Retirement Planning Services
Connect With A Retirement Planner Near You
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Now you can explore what service is best for you.
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We Only Work With Top Retirement Planning Firms
We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
3rd Party Rankings
Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s
Conflict Free
Our partners will also never sell proprietary investment products
Experience
All leads will be connected with a firm who has been in business for 20+ years
Education & Designations
All leads will be given to a certified CFP with designation from FINRA
Trustworthiness
All of our partners are credible — No conflicts of interest and no disciplinary history
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Independent Retirement Planner
Step 1:
Fill Out The Form
We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
Step 2:
A Trusted Advisor Will Reach Out To You
Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.
Step 3:
Get A Custom Financial Plan
After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.
The Value of Retirement Planning
A good financial planner can increase your returns by as much as 3% annually.
What Does a Retirement Planner Do?
1. Assess and Set Goals
This can be planning for retirement, building a college fund, saving for a big purchase like a house or vehicle, or almost anything else.
2. Customize a Plan
Developing a plan that is tailored to the client.
They discuss their level of risk tolerance and develop an appropriate plan of investments, savings, and asset allocation.
3. Manage Relationships and Assets
Although advice and planning is what most clients want from their advisor, many advisors are also qualified to fully manage an investment portfolio
When Do You Want To Retire?
How Can Retirement Planning Help You?
Financial advisors help you take control of your finances.
If you have a financial goal, be it retirement, college, home ownership, or just making better investments, a financial advisor can help to achieve your goal.
Financial advisors will work with you to craft a personalized financial plan that is suited to your needs, goals, investment strategy, and so on.
While planning is the primary service financial advisors provide, many also will make investments on behalf of their clients.
This includes trading securities, managing a 401(k) or IRA, or even working in other investments such as real estate or art.
Questions To Ask Your Retirement Financial Advisor
- Are you a fiduciary?
- Fiduciary financial advisors charge more but are preferred because of their obligation to always act in the best financial interests of their clients at every turn. Non fiduciary financial advisors can receive extra compensation for using certain products or services that may not be in the clients’ best interests.
- What is your investment philosophy?
- Relationships between financial advisors and clients, like most business relationships, are in many ways partnerships. It is vital for advisors and clients to be on the same page when it comes to investment strategy.
- What is your communication style?
- Financial advisors typically keep open lines of communication with their clients, remaining accessible in order to establish trust and transparency as they manage clients’ money.
Other Resources On
Other Resources on Retirement Planning
Why Partner with a Financial Advisor?
What Does a Financial Advisor Do?
7 Questions You Must Ask Your Financial Advisor
FAQs About Retirement Planning
A financial advisor usually charges a fee-only payment package centered around a small cut of a client’s assets under management such as one percent.
A financial advisor helps clients improve their financial health through various methods ranging from financial advice to direct money management.
A good rule of thumb is to seek out a financial advisor when you can save around 20 percent of your income.
Research not just what other clients say about the advisor but also what his or her qualifications and services are.