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Find Retirement Planners for Retirement Planning in Oklahoma City, Oklahoma

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

List of Qualified Retirement Planners in Oklahoma City, Oklahoma

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Jason Dixon

Edelman Financial Engines, LLC

3531 W. Memorial Road

Oklahoma City,OK 73134
(405) 4182626

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Victoria Woods

ChappelWood Financial Services

1725 E 15th Street
Financial District of Oklahoma

Edmond,OK 73013
(405) 3480909

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Jason Dixon

Edelman Financial Engines, LLC

3401 W. Rock Creek Road

Norman,OK 73072
(405) 4182626

List of Additional Retirement Planners in Oklahoma City, Oklahoma*

* Additional advisor listing is provided in partnership with YEXT

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405 Advisor Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413998

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Betty Parkerson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
5803194897

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Benchmark Financial Services, LLC.

2932 NW 122nd
Suite 19

Oklahoma City, OK 73120
4058400028

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Julie Marks - Ameriprise Financial Services, LLC

9104 N Kelley Ave

Oklahoma City, OK 73131
4052864300

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Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058433326

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Chad Michael Rother - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
5803547470

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Stephen J Janzen - Ameriprise Financial Services, LLC

6420 N Santa Fe Ave
Ste A

Oklahoma City, OK 73116
4052865111

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Drew Self - Ameriprise Financial Services, LLC

3030 NW Expy
Ste 1400

Oklahoma City, OK 73112
4056050224

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Kyle Louis Williams - Ameriprise Financial Services, LLC

3030 NW Expy
Ste 1400

Oklahoma City, OK 73112
4056050224

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The Neumann Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413946

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Tungsten Wealth Management

13905 Technology Dr
Ste B2

Oklahoma City, OK 73134
4055437992

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McGuire Capital

2701 SW 121st Court

Oklahoma City, OK 73170
4057605863

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Cornerstone Planning Group, LLC

4801 Gaillardia Parkway
Suite 202

Oklahoma City, OK 73142
4059469000

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Gorton Financial Group

7814 South Pennsylvania Avenue

Oklahoma City, OK 73159
4056819633

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New York Life Oklahoma City General Office

3030 Northwest Expressway
Suite 1800

Oklahoma City, OK 73112
4058137400

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The MB Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797111

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Walter H Johnson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413961

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T Kevin Jackson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
5805403844

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Jim Erle Lowry - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797166

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Robin R Pierce - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413957

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James D Fellers - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797125

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Jamie Lathrop - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413902

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Steven W Tucker - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413948

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Paige Gubler - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413922

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Paul Malloy - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413937

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Grayson Johnson - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797112

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OK 401k

3030 Northwest Expressway
Suite 200

Oklahoma City, OK 73118
4056034986

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Dillon Freie - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
5803547467

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Lore Storm - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413965

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Vickie Leigh Sheen - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413985

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Richard E Cudjo - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797142

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The Taylor Hart Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797144

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Richard B Hinton - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413971

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The Johnson Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797148

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The PJC Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413967

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Ian Ogilvie - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797122

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Kevin R Kurtz - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797141

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The Bowling Group - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
5802519198

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Michael Shelley - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413935

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Joshua Hart - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797134

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Craig Shriner - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
5805403840

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Ted L Bowling - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
5807863101

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Melinda D Brewer - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058797111

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Ladonna K Giachino - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413920

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Legacy Financial Advisors, LLC

10005 North May Avenue
Suite 100

Oklahoma City, OK 73120
4054709190

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Chris Bayouth - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413909

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Rick M Dean - Morgan Stanley

6305 Waterford Blvd
Suite 240

Oklahoma City, OK 73118
4058413949

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Williams, Self & Associates - Ameriprise Financial Services, LLC

3030 NW Expy
Ste 1400

Oklahoma City, OK 73112
4056050224

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Kelly Thompson - Ameriprise Financial Services, LLC

5400 N Grand Blvd
Ste 410

Oklahoma City, OK 73112
4059423766

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Edward Jones - Financial Advisor: Clay David

14101 N May Ave
Ste 112

Oklahoma City, OK 73134
4057511659

* 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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