Take control of your retirement with the help of 100% independent & 100% objective financial advisers. A customized retirement plan will allow you to retire on your terms with confidence. Free consultations always available.
Retire with Confidence
The Retire Wisely Newsletter™
RetirementPlanAdviser.com
RetirementPlanAdviser.com is a trusted source of ideas and information that has assisted thousands of individuals, families, and businesses. We provide free educational resources and connect users with independent Fee-Only professionals who are part of the 1800ADVISER.COM network.
Professionals have deep experience in comprehensive planning, offering tailored strategies for financial security in retirement. Whether you’re aiming for early retirement or planning for a specific age, our advisers provide unbiased guidance and minimize tax liabilities.
→ WHO IS LISTED ON 1800ADVISER.COM?
Attorneys, accountants, and financial advisers in our network possess extensive experience when it comes to developing retirement plans. What sets them apart is their exclusive access to a network of independent professionals, all of whom operate on a Fee-Only basis, thereby minimizing conflicts and biased advice.
→ CAN I GET A FREE CONSULTATION?
Yes. Just reach out to request a no-strings-attached FREE CONSULTATION or ask any question with Great Privacy™. Alternatively, you can visit 1800ADVISER.COM and browse the only toll-free online directory for Fee-Only professionals in the United States.
→ WHAT DOES A RETIREMENT PLAN COST?
A Fee-Only professional in our directory charges clients directly, avoiding commissions from financial or legal product sales or referrals. This makes their advice 100% independent and 100% Objective. Depending on your location and the desired level of engagement, rates can start as low as $100 per hour or $1,500 for a flat-fee package. All fees are negotiable and agreed upon in advance.
100% Independent
100% Objective™
Trusted Partner for Carrying Out Your Wishes
With roots dating back to 1998, we've supported thousands of individuals, families, and businesses. Independent Fee-Only professionals promise transparency without hidden motives.
Compassionate, Independent and Objective
Not only are we 100% Independent and 100% Objective, but we can be compassionate and sensitive to the unique needs and concerns of all individuals, families, and businesses.
Real Humans Providing Wisdom & Guidance
If you prefer working with robots or software engines that provide artificial intelligence or computerized advice without considering human emotions, we are mat not be the right fit for you.
Private Free Consultations
At the heart of our commitment to you is Great Privacy Policy, ensuring your information is never sold to third parties. We offer free consultations to help you decide if 100% Independent & 100% Objective advice will benefit you.
Our Retirement Planning Services
Assess
Financial Situation
We will review your income, expenses, debt, assets and other financial factors in order to understand your current financial position and identify areas for improvement.
Estimate
Retirement Income
We will discuss, review and estimate your retirement income from sources such as Social Security, IRAs, ROTH IRAs, SEP IRA, and other accounts. We will make suggestions as needed.
Asses Your True
Risk Tolerance
There is simply nothing like talking to a Fee-Only financial adviser who can objectively discuss your plans, goals, desires and risk tolerances when it comes to your retirement.
Tax Returns &
Tax Planning
Our Fee-Only financial advisers and CPAs can prepare your tax returns and provide guidance on how to minimize your tax burden in retirement by considering the tax implications of different types of investments.
Wills, Trusts
& Estate Planning
Our network of independent financial advisers, CPAs and attorneys can collaboratively draft and/or update your will, review your beneficiary designations, wills and trust.
Integrated
Retirement Planning
Once we understand your retirement goals, risk tolerances, income and expenses and other factors, we will create a retirement plan to show you how much you need to save or budget for your retirement.
