Find Top Retirement Planners in Seattle, Washington

Find Retirement Planners for Retirement Planning in Seattle, 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 Seattle, Washington

John Easley

Tallus Capital

2101 4th Avenue Suite 710

Seattle,WA 98121

425-260-8022

Allworth Financial

9706 4th Avenue NE Suite 315

Seattle,WA 98115

888-242-6766

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue,WA 98004

425-250-6280

Glenn Rossman

TrueWealth Financial Partners

915 118th Ave SE Ste 140

Bellevue,WA 98005

253-973-4277

List of Additional Retirement Planners in Seattle, Washington*

* Additional advisor listing is provided in partnership with Yext

Asset Guardian

701 5th Avenue
42nd Floor

Seattle, WA 98104
425-777-1316

Bi Wu

425-289-0562

Reggie M Akins

999 3rd Ave
Ste 3720

SEATTLE, WA 98104
206-384-7412

Sound Capital Group LLC

200 NE Pacific Street
Suite 100

Seattle, WA 98105
855-801-5445

NOW CFO

600 First Ave.
#244

Seattle, WA 98104
877-884-0232

* Additional advisor listing is provided in partnership with Yext

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

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?