Directory of Professional Retirement Planners
National Coverage
Local Professionals
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 Oregon, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
115 Oregon Ave, Suite 21
Bend, OR
97701
541-797-7009
8050 SW Pfaffle St. #100
503-620-5236
Portland, OR
97223
503-620-5236
* Additional advisor listing is provided in partnership with Yext
Salem, OR
97302
503-362-5554
Medford, OR
97504
541-773-7773
Lake Oswego, OR
97035
503-603-6919
Portland, OR
97205
800-452-0966
Redmond, OR
97756
541-968-3119
Eugene, OR
97401
541-342-8500
Portland, OR
97205
503-221-5847
Eugene, OR
97401
541-632-7850
Tualatin, OR
97062
503-639-4030
Eugene, OR
97401
541-632-7864
Medford, OR
97504
541-734-7129
Central Point, OR
97502
541-664-1400
Lake Oswego, OR
97035
503-534-3468
Lake Oswego, OR
97035
503-620-6276
Portland, OR
97239
503-673-2828
Portland, OR
97201
503-863-5043
Medford, OR
97504
541-608-4374
Portland, OR
97205
503-225-9251
Portland, OR
97233
503-297-7118
Portland, OR
97205
503-221-5858
Medford, OR
97504
541-210-8775
Lake Oswego, OR
97035
503-221-8603
Eugene, OR
97401
541-517-8355
Portland, OR
97205
503-226-1827
Lake Oswego, OR
97035
503-248-1303
Medford, OR
97501
541-660-3723
Roseburg, OR
97471
541-999-4524
Portland, OR
97205
503-221-5800
Lake Oswego, OR
97035
503-534-3463
Happy Valley, OR
97086
503-267-1904
Lake Oswego, OR
97035
503-534-3479
Bend, OR
97702
503-603-6919
Portland, OR
97205
503-226-1876
West Linn, OR
97068
503-312-3013
Lake Oswego, OR
97035
503-534-3442
Portland, OR
97205
503-221-5848
Portland, OR
97205
503-226-1845
Lake Oswego, OR
97035
503-248-1302
Lake Oswego, OR
97035
503-603-1224
Portland, OR
97205
503-225-9205
Bend, OR
97702
541-322-6128
Medford, OR
97504
541-734-7129
Lake Oswego, OR
97035
503-603-6902
Beaverton, OR
97005
503-869-0947
Portland, OR
97205
503-226-1819
Lake Oswego, OR
97035
503-603-1253
Lake Oswego, OR
97035
503-603-1254
Portland, OR
97205
503-225-9237
Bend, OR
97702
541-322-6131
Portland, OR
97232
503-890-1430
* Additional advisor listing is provided in partnership with Yext
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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.
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.
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.
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.
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
