How it Works
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Why Use RetirementPlanning
Advisor Pre Screening
All the advisors and planners on our network are vetted for experience, are registered with FINRA/SEC and hold clean records.
No Conflict of Interest
RetirementPlanning.net is an independent third party and does not offer any financial advice or products. We only match you to vetted advisors based on your requirements.
Our matching service is a free service to all consumers. Vetted advisors in the network do pay a fee to be part of the network.
Your information remains confidential. We share your contact and request details only with the advisors and/or planners that you are matched to as per your request.
There is no obligation to hire any advisor or planner that you are matched to. However, we do request that you interview all the advisors to be able to make an informed choice.
Saves You time
There are thousands of advisors in your area. You save time by interviewing only 2-3 vetted advisors that meet your criteria.