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Find Retirement Planners for Retirement Planning in Oregon

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.

List of Qualified Retirement Planners in Oregon

advisor-photo

Charles Tompkins, CFP

KMS Financial Services, Inc.

115 Oregon Ave, Suite 21

Bend, OR 97701
(541) 7977009

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Matt Adams, CFP, CLU, ChFC

Jones & Roth

260 Country Club Rd
#100

Eugene, OR 97401
(541) 6872320

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Matt Carver

Pfs Investments Inc.

*

West Linn, OR 97068
(866) 6385323

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Thomas Daniels

Oswego Crest Financial Group, LLC

5000 Meadows Road

Lake Oswego, OR 97035
(503) 4965400

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Greg Bowen, CFP®, ChFC®

Cascadia Wealth Management

8050 SW Pfaffle St. #100
503-620-5236

Portland, OR 97223
(503) 6205236

List of Additional Retirement Planners in Oregon*

* Additional advisor listing is provided in partnership with YEXT

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Andrew Hall - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5032054517

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Adam Anderson - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343421

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Brandon Jochim - Ameriprise Financial Services, LLC

110 SW Bancroft St
Ste A

Portland, OR 97239
5036507949

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Bradford McKeown - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217697

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Richard Wilson II - Ameriprise Financial Services, LLC

1867 Williams Hwy
Ste 218

Grants Pass, OR 97527
5414768573

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Darren Ford - Ameriprise Financial Services, LLC

1700 NW Civic Dr
Ste 330

Gresham, OR 97030
5036742300

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Arkeo Financial Group - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
5414842444

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Bradley E Home - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217635

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Barbara Hutchinson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218702

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Brent Allen Carlson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217653

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John-Paul Daly - Ameriprise Financial Services, LLC

10260 SW Greenburg Rd
Ste 1170

Portland, OR 97223
5033609310

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Russell McLean - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5032054506

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Andy Norris - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5034841546

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Jacob Easterly - Ameriprise Financial Services, LLC

1800 Blankenship Rd
Ste 300

West Linn, OR 97068
5036507133

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Theresa Austria-Kenney - Ameriprise Financial Services, LLC

1800 Blankenship Rd
Ste 200

West Linn, OR 97068
5039056481

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Rebecca Rooks - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5032054573

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Stephen M Aaron - Ameriprise Financial Services, LLC

9665 SW Allen Blvd
Ste 115

Beaverton, OR 97005
5036194600

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C Brantley Smith - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5032054510

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Joshua T Gregory - Ameriprise Financial Services, LLC

5000 Meadows Rd
Ste 450

Lake Oswego, OR 97035
5035952110

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Allen Financial Wealth Management

2651 Southeast Commercial Street
Suite 2

Salem, OR 97302
5033625554

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Point Forward Wealth Advisors - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
5036207500

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Pacwest Wealth Partners - Ameriprise Financial Services, LLC

2396 NW Kings Blvd
Ste 101

Corvallis, OR 97330
5417573000

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Toews, Van Zante & Associates - Ameriprise Financial Services, LLC

10220 SW Greenburg Rd
Ste 120

Portland, OR 97223
5034448288

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Wealth Strategy Partners - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
5038081515

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Hourglass Planning - Ameriprise Financial Services, LLC

528 Cottage St NE
Ste 300A

Salem, OR 97301
5034852980

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Animal Health Associates

2835 Wilamette St

Eugene, OR 97405
5413451544

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Bill Terrill - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
5038081515

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Levi Deshaw - Ameriprise Financial Services, LLC

6650 SW Redwood Ln
Ste 160

Portland, OR 97224
5036557621

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Josh Brakel - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
5034391880

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Candi Glazebrook - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
5414842444

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Travis Pratt - Ameriprise Financial Services, LLC

201 B Ave
Ste 240

Lake Oswego, OR 97034
5036358192

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Ben Rollins - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
5034391880

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Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5036362700

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Vieng Bounnam - Ameriprise Financial Services, LLC

4380 SW Macadam Ave
Ste 180

Portland, OR 97239
5035462243

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Laura Steagall - Ameriprise Financial Services, LLC

1742 Willamette Falls Dr

West Linn, OR 97068
5036555883

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Tim Schor - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
5414842444

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Michael Cross - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
5413685193

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James O Sturdivant - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
5033991333

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Christopher Hall - Ameriprise Financial Services, LLC

201 B Ave
Ste 240

Lake Oswego, OR 97034
5036358192

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Kayla Van Horn - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
5038081515

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Sten Carlson - Ameriprise Financial Services, LLC

2396 NW Kings Blvd
Ste 101

Corvallis, OR 97330
5417573000

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Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5417795010

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Ray A. Cox - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5417720250

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Jared Buckmaster - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
5036207500

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Jochim & Associates - Ameriprise Financial Services, LLC

110 SW Bancroft St
Ste A

Portland, OR 97239
5036507949

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Erin Dwyer - Ameriprise Financial Services, LLC

16037 SW Upper Boones Ferry Rd
Ste 175

Portland, OR 97224
5032455352

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Gail Harrower - Ameriprise Financial Services, LLC

9665 SW Allen Blvd
Ste 115

Beaverton, OR 97005
5036194600

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Albert J Korb - Ameriprise Financial Services, LLC

10260 SW Greenburg Rd
Ste 1170

Portland, OR 97223
5034777362

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Matthew Brodsky - Ameriprise Financial Services, LLC

9665 SW Allen Blvd
Ste 115

Beaverton, OR 97005
5035677874

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Eric Erwin - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
5417537554

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Shawn Colucy - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
5034391880

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Jeffrey H Beck - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
5417523708

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Tyler James - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
5036207500

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David Vanderploeg - Ameriprise Financial Services, LLC

825 NE Multnomah St
Ste 925

Portland, OR 97232
5036789909

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Kevin C Holland - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
5033991333

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The Permanence Group - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
8003035488

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Jim Osborne - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5032054565

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Kale Chalmers - Ameriprise Financial Services, LLC

5000 SW Meadows Rd
Ste 450

Lake Oswego, OR 97035
5035952110

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Kristin Erickson - Ameriprise Financial Services, LLC

8215 SW Tualatin Sherwood Rd
Ste 200

Tualatin, OR 97062
5039633764

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Jason Doneth - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
5033991333

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Drake Van Zante - Ameriprise Financial Services, LLC

10220 SW Greenburg Rd
Ste 120

Portland, OR 97223
5034448288

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R Pasha Horiuchi - Ameriprise Financial Services, LLC

10260 SW Greenburg Rd
Ste 950

Portland, OR 97223
5038921340

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Paul Walton - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
5412663821

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Edward Jones - Financial Advisor: Selene Witcher

81 Centennial Loop
Suite 5

Eugene, OR 97401
5413428500

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Thomas Hoover - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
5034391880

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Marty C Sacks - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5032054569

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Kristi Van Vleck - Ameriprise Financial Services, LLC

1742 Willamette Falls Dr

West Linn, OR 97068
5036555883

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Mikeal D Davis - Ameriprise Financial Services, LLC

528 Cottage St NE
Ste 300A

Salem, OR 97301
5034852980

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Goosehead Insurance - Lawnie Tucker

1210 N Main St.
Unit 6

Prineville, OR 97754
5412419665

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Marshall & Associates - Ameriprise Financial Services, LLC

5656 Hood St
Ste 104

West Linn, OR 97068
5037239636

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Reliant Wealth Advisors - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
5414842444

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Michael Schor - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
5414842444

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John Spooner - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
5036207500

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Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217600

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Zac Hill - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
5033991333

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TruBridge Wealth Advisors - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
5034391880

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Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5414851111

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Melanie Finkle - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
5034391880

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Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
5412691150

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Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
5035811511

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RJ Norris - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5034841545

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Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
5413891282

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Tiffany Chona-Giessinger - Ameriprise Financial Services, LLC

2396 NW Kings Blvd
Ste 101

Corvallis, OR 97330
5417573000

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William Fussell - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
5038081515

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The Norris Group - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5034841545

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Susan McFadden - Ameriprise Financial Services, LLC

110 SW Bancroft St
Ste A

Portland, OR 97239
5036507949

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Chad Martindale - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
5034391880

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Strassman & Assoc.

15 SW Colorado Avenue
Suite 250

Bend, OR 97702
5413064570

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Daniel Gellner - Ameriprise Financial Services, LLC

735 Commercial St
Ste 5000

Klamath Falls, OR 97601
5418855499

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Creative Insurance Marketing Company

12205 SW Tualatin Road
Suite 210

Tualatin, OR 97062
5036394030

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Savvy Tax Chick

18017 SE Rose Street

Milwaukie, OR 97267
5033443850

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Security First Advisors

2657-B NW Rolling Green Drive

Corvallis, OR 97330
5417571114

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Andrew Beck - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
5412864062

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Budd Collings, MBA

5418765102

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NOW CFO

15171 SW Bangy Rd

Lake Oswego, OR 97035
8778840232

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Eagle Financial Group

576 Pacific Way

Gearhart, OR 97138
5037175512

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PERS & Retirement Consultants

4985 Battle Creek Road SE
Suite 120

Salem, OR 97302
5035850009

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Merriman Wealth Management

871 Country Club Road

Eugene, OR 97401
5416832900

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Waddell & Reed Financial Advisors-Duane J. Silbernagel

2137 NW Hwy 101
Suite A

Lincoln City, OR 97367
5416141322

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Rolf Ellingsen, AIF, Voya Financial Advisors, Inc.

5331 SW Macadam Avenue
Suite 207

Portland, OR 97239
5035179363

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Holland Capital Management

204 NW E Street

Grants Pass, OR 97526
5419564200

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Zachary Blalack - Ameriprise Financial Services, LLC

388 State St
Ste 850

Salem, OR 97301
5034855204

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Financial Freedom

1007 SW Bayley Street

Newport, OR 97365
5415746464

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Don Zabudsky - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218708

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David Grove - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343416

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Gregory A Yechout - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5417720236

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Rick Farley - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413406

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PACIFIC CORNERSTONE GROUP - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218723

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Susan L Birdsong - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5417720233

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John Runyan - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343441

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Spencer Stark - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413449

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Bruce R Holoubek - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
5035885716

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Jason A Downey - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343476

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William G Ross - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
5416176008

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Eric Valentine - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217630

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The Northwest Shore Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5035528228

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Forest Park Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217600

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The Sequoia Group - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5414651433

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Mark Haun - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218704

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Michael Schock - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343428

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Michael Hurley - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
5416176020

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Capstone Financial Consultants, LLC

5416337745

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Jacob Fain - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
5416176013

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Jay L Fain - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
5416176022

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William Scott - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5034126328

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Michael Minervini - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5035343448

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The Columbia Shores Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217616

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Clara Prendergast - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218646

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Mark Richanbach - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413419

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The Bridgeport Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218682

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Ryan Alan Hubka - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343461

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Legacy Creation Network

125 SE 7th Street

Hermiston, OR 97838
5418837777

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Nelson R Maler - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5416186425

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The Gulla Gremillion Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218603

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The Springwater Group - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343479

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Principal Securities- Greg Schmidt, CEBS Financial Advisor

5665 Meadows Road
Suite 350

Lake Oswego, OR 97035
5036206276

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Southern Ridge Wealth

10260 SW Greenberg Rd
Suite 1150

Portland, OR 97223
5032933751

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TradeWinds Wealth Management

4380 Southwest Macadam Avenue
Suite 440

Portland, OR 97239
5036732828

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Cascade Pacific Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032435693

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Ryan D Suvoy - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5417720258

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Jeannette P McKenzie - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
5416176004

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Jeffery Harding - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
5416176005

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Davida Wilson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217646

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Sara K Wallace - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
5035885718

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Douglas Paul Mannen - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032482210

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Tiffany Helleson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032482236

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Springwater Wealth Management, LLC

6600 SW 105th Ave
#155

Beaverton, OR 97008
5034827570

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Steinberg Investment Group

1 SW Columbia St.
Suite #1650

Portland, OR 97258
5034882025

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Michelle Green-Corradetti - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5416186405

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Legacy Financial

1393 Meridian Drive
Suite 2

Woodburn, OR 97071
5039827040

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Jeremy Miller - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032482279

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Jeffrey Young - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5414651436

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Russell Dyer - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343420

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The Fisher Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032435667

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David A Price - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032435658

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John P Lorenz - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032436918

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Christopher T Linkhorn - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413433

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DA Davidson Wealth Management: Dusty Hume, CFP

1300 SW 5th Ave.
Suite 1950

Portland, OR 97201
5038635043

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Schultz Financial Services

52461 Columbia River Hwy

Scappoose, OR 97056
5035433844

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Graystone Consulting - Portland, OR - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
8004520966

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Strategic Wealth Management, LLC

20985 Lava Flow

Bend, OR 97701
5413856263

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Monique Ripley - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413423

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Steve Walter - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343433

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Jim North - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032216262

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Ronald E. Barnette, CFP, CRPC

12005 NE Erin Way

Portland, OR 97220
5032582658

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Christine M Schroeder-Fain - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
5416176016

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Tax & Financial Solutions

151 SE 223rd Avenue

Gresham, OR 97030
5036667909

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Zach Meikle - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032216254

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Kyle Hunter - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217645

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Stuart Munro - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218672

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Jeffrey L Palpant - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5417720238

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Highberger Hubka Group - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343468

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Kirk Matteson

9700 Southwest Capitol Highway
Suite 150

Portland, OR 97219
5032279800

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Firenze Wealth Management

16083 SW Upper Boones Ferry Road
Suite 250

Tigard, OR 97224
5039636555

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Matthew Kibbe - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5032218638

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Robert Steiner - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5414651447

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Faisal Al-Hashim - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343409

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Natasha Hendricks - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032436932

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Tallus Capital Management

869 NW Wall Street

Bend, OR 97701
2063195202

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Mark G. Derby, New York Life

120 Oakway Center

Eugene, OR 97401
5419144090

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Rebecca Nicole Cyphers - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343442

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CCB Financial Services

38975 Proctor Blvd

Sandy, OR 97055
5036682530

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Cathedral Consulting, LLC

950 SE Oak Ave.

Roseburg, OR 97470
8338907186

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Kristin Lyman - Ameriprise Financial Services, LLC

10220 SW Greenburg Rd
Ste 120

Portland, OR 97223
9715447675

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Suzanne Johannsen - Ameriprise Financial Services, LLC

214 SE Vine Ln

Bend, OR 97702
5413892528

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Gary D Jurden - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
5414842444

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Shawn Thomson - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
5036207500

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Robert McCall - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5034526066

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Jeffrey Tinnin - Ameriprise Financial Services, LLC

10260 SW Greenburg Rd
Ste 1170

Portland, OR 97223
5034852980

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Shawn Downey - Ameriprise Financial Services, LLC

6650 SW Redwood Ln
Ste 160

Portland, OR 97224
5036557621

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Gary Buczkowski - Ameriprise Financial Services, LLC

1700 NW Civic Dr
Ste 330

Gresham, OR 97030
5036742300

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Sean Stansfield - Ameriprise Financial Services, LLC

5000 SW Meadows Rd
Ste 450

Lake Oswego, OR 97035
5035952110

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Daniel J Ruediger - Ameriprise Financial Services, LLC

5550 SW Macadam Ave
Ste 102

Portland, OR 97239
5035959020

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Nicholas Hymel - Ameriprise Financial Services, LLC

1700 NW Civic Dr
Ste 330

Gresham, OR 97030
5036742300

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Kristen Salt - Ameriprise Financial Services, LLC

600 NW Naito Pkwy
Unit D

Portland, OR 97209
5035950070

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Brent Usher - Ameriprise Financial Services, LLC

825 NE Multnomah St
Ste 925

Portland, OR 97232
5036789909

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Andrew Clark - Ameriprise Financial Services, LLC

4380 SW Macadam Ave
Ste 310

Portland, OR 97239
5038089100

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Scott D Wiegal - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
5033991333

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Michael Hall - Ameriprise Financial Services, LLC

2292 Oakmont Way

Eugene, OR 97401
5416849000

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Mark Greaney - Ameriprise Financial Services, LLC

404 SW Columbia St
Ste 140A

Bend, OR 97702
5413822354

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AIM Wealth Advisory Group - Ameriprise Financial Services, LLC

5550 SW Macadam Ave
Ste 102

Portland, OR 97239
5035959020

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Prosperity Wealth Advisory Group - Ameriprise Financial Services, LLC

4380 SW Macadam Ave
Ste 310

Portland, OR 97239
5038089100

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Dale Donaldson - Ameriprise Financial Services, LLC

5000 Meadows Rd
Ste 450

Lake Oswego, OR 97035
5035952110

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Paul Miller - Ameriprise Financial Services, LLC

10260 SW Greenburg Rd
Ste 1170

Portland, OR 97223
5033609310

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Bob Welle - Ameriprise Financial Services, LLC

388 State St
Ste 850

Salem, OR 97301
5034855204

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Patrick Schmitt - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5032054535

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Ronald T Gietter - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5414651425

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Jimm R Pierson - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343462

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Michael S Culleton - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218664

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Ken Anderson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5035523365

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Brian Johnson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218723

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Joseph R Scheffler - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5416186426

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Randall Allen Young - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343477

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William D Stabler - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
5035885744

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Caryn Alles - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032435667

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Michael Louaillier - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218624

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Frederick A Blank - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032436935

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Brian David Currier - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5035528224

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Stephen V Jackson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032436926

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Eric James Dulong - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343419

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Seth Radler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217689

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William D Brewer - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
5416176000

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Scott A Davidson - Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
5412663820

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Matt Moshofsky - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343453

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Mary Ann Franklin - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
5035885727

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John Sipple - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
5035885705

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Michael J Wheeler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218682

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Nicholas Hubert - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217606

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Tim Tank - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343434

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Brian Schuler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5034126329

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James Daniel Schenk - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5035528226

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Maryjo W Byrnes - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413418

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Scott Bigham - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
5035885726

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Andrew Carter - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032216626

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Parker L. Jewell - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413411

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Brent Douglas Highberger - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343463

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Jeffrey A McKeown - Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
5412663825

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Jon Hanson - Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
5412663833

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Gary Edward Johnston - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413446

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Nick Highberger - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343468

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Norman Fincher - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5417720229

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PERS & Retirement Consultants

4985 Battle Creek Road SE, Suite 120

Salem, OR 97302
5035850009

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Paul Smith - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5416186408

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The Northwest Seasons Group - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
5035885736

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Randall Mahar - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343437

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Christopher Brewer - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
5416176021

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Doug Moshofsky - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343460

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Evan Gremillion - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5034126321

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John Fredrick York - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5034126325

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Karyn Shirbroun - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5417720248

* 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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