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Find Retirement Planners for Retirement Planning in Utah

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 Utah, 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 Utah

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Jared Copinga

Edelman Financial Engines, LLC

2825 East Cottonwood Parkway
Suite 460

Salt Lake City, UT 84121
(801) 8102541

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Jason Sandos

Sandos Financial Inc

1374 Shelbrooke Dr.

South Jordan, UT 84095
(801) 8490049

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Mike Johnson

Pillar Capital

770 East Main Street Suite 310

Lehi, UT 84043
(801) 7703301

List of Additional Retirement Planners in Utah*

* Additional advisor listing is provided in partnership with YEXT

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Daniel Foslid - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 200

Sandy, UT 84093
8012524825

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Blackridge Wealth Management

3630 W South Jordan Pkwy
Ste 104

South Jordan, UT 84095
8019873790

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Aaron Rokeach - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227679

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Angela K Phillips - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
4356452773

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101 Financial

849N. 900W.

Orem, UT 84057
8669999101

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Blake Hammer - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8019473010

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Alan Paulson - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227668

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Rex Baxter - Ameriprise Financial Services, LLC

60 E South Temple St
Ste 950

Salt Lake City, UT 84111
8016019773

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Brian R Bevan - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227694

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Primerica Financial Services

6528 South 5135 West

West Jordan, UT 84081
8019158810

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Wallace E Beck Jr - Ameriprise Financial Services, LLC

60 E South Temple St
Ste 950

Salt Lake City, UT 84111
8015682268

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Brian Parcell - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8015788015

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Michael Maddocks - Ameriprise Financial Services, LLC

12012 S 700 E
Ste 210

Draper, UT 84020
8016764541

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Rory Peterson - Ameriprise Financial Services, LLC

1412 Legend Hills Dr
Ste 336

Clearfield, UT 84015
8017732227

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Allen Financial

202 E 5900 S

Salt Lake City, UT 84107
8015699589

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Bridgerland Financial

75 West 100 South
Suite 230

Logan, UT 84321
4355351630

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Barton L Williams - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227621

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Breagan Webb - Ameriprise Financial Services, LLC

8915 S 700 E
Ste 104

Sandy, UT 84070
8017481733

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John Wright - Ameriprise Financial Services, LLC

12012 S 700 E
Ste 210

Draper, UT 84020
8012741857

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Seth T. Evans - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
8015682242

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Carina Knecht - Ameriprise Financial Services, LLC

518 E 800 N

Orem, UT 84097
4355038559

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Legacy Private Wealth Advisors - Ameriprise Financial Services, LLC

1412 Legend Hills Dr
Ste 336

Clearfield, UT 84015
8017732227

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Alta Advisor Group - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 200

Sandy, UT 84093
8015694871

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Baxter, Nelsen & Associates - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
8015682200

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Lake Point Advisory Group Salt Lake City Office

9075 S 1300 East
Suite 101

Sandy, UT 84094
8778867129

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Travis Kell - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 250

Sandy, UT 84093
8015694863

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Daniel Nelsen - Ameriprise Financial Services, LLC

60 E South Temple St
Ste 950

Salt Lake City, UT 84111
8015682202

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Mark Muir - Ameriprise Financial Services, LLC

3115 E Lion Ln
Ste 130

Salt Lake City, UT 84121
8015694866

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Derek Bosh - Gateway Mortgage Group

1231 W 9000 S
Ste. B & C

West Jordan, UT 84088
3852557779

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C Mitchell Long - Ameriprise Financial Services, LLC

8915 S 700 E
Ste 104

Sandy, UT 84070
8017481733

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Jason Collier - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 250

Sandy, UT 84093
8015902029

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Evans & Associates - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
8015682242

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Stephen Williams - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 250

Sandy, UT 84093
8019473307

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Joseph Allen - Ameriprise Financial Services, LLC

12012 S 700 E
Ste 210

Draper, UT 84020
8012741857

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Bradley D Carter - Ameriprise Financial Services, LLC

675 E 2100 S
Ste 225

Salt Lake City, UT 84106
8014864595

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John Finlayson Holmgren - Ameriprise Financial Services, LLC

12012 S 700 E
Ste 210

Draper, UT 84020
8016764540

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Holbrook Farms - Oakwood Homes

2400 N 3130 W

Lehi, UT 84043
8012706484

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Oakwood Homes Utah Support Center

206 East Winchester St

Murray, UT 84107
8012706400

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Grant Harrison - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
8015682289

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Bruce Wingrove - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
8016019758

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Inventa Wealth Advisors - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 250

Sandy, UT 84093
8015902029

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Edward Jones - Financial Advisor: Lisa A Wandrey

1104 Country Hills Dr
Ste 205

Ogden, UT 84403
8014794108

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Edward Jones - Financial Advisor: Matthew Eddington

275 N 300 W
Suite 403

Kaysville, UT 84037
8015444244

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Bronson Webb - Ameriprise Financial Services, LLC

8915 S 700 E
Ste 104

Sandy, UT 84070
8017481733

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Ashley Carlson - Gateway Mortgage Group

1231 W 9000 S
Ste. B & C

West Jordan, UT 84088
3852970135

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HomeWell of South Salt Lake County

9533 South 700 East
Suite 204

Sandy, UT 84070
8015722030

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Manny Padro - Ameriprise Financial Services, LLC

3115 E Lion Ln
Ste 130

Salt Lake City, UT 84121
8019473301

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Thomas Nielson - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
8015682209

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Jesse Bollinger - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
8015682221

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Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
4356493280

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Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8015788000

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Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8017332700

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Brian L Monson - Ameriprise Financial Services, LLC

675 E 2100 S
Ste 225

Salt Lake City, UT 84106
8014864595

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Quin Gardner - Ameriprise Financial Services, LLC

60 E South Temple St
Ste 950

Salt Lake City, UT 84111
8015682241

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Michael G Griffin - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 200

Sandy, UT 84093
8015694860

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Kelly Miller - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
8016019769

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Cindy Yamada Thomas - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8015788075

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Matthew Hoskins Financial

330 N Main St
Suite 120

Kaysville, UT 84037
8016314694

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Forbes Financial Advisor Group, Advisors with D.A. Davidson Wealth Management

7730 Union Park Ave.
Suite 220

Midvale, UT 84047
8013048260

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Michael Mason, Summit Capital Services L.C.

442 N Main St
Ste 210C

Bountiful, UT 84010
8018649386

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NOW CFO

5251 S. Green Street, Suite 350

Murray, UT 84123
8778840232

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Cody Adams - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8015788035

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Velocity Digital Portfolios

50 West Broadway
Suite 904

Salt Lake City, UT 84101
8016566516

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Upstream Investment Partners

10808 South River Front Parkway
#339

South Jordan, UT 84095
8019842890

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Proactive Wealth Concepts

10235 S Jordan Gtwy
Suite 104

South Jordan, UT 84095
8018263985

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Richard Potashner - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227681

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The Wasatch Group - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8019473022

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D. Blaine Anderson - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8017332717

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Nicholas Roberts - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8019473018

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Shane Prescott - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8017332702

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Steve Swensen - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227691

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David Taylor - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8017332777

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Jon D Sterzer - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227658

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Justin Mcintyre - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8017332729

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NorthStar Financial & Insurance Services, Inc.

235 E Tabernacle Street

St George, UT 84770
4356561060

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Mays Retirement Solutions

163 East 100 North

Price, UT 84501
4356361010

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Jeff Higgins - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8015788031

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Clinton Stosich

150 W Civic Center Dr
Ste 600

Sandy, UT 84070
8016744044

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Wander - Oakwood Homes - Carriage House/Sterling

176 S Riverside Dr

Saratoga Springs, UT 84045
8012706441

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Hansen Ranch - Oakwood Homes

1127 E 400 N

American Fork, UT 84003
8012706479

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The Prospector Group - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
4356452776

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Principal Protect

2356 North 950 East

Cedar City, UT 84721
4355310278

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Drew Morin Financial Advisor

110 South Regent St.
Suite 100

Salt Lake City, UT 84111
8013333140

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McKenna Financial Services & Insurances, Inc.

76 South 360 East
Suite C

American Fork, UT 84003
8017562626

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Michael Ruzek - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
4356452763

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James Phillips - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227644

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Chase Miller - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227667

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David M Dudley - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227650

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Transamerica Financial Advisors - Lone Peak

12217 South Lone Peak Parkway
Suite 150

Draper, UT 84020
8015680614

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Paul William Shoemaker - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227602

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Steven T. Witsman - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227629

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UCCU Financial Group

3333 N. Digital Dr.
Suite 200

Lehi, UT 84043
8012237502

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KAC Financial Services

3520 Lincoln Avenue

Ogden, UT 84401
8776271913

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Rock House Financial

630 N Main St

Farmington, UT 84025
8014474200

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Christopher S Meriwether - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8017332710

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Michael Blaszak - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
2165233121

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Daniel Platt - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
4356452768

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Mark Ferry Thorup - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227653

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Synergy Financial Advisors

6965 Union Park Center
Suite 230

Midvale, UT 84047
8013526005

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The Potashner Group - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227683

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The Ridgeline Group - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8017332731

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The Phillips Group - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8015788000

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Dallin Griffin - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227614

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Cathy Angstman - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227693

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Sandra O Berglund - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
4356452762

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Financial Strategies Institute

6955 South Union Park Center
Suite 410

Midvale, UT 84047
8013164100

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Common Sense Financial - Kennard Agency

1802 South Jordan Pkwy
Suite 130

South Jordan, UT 84095
8018605448

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Sean Nigbur - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227655

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Stephen Tate - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 200

Sandy, UT 84093
8015694873

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Stacey Fredrickson - Ameriprise Financial Services, LLC

1412 Legend Hills Dr
Ste 336

Clearfield, UT 84015
8017732227

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Jeffrey Rippon - Ameriprise Financial Services, LLC

60 E South Temple St
Ste 950

Salt Lake City, UT 84111
8016019774

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Wander - Oakwood Homes - Artisan/Omni/Horizon

188 S Inlet Spring Dr.

Saratoga Springs, UT 84045
8012706438

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SpringHouse Village - Oakwood Homes

11614 Holly Springs Drive

South Jordan, UT 84009
8335721858

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Eric C Christensen - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8019473021

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Pierson Willhite - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227639

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Brandon Ross - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227617

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Monty Willhite - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227625

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Tracy Holmes Duckworth - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8017332734

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Brooks Hansen - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
4356452778

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Amy Leonard II - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8017332731

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Heather Mcphie Watanabe - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227640

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Elizabeth A Lockette - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227606

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Spencer Willhite - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227635

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Brian Kahn - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
4356452776

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Paul Barton - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8017332713

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Mark J Banholzer - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
4356452775

* 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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