National Retirement Planning Experts

National Coverage
Local Professionals

Find Retirement Planners for Retirement Planning in Salem, 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 Salem, Oregon

dummy-image

William Cartee

Edelman Financial Engines, LLC

305 SE Chkalov Drive Suite 113

Vancouver,WA 98683

425-247-2970

List of Additional Retirement Planners in Salem, Oregon*

* Additional advisor listing is provided in partnership with Yext

dummy-image

James O Sturdivant - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

dummy-image

Allen Financial Wealth Management

2651 Southeast Commercial Street
Suite 2

Salem, OR 97302
503-362-5554

dummy-image

Bruce R Holoubek - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5716

dummy-image

Zac Hill - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

dummy-image

PERS & Retirement Consultants

4985 Battle Creek Road SE
Suite 120

Salem, OR 97302
503-585-0009

dummy-image

Andrea C Delapp - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

dummy-image

Veronica Beeson

580 State St

SALEM, OR 97301
971-545-9013

dummy-image

Capital Financial Planners

1640 Liberty Street SE

Salem, OR 97302
503-585-1067

dummy-image

Zachary Blalack - Ameriprise Financial Services, LLC

388 State St
Ste 850

Salem, OR 97301
503-485-5204

dummy-image

Mikeal D Davis - Ameriprise Financial Services, LLC

528 Cottage St NE
Ste 300A

Salem, OR 97301
503-485-2980

dummy-image

Scott D Wiegal - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

dummy-image

Bob Welle - Ameriprise Financial Services, LLC

388 State St
Ste 850

Salem, OR 97301
503-485-5204

dummy-image

Jason Doneth - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

dummy-image

Sara K Wallace - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5718

dummy-image

Kevin C Holland - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

dummy-image

Morgan Stanley Financial Advisors

4285 Commercial SE
Ste 200

Salem, OR 97302
503-581-1511

dummy-image

Bryant Malone

503-684-4010

dummy-image

Capstone Wealth Advisors

2005 Madrona Avenue Southeast

Salem, OR 97302
503-967-1980

dummy-image

William Anderson - Ameriprise Financial Services, LLC

388 State St
Ste 850

Salem, OR 97301
503-485-5204

dummy-image

Grant Stewart - Ameriprise Financial Services, LLC

528 Cottage St NE
Ste 300A

Salem, OR 97301
503-485-2980

dummy-image

Hourglass Planning - Ameriprise Financial Services, LLC

528 Cottage St NE
Ste 300A

Salem, OR 97301
503-485-2980

dummy-image

Edward Jones - Financial Advisor: Haley R Kahrmann

515 Taggart Dr NW
Suite 130

Salem, OR 97304
503-585-1206

dummy-image

Edward Jones - Financial Advisor: Michael R Wooters

4035 12th St Cutoff SE
Ste 130

Salem, OR 97302
503-362-5439

dummy-image

Edward Jones - Financial Advisor: Phil Ridling

3470 Liberty Rd S

Salem, OR 97302
503-581-8580

dummy-image

Edward Jones - Financial Advisor: Garry M Falor, CFP®|AAMS"

525 Glen Creek NW
Suite 110

Salem, OR 97304
503-588-5426

dummy-image

Edward Jones - Financial Advisor: Chip Hutchings

454 Lancaster Drive Northeast

Salem, OR 97301
503-585-4689

dummy-image

Edward Jones - Financial Advisor: Jeff Davis

2235 Mission St SE
Suite 200

Salem, OR 97302
503-363-0445

dummy-image

Edward Jones - Financial Advisor: Jason L McMurphy, CRPC"

4035 12th St Cutoff SE
Ste 130

Salem, OR 97302
503-362-5439

dummy-image

Edward Jones - Financial Advisor: Grant L Kendall

1750 Liberty St SE

Salem, OR 97302
503-362-0011

dummy-image

Edward Jones - Financial Advisor: Kyler J Gaskey

3390 Commercial Street SE

Salem, OR 97302
503-370-6159

dummy-image

Edward Jones - Financial Advisor: Tyson B Wooters

4035 12th St Cutoff SE
Ste 130

Salem, OR 97302
503-362-5439

dummy-image

Edward Jones - Financial Advisor: Tim Sparks, CFP®

3390 Commercial Street SE

Salem, OR 97302
503-370-6159

dummy-image

Edward Jones - Financial Advisor: Cameron Hunt

530 Center St NE
Ste 600

Salem, OR 97301
503-385-1478

dummy-image

Edward Jones - Financial Advisor: Kristin Meyer

3470 Liberty Rd S

Salem, OR 97302
503-581-8580

dummy-image

Edward Jones - Financial Advisor: Caitlin M Davis, CFP®|AAMS"

540 Patterson St NW
Suite 100

Salem, OR 97304
503-585-1464

dummy-image

Edward Jones - Financial Advisor: Max Elvrom, CFP®|AAMS"|CRPC"

695 Commercial St SE
Suite #110

Salem, OR 97301
503-362-9699

dummy-image

Edward Jones - Financial Advisor: Saige N Swan

540 Patterson St NW
Suite 100

Salem, OR 97304
503-585-1464

dummy-image

Edward Jones - Financial Advisor: Eric D Thompson, CFP®

1661 Edgewater Street NW
Suite 130

Salem, OR 97304
503-375-7612

dummy-image

William D Stabler - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5744

dummy-image

John Sipple - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5705

dummy-image

The Northwest Seasons Group - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5736

dummy-image

Scott Bigham - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5726

dummy-image

PERS & Retirement Consultants

4985 Battle Creek Road SE, Suite 120

Salem, OR 97302
503-585-0009

dummy-image

Mary Ann Franklin - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5727

* 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?

FIND A
FINANCIAL PLANNER

Free Service | No Obligation to Hire

  Your Information is Safe and Secure

Interview top quality financial planners who meet your requirements

paladin-banner
Get Matched With Planners