Converts savings into reliable income throughout retirement. 18 vetted professionals offer this service, with practices in California, Tennessee and Texas. Compare credentials, fees, and minimums, then request an introduction free.
Financial Advisor
PrudentialWhen it comes to helping people with their finances, a cookie cutter approach doesn't work. Everyone's different, so listening to you and discussing your hopes and dreams allows us to focus on what's important.
President & Founder
Lansdowne Wealth ManagementRobert Henderson is a fiduciary, CERTIFIED FINANCIAL PLANNER™ professional, and the President and Founder of Lansdowne Wealth Management, LLC in Mystic, CT. We focus on the needs of those individuals over age 50, requiring financial planning, management and oversight of their serious, long-term retirement money. Our specialty is working with employees and retirees of General Dynamics. Our deep knowledge of GD's benefits packages, 401k plan (SSIP), and pension plans affords us the ability to easily navigate all of the needs and concerns of individuals looking to maximize their retirement from General Dynamics.
Managing Partner
Rockstone CapitalAndres has been in the financial services industry since 2019, specializing in investment management, retirement planning, wealth preservation, business planning, and Special Needs planning. Throughout his career, Andres has helped countless individuals and families navigate complex financial landscapes, providing personalized strategies tailored to their unique goals and aspirations. Philosophy and Approach: Driven by a belief in transparency, integrity, and client-centric service, Andres is dedicated to building long-lasting relationships based on trust and mutual respect. He understands that each client has distinct financial objectives and challenges, and he is committed to delivering customized solutions that align with their needs and aspirations. Why Choose Ledesma Capital Partners? With Andres at the helm, LCP offers unparalleled expertise, white glove personalized service, and a steadfast commitment to helping clients achieve their financial goals. Andres and the entire team are dedicated to guiding you toward a brighter financial future, every step of the way. Andres is married to his beautiful wife Paola. They are parents to Camila, and another baby girl whom is set to have her arrival in April. Apart from spending time with his family, he enjoys a round of Golf, and watching sports with friends.
Financial Advisor
PrudentialNo two people have the same exact financial needs, so it's important to work with someone who understands your unique hopes and dreams. I value connecting with my clients in a meaningful way!
Co-founder
Financial Planning Solutions, LLCMy dad died suddenly when I was 19 years old. This had a profound effect on me as I saw my 47 year old mother take over the family business. Even though it didn't surface until a number of years later, helping people become financially empowered became my calling. I feel it is my obligation to help others put their finances in place so they can live they way they want today, as well as enjoy a secure financial life. I am the co-founder and managing partner of Financial Planning Solutions, LLC, an independent fee only financial planning and Registered Investment Advisory firm. I work as a CERTIFIED FINANCIAL PLANNER™ practitioner with 30 years’ experience helping people make more intelligent decisions pertaining to their money. I specialize in working with women in transition. Whether you recently lost a spouse, are going through a divorce (or are recently divorced), or even contemplating a career change, I can help you work through the multitude of issues one can face and then help you achieve what is important to you. I also help families pay for college in the most efficient way.
Financial Planner
WorthyNestHi, I’m Deb Meyer, and I know exactly how it feels to struggle with family financial decisions. Society tells us to make money at all costs, even when it contradicts our Christian values. At WorthyNest®, we help Christian entrepreneurs and Christian parents integrate faith and family into financial decision-making. With over 15 years of experience as a CPA financial planner, my areas of technical expertise include: business exit planning, entrepreneurship, charitable giving, college planning and tax strategies. I am a proud member of XY Planning Network, NAPFA, Fee-Only Network, Christian Financial Advisors Network and Catholic Financial Planners Network. My husband Bryan and I have been married 13 years, and we have been blessed with 3 awesome, energetic boys.
Founder, CEO
Retirement Lifestyles Advisory GroupHi there, my name is Patrick McNally and I’m the founder of Retirement Lifestyles Advisors, an independent registered investment advisory firm located in Northern California.First of all, thank you for taking some time to visit this website, and expressing some interest in working with a financial advisor. Now, whether or not that advisor is me, thank you for reading this short bio.I’ve personally been in financial services for over 22 years now and we serve clients all over the country. Most of our local clients have found me by listening to my live radio show Retirement Lifestyles that I’ve hosted every Saturday morning for over 11 years on on News Talk 105.7fm KQMS. Others around the country found my podcast Retirement Lifestyles on iTunes or on any of the other podcast apps. Or they ordered a copy of my book Retirement Planning 101.My specialty is retirement income planning. In fact, the average age of our clientele is 67. Many of them come to us when they’re less than 5 years away from retiring and they can see that light at the end of the tunnel. They’ve been working at a company that provided a 401k or other similar retirement plan, and after 20, 30 or even 40 years of service, sacrifice and saving, it’s time to retire, rollover that 401k and have some fun! Others have been retired for any number of years, and are concerned about volatile markets, inflation, higher taxes and rising healthcare costs. I’m often told that their current advisor doesn’t address many of those things, so they’re looking for a different path.Our number one goal is to help our clients achieve Clarity and Peace of Mind in retirement with a little help from smarter investment portfolios. We use investments that are designed first and foremost for income, followed by long term growth. Most of our clients are no longer receiving paychecks from a job, so we show them how to create a paycheck from their investments that’s predictable, safe and increases every year no matter what the market does, in order to keep up with inflation.Unfortunately, most financial advisors today do not use this same type of investing philosophy for their retired clients. Instead, they advise you to sell a percentage of your investments each year through a process known as the 4% rule. Keep in mind that when you sell portions of your portfolio, you have to make that money back year after year. How is that accomplished? By relying on something no one can control, market growth. What happens when the market doesn’t cooperate and instead goes down? Now you’re forced to sell on top of market losses, compounding the problem and making it even more difficult to get back to even.So, as you do your research and review different advisors on this site, ask yourself the following questions, “Am I comfortable relying on a volatile unpredictable stock market to provide me with the income I need throughout retirement?” And “Am I comfortable working with someone who manages my life savings that way?”I’ll have you consider this, if you’re not comfortable with that scenario and want to learn more about we help our clients generate the income they need without selling their principal, I invite you to click that green button over there that says schedule an introduction.Fill out a little bit of information and let’s find a time to chat on the phone and see if there’s a potential fit. There is no fee for the call, and I promise, that by the end of it you’ll know exactly where you currently stand, and you’ll be armed with some amazing tips and strategies on how to make your planning stronger, which will give you the confidence you need moving forward. So go ahead, take that first bold step and click that green button over there and let’s get started!
Financial Professional
Wealth Protection StrategiesI offer an analysis of your current financial situation and help you: * Identify financial goals and concerns * Illustrate what is being done to reach your goals * Identify gaps if present, and offer solutions to fill them
Financial Services Professional
Mass MutualAs a former teacher and coach, my heart is to educate people in regards to financial strategies and help them meet both short term and long term goals. While I am not an expert in every area, our office uses a collaborative effort of specialists and professionals in every field to meet your specific need. I want to assist you and am committed to helping clients achieve their financial goals through the best methods available. I am licensed to sell insurance and securities in: Tennessee, Michigan, Virginia, and California. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 795 Ridge Lake Blvd., Suite 200, Memphis, TN 38120, 901-767-5951. Domiciled in TN, CA insurance license #0K04265
Financial Advisor
Compound PlanningDimitry Farberov, CFA, CFP®, is a trusted financial advisor and independent fiduciary with over 18 years of experience helping clients navigate life’s major transitions. At Compound Planning, he partners with entrepreneurs, ambitious professionals, and retirees to tackle the complexities of wealth creation, preservation, and multi-generational planning. Dimitry knows that money can be both personal and complex. With deep expertise in capital markets, technical analysis, and behavioral finance, he crafts customized solutions that optimize tax strategies, estate planning, and portfolio management. But his role doesn’t end there—Dimitry is passionate about empowering clients, equipping them with the clarity and confidence they need to make informed financial decisions. Whether you’re starting a family, launching a business, planning for retirement, or building a financial legacy, he’ll guide you toward a secure future with a modern, client-centered approach. Outside of work, Dimitry enjoys spending time with his wife and three kids, playing basketball, and staying active in the Los Angeles Jewish community.
Financial Professional
Strategic Financial GroupPreparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
Financial Advisor
Birchwood CapitalHi, I’m Stephen, and I help people retire confidently. Our philosophy is centered around creating a retirement plan that you understand, saving you money on taxes, and utilizing low-cost passive (index) investments. We operate off a flat-fee structure so your investments compound for you – not against you.
Founder, Financial Planner
Retirement Portfolio PartnersHi, I'm Erik Barnes, Owner of Retirement Portfolio Partners, a flat fee, fee-only planning firm serving clients 55+, locally in Naperville, Illinois and virtually across the entire country. I’m passionate about helping those who find themselves within 2 to 5 years before retirement answer questions like: 1. When can I afford to retire? 2. Do I have enough money to retire? 3. How much can I afford to spend in retirement? 4. How do I pay less in taxes in retirement? Using this small window before retirement, we can create a strategy that focuses on helping you pay less in taxes, make smarter, more informed investment decisions, and retire sooner. I strive to guide my clients to live into what's most important to them and build confidence around how they think and feel about money. Planning for retirement can be confusing, but it doesn't have to be. While I'm not busy in the office crafting financial plans, you can find me: * Fishing and pontooning with my wife and 3 kids in Hayward, Wisconsin * Relaxing at the beach in Indian Rocks Beach, Florida * Attempting to try every steak burrito ever made * Reading the next book on my list.
Financial Professional
PrudentialNothing compares to the feeling of helping a family or individual plan for their financial future. I'm most proud of hearing from clients about how our team helped improve their life. There's nothing better!
Financial Services Professional
Bluecrest Financial Alliances - OklahomaPreparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Financial Advisor
Satori Wealth Management, Inc.We are a fee-only San Diego financial planner that provides comprehensive wealth management including investments and tax planning. Our financial advisors are Certified Financial Planners™ that specialize in retirement planning. As fiduciaries, we never make commissions on your investments.
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Founder & CEO
Optimum Retirement PlanningHi, I'm Larry Pershing, CFP®, RMA®. I focus on helping people age 50 and better build tax-efficient retirement income for a flat fee. Having worked in various wealth management firms in my career, I was surprised to discover many firms try to service everyone, which leads them to being average for all. Some are more concerned with amassing client assets than providing customized recommendations. I founded Optimum Retirement Planning, an independent financial planning firm, because I saw a need for specialists to help clients navigate the complex and challenging financial aspects of retirement. Our offering is different. We don't work with everyone. We specialize in helping those who are close to and in retirement. We apply the latest financial research for retirement to build tax-smart retirement income and investment strategies.
Financial Advisor
IAM Financial, LLCMy super-power is organizing things. I LOVE trying to make things fit. My background is in finances so naturally, I like organizing people’s money. I am also spiritually oriented and enjoy looking at things on a deeper level. Money has always impacted me. Growing up, we lived in the biggest house and had the nicest cars. Our family motto was "he who dies with the most toys, WINS!" We had two corvettes with the license plates TOY 2 and TOY 3. Apparently, TOY 1 was taken. It's a great motto if you get to enjoy them. But I didn't see my Dad too much. He was a workaholic. One year my Dad was writing an article for work about timeshares. We went to Florida, the Timeshare Kingdom. The year was 1987. It was the year my grandma died. My Mom made him buy the timeshare on the spot. Up until then we'd camped or taken an overnight vacation every now and then. But not often, and time was slipping away. My brother was in high school and I was in middle school. We finally had something to look forward to every year. That one week together at the golf course, or on the beach. In 1997 I started working at my Dad's company doing financial planning. He introduced me to The Millionaire Next Door by Thomas Stanley and I started saving money. I also got to spend a lot of time with him. But there was always a strain around money. It seemed like there was always a balance between time and money. You could have one or the other, but not both. I think it comes from the motto he taught me early on that time is money. In 2007 my son Tyler was born and something had to change. I had to figure out a way to have both time and money. In 2008 I started IAM Financial because I wanted to change my relationship with money and share it with the world. Now, I'm a self-made millionaire and take summers and December off. I had a client tell me "I want to do something in my next phase in life that will give me a little money and doesn't require 80hrs a week. Kind of like you." He makes $700,000/yr and has a net worth of over $3.5 million. But he knows the value of time and money. Oh, and my kryptonite is telling people no. So I'm working on an online course that'll teach others how to organize their money so they can enjoy life.
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