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Find Retirement Advisors for Retirement Planning in Greer, South Carolina

Q: 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.

Q: 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.

Q: 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.

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.

Finding the Best Retirement Planners in Greer, South Carolina

Last Updated - November 29, 2024

Greer has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Greer, South Carolina have an average of 27 years of experience.

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List of Qualified Retirement Planning Advisors in Greer, South Carolina

VERIFIED

Carolinas Wealth Management Group
CFP^®

Qualifications
CRD# 7436040
Firm CRD# 46947
Series 7, 66

Minimum Assets Required
$50,000

Address

3 Caledon Ct Ste C,
Greenville, SC 29615 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

David Conley
CFP^®
Masters Financial Group

Qualifications
CRD# 2545821
Firm CRD# 6413
Series 7, 63, 65

Minimum Assets Required
Not Specified

Address

106 E. Butler Rd,
Suite A,
Mauldin, SC 29662 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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VERIFIED

Adam Wiles
CFP^®
Global View Investment Management

Qualifications
CRD# 4798512
Firm CRD# 145499

Minimum Assets Required
$250,000

Address

420 E Park Ave,
Suite 303,
Greenville, SC 29601 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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VERIFIED

Goepper Burkhardt
CPA, CFP^®, PFS^™

Qualifications
Firm CRD# 127896

Minimum Assets Required
Not Specified

Address

531 South Main Street,
Suite 303,
Greenville, SC 29601 See Details

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services.

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Poterack Capital Advisory

Qualifications
Firm CRD# 155216
Series 65

Minimum Assets Required
$500,000

Address

Servicing Nationwide,
Cashiers, NC 28717 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

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Top 1 Retirement Planning firms in Greer, South Carolina (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	VAN DER NOORD FINANCIAL ADVISORS, INC. The Village At Thornblade, 420 The Parkway, Suite G2 Greer, SC, 29650	$107,554,692	396	4	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Greer, South Carolina

VAN DER NOORD FINANCIAL ADVISORS, INC.

Find an Advisor

QualificationsFirm CRD# 135556

Assets Under Management $107,554,692

No. Of Clients396

Clients Per Financial Advisor99

VAN DER NOORD FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Greer, South Carolina. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 396 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

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?

How much does a retirement planner cost?

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

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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