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Find Retirement Planners for Retirement Planning in South Carolina

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.

List of Qualified Retirement Planners in South Carolina

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Bruce Brenner Wood

Hilton Head Capital Partners

7 Lafayette Place
Suite B

Hilton Head Island, SC 29926
(833) 3004427

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Roy Janse

DeHollander & Janse Financial Group

325 Rocky Slope Road, Suite 302

Greenville, SC 29607
(864) 3754700

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Jason Noble

Edelman Financial Engines, LLC

460 King Street
Suite 200

Charleston, SC 29403
(843) 9522135

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Jason Noble

Edelman Financial Engines, LLC

4401 Leeds Avenue
Suite 225

North Charleston, SC 29405
(843) 9522135

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Dan Callahan, CFA

Capasso Planning Partners

56 Broad Street
Suite 3C

Charleston, SC 29401
(843) 3108732

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Bradley Tunnell

Tunnell Financial

1113 44th Ave. N.Suite 103

Myrtle Beach, SC 29577
(843) 2228964

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Bobby Cummings

Cummings Wealth Management Group

1275 Ben Sawyer Blvd.

Mount Pleasant, SC 29464
(843) 8849898

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Robert Gardner CLU, ChFC®, RFC

WSG Advisors, LLC

1536 Fording Island Road
Suite 101

Hilton Head Island, SC 29926
(843) 8378562

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Robert DeHollander

DeHollander & Janse Financial Group

3515 Pelham Road, Suite 100

Greenville, SC 29615
(864) 7700220

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Adam Wiles

Global View, LLC

420 E Park Ave, Suite 303
Suite 303

Greenville, SC 29601
(864) 2720818

List of Additional Retirement Planners in South Carolina*

* Additional advisor listing is provided in partnership with Yext

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Jason Thompson - Ameriprise Financial Services, LLC

181 E Evans St
Ste E3

Florence, SC 29506
8436642835

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Bobbi Presper - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438856

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Ben Rast - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438990

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Lee Bugay - Ameriprise Financial Services, LLC

803 Roper Creek Dr

Greenville, SC 29615
8642923770

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Greg Downs - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
8032514818

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ASE Financial Advisory Group

9 Buena Vista Way
Suite B

Greenville, SC 29615
8642540032

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BFG Advisors

702 East Washington Street

Greenville, SC 29601
8649217444

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Daniel C Strecker - Ameriprise Financial Services, LLC

259 Seven Farms Dr
Ste 200

Daniel Island, SC 29492
8432841237

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Stephen West - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
8032514811

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Andrew Rowley - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438847

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Barnette & Associates Wealth Management, LLC

310 Memorial Drive
Suite A

Greer, SC 29650
8644695991

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Michael Griffin - Ameriprise Financial Services, LLC

152 Laurens St NW

Aiken, SC 29801
8036412192

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Andrew B Cook - Morgan Stanley

600 Main Street

Hilton Head Island, SC 29926
8436897219

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Ed Shaffer - Ameriprise Financial Services, LLC

709 Long Point Rd
Ste A

Mt Pleasant, SC 29464
8439710982

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Arrow & Bow Wealth Advisors

975 Market Street
#201B

Fort Mill, SC 29708
9802012840

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Avron Paul Lesser - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277738

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Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
8645857761

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Chou and Hucks - Ameriprise Financial Services, LLC

100 S Main St
Ste O

Summerville, SC 29483
8438750564

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DTLR

7201 Two Notch Rd
Space Bu636

Columbia, SC 29223
8038650260

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DTLR

1244 Highway 17 North

North Myrtle Beach, SC 29582
8432498927

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Vista Lofts

701 Gervais St.

Columbia, SC 29201
8037394892

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Woodside 11

11 Century Drive
Suite 1000

Greenville, SC 29607
8434215067

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DTLR

2000 Coastal Grand Circle
Space #365

Myrtle Beach, SC 29577
8434436320

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Residence At Marina Bay

1600 Marina Road

Irmo, SC 29063
8037321322

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The Mills

1000 Oak Springs Dr

Greenville, SC 29615
8642131067

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TruNorth Advisors, LLC

12 Parkway Commons Way

Greenville, SC 29650
8648829859

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TruNorth Advisors, LLC

4 Leas Courtyard Drive

Seneca, SC 29672
8648829859

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Discount Tire

801 Highway 17 N

North Myrtle Beach, SC 29582
8434917005

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Ansel Bunch - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
8032557070

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Conscious Capital LLC

2 Belfair Oaks Blvd.
Suite 2A

Bluffton, SC 29910
8437572444

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David Taylor - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
8032557070

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DTLR

4391 Dorchester Rd
Suite 350-390

North Charleston, SC 29405
8437475662

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Richard C Young Jr - Ameriprise Financial Services, LLC

709 Long Point Rd
Ste A

Mt Pleasant, SC 29464
8439710982

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David Tate - Ameriprise Financial Services, LLC

1813 Pickens St

Columbia, SC 29201
8037509337

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Fitzgerald & Associates

880 S. Pleasantburg Drive
3D

Greenville, SC 29607
8642980010

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The Sutherland Clarke Group - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8643707265

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DTLR

100 Columbiana Circle
Space 1422

Columbia, SC 29212
8037496849

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Kenneth Langford - Ameriprise Financial Services, LLC

201 E Camperdown Way

Greenville, SC 29601
8642703285

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Adam Jurewicz - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
8032557070

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Jay Sharp - Ameriprise Financial Services, LLC

709 Long Point Rd
Ste A

Mt Pleasant, SC 29464
8439710982

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John B Rush - Ameriprise Financial Services, LLC

1533 Fording Island Rd
Ste 328

Hilton Head, SC 29926
8438371220

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Kimberly Kanagy - Ameriprise Financial Services, LLC

592 Cardinal Dr

Aiken, SC 29803
8036420544

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Jim Barnes - Ameriprise Financial Services, LLC

201 E Camperdown Way

Greenville, SC 29601
8643707027

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Frank Mc Leod - Ameriprise Financial Services, LLC

311 Meetze Ave

Lexington, SC 29072
8038083788

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John Ferguson - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
8032557238

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Michael Matus - Ameriprise Financial Services, LLC

1701 First Baxter Crossing
Ste 201

Fort Mill, SC 29708
8037924770

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Innovative Business Services, LLC

320 Tandem Dr

Greer, SC 29650
8642038515

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4G Wireless of NC

109 E McGregor St

Pageland, SC 29728
8439380038

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J Wayne Thompson - Ameriprise Financial Services, LLC

181 E Evans St
Ste E3

Florence, SC 29506
8436642835

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Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277700

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Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438800

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AlphaGraphics

1012 Boundary St.

Beaufort, SC 29902
8435256603

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Isle Cottage Apartment Homes

505 Silver Gaff Court

Myrtle Beach, SC 29579
8432363369

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Richard Bunch - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
8032557070

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Lawton Smith - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8643707276

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Aaron Neal - Ameriprise Financial Services, LLC

1002 Buck St

Conway, SC 29526
8434882192

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Rudy Hein - Ameriprise Financial Services, LLC

3015 Dunes West Blvd
Ste 501

Mt Pleasant, SC 29466
8436549126

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Julie Hucks - Ameriprise Financial Services, LLC

100 S Main St
Ste O

Summerville, SC 29483
8438750564

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Frank Mc Guire - Ameriprise Financial Services, LLC

259 Seven Farms Dr
Ste 200

Daniel Island, SC 29492
8432841237

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David J. Grookett, CLU, ChFC

7715 Claudia Drive

Columbia, SC 29223
8037363406

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Christopher Kauker - Ameriprise Financial Services, LLC

259 Seven Farms Dr
Ste 200

Daniel Island, SC 29492
8432841237

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David J De Rhodo - Ameriprise Financial Services, LLC

201 Sigma Dr
Ste 300

Summerville, SC 29486
8435943249

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Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8007555750

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Christopher E Cabri - Ameriprise Financial Services, LLC

422 Main St

Greenwood, SC 29646
8643880828

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Van Matthews - Ameriprise Financial Services, LLC

803 Roper Creek Dr

Greenville, SC 29615
8642923770

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Global View Investment Advisors

420 East Park Avenue
Suite 303

Greenville, SC 29601
8642720818

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Hines Wealth Management

125 Wappoo Creek Drive
Building E, Suite 101A

Charleston, SC 29412
8434807986

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New York Life, Roger Johansson

914 Richland St
Suite B-201

Columbia, SC 29201
8033762000

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Wyatt Brothers Financial, LLC

935 S. Main Street
Suite 400

Greenville, SC 29601
8646787041

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Investment House on Forest, Inc.

3924 Forrest Drive
Suite 1

Columbia, SC 29204
8037901677

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Compass Investment Advisors, LLC

105 South Cedar Street, Suite D

Summerville, SC 29483
8433763544

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Carolina Insurance Group, LLC

2511 North Oak Street

Myrtle Beach, SC 29577
8439469915

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New York Life: Michael T. Bostick

14 Airport Rd

Greenville, SC 29607
8643462550

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The Noblin Company

337B E Saint John St

Spartanburg, SC 29302
8645858215

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David Wealth Management Group

801 N. Lake Drive
Suite 200

Lexington, SC 29072
8033860309

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4G Wireless of NC

301-C East Blvd

Chesterfield, SC 29709
8439380039

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The Williams Group - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438800

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Paul J Halvorson - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277719

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Alan Lyles - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
8645943445

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Terri Murray - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277722

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Robert Murrah Wills - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277754

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The Wilson Phillips Group - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438962

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Jan Jernigan - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438948

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Evans Tramount Group - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277740

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Hills & Frank & Financial Group LLC

1932 Old Reidville Road

Spartanburg, SC 29301
8645761040

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Crescent Financial Group

416 W Main St

Lexington, SC 29072
8033992000

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The Palms On Main

1155 Lady Street

Columbia, SC 29201
8037449975

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Danny Bufkin - Morgan Stanley

3003 N Main St

Anderson, SC 29621
8642226808

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Meredith Taylor - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438850

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uBreakiFix

5594 Sunset Boulevard
Unit C

Lexington, SC 29072
8035208285

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Michael Coleman - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438807

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Vista Advisors - Ameriprise Financial Services, LLC

1813 Pickens St

Columbia, SC 29201
8037509337

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CrossRoads Financial Group, LLC

5 New Orleans Road
Suite 100

Hilton Head Island, SC 29928
8437859400

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Kevin Courtney - Morgan Stanley

600 Main Street

Hilton Head Island, SC 29926
8436897217

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The Rast Group - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438800

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K. Brit Rodgers - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438826

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Michael Oana Retirement Planning Specialist

4408 Forest Drive
Suite 2001

Columbia, SC 29206
8037908989

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Michael Ross White - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8643707255

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John Routh - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277780

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The Fleming Kivett Group - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8643707279

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Hobbs Group Advisors, LLC

1704 Laurel Street

Columbia, SC 29201
8035403034

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Stifel | Faust Wealth Management Group

10 Patewood
Suite 425

Greenville, SC 29615
8646796900

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Revolutionary Financial Group

25 Clark Summit Drive
Suite 102

Bluffton, SC 29910
8435927379

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Daniel Wealth Management

3 North Main Street

Sumter, SC 29150
8037743121

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Scott A Robertson - Morgan Stanley

3003 N Main St

Anderson, SC 29621
8642226807

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Walter Kivett - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8643707279

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Byron Williams - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438951

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The Richardson Group - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
8645857761

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Roger Kuperman - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438920

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Joseph Horne - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438969

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Steven Potter - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277759

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J.Todd Wrenn - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438869

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Deirdre Marion - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277755

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Jennings Cook Financial Services

1212 Haywood Road
Suite 500

Greenville, SC 29615
8642974700

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Cola Wealth Advisors

4580 Sunset Boulevard

Lexington, SC 29072
8037487666

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Kevin Barnes - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8643707259

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Carter Babb - Morgan Stanley

3003 N Main St

Anderson, SC 29621
8642226804

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The Crenshaw Group - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
8645943454

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Dan M Roach - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438816

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Eric Snyder - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277795

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Keller Sullivan - Morgan Stanley

3003 N Main St

Anderson, SC 29621
8642226803

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Palmetto Coast Wealth Management

3520 West Montague Avenuw
Suite 204

North Charleston, SC 29418
8436477270

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EFinancial Advisors

1715 Pickens Street

Columbia, SC 29201
8037999503

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Taylor Wootton - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277793

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The Peden Group - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438989

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Michael Zechmann - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277749

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Working Capital Group LLC

8434067979

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Sloan Financial Group LLC

1474 Highway 55 East
Suite 500

Clover, SC 29710
8032222892

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Sturkie Wealth Management Group

5080 Sunset Blvd
Ste A

Lexington, SC 29072
8033860307

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Gerald Ray Johnson - Ameriprise Financial Services, LLC

880 S Pleasantburg Dr
Ste 1C

Greenville, SC 29607
8643709222

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Larkin Watson - Ameriprise Financial Services, LLC

803 Roper Creek Dr

Greenville, SC 29615
8642923770

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Gregg C Newman - Ameriprise Financial Services, LLC

121 Arrowwood Rd

Columbia, SC 29210
8037315959

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Barry S Capps - Ameriprise Financial Services, LLC

2411 N Oak St
Ste 305

Myrtle Beach, SC 29577
8434440306

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Jeff Froman - Ameriprise Financial Services, LLC

3441 Pelham Rd
Ste 102

Greenville, SC 29615
8644517890

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Lester Chou - Ameriprise Financial Services, LLC

100 S Main St
Ste O

Summerville, SC 29483
8438750564

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Matthew T Perry - Ameriprise Financial Services, LLC

1813 Pickens St

Columbia, SC 29201
8037509337

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Brad Tapscott - Ameriprise Financial Services, LLC

259 Seven Farms Dr
Ste 200

Daniel Island, SC 29492
8432841237

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Jody Hyden - Ameriprise Financial Services, LLC

259 Seven Farms Dr
Ste 200

Daniel Island, SC 29492
8432841237

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Azimuth Wealth Advisory of Raymond James

101 Falls Park Dr
600

Greenville, SC 29601
8642554548

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Fifth Third Private Bank - Todd Ripley

31 South Main Street

Greenville, SC 29601
8645582508

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Robert G. Davidson Jr. - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438904

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Robert P King Jr. - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
8645943461

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Fifth Third Private Bank - Gency Kirk

31 South Main Street

Greenville, SC 29601
8645582505

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Robert T Cook - Morgan Stanley

600 Main Street

Hilton Head Island, SC 29926
8436897216

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Virginia McMaster - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438973

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Charles E Shartle - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
8645943457

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William Fox - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438896

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Jack Evans - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277732

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Jessica Bellamy - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277741

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Stephan D Zacharkiw - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277786

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Julia M Dotterer - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277792

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Carl L Truluck - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438932

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Matthew T.S McFadden - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438964

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Thomas Kerns - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277701

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Robert P Richardson - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
8645943463

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Fifth Third Private Bank - Richard Crumpler

31 South Main Street

Greenville, SC 29601
8645582504

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Brooks Crenshaw - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
8645943460

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Dion Dobranski | Symmetry Financial Group

296 Connemara Dr Unit C

Myrtle Beach, SC 29579
8438555464

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Cotton Clarke III - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8643707265

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Fifth Third Private Bank - James Jones

31 South Main St

Greenville, SC 29601
8645582483

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Smittie Cooler - Morgan Stanley

600 Main Street

Hilton Head Island, SC 29926
8436897209

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Ewing Bellamy Group - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277700

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Emily Phillips - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438804

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Mary G Crowley - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
8645943468

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Daniel Joseph Seaman - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
8645943453

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C. Clarke McNair - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438894

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Will McMaster - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438974

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Tyler Priester - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438968

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Peden Ford - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438907

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Rick Phillips - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8643707252

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Frank Sutherland - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8643707257

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Will Rogers - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277794

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Stanford McMillan - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
8645943441

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Laurie Therrell

404 Oakland Avenue

Rock Hill, SC 29732
8033276112

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Ron K Wilson - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438956

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Johnny Peden - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438989

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David N Rice - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8643707241

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Blaine Ewing - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277753

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Yvette Tramount - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277733

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H.J Fleming - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8643707262

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Jeryl Salmond - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438987

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Sarah E. H Christian - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277788

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Clay Koch - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8643707269

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Tyler Condon - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277713

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Laura Richards - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438960

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Grady E Wyatt - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8643707256

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Robert Sharpe Jr. - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8643707278

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James Bilko - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438971

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Frank C Ford - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277730

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Frederick D. Iselin - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438820

* 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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