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Find Retirement Planners for Retirement Planning in Bellevue, Washington

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 Bellevue, Washington

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Jim Falcone

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue,WA 98004
(877) 4000260

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Donald Bertrand

Edelman Financial Engines, LLC

500 108th Avenue NE
Suite 1840

Bellevue,WA 98004
(425) 2472956

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Joe Maas, CFA, CFP®, CLU, ChFC, MSFS, CCIM, CWPP

Synergy Financial Management, LLC

13231 SE 36th St
Suite 215

Bellevue,WA 98006
(206) 2289671

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Eric Chaney

Spectrum Financial Partners

11911 NE 1st Street, Suite 103A Bellevue , WA 98005
3715 S Hudson Street, Suite 104 Seattle, WA 98118

Bellevue And Seattle,WA 98005
(425) 5982919

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Dimas Lizardo

Edelman Financial Engines, LLC

800 5th Avenue
Suite 4100

Seattle,WA 98104
(425) 9181414

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Pete Moormeier

Creative Planning

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Kirkland,WA 98034
(425) 3653611

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Peter Boyack

Creative Planning

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Sammamish,WA 98074
(425) 4175777

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John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, AIF®

Aspire Capital Advisors LLC

1815 N 45th St
Suite 105

Seattle,WA 98103
(206) 2289671

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Carlos Lopez

Creative Planning

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Sammamish,WA 98075
(425) 2476474

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Maria Hare

Creative Planning

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Sammamish,WA 98117
(425) 9413457

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Anya Berezow

Creative Planning

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Sammamish,WA 98072
(253) 5140291

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Cathie Arthurs

Edelman Financial Engines, LLC

20700 44th Ave. W
Suite 240

Lynnwood,WA 98036
(425) 9181414

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Dimas Lizardo

Edelman Financial Engines, LLC

2505 S. 320th Street, Suite 220

Federal Way,WA 98003
(253) 5293322

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Nick Bedlan

Creative Planning

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Tacoma,WA 98332
(253) 4958802

List of Additional Retirement Planners in Bellevue, Washington*

* Additional advisor listing is provided in partnership with Yext

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Atkinson Wealth Strategies

11900 NE 1st Street
Suite 300

Bellevue, WA 98005
4257471464

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Michael Keever - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4254627100

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Brett Skorstad - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254513322

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Alejandro Aquino - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673102

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B3 Wealth Strategies

11245 Southeast 6th Street
Suite 120

Bellevue, WA 98004
4259741145

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5 Point Financial Group

14205 Southeast 36th Street
Suite 100

Bellevue, WA 98006
4255193666

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Ashwin Pathare - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254533464

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Bernie Aquino - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254362665

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Jeffrey Church - Ameriprise Financial Services, LLC

2275 116th Ave NE
Ste 200

Bellevue, WA 98004
4254627900

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Alan Blinn - Ameriprise Financial Services, LLC

1380 112th Ave NE
Ste 200

Bellevue, WA 98004
4252281000

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Vuecrest Wealth Management - Ameriprise Financial Services, LLC

10500 NE 8th St
Ste 1900

Bellevue, WA 98004
4254609025

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Allegiance Wealth Management - Ameriprise Financial Services, LLC

150 120th Ave NE
Ste 205

Bellevue, WA 98005
4254577073

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Bruce J. Brennen, New York Life

10885 NE 4th Street
Suite 1400

Bellevue, WA 98004
4254624900

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Edward Anthony Conti - Ameriprise Financial Services, LLC

10500 NE 8th St
Ste 1900

Bellevue, WA 98004
4256378111

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Dana Marie Ferrell - Ameriprise Financial Services, LLC

150 120th Ave NE
Ste 205

Bellevue, WA 98005
4254577073

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Rodney Rich - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4253724742

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Dawn M Williams - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4254514395

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James S Bennett Jr - Ameriprise Financial Services, LLC

2275 116th Ave NE
Ste 200

Bellevue, WA 98004
4254627900

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Luvo Wealth Advisors - Ameriprise Financial Services, LLC

2275 116th Ave NE
Ste 200

Bellevue, WA 98004
4254627900

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Vincent La Cava - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4254537188

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Daryl Merrick - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4253724800

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Len Hansen - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4256468212

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David Witthuhn - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4254627100

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Uriah Halpin - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4256468212

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Empower Financial Solutions

10885 NE 4th Street
Suite 1400

Bellevue, WA 98004
2067998571

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David Metz - Ameriprise Financial Services, LLC

10500 NE 8th St
Ste 1900

Bellevue, WA 98004
4254609025

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Peter Groeschel - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4252010719

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Russell Dunn - Ameriprise Financial Services, LLC

915 118th Ave SE
Ste 250

Bellevue, WA 98005
4256911587

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Margaret Youch - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4254627100

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Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254535800

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Perry L. Smith Consulting

40 Lake Bellevue
Suite 100

Bellevue, WA 98005
4255029058

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David Huang - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4253724744

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Evans Capital Management Associates

3535 Factoria Blvd SE
Suite 120

Bellevue, WA 98006
4254550501

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Pete Perry - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254535820

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The Rayfield Hansen Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254558000

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Kathleen Y Eggers - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254533480

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Jamie Chambers - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4253724752

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Helen Lee - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673109

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Sean McWilliams - Ameriprise Financial Services, LLC

10500 NE 8th St
Ste 1900

Bellevue, WA 98004
4256378111

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Tyler Kerby - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254532203

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Robert Zorich - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673115

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Cheryl Breidenbach - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673104

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Bellevue Financial Advisors

1100 Bellevue Way NE
Ste 8A #280

Bellevue, WA 98004
4259545153

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James Gillingham - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673117

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Roger Phelps - Ameriprise Financial Services, LLC

915 118th Ave SE
Ste 250

Bellevue, WA 98005
4256911587

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Drew A Mooney - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254535807

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Matthew Tabler - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673114

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Christian Gweth - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254533470

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Joel Berntson - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254513508

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Derek Leonard - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254362652

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Hans Gasser - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254362646

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Kerry L Zimm - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254512934

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Richard Radecki - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254362654

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The Aquino Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254558632

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Paul W Jackson - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
7044423431

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The Steele Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673116

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Mary Black - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254535803

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Craig Rice - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673111

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The Main Rummel Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254533498

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The Mash Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254533477

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The Rainier Team - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254535800

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Capital Planning, LLC.

10900 Northeast 4th Street
Suite 1030

Bellevue, WA 98004
4256431800

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Snider Financial Group

12505 Bel Red Road
#200

Bellevue, WA 98005
4254537080

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Otoupal Generational Wealth Management

10400 NE 4th St.
Suite 400

Bellevue, WA 98004
4254672216

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Sound Strategies Wealth Management

3055 112th Avenue Northeast
Suite 110

Bellevue, WA 98004
4256466712

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Benjamin Keever - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4253724807

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Steven Jennings - Ameriprise Financial Services, LLC

150 120th Ave NE
Ste 205

Bellevue, WA 98005
4254577073

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Daniel Jiyamapa - Ameriprise Financial Services, LLC

150 120th Ave NE
Ste 205

Bellevue, WA 98005
4254577073

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Johnson Financial Partners - Ameriprise Financial Services, LLC

11400 SE 8th St
Ste 445

Bellevue, WA 98004
4257090780

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Rick Richards - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4253724750

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Marc Dorgan - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4253724748

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Eric Breecher - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
4253724741

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Jeffrey Johnson - Ameriprise Financial Services, LLC

10500 NE 8th St
Ste 1900

Bellevue, WA 98004
4254609025

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The Pinnacle Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254535800

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Allstate Personal Financial Representative: Roger Jones

14450 NE 29th Pl

Bellevue, WA 98007
4256377809

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Debra L Morrow - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254535835

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Kenneth P Maestas - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
5097514201

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Matthew Steele - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673113

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Timothy O Lynch - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
5097514202

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Brett Barton - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254535826

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Marc A Sickles - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254533485

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Jeff S Mash - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254533477

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Mark Eberle - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673106

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David Steele - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673112

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Claudia Hansen - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254362649

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Patrick A Sheehan - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254535824

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Patrick Kuo - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673108

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Kimberly Blindheim - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673103

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Eric Justis - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
5097514204

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Mark Allison - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673101

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John F Stoeser - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254513323

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Brian Rayfield - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
4254673110

* 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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