Financial Advisors for Pre-Retirees in Minnesota
Need to outsource something else? Search for proactivefractional CFOandaccountantson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Featured Financial Advisors
Anthony Syracuse, CFP®
5 Client Reviews
"Personalized approach. Comfortable and approachable working relationship.
Responsive and timely."
Responsive and timely."
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Capital Area Planning Group
1 Client Reviews
"They were very professional and delivered results. I recommended them to other people in my network who reported the same experience, and they stayed with CAPG even longer than I did. I am planning to return to them for additional services as it's now been a few years and I'd like to get more guidance with some significant life events on the horizon."
Financial Advisors
Chris Gure
15 Client Reviews
"Started working with Chris because no one else could explain my 401k, equity comp, and taxes in a way that actually made sense. Most advisors pitch products. He solves real problems and keeps my entire financial life moving in the right direction. That is why we trust him."
Pillar Wealth
11 Client Reviews
"The Pillar team has provided me with a very valuable outside perspective. They asked great questions and provided options and recommendations that worked well for my goals."
Anthony Syracuse, CFP®
5 Client Reviews
"Personalized approach. Comfortable and approachable working relationship.
Responsive and timely."
Responsive and timely."
Cayden McLaughlin, CFP, EA
3 Client Reviews
"Excellent, I have worked with Cayden for over a year and he has been very helpful in building a personal financial plan but also navigating difficult financial scenarios."
Matt-Magee, CFP®
1 Client Reviews
"Can’t say enough about how Matt helped me throughout the years in wealth management and planning for retirement."
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Capital Area Planning Group
1 Client Reviews
"They were very professional and delivered results. I recommended them to other people in my network who reported the same experience, and they stayed with CAPG even longer than I did. I am planning to return to them for additional services as it's now been a few years and I'd like to get more guidance with some significant life events on the horizon."
Bull Oak
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Rodriquez Wealth Management
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Calculated Wealth
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
Showing 1 - 10 of 12 results
FrequentlyAsked Questions
Q: Do I really need a financial advisor before retirement?
A: Yes. A pre-retirement advisor helps you avoid mistakes that could shrink your nest egg—like claiming Social Security too early, missing tax-saving opportunities, or drawing from the wrong accounts.
Q: How much does retirement planning cost with a financial advisor?
A: Most advisors charge between 0.25% and 1% of assets managed. Others offer flat fees or hourly rates, especially for one-time retirement plans.
Q: What’s the right income level to hire a financial advisor before retirement?
A: If you're earning $100K+ or managing $250K+ in investments, it’s smart to get professional advice to protect and grow your wealth as retirement approaches.
Q: What are red flags when choosing a retirement advisor?
A: Avoid anyone who isn’t a fiduciary, won’t explain their fees, or pressures you to buy investment products. Trust and transparency matter more than anything.
Q: When should I start working with a financial advisor for retirement?
A: Ideally, 5–10 years before you plan to retire. That’s when smart tax planning, withdrawal strategies, and healthcare decisions can have the biggest long-term impact.
Should You Work with a Financial Advisor Before Retirement?
Retirement isn’t a finish line—it’s a full-blown transition. And the 5–10 years before it are the most important time to get your financial life in order.
A financial advisor who specializes in pre-retirees can help you:
Build a sustainable income plan so your savings last
Optimize when and how you claim Social Security
Rebalance your investment portfolio as you shift to drawdown mode
Reduce taxes with smart strategies like Roth conversions and tax-efficient withdrawals
Plan for healthcare costs, including Medicare and long-term care
Create or update your estate and legacy plan
Many advisors on Sam’s List are fiduciaries who regularly help clients in their 50s and early 60s retire confidently. They’ll guide you through the tough questions and build a plan that fits your lifestyle, family, and financial goals—without selling you anything you don’t need.
A financial advisor who specializes in pre-retirees can help you:
Build a sustainable income plan so your savings last
Optimize when and how you claim Social Security
Rebalance your investment portfolio as you shift to drawdown mode
Reduce taxes with smart strategies like Roth conversions and tax-efficient withdrawals
Plan for healthcare costs, including Medicare and long-term care
Create or update your estate and legacy plan
Many advisors on Sam’s List are fiduciaries who regularly help clients in their 50s and early 60s retire confidently. They’ll guide you through the tough questions and build a plan that fits your lifestyle, family, and financial goals—without selling you anything you don’t need.
Not sure who’s right for you as a pre-retiree? Answer a few quick questions, and we’ll introduce you to someone who fits.
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