A complete list of active advisors currently associated with Retirement Planners

Warmer can help you find a great advisor at Retirement Planners or one who fits your needs even better.

Retirement Planners works with individual and small-business clients to provide financial planning and advisory services focused on retirement planning, insurance (life and disability), annuities, and general portfolio recommendations. The firm delivers written analyses and recommendations and bills planning work on an hourly basis rather than using a percentage-of-assets fee model. The firm operates on a non‑discretionary basis: it reviews client information, issues generic recommendations in a written report, and leaves implementation to clients and their chosen brokerage, bank, or insurance carrier. Retirement Planners does not take custody of client assets or execute trades for clients and offers an affiliated custodial platform option as one implementation choice. Noteworthy for a firm of this size, the owner also maintains active licenses and business activity as a real estate broker/agent and as an insurance/annuity producer and receives commissions from those activities, which the brochure discloses as potential conflicts of interest. The practice is a very small solo operation with only a handful of clients and modest assets under advisement, and it does not provide discretionary portfolio management — a service many peers in the independent-advisor category commonly offer.

To learn more about the advisors currently working at Retirement Planners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.