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Find Retirement Planners for Retirement Planning in Milwaukie, Oregon

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 Milwaukie, Oregon

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Greg Bowen

Mariner Wealth Advisors

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

Portland,OR 97223

503-620-5236

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William Cartee

Edelman Financial Engines, LLC

305 SE Chkalov Drive Suite 113

Vancouver,WA 98683

425-247-2970

List of Additional Retirement Planners in Milwaukie, Oregon*

* Additional advisor listing is provided in partnership with Yext

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Savvy Tax Chick

18017 SE Rose Street

Milwaukie, OR 97267
503-344-3850

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Edward Jones - Financial Advisor: Bob L Jones

13235 Mc Loughlin Blvd
Ste D-2

Milwaukie, OR 97222
503-652-6151

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Edward Jones - Financial Advisor: Henry O Johnson IV

13235 Mc Loughlin Blvd
Ste D-2

Milwaukie, OR 97222
503-652-6151

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Edward Jones - Financial Advisor: Matthew S Asay

6751 SE Thiessen Road
Suite D

Milwaukie, OR 97267
503-653-7657

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Edward Jones - Financial Advisor: Hailey Percival

6751 SE Thiessen Road
Suite D

Milwaukie, OR 97267
503-653-7657

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Edward Jones - Financial Advisor: Robin P Jacobson

4216 Southeast King Road

Milwaukie, OR 97222
503-659-1387

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Edward Jones - Financial Advisor: Alf Barber

1912 SE Monroe Street

Milwaukie, OR 97222
503-654-8046

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Edward Jones - Financial Advisor: Ryan C Chapman, AAMS"

14020 SE Johnson Rd
Suite #206

Milwaukie, OR 97267
503-653-5171

* Additional advisor listing is provided in partnership with Yext

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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