National Retirement Planning Experts

National Coverage
Local Professionals

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

advisor-photo

Bruce Brenner Wood

Hilton Head Capital Partners

7 Lafayette Place
Suite B

Hilton Head Island, SC 29926

833-300-4427

advisor-photo

Jason Allen

Chatham Capital Group

90 Main Street, Suite A

Hilton Head Island, SC 29926

404-245-6987

advisor-photo

Roy Janse

Goldfinch Wealth Management

325 Rocky Slope Road, Suite 302

Greenville, SC 29607

864-375-4700

advisor-photo

Jason Noble

Edelman Financial Engines, LLC

4401 Leeds Avenue
Suite 225

North Charleston, SC 29405

843-952-2135

advisor-photo

Bradley Tunnell

Tunnell Financial

1113 44th Ave. N.Suite 103

Myrtle Beach, SC 29577

843-222-8964

advisor-photo

Adam Wiles

Global View, LLC

420 E Park Ave, Suite 303
Suite 303

Greenville, SC 29601

864-272-0818

List of Additional Retirement Planners in South Carolina*

* Additional advisor listing is provided in partnership with Yext

dummy-image

Jason Thompson - Ameriprise Financial Services, LLC

181 E Evans St
Ste E3

Florence, SC 29506
843-664-2835

dummy-image

Chou and Hucks - Ameriprise Financial Services, LLC

100 S Main St
Ste O

Summerville, SC 29483
843-875-0564

dummy-image

The Gallivan Group - UBS Financial Services Inc.

17 West McBee Avenue
Poinsett Plaza

Greenville, SC 29601
864-370-4920

dummy-image

ASE Financial Advisory Group

9 Buena Vista Way
Suite B

Greenville, SC 29615
864-254-0032

dummy-image

Barnette & Associates Wealth Management, LLC

310 Memorial Drive
Suite A

Greer, SC 29650
864-469-5991

dummy-image

Ben A. Rast - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8990

dummy-image

Blackbridge Financial

715 Kennerly Road

Irmo, SC 29063
803-749-7670

dummy-image

Danny Bufkin - Morgan Stanley

3003 N Main St

Anderson, SC 29621
864-222-6808

dummy-image

Consolidated Planning, Inc.

402 East Rutherford Streeet

Landrum, SC 29356
864-573-2606

dummy-image

The Williams Group - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8800

dummy-image

Arrow & Bow Wealth Advisors

975 Market Street
#201B

Fort Mill, SC 29708
980-201-2840

dummy-image

Jan Jernigan - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8948

dummy-image

The French Team - UBS Financial Services Inc.

900 Island Park Drive
Suite 201

Charleston, SC 29492
843-856-6631

dummy-image

DTLR

7201 Two Notch Rd
Space Bu636

Columbia, SC 29223
803-865-0260

dummy-image

DTLR

1244 Highway 17 North

North Myrtle Beach, SC 29582
843-249-8927

dummy-image

Vista Lofts

701 Gervais St.

Columbia, SC 29201
803-739-4892

dummy-image

Woodside 11

11 Century Drive
Suite 1000

Greenville, SC 29607
843-421-5067

dummy-image

DTLR

2000 Coastal Grand Circle
Space #365

Myrtle Beach, SC 29577
843-443-6320

dummy-image

Residence At Marina Bay

1600 Marina Road

Irmo, SC 29063
803-732-1322

dummy-image

The Mills

1000 Oak Springs Dr

Greenville, SC 29615
864-213-1067

dummy-image

TruNorth Advisors, LLC

12 Parkway Commons Way

Greenville, SC 29650
864-882-9859

dummy-image

TruNorth Advisors, LLC

4 Leas Courtyard Drive

Seneca, SC 29672
864-882-9859

dummy-image

Discount Tire

801 Highway 17 N

North Myrtle Beach, SC 29582
843-491-7005

dummy-image

Allstate Personal Financial Representative: Christina Black

781 Saint Andrews Blvd

Charleston, SC 29407
843-345-7819

dummy-image

Conscious Capital LLC

2 Belfair Oaks Blvd.
Suite 2A

Bluffton, SC 29910
843-757-2444

dummy-image

Susan Johnsen - Ameriprise Financial Services, LLC

1211 John B White Sr Blvd
Suite 2

Spartanburg, SC 29306
864-587-7500

dummy-image

J Wayne Thompson - Ameriprise Financial Services, LLC

181 E Evans St
Ste E3

Florence, SC 29506
843-664-2835

dummy-image

DTLR

4391 Dorchester Rd
Suite 350-390

North Charleston, SC 29405
843-747-5662

dummy-image

Steven Potter - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7759

dummy-image

Matthew T Perry - Ameriprise Financial Services, LLC

1813 Pickens St

Columbia, SC 29201
803-750-9337

dummy-image

Fitzgerald & Associates

880 S. Pleasantburg Drive
3D

Greenville, SC 29607
864-298-0010

dummy-image

DTLR

100 Columbiana Circle
Space 1422

Columbia, SC 29212
803-749-6849

dummy-image

The Peden Group - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7276

dummy-image

Ed Shaffer - Ameriprise Financial Services, LLC

709 Long Point Rd
Ste A

Mt Pleasant, SC 29464
843-971-0982

dummy-image

Crescent Financial Group

416 W Main St

Lexington, SC 29072
803-399-2000

dummy-image

Jim Barnes - Ameriprise Financial Services, LLC

201 E Camperdown Way

Greenville, SC 29601
864-370-7027

dummy-image

Andrew Rowley - Morgan Stanley Financial Advisor

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8847

dummy-image

Meredith Taylor - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8850

dummy-image

Gregg C Newman - Ameriprise Financial Services, LLC

121 Arrowwood Rd

Columbia, SC 29210
803-731-5959

dummy-image

Innovative Business Services, LLC

320 Tandem Dr

Greer, SC 29650
864-203-8515

dummy-image

4G Wireless of NC

109 E McGregor St

Pageland, SC 29728
843-938-0038

dummy-image

J. Todd Wrenn - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8869

dummy-image

Julie Hucks - Ameriprise Financial Services, LLC

100 S Main St
Ste O

Summerville, SC 29483
843-875-0564

dummy-image

AlphaGraphics

1012 Boundary St.

Beaufort, SC 29902
843-525-6603

dummy-image

Isle Cottage Apartment Homes

505 Silver Gaff Court

Myrtle Beach, SC 29579
843-236-3369

dummy-image

Lawton Smith - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
864-370-7276

dummy-image

Herlong & Doran Financial Group, LLC

237 Park Ave. S.W.
Suite 210

Aiken, SC 29801
803-262-4459

dummy-image

Paul J Halvorson - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7719

dummy-image

Rudy Hein - Ameriprise Financial Services, LLC

3015 Dunes West Blvd
Ste 501

Mt Pleasant, SC 29466
843-654-9126

dummy-image

Scott A Robertson - Morgan Stanley

3003 N Main St

Anderson, SC 29621
864-222-6807

dummy-image

Retire Well

210 Marymeade Drive

Summerville, SC 29483
843-832-7529

dummy-image

David J. Grookett, CLU, ChFC

7715 Claudia Drive

Columbia, SC 29223
803-736-3406

dummy-image

Global View Investment Advisors

420 East Park Avenue
Suite 303

Greenville, SC 29601
864-272-0818

dummy-image

Hines Wealth Management

125 Wappoo Creek Drive
Building E, Suite 101A

Charleston, SC 29412
843-480-7986

dummy-image

New York Life, Roger Johansson

914 Richland St
Suite B-201

Columbia, SC 29201
803-376-2000

dummy-image

Wyatt Brothers Financial, LLC

935 S. Main Street
Suite 400

Greenville, SC 29601
864-678-7041

dummy-image

Investment House on Forest, Inc.

3924 Forrest Drive
Suite 1

Columbia, SC 29204
803-790-1677

dummy-image

Compass Investment Advisors, LLC

105 South Cedar Street, Suite D

Summerville, SC 29483
843-376-3544

dummy-image

New York Life: Michael T. Bostick

14 Airport Rd

Greenville, SC 29607
864-346-2550

dummy-image

The Noblin Company

337B E Saint John St

Spartanburg, SC 29302
864-585-8215

dummy-image

David Wealth Management Group

801 N. Lake Drive
Suite 200

Lexington, SC 29072
803-386-0309

dummy-image

4G Wireless of NC

301-C East Blvd

Chesterfield, SC 29709
843-938-0039

dummy-image

Avron Paul Lesser - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7738

dummy-image

Allstate Personal Financial Representative: Larry Hyams

4763 Highway 17 Byp S

Myrtle Beach, SC 29577
843-293-4444

dummy-image

Terri Murray - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7722

dummy-image

Kenneth Langford - Ameriprise Financial Services, LLC

201 E Camperdown Way

Greenville, SC 29601
864-270-3285

dummy-image

Allstate Personal Financial Representative: Anthony Hensler

42 New Orleans Rd
Ste 100

Hilton Head Island, SC 29928
513-225-7875

dummy-image

The LeBoeuf Group - UBS Financial Services Inc.

941 Houston Northcutt Blvd

Mount Pleasant, SC 29464
843-856-6606

dummy-image

Alan Greg Hollingsworth - UBS Financial Services Inc.

941 Houston Northcutt Blvd

Mount Pleasant, SC 29464
843-856-6652

dummy-image

Hills & Frank & Financial Group LLC

1932 Old Reidville Road

Spartanburg, SC 29301
864-576-1040

dummy-image

Detterbeck Wealth Management

104 Church Street

Charleston, SC 29401
843-577-2463

dummy-image

Allstate Personal Financial Representative: Francisco Olano

610C Highway 1 S

Lugoff, SC 29078
803-243-2134

dummy-image

Allstate Personal Financial Representative: Kirk Segars

100 Obrian Way

Irmo, SC 29063
843-206-4940

dummy-image

The Palms On Main

1155 Lady Street

Columbia, SC 29201
803-744-9975

dummy-image

Allstate Personal Financial Representative: Keith Ridgway

3510 Bush River Rd

Columbia, SC 29210
803-798-4600

dummy-image

Charleston, SC Branch Office - UBS Financial Services Inc.

941 Houston Northcutt Blvd
Suite 100

Mount Pleasant, SC 29464
843-856-6616

dummy-image

Allstate Personal Financial Representative: Jessica Wagar

1655 Savannah Hwy
Unit B

Charleston, SC 29407
843-412-6699

dummy-image

Evans Tramount Group - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7740

dummy-image

uBreakiFix

5594 Sunset Boulevard
Unit C

Lexington, SC 29072
803-520-8285

dummy-image

Bobbi Presper - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8856

dummy-image

Michael Ross White - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7255

dummy-image

Richard C Young Jr - Ameriprise Financial Services, LLC

709 Long Point Rd
Ste A

Mt Pleasant, SC 29464
843-971-0982

dummy-image

CrossRoads Financial Group, LLC

5 New Orleans Road
Suite 100

Hilton Head Island, SC 29928
843-785-9400

dummy-image

Mark Richard French - UBS Financial Services Inc.

900 Island Park Drive
Suite 201

Charleston, SC 29492
843-856-6631

dummy-image

Ansel Bunch - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
803-255-7070

dummy-image

Michael Oana Retirement Planning Specialist

4408 Forest Drive
Suite 2001

Columbia, SC 29206
803-790-8989

dummy-image

Devin Clement - Ameriprise Financial Services, LLC

806 Powdersville Rd
Ste E

Easley, SC 29642
678-782-2693

dummy-image

Hobbs Group Advisors, LLC

1704 Laurel Street

Columbia, SC 29201
803-540-3034

dummy-image

Stifel | Faust Wealth Management Group

10 Patewood
Suite 425

Greenville, SC 29615
864-679-6900

dummy-image

Revolutionary Financial Group

25 Clark Summit Drive
Suite 102

Bluffton, SC 29910
843-592-7379

dummy-image

Daniel Wealth Management

3 North Main Street

Sumter, SC 29150
803-774-3121

dummy-image

Newton Group - UBS Financial Services Inc.

17 West McBee Avenue
Poinsett Plaza

Greenville, SC 29601
864-241-8560

dummy-image

John Ferguson - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
803-255-7238

dummy-image

Karl I. Riner - UBS Financial Services Inc.

941 Houston Northcutt Blvd

Mount Pleasant, SC 29464
843-856-6616

dummy-image

Jennings Cook Financial Services

1212 Haywood Road
Suite 500

Greenville, SC 29615
864-297-4700

dummy-image

Cola Wealth Advisors

4580 Sunset Boulevard

Lexington, SC 29072
803-748-7666

dummy-image

Carter Babb - Morgan Stanley

3003 N Main St

Anderson, SC 29621
864-222-6804

dummy-image

Georgia French - UBS Financial Services Inc.

900 Island Park Drive
Suite 201

Charleston, SC 29492
843-856-6630

dummy-image

Dan M Roach - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8816

dummy-image

Palmetto Coast Wealth Management

3520 West Montague Avenuw
Suite 204

North Charleston, SC 29418
843-647-7270

dummy-image

EFinancial Advisors

1715 Pickens Street

Columbia, SC 29201
803-799-9503

dummy-image

Deirdre Gugelot Marion - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7755

dummy-image

Carolina Insurance Group, LLC

2511 North Oak Street

Myrtle Beach, SC 29577
843-946-9915

dummy-image

Michael Smalyga - UBS Financial Services Inc.

900 Island Park Drive
Suite 201

Mount Pleasant, SC 29492
843-856-6605

dummy-image

Working Capital Group LLC

843-406-7979

dummy-image

Sloan Financial Group LLC

1474 Highway 55 East
Suite 500

Clover, SC 29710
803-222-2892

dummy-image

Sturkie Wealth Management Group

5080 Sunset Blvd
Ste A

Lexington, SC 29072
803-386-0307

dummy-image

Christopher John Newton II, CFP - UBS Financial Services Inc.

17 West McBee Avenue

Greenville, SC 29601
864-241-8560

dummy-image

Brad Tapscott - Ameriprise Financial Services, LLC

259 Seven Farms Dr
Ste 200

Daniel Island, SC 29492
843-284-1237

dummy-image

Christopher J. Newton, CFP - UBS Financial Services Inc.

17 West McBee Avenue

Greenville, SC 29601
864-241-8570

dummy-image

Van Matthews - Ameriprise Financial Services, LLC

803 Roper Creek Dr

Greenville, SC 29615
864-292-3770

dummy-image

Barry S Capps - Ameriprise Financial Services, LLC

2411 N Oak St
Ste 305

Myrtle Beach, SC 29577
843-444-0306

dummy-image

Frank Mc Guire - Ameriprise Financial Services, LLC

259 Seven Farms Dr
Ste 200

Daniel Island, SC 29492
843-284-1237

dummy-image

Morgan Stanley Financial Advisors

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8800

dummy-image

Allstate Personal Financial Representative: Donald Back

315 W Wesmark Blvd

Sumter, SC 29150
803-720-1119

dummy-image

BFG Advisors

702 East Washington Street

Greenville, SC 29601
864-921-7444

dummy-image

Atlantic Coast Advisory Group

421 Wando Park Blvd
Suite 140

Mount Pleasant, SC 29464
843-881-4904

dummy-image

Jeffrey S. Allen, CFP, CTFA - UBS Financial Services Inc.

17 West McBee Avenue
Poinsett Plaza

Greenville, SC 29601
864-241-8569

dummy-image

Michael Griffin - Ameriprise Financial Services, LLC

152 Laurens St NW

Aiken, SC 29801
803-641-2192

dummy-image

Allstate Personal Financial Representative: Russell Padgett

1749 Whiskey Rd

Aiken, SC 29803
803-645-3372

dummy-image

Richard Allen Flippo Jr., CRPS - UBS Financial Services Inc.

900 Island Park Drive
Suite 201

Mount Pleasant, SC 29492
843-856-6607

dummy-image

Allstate Personal Financial Representative: Mark McGrail Jr

1004 W Georgia Rd
Ste A

Simpsonville, SC 29680
864-360-7097

dummy-image

Stephen West - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
803-251-4811

dummy-image

Lester Chou - Ameriprise Financial Services, LLC

100 S Main St
Ste O

Summerville, SC 29483
843-875-0564

dummy-image

West End Financial Strategies LLC

935 S. Main Street
Suite 400

Greenville, SC 29601
864-678-7004

dummy-image

Allstate Personal Financial Representative: Valerie Rattigan

1 Executive Ct
Ste 102

Lake Wylie, SC 29710
203-526-4222

dummy-image

Allstate Personal Financial Representative: Bill McKinney

2327 N Pleasantburg Dr
Ste B

Greenville, SC 29609
864-506-5084

dummy-image

Jody Hyden - Ameriprise Financial Services, LLC

259 Seven Farms Dr
Ste 200

Daniel Island, SC 29492
843-284-1237

dummy-image

Michael Matus - Ameriprise Financial Services, LLC

1701 First Baxter Crossing
Ste 201

Fort Mill, SC 29708
803-792-4770

dummy-image

Allstate Personal Financial Representative: Keith Flenner

2526 Emanuel Church Rd

West Columbia, SC 29170
803-414-7864

dummy-image

David Taylor - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
803-255-7070

dummy-image

Allstate Personal Financial Representative: Garry Tapler

2042A Montague Avenue Ext

Greenwood, SC 29649
864-423-1590

dummy-image

Matthew T.S. McFadden - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8964

dummy-image

Christopher Kauker - Ameriprise Financial Services, LLC

75 Port City Lndg
Ste 110

Mount Pleasant, SC 29464
843-352-8287

dummy-image

David J De Rhodo - Ameriprise Financial Services, LLC

201 Sigma Dr
Ste 300

Summerville, SC 29486
843-594-3249

dummy-image

Kimberly Kanagy - Ameriprise Financial Services, LLC

592 Cardinal Dr

Aiken, SC 29803
803-642-0544

dummy-image

Aaron Neal - Ameriprise Financial Services, LLC

1002 Buck St

Conway, SC 29526
843-488-2192

dummy-image

Jeff Froman - Ameriprise Financial Services, LLC

3441 Pelham Rd
Ste 102

Greenville, SC 29615
864-451-7890

dummy-image

Gerald Ray Johnson - Ameriprise Financial Services, LLC

880 S Pleasantburg Dr
Ste 1C

Greenville, SC 29607
864-370-9222

dummy-image

Vista Advisors - Ameriprise Financial Services, LLC

1813 Pickens St

Columbia, SC 29201
803-750-9337

dummy-image

Morgan Stanley Financial Advisors

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7700

dummy-image

Morgan Stanley Financial Advisors

320 East Main Street
Suite 410

Spartanburg, SC 29302
864-585-7761

dummy-image

Joseph Horne - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8969

dummy-image

Kevin Courtney - Morgan Stanley

600 Main Street

Hilton Head Island, SC 29926
843-689-7217

dummy-image

Dave Lobeck

152 East Bay Street

Charleston, SC 29401
440-343-2983

dummy-image

Andrew B Cook - Morgan Stanley

600 Main Street

Hilton Head Island, SC 29926
843-689-7219

dummy-image

Larkin Watson - Ameriprise Financial Services, LLC

803 Roper Creek Dr

Greenville, SC 29615
864-292-3770

dummy-image

Allstate Personal Financial Representative: Leonard Ament

1171 Market St
Ste 105

Fort Mill, SC 29708
757-350-9587

dummy-image

Scott Baker - Morgan Stanley

600 Main Street

Hilton Head Island, SC 29926
843-689-7226

dummy-image

Roger Kuperman - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8920

dummy-image

Morgan Stanley Financial Advisors

3003 N Main St

Anderson, SC 29621
864-225-5200

dummy-image

Morgan Stanley Financial Advisors

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7240

dummy-image

Oak Street Advisors

1335 44th Ave N Ste 201

Myrtle Beach, SC 29577
843-946-9868

dummy-image

Mike Thompson - Ameriprise Financial Services, LLC

3441 Pelham Rd
Ste 102

Greenville, SC 29615
864-451-7890

dummy-image

Jay Sharp - Ameriprise Financial Services, LLC

709 Long Point Rd
Ste A

Mt Pleasant, SC 29464
843-971-0982

dummy-image

Taylor Wootton - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7793

dummy-image

Azimuth Wealth Advisory of Raymond James

101 Falls Park Dr
600

Greenville, SC 29601
864-255-4548

dummy-image

John Routh - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7780

dummy-image

Richard Bunch - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
803-255-7070

dummy-image

Allstate Personal Financial Representative: Mark Bair

14 W Pointe Blvd
Ste A

Mauldin, SC 29662
843-385-2418

dummy-image

Daniel Joseph Seaman - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
864-594-3453

dummy-image

The Fleming Kivett Group - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7279

dummy-image

Byron Williams - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8951

dummy-image

Tyler Priester - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8968

dummy-image

The Crenshaw Group - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
864-594-3454

dummy-image

Keller Sullivan - Morgan Stanley

3003 N Main St

Anderson, SC 29621
864-222-6803

dummy-image

H.J. Fleming Jr. - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7262

dummy-image

Michael Coleman - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8807

dummy-image

Alan Lyles - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
864-594-3445

dummy-image

Stanford McMillan - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
864-594-3441

dummy-image

The Wilson Phillips Group - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8962

dummy-image

K. Brit Rodgers - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8826

dummy-image

The Richardson Group - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
864-585-7761

dummy-image

Kevin Barnes - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7259

dummy-image

Daniel C Strecker - Ameriprise Financial Services, LLC

259 Seven Farms Dr
Ste 200

Daniel Island, SC 29492
843-284-1237

dummy-image

Robert Murrah Wills - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7754

dummy-image

Walter Kivett - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7279

dummy-image

David Tate - Ameriprise Financial Services, LLC

1813 Pickens St

Columbia, SC 29201
803-750-9337

dummy-image

The Rast McFadden Wealth Management Group - Morgan Stanley

1320 Main Street
Suite 800

Columbia, SC 29201
803-343-8868

dummy-image

Adam Jurewicz - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
803-255-7070

dummy-image

Lee Bugay - Ameriprise Financial Services, LLC

803 Roper Creek Dr

Greenville, SC 29615
864-292-3770

dummy-image

John Rush - Ameriprise Financial Services, LLC

1533 Fording Island Rd
Ste 328

Hilton Head, SC 29926
843-837-1220

dummy-image

The CKS Group - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7265

dummy-image

Eric Snyder - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7795

dummy-image

Michael Zechmann - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7749

dummy-image

Greg Downs - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
803-251-4818

dummy-image

Fifth Third Private Bank - Todd Ripley

31 South Main Street

Greenville, SC 29601
864-558-2508

dummy-image

Robert G. Davidson Jr. - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8904

dummy-image

Robert P. King, Jr. - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
864-594-3461

dummy-image

Fifth Third Private Bank - Gency Kirk

31 South Main Street

Greenville, SC 29601
864-558-2505

dummy-image

Erin B. McCaskill

325 West McBee Avenue

Greenville, SC 29601
864-240-5867

dummy-image

Robert T Cook - Morgan Stanley

600 Main Street

Hilton Head Island, SC 29926
843-689-7216

dummy-image

Virginia McMaster - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8973

dummy-image

Dyadic Financial Management, LLC

115 Atrium Way
Suite 103

Columbia, SC 29223
803-708-4727

dummy-image

Charles E Shartle - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
864-594-3457

dummy-image

Rachel S. Parker

152 East Bay Street

Charleston, SC 29401
843-329-1350

dummy-image

Mark Seals - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
404-266-6037

dummy-image

William Fox - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8896

dummy-image

Jack Evans - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7732

dummy-image

Tripp Brunson

1230 Main Street

Columbia, SC 29201
803-422-7297

dummy-image

Milestone Advice Group

246 Rockmont Drive

Fort Mill, SC 29708
803-547-7526

dummy-image

Jessica Bellamy - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7741

dummy-image

Stephan D Zacharkiw - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7786

dummy-image

Julia M Dotterer - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7792

dummy-image

Carl L Truluck - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8932

dummy-image

Adam P. Davis

1212 Main St

Columbia, SC 29201
803-931-1875

dummy-image

Thomas Kerns - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7701

dummy-image

Robert P Richardson - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
864-594-3463

dummy-image

Fifth Third Private Bank - Richard Crumpler

31 South Main Street

Greenville, SC 29601
864-558-2504

dummy-image

Brooks Crenshaw - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
864-594-3460

dummy-image

Dion Dobranski | Symmetry Financial Group

296 Connemara Dr Unit C

Myrtle Beach, SC 29579
843-855-5464

dummy-image

Cotton Clarke III - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7265

dummy-image

Fifth Third Private Bank - James Jones

31 South Main St

Greenville, SC 29601
864-558-2483

dummy-image

Mark Eley

325 West McBee Avenue

Greenville, SC 29601
864-255-3714

dummy-image

Smittie Cooler - Morgan Stanley

600 Main Street

Hilton Head Island, SC 29926
843-689-7209

dummy-image

Ewing Bellamy Group - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7700

dummy-image

Emily Phillips - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8804

dummy-image

DB Wealth Management

1215 Hampton Street

Columbia, SC 29201
803-937-3433

dummy-image

Mary G Crowley - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
864-594-3468

dummy-image

C. Clarke McNair - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8894

dummy-image

Will McMaster - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8974

dummy-image

Peden Ford - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7263

dummy-image

Rick Phillips - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7252

dummy-image

Frank Sutherland - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7257

dummy-image

Will Rogers - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7794

dummy-image

Laurie Therrell

404 Oakland Avenue

Rock Hill, SC 29732
803-327-6112

dummy-image

Ron K Wilson - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8956

dummy-image

Johnny Peden - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7276

dummy-image

David N Rice - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7241

dummy-image

Blaine Ewing - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7753

dummy-image

Yvette Tramount - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7733

dummy-image

Jeryl Salmond - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8987

dummy-image

Sarah E. H Christian - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7788

dummy-image

Juanita Vitali-Cox

1212 Main St

Columbia, SC 29201
803-931-1510

dummy-image

Clay Koch - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7269

dummy-image

Tyler Condon - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7713

dummy-image

Laura Richards - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8960

dummy-image

Grady E Wyatt - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7256

dummy-image

Robert Sharpe Jr. - Morgan Stanley

201 East McBee Ave, 1st
Fl

Greenville, SC 29601
864-370-7278

dummy-image

James Bilko - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8971

dummy-image

Frank C Ford - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
843-727-7730

dummy-image

Frederick D. Iselin - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8820

* Additional advisor listing is provided in partnership with Yext

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

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?

Get Matched With Planners