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.
7 Lafayette Place
Suite B
Hilton Head Island, SC
29926
833-300-4427
325 Rocky Slope Road, Suite 302
Greenville, SC
29607
864-375-4700
4401 Leeds Avenue
Suite 225
North Charleston, SC
29405
843-952-2135
* Additional advisor listing is provided in partnership with Yext
Florence, SC
29506
843-664-2835
Summerville, SC
29483
843-875-0564
Greenville, SC
29601
864-370-4920
Greer, SC
29650
864-469-5991
Charleston, SC
29492
843-856-6631
Charleston, SC
29407
843-345-7819
Spartanburg, SC
29306
864-587-7500
Florence, SC
29506
843-664-2835
Columbia, SC
29201
803-750-9337
Columbia, SC
29201
803-750-9337
Mt Pleasant, SC
29464
843-971-0982
Greenwood, SC
29646
864-388-0828
Greenville, SC
29601
864-370-7027
Columbia, SC
29201
803-343-8847
Columbia, SC
29210
803-731-5959
Summerville, SC
29483
843-875-0564
Mt Pleasant, SC
29466
843-654-9126
Charleston, SC
29412
843-480-7986
Myrtle Beach, SC
29577
843-293-4444
Lexington, SC
29072
803-413-9926
Greenville, SC
29601
864-270-3285
Hilton Head Island, SC
29928
513-225-7875
Mount Pleasant, SC
29464
843-856-6606
Mount Pleasant, SC
29464
843-856-6652
Lugoff, SC
29078
803-243-2134
Columbia, SC
29210
803-798-4600
Rock Hill, SC
29732
704-493-1968
Mount Pleasant, SC
29464
843-856-6616
Charleston, SC
29407
843-412-6699
Charleston, SC
29401
843-727-7740
Mt Pleasant, SC
29464
843-971-0982
Blythewood, SC
29016
803-691-8181
Hilton Head Island, SC
29928
843-785-9400
Charleston, SC
29492
843-856-6631
Columbia, SC
29201
803-255-7070
Columbia, SC
29206
803-790-8989
Easley, SC
29642
678-782-2693
Greenville, SC
29601
864-241-8560
Columbia, SC
29201
803-255-7238
Mount Pleasant, SC
29464
843-856-6616
Charleston, SC
29492
843-856-6630
North Charleston, SC
29418
843-647-7270
Charleston, SC
29401
843-727-7755
Greenville, SC
29601
864-241-8550
Mount Pleasant, SC
29492
843-856-6605
Greenville, SC
29601
864-241-8560
Daniel Island, SC
29492
843-284-1237
Greenville, SC
29601
864-241-8570
Greenville, SC
29615
864-292-3770
Myrtle Beach, SC
29577
843-444-0306
Daniel Island, SC
29492
843-284-1237
Sumter, SC
29150
803-720-1119
Myrtle Beach, SC
29572
843-449-7805
Greenville, SC
29601
864-241-8569
Aiken, SC
29803
803-645-3372
Mount Pleasant, SC
29492
843-856-6607
Simpsonville, SC
29680
864-360-7097
Columbia, SC
29201
803-251-4811
Summerville, SC
29483
843-875-0564
Lake Wylie, SC
29710
203-526-4222
Greenville, SC
29609
864-506-5084
Clemson, SC
29633
864-654-0837
North Myrtle Beach, SC
29582
919-725-0580
Daniel Island, SC
29492
843-284-1237
Fort Mill, SC
29708
803-792-4770
West Columbia, SC
29170
803-414-7864
Columbia, SC
29201
803-255-7070
Greenwood, SC
29649
864-423-1590
Mount Pleasant, SC
29464
843-352-8287
Summerville, SC
29486
843-594-3249
Greenville, SC
29615
864-451-7890
Greenville, SC
29607
864-370-9222
Spartanburg, SC
29302
864-494-7139
Greenville, SC
29615
864-292-3770
Fort Mill, SC
29708
757-350-9587
Greenville, SC
29615
864-451-7890
Mt Pleasant, SC
29464
843-971-0982
Columbia, SC
29201
803-255-7070
Mauldin, SC
29662
843-385-2418
Spartanburg, SC
29302
864-594-3453
Greenville, SC
29601
864-370-7279
Spartanburg, SC
29302
864-594-3454
Spartanburg, SC
29302
864-594-3441
Spartanburg, SC
29302
864-585-7761
Daniel Island, SC
29492
843-284-1237
Greenville, SC
29607
864-250-3000
Columbia, SC
29201
803-343-8868
Columbia, SC
29201
803-255-7070
Hilton Head, SC
29926
843-837-1220
Lexington, SC
29072
803-957-1912
Columbia, SC
29201
803-251-4818
Spartanburg, SC
29302
864-594-3461
Spartanburg, SC
29302
864-594-3457
Spartanburg, SC
29302
864-594-3463
Myrtle Beach, SC
29579
843-855-5464
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
