Planning For Retirement Financial Advisors
Showing 33-40 of 125 advisors
Tempe, AZ
Stephen Hazel
Magnificent Life Financial Plannning
Specialties and Expertise
Retirement IncomeTax PreparationTax Minimization Investment Strategies+7
Typical Clientele
RetireesDivorcees+5
Pricing Model:
AUM
Number of Clients
110
Years of Experience:
16 years
Glastonbury, CT
Tim Stowell
Atlantic Wealth Advisors
Specialties and Expertise
Cash Flow AnalysisDebt ManagementCollege Planning+5
Typical Clientele
RetireesTeachers+4
Pricing Model:
Flat Fee
Number of Clients
102
Years of Experience:
10 years
Seattle, WA
Darren Dindinger
Allworth Financial
Specialties and Expertise
Retirement IncomeHigh Net Worth PlanningCollege Planning+4
Typical Clientele
RetireesTech Employees+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
15 years
Fort Worth, TX
Doug Bonaquist
Cerity Partners
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesWealth Accumulation and Preservation Strategies+3
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
25 years
Broken Arrow, OK
Rick Silman
Edward Jones
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesHigh Net Worth Planning+2
Typical Clientele
RetireesBusiness Owners+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
3 years
Henderson, NV
Justin Long
Diazo Wealth
Specialties and Expertise
Succession PlanningHigh Net Worth PlanningUltra High Net Worth Planning+2
Typical Clientele
Professional AthletesRetirees+4
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
17 years
Beverly Hills, CA
Morris Amiri
Sunset West Advisors
Specialties and Expertise
High Net Worth PlanningCash Flow AnalysisPortfolio Construction+4
Typical Clientele
Business OwnersRetirees+10
Pricing Model:
AUM
Number of Clients
88
Years of Experience:
25 years
Lake Forest, IL
Larry Pershing
Optimum Retirement Planning LLC
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesPortfolio Construction
Typical Clientele
RetireesSurviving Spouses+1
Pricing Model:
Flat Fee
Number of Clients
32
Years of Experience:
8 years