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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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Marty Watkins

TrueNorth Wealth

1935 East Vine Street
Unit #120

Salt Lake City, UT 84121

801-274-1820

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Sterling C. Jack

Colwyn Investments

10923 South Redwood Road

South Jordan, UT 84095

801-254-0084

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Jared Copinga

Edelman Financial Engines, LLC

2825 East Cottonwood Parkway
Suite 460

Salt Lake City, UT 84121

801-619-3771

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Mike Johnson

Pillar Capital

770 East Main Street Suite 310

Lehi, UT 84043

801-770-3301

List of Additional Retirement Planners in Utah*

* Additional advisor listing is provided in partnership with Yext

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Blackridge Wealth Management

3630 W South Jordan Pkwy
Ste 104

South Jordan, UT 84095
801-987-3790

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Aaron Rokeach - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
801-322-7679

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Allstate Personal Financial Representative: Phillip Matthews

1920 W 250 N
Ste 12

Ogden, UT 84404
801-689-3725

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Bradley D Carter - Ameriprise Financial Services, LLC

2180 S 1300 E
Ste 420

Salt Lake City, UT 84106
801-486-4595

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LPL Financial, Cyprus Credit Union

3876 West Centerview Way

West Jordan, UT 84084
801-260-7727

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Bridgerland Financial

75 West 100 South
Suite 230

Logan, UT 84321
435-535-1630

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Brian L Monson - Ameriprise Financial Services, LLC

2180 S 1300 E
Ste 420

Salt Lake City, UT 84106
801-486-4595

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The Prospector Group - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
435-645-2776

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Shane Prescott - Morgan Stanley

6510 S Millrock Drive
Ste 100

Holladay, UT 84121
801-733-2702

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The Ridgeline Group - Morgan Stanley

6510 S Millrock Drive
Ste 100

Holladay, UT 84121
801-733-2731

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Morgan Stanley Financial Advisors

6510 S Millrock Drive
Ste 100

Holladay, UT 84121
801-733-2700

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The Potashner Group - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
801-322-7683

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John Finlayson Holmgren - Ameriprise Financial Services, LLC

12012 S 700 E
Ste 210

Draper, UT 84020
801-676-4540

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Steve Swensen - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
801-322-7691

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Derek Bosh - Gateway Mortgage Group

1231 W 9000 S
Ste. B & C

West Jordan, UT 84088
385-255-7779

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Stacey Fredrickson - Ameriprise Financial Services, LLC

1412 Legend Hills Dr
Ste 336

Clearfield, UT 84015
801-773-2227

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Cailen Hayes

1177 S 800 E

Orem, UT 84097
385-204-4171

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Nathan Grenko

35 S 400 W
Suite 308

St. George, UT 84770
435-218-7177

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First Command Financial Advisor - Ken Johnson

2307 N. Hill Field Rd.
Suite 104

Layton, UT 84041
801-774-5601

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Quin Gardner - Ameriprise Financial Services, LLC

60 E South Temple St
Ste 950

Salt Lake City, UT 84111
801-568-2241

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Holbrook Farms - Oakwood Homes

2400 N 3130 W

Lehi, UT 84043
801-270-6484

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Oakwood Homes Utah Support Center

206 East Winchester St

Murray, UT 84107
801-270-6400

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Edward Jones - Financial Advisor: Lisa A Wandrey

1104 Country Hills Dr
Ste 205

Ogden, UT 84403
801-479-4108

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Edward Jones - Financial Advisor: Matthew Eddington

275 N 300 W
Suite 403

Kaysville, UT 84037
801-544-4244

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William Cottrell

801-569-8888

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Lefavi Wealth Management

2323 Foothill Dr.
100

Salt Lake City, UT 84109
801-486-9000

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Brian R Bevan - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7694

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Jeffrey Bunderson

1133 N Main Street
Suite 229

Layton, UT 84041
801-719-2554

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Sandra O Berglund - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
435-645-2762

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Cathy Angstman - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7693

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Matthew Hoskins Financial

330 N Main St
Suite 120

Kaysville, UT 84037
801-631-4694

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

7730 Union Park Ave.
Suite 220

Midvale, UT 84047
801-304-8260

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Michael Mason, Summit Capital Services L.C.

442 N Main St
Ste 210C

Bountiful, UT 84010
801-864-9386

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Velocity Digital Portfolios

50 West Broadway
Suite 904

Salt Lake City, UT 84101
801-656-6516

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Upstream Investment Partners

10808 South River Front Parkway
#339

South Jordan, UT 84095
801-984-2890

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Richard Potashner - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7681

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Debora Nelson

2975 West Executive Parkway
Suite 152/112

Lehi, UT 84043
801-561-1053

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Angela K Phillips - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
435-645-2773

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Travis Kell - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 250

Sandy, UT 84093
801-569-4863

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Alan D. Paulson - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
801-322-7668

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Teresa Dahl, CPWA - UBS Financial Services Inc.

299 South Main Street
Suite 2100

Salt Lake City, UT 84111
801-524-1815

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Allstate Personal Financial Representative: Stephen Carroll

3575 N 100 E
Ste 275

Provo, UT 84604
801-750-1339

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Carina Knecht - Ameriprise Financial Services, LLC

518 E 800 N

Orem, UT 84097
435-503-8559

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NorthStar Financial & Insurance Services, Inc.

235 E Tabernacle Street

St George, UT 84770
435-656-1060

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Mays Retirement Solutions

163 East 100 North

Price, UT 84501
435-636-1010

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Daniel Nelsen - Ameriprise Financial Services, LLC

60 E South Temple St
Ste 950

Salt Lake City, UT 84111
801-568-2202

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Daniel Foslid - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 200

Sandy, UT 84093
801-252-4825

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Allstate Personal Financial Representative: Cody Saulpaw

446 S Mall Dr
Ste B5

Saint George, UT 84790
435-986-7500

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Wander - Oakwood Homes - Carriage House/Sterling

176 S Riverside Dr

Saratoga Springs, UT 84045
801-270-6441

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Jason Collier - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 250

Sandy, UT 84093
801-590-2029

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Principal Protect

2356 North 950 East

Cedar City, UT 84721
435-531-0278

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Drew Morin Financial Advisor

110 South Regent St.
Suite 100

Salt Lake City, UT 84111
801-333-3140

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McKenna Financial Services & Insurances, Inc.

76 South 360 East
Suite C

American Fork, UT 84003
801-756-2626

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Scott Weierman, CIMA, CFP - UBS Financial Services Inc.

299 South Main Street
Suite 2100

Salt Lake City, UT 84111
801-524-1830

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Transamerica Financial Advisors - Lone Peak

12217 South Lone Peak Parkway
Suite 150

Draper, UT 84020
801-568-0614

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PROFi - The Professional Financial Company

801 South Pleasant Grove Boulevard
Suite 200

Pleasant Grove, UT 84062
801-701-2345

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UCCU Financial Group

3333 N. Digital Dr.
Suite 200

Lehi, UT 84043
801-223-7502

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KAC Financial Services

3520 Lincoln Avenue

Ogden, UT 84401
877-627-1913

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Jeffrey Rippon - Ameriprise Financial Services, LLC

60 E South Temple St
Ste 950

Salt Lake City, UT 84111
801-601-9774

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Grant Harrison - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
801-568-2289

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Jim Phillips - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7644

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Bronson Webb - Ameriprise Financial Services, LLC

8915 S 700 E
Ste 104

Sandy, UT 84070
801-748-1733

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Breagan Webb - Ameriprise Financial Services, LLC

8915 S 700 E
Ste 104

Sandy, UT 84070
801-748-1733

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Synergy Financial Advisors

6965 Union Park Center
Suite 230

Midvale, UT 84047
801-352-6005

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David Taylor - Morgan Stanley

6510 S Millrock Drive
Ste 100

Holladay, UT 84121
801-733-2777

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Rock House Financial

630 N Main St

Farmington, UT 84025
801-447-4200

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Bradley Robert Britton, CFP - UBS Financial Services Inc.

299 South Main Street
Suite 2100

Salt Lake City, UT 84111
801-524-1890

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Timpanogos Financial Advisors

593 West 800 North

Orem, UT 84057
801-607-5670

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Common Sense Financial - Kennard Agency

1802 South Jordan Pkwy
Suite 130

South Jordan, UT 84095
801-860-5448

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Sterling Hanson - UBS Financial Services Inc.

299 South Main Street
Suite 2100

Salt Lake City, UT 84111
801-524-1855

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Evans & Associates - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
801-568-2242

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Noah Levine - UBS Financial Services Inc.

255 Heber Avenue

Park City, UT 84060
435-615-6891

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First Command Financial Advisor - Stephen Thaeler

2307 N. Hill Field Rd.
Suite 104

Layton, UT 84041
801-774-5601

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First Command Financial Advisor - Bret Kelley

2307 N. Hill Field Rd.
Suite 104

Layton, UT 84041
801-774-5601

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John Wright - Ameriprise Financial Services, LLC

12012 S 700 E
Ste 210

Draper, UT 84020
801-274-1857

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First Command Financial Advisor - Michael Bunting

2307 N. Hill Field Rd.
Suite 104

Layton, UT 84041
801-774-5601

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Legacy Private Wealth Advisors - Ameriprise Financial Services, LLC

1412 Legend Hills Dr
Ste 336

Clearfield, UT 84015
801-773-2227

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Michael G Griffin - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 200

Sandy, UT 84093
801-569-4860

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Rex Baxter - Ameriprise Financial Services, LLC

60 E South Temple St
Ste 950

Salt Lake City, UT 84111
801-601-9773

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Rory Peterson - Ameriprise Financial Services, LLC

1412 Legend Hills Dr
Ste 336

Clearfield, UT 84015
801-773-2227

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Kelly Miller - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
801-601-9769

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First Western Advisors

6405 S 3000 E
Ste 250

Holladay, UT 84121
801-930-6500

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G Sean Nigbur - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7655

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Brandon Ross - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7617

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Monty Willhite - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7625

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Nicholas Roberts - Morgan Stanley

6510 S Millrock Drive
Ste 100

Holladay, UT 84121
801-947-3018

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Blake Hammer - Morgan Stanley

6510 S Millrock Drive
Ste 100

Holladay, UT 84121
801-947-3010

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Tracy Pati - Morgan Stanley

6510 S Millrock Drive
Ste 100

Holladay, UT 84121
801-947-3030

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The Wasatch Group - Morgan Stanley

6510 S Millrock Drive
Ste 100

Holladay, UT 84121
801-947-3022

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D. Blaine Anderson - Morgan Stanley

6510 S Millrock Drive
Ste 100

Holladay, UT 84121
801-733-2717

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Wander - Oakwood Homes - Artisan/Omni/Horizon

188 S Inlet Spring Dr.

Saratoga Springs, UT 84045
801-270-6438

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SpringHouse Village - Oakwood Homes

11614 Holly Springs Drive

South Jordan, UT 84009
833-572-1858

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Samuel Knickerbocker

493 South Orem Blvd

Orem, UT 84058
801-687-4788

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Megan Jantz

1133 N Main Street
Suite 229

Layton, UT 84041
801-719-2554

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Joseph Allen - Ameriprise Financial Services, LLC

12012 S 700 E
Ste 210

Draper, UT 84020
801-274-1857

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Christopher S Meriwether - Morgan Stanley

6510 S Millrock Drive
Ste 100

Holladay, UT 84121
801-733-2710

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Ethington Financial Group

10421 South Jordan Gateway
Suite 630

South Jordan, UT 84095
801-703-3737

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Stephen Williams - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 250

Sandy, UT 84093
801-947-3307

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Boyd Curtis

385-204-4171

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RJ Cunningham

12217 S. Lone Peak Pkwy.
Suite 150

Draper, UT 84020
801-568-0614

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The Bowen/Pferdner Financial Group - UBS Financial Services Inc.

299 South Main Street
Suite 2100

Salt Lake City, UT 84111
801-524-1817

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Stephen Tate - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 200

Sandy, UT 84093
801-569-4873

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Inventa Wealth Advisors - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 250

Sandy, UT 84093
801-590-2029

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Baxter, Nelsen & Associates - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
801-568-2200

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Jesse Bollinger - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
801-568-2221

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Brian Parcell - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-578-8015

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Steven T. Witsman - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
801-322-7629

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Michael Blaszak - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
216-523-3121

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Jeff Higgins - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-578-8031

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101 Financial

841 North 900 West

Orem, UT 84057
866-999-9101

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Wallace E Beck Jr - Ameriprise Financial Services, LLC

60 E South Temple St
Ste 950

Salt Lake City, UT 84111
801-568-2268

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Strategis Financial Group

2230 N. University Parkway
Suite 9E

Provo, UT 84604
801-373-1100

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First Command Financial Advisor - Mike Lyon

2307 N. Hill Field Rd.
Suite 104

Layton, UT 84041
801-774-5601

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Kris Stevenson

801-719-2554

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Mark Ferry Thorup - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
801-322-7653

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First Command Financial Advisor - Nathan Perschon

2307 N. Hill Field Rd.
Suite 104

Layton, UT 84041
801-774-5601

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Glen Mintz - UBS Financial Services Inc.

255 Heber Avenue

Park City, UT 84060
435-649-6275

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Elite Wealth Management - UBS Financial Services Inc.

299 South Main Street
Suite 2100

Salt Lake City, UT 84111
801-524-1830

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Michael Meyer - UBS Financial Services Inc.

299 South Main Street
Suite 2100

Salt Lake City, UT 84111
801-476-4869

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William Black

1176 N 1400 W
Suite 152/112

Lehi, UT 84604
801-561-1053

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The Lockette/Watanabe Group - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7606

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David M Dudley - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
801-322-7650

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Cindy Yamada Thomas - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-578-8075

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Barton L Williams - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7621

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Daniel Platt - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
435-645-2768

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Jon D Sterzer - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7658

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The Phillips Group - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-578-8000

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Morgan Stanley Financial Advisors

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
801-578-8000

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Spencer Willhite - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7635

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Pierson Willhite - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7639

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Morgan Stanley Financial Advisors

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
435-649-3280

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Barry Bowen, CIMA - UBS Financial Services Inc.

299 South Main Street
Suite 2100

Salt Lake City, UT 84111
801-524-1817

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South Ogden, UT Branch Office - UBS Financial Services Inc.

5730 S. 1475 East
Suite 100

South Ogden, UT 84403
801-476-4869

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Paul W. Shoemaker - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7602

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The Webster Group - UBS Financial Services Inc.

299 South Main Street
Suite 2100

Salt Lake City, UT 84111
801-524-1801

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Brandon Gregory Pearson - UBS Financial Services Inc.

299 South Main Street
Suite 2100

Salt Lake City, UT 84111
801-524-1829

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First Command Financial Advisor - Daniel May

2297 N. Hill Field Road
Ste 102

Layton, UT 84041
801-774-5601

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Kristin Laub - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
435-645-2765

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Aptus Merchant Services

1242 24th St

Ogden, UT 84401
385-312-9909

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Aptus Merchant Services

1155 E 2100 S

Salt Lake City, UT 84106
801-928-7710

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Cody Adams - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
801-578-8035

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Michael Ruzek - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
435-645-2763

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Allstate Personal Financial Representative: Mark Christensen

920 E Woodoak Ln
Ste 203

Salt Lake City, UT 84117
801-580-3782

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Allstate Personal Financial Representative: Michael Nunes

675 E Union Square

Sandy, UT 84070
801-230-1706

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Bruce Wingrove - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
801-601-9758

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Allen McNeal - UBS Financial Services Inc.

299 South Main Street
Suite 2100

Salt Lake City, UT 84111
801-524-1894

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Salt Lake City, UT Branch Office - UBS Financial Services Inc.

299 South Main St
Suite 2100

Salt Lake City, UT 84111
800-521-8840

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First Command Financial Advisor - Chris Young

2297 N. Hill Field Road
Ste 102

Layton, UT 84041
801-774-5601

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First Command Financial Advisor - Randall Harris

2297 N. Hill Field Road
Ste 102

Layton, UT 84041
801-774-5601

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Manny Padro - Ameriprise Financial Services, LLC

3115 E Lion Ln
Ste 130

Salt Lake City, UT 84121
801-947-3301

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Seth T. Evans - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
801-568-2242

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Thomas Nielson - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
801-568-2209

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Mark Muir - Ameriprise Financial Services, LLC

3115 E Lion Ln
Ste 130

Salt Lake City, UT 84121
801-569-4866

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Allstate Personal Financial Representative: Neil Barney

668 E 12225 S
Ste 202

Draper, UT 84020
801-748-4111

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First Command Financial Advisor - Mike Kucej

2297 N. Hill Field Road
Ste 102

Layton, UT 84041
801-774-5601

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First Command Financial Advisor - Amanda Jiron Grodi

2307 N. Hill Field Rd.
Suite 104

Layton, UT 84041
801-774-5601

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Alta Advisor Group - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 200

Sandy, UT 84093
801-569-4871

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Eric C Christensen - Morgan Stanley

6510 S Millrock Drive
Ste 100

Holladay, UT 84121
801-947-3021

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Brooks Hansen - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
435-645-2778

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Comprehensive Financial Group, Inc

2150 Main St #106

Salt Lake City, UT 84115
801-654-0486

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Elizabeth A Lockette - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7606

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Paul Barton - Morgan Stanley

6510 S Millrock Drive
Ste 100

Holladay, UT 84121
801-733-2713

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Tracy Holmes Duckworth - Morgan Stanley

6510 S Millrock Drive
Ste 100

Holladay, UT 84121
801-733-2734

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Amy Leonard - Morgan Stanley

6510 S Millrock Drive
Ste 100

Holladay, UT 84121
801-733-2731

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Heather Mcphie Watanabe - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
801-322-7640

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Brian Kahn - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
435-645-2776

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Mark J Banholzer - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
435-645-2775

* 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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