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 South Carolina, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
1036 Lansing Dr.
Suite 200
Mount Pleasant, SC
29464
843-714-3387
4401 Leeds Avenue
Suite 225
North Charleston, SC
29405
843-501-2250
325 Rocky Slope Road, Suite 302
Greenville, SC
29607
864-375-4700
* Additional advisor listing is provided in partnership with Yext
Greenville, SC
29601
864-370-7279
Greer, SC
29650
864-469-5991
Simpsonville, SC
29680
864-360-7097
Summerville, SC
29483
843-871-0383
Mount Pleasant, SC
29492
843-856-6605
Columbia, SC
29206
803-790-7118
Spartanburg, SC
29302
864-594-3453
Charleston, SC
29412
843-480-7986
Summerville, SC
29483
843-871-0383
Mount Pleasant, SC
29464
843-856-6631
Greenville, SC
29601
864-241-8560
Sumter, SC
29150
803-720-1119
Spartanburg, SC
29302
864-585-7761
Beaufort, SC
29902
843-521-1128
Greenville, SC
29607
864-335-9600
Hilton Head Island, SC
29928
843-785-9400
Columbia, SC
29206
803-790-8989
North Charleston, SC
29418
843-647-7270
Greenville, SC
29601
864-241-8501
Lexington, SC
29072
803-808-7295
Greenville, SC
29609
864-506-5084
N Charleston, SC
29406
843-824-6629
Columbia, SC
29201
803-343-8868
Mt. Pleasant, SC
29464
843-856-6607
Charleston, SC
29401
843-727-7740
North Myrtle Beach, SC
29582
843-467-6326
Greenville, SC
29601
864-241-8570
N Charleston, SC
29406
843-824-6629
N Charleston, SC
29406
843-824-6629
Columbia, SC
29206
803-790-7118
Seneca, SC
29678
864-230-3046
Mauldin, SC
29662
843-385-2418
Charleston, SC
29407
843-412-6699
Mount Pleasant, SC
29464
843-856-6606
Spartanburg, SC
29302
864-494-7139
Beaufort, SC
29902
843-521-1128
Greenville, SC
29607
864-335-9600
Elgin, SC
29045
803-833-2100
Greenwood, SC
29649
864-423-1590
Columbia, SC
29206
803-790-7118
N Charleston, SC
29406
843-824-6629
N Charleston, SC
29406
843-824-6629
N Charleston, SC
29406
843-824-6629
Mount Pleasant, SC
29464
843-856-6616
Greenville, SC
29601
864-241-8560
Mt. Pleasant, SC
29464
843-856-6630
Spartanburg, SC
29302
864-594-3441
N Charleston, SC
29406
843-824-6629
North Myrtle Beach, SC
29582
919-725-0580
N Charleston, SC
29406
843-824-6629
Beaufort, SC
29902
843-521-1128
Myrtle Beach, SC
29577
843-293-4444
Aiken, SC
29803
803-645-3372
Lugoff, SC
29078
803-243-2134
Lexington, SC
29072
803-413-9926
Spartanburg, SC
29302
864-594-3460
Mount Pleasant, SC
29464
843-856-6631
Mount Pleasant, SC
29464
843-856-6616
Greenville, SC
29601
864-370-4920
Columbia, SC
29206
803-790-7118
Greenville, SC
29601
864-241-8550
Mount Pleasant, SC
29464
843-856-6652
Greenville, SC
29601
864-241-8569
Charleston, SC
29401
843-727-7755
Mt Pleasant, SC
29466
843-654-9126
Spartanburg, SC
29302
864-594-3461
Spartanburg, SC
29302
864-594-3463
Charleston, SC
29401
843-727-7788
* 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
