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Find Retirement Planners for Retirement Planning in Salt Lake City, 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.

List of Qualified Retirement Planners in Salt Lake City, 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

List of Additional Retirement Planners in Salt Lake City, Utah*

* Additional advisor listing is provided in partnership with Yext

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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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Aaron Rokeach - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227679

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Alan Paulson - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227668

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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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Brian Parcell - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8015788015

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Brandon Ross - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227617

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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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Allen Financial

202 E 5900 S

Salt Lake City, UT 84107
8015699589

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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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Bradley D Carter - Ameriprise Financial Services, LLC

675 E 2100 S
Ste 225

Salt Lake City, UT 84106
8014864595

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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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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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Cody Adams - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8015788035

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Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8015788000

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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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Pierson Willhite - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227639

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Velocity Digital Portfolios

50 West Broadway
Suite 904

Salt Lake City, UT 84101
8016566516

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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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Sean Nigbur - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227655

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Steve Swensen - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227691

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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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Monty Willhite - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227625

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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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Drew Morin Financial Advisor

110 South Regent St.
Suite 100

Salt Lake City, UT 84111
8013333140

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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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The Potashner Group - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227683

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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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Richard Potashner - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227681

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Jeff Higgins - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8015788031

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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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Elizabeth A Lockette - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227606

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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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Chase Miller - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227667

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James Phillips - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227644

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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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Spencer Willhite - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227635

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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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Manny Padro - Ameriprise Financial Services, LLC

3115 E Lion Ln
Ste 130

Salt Lake City, UT 84121
8019473301

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Trever Peterson, CRPC® | Equitable Advisors

2825 E Cottonwood Parkway

Salt Lake City, UT 84121
2085213648

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Brian L Monson - Ameriprise Financial Services, LLC

675 E 2100 S
Ste 225

Salt Lake City, UT 84106
8014864595

* 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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