore Storm - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3965

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First Command Financial Advisor - Keith Arthur

201 N. Grand St.
Ste 300

Enid, OK 73701
580-701-4073

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The Rogers Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4660

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James A Livingston - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4637

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Joel McCue - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4604

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Jeffrey A Weinstein - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7028

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Stephen J Brady - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4675

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Jamie Lathrop - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3902

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Kristina Girod - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7006

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Ladonna K Giachino - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3920

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Barbara K Hess - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4650

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James L Johnson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7148

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Stephen J Janzen - Ameriprise Financial Services, LLC

6420 N Santa Fe Ave
Ste A

Oklahoma City, OK 73116
405-286-5111

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Kent Wolever - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7038

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Carson Roberds Wealth Management - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4639

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The MB Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7111

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Lewis A Post - Morgan Stanley

3700 West Robinson
Suite 220

Norman, OK 73072
405-366-3425

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Jim Erle Lowry - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7166

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The Niles Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4615

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Rick M Dean - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3949

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John W Cary - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4619

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The Taylor Hart Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7144

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The 21st Street Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4651

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Paige Hatcher - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3922

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Steven W Tucker - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3948

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Taylor Basden & Associates

5030 East 101st Street
Suite A

Tulsa, OK 74137
918-376-6195

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Robert Rodgers - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7062

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The Fisher Group - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3105

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Gregory Hopeman - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3193

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The Bryan Johnson Group - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3115

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

4801 Gaillardia Parkway
Building C, Suite 100

Oklahoma City, OK 73142
405-302-1920

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Morgan Stanley Financial Advisors

3700 West Robinson
Suite 220

Norman, OK 73072
405-360-9166

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The Bowling Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
580-251-9198

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Jeff Galvin - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4690

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Key Wealth Consulting Group - UBS Financial Services Inc.

4801 Gaillardia Parkway
Building C, Suite 100

Oklahoma City, OK 73142
405-302-1921

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Jennifer Benink - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7091

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John Cary Jr. - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-746-4810

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Christopher Derr - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3164

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Brenda Jagels - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-746-4803

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The Walker Wealth Management Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4603

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Ascendus Financial Advisors

7633 East 63rd Place
Suite 530

Tulsa, OK 74133
918-254-0433

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Aaron Massey - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3106

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First Command Financial Advisor - Kreston Taylor

5604 SE 67th Street

Oklahoma City, OK 73135
405-737-8594

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First Command Financial Advisor - Dylan Ball

5604 SE 67th Street

Oklahoma City, OK 73135
405-737-8594

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Steve McDonnold - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3975

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David Haugen - Ameriprise Financial Services, LLC

8801 S Yale Ave
Ste 120

Tulsa, OK 74137
918-388-2002

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First Command Financial Advisor - Joel Jacobson

5604 SE 67th Street

Oklahoma City, OK 73135
405-737-8594

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Gregory Hester - Ameriprise Financial Services, LLC

16311 Sonoma Park Dr
Ste B

Edmond, OK 73013
405-705-5907

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Southern Hills Wealth Management - UBS Financial Services Inc.

6120 South Yale Avenue
Suite 1800

Tulsa, OK 74136
918-712-3170

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The Bizjack Group - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4621

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Chris Mc Keown - Ameriprise Financial Services, LLC

4200 E Skelly Dr
Ste 1015

Tulsa, OK 74135
918-295-5895

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Paul Bizjack - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4621

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Lisa Donaldson - Ameriprise Financial Services, LLC

2411 Heritage Trl
Ste 5

Enid, OK 73703
580-234-1400

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Allstate Personal Financial Representative: Tracy Martino

755 W Covell Rd
Ste 140

Edmond, OK 73003
405-205-2850

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David Provenzano - Ameriprise Financial Services, LLC

7712 S Yale Ave
Ste 250

Tulsa, OK 74136
918-388-2004

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Jay C. Olmedo - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7027

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Gregory G Collins - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3967

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Melinda D Brewer - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7111

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James D Fellers - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7125

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The Orchard Group - Morgan Stanley

601 SW C Avenue
Suite 100

Lawton, OK 73501
580-354-7475

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Vickie Leigh Sheen - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3985

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John Taylor - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7144

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Jack Graves - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7026

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Chris Bayouth - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3909

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Joshua Hart - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7134

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David Veitch - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4648

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Daniel W Higgins - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7034

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Ashley Cutshall - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4640

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Jeffrey Roberts James - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7007

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Richard B Hinton - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3971

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Walter H Johnson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3961

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Michael Christian - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4665

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Lisa Z Clark - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-746-4804

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Kevin R Kurtz - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7141

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Drew Veitch - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4614

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Paul Malloy - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3937

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Ian Ogilvie - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7122

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Michael S S White - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4680

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Robin R Pierce - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-841-3957

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Mark Spaeth - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7002

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Jake Noell - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-586-7029

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John Simpson - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4669

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Timothy Koski - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4626

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Brandon Rondon, Washington National Agent

2085 Treviso Court

Edmond, OK 73034
318-573-0044

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David Phillip Niles - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4638

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Larry R England - Morgan Stanley

3700 West Robinson
Suite 220

Norman, OK 73072
405-366-3423

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David Niles - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4649

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Grayson Johnson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
405-879-7112

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Ted L Bowling - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
580-786-3101

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Brian Bizjack - Morgan Stanley

2200 S Utica Place
Suite 300

Tulsa, OK 74114
918-744-4608

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Dillon Freie - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
580-354-7467

* 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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