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Find Retirement Advisors for Retirement Planning in Pleasant Grove, Utah

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.

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Top 1 Retirement Planning firms in Pleasant Grove, Utah (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	THE PROFESSIONAL FINANCIAL COMPANY LLC 801 S Pleasant Grove Blvd, Suite 200 Pleasant Grove, UT, 84062	$265,313,170	585	5	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Pleasant Grove, Utah

THE PROFESSIONAL FINANCIAL COMPANY LLC

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QualificationsFirm CRD# 286419

Assets Under Management $265,313,170

No. Of Clients585

Clients Per Financial Advisor117

THE PROFESSIONAL FINANCIAL COMPANY LLC is a financial advisory firm situated in Pleasant Grove, Utah. With a nearly $265M assets under management, the firm specializes in crafting personalized retirement planning solutions for 585 clients. The team consists of 5 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
Portfolio Management for Business
Pension Consulting Services
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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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