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Top Financial Advisors for Pension Planning

Strategic pension benefit analysis and optimization services that maximize retirement income security. Our directory connects you with advisors who evaluate pension options, coordinate benefits with other retirement assets, and help make crucial pension decisions.
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Works with clients across the US
Requirements:
$50,000 Minimum Investment
CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.
401(k) & IRA Management
Asset Allocation
College/Education Planning
Wealth Management
Tax Strategy
Social Security Planning
Retirement Planning
Portfolio Rebalancing
Philanthropic Planning
Liquidity & Exit Planning
Investment Management
Insurance Planning
Financial Planning
Family Wealth Transfer
Exit Planning
Estate Planning
Education Planning
Cash Flow Planning
Alternative Investments
Business Succession Planning
Charitable Giving
Debt Management
ESG/Impact Investing
Executive Compensation
Family Office Services
Financial Advice & Coaching
Individual Tax Services
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Real Estate Advisory
Risk Management
Stock Option Planning
Trust Services
Specialities
$0-$250,000Flat Fee
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Works with clients around the world
Requirements:
$150,000 Minimum Income, $350,000 Minimum Investment
Custom Wealth Planners is a fiduciary fee-only financial advice and investment management firm in Ankeny, Iowa dedicated to helping individuals and families achieve their financial goals. With over 20 years of experience, our team of Certified Financial Planners™ will work closely with you to develop a personalized plan that aligns with your unique financial situation and future aspirations. We believe in providing transparent and unbiased advice, always acting in your best interest. Contact us today to schedule a consultation and take charge of your financial future.
Cash Flow Planning
Estate Planning
Financial Planning
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Social Security Planning
Wealth Management
Asset Allocation
Charitable Giving
College/Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Specialities
$4,000-$10,000One-Time Planning Fee
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Works with clients across the US
Requirements:
$2,000,000 Minimum Investment
I'm a fee-only, fiduciary financial advisor focused on retirement planning for women.
My 30+ years of experience delivering personal financial advice combined with my financial life planning approach to retirement helps women achieve comfort and confidence for the future while making the most of their lives today.

You can reach me directly at 404.254.6993 if that's a conversation you'd like to have. You can also visit my website to learn more about me and my work: http://www.wealthcareforwomen.com

I love my work as a retirement advisor and can't imagine doing anything else. However, I am also proud to serve as a trustee for the non-profit Georgia Eye Bank.
401(k) & IRA Management
Asset Allocation
Cash Flow Planning
Charitable Giving
College/Education Planning
Education Planning
Debt Management
Financial Advice & Coaching
Financial Planning
Insurance Planning
Investment Management
Life Transition Planning
Retirement Planning
Portfolio Rebalancing
Portfolio Management
Pension Planning
Social Security Planning
Wealth Management
Tax Strategy
Risk Management
Specialities
-Flat Fee
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Works with clients across the US
Requirements:
No Minimum
We help athletes and entrepreneurs build and protect wealth.
401(k) & IRA Management
Alternative Investments
Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Wealth Management
Social Security Planning
Real Estate Advisory
Portfolio Management
Pension Planning
Life Transition Planning
Insurance/Risk Management
Financial Planning
Financial Advice & Coaching
Family Office Services
Executive Compensation
Estate Planning
Debt Management
Cash Flow Planning
Specialities
$2,500-$10,000One-Time Planning Fee
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Works with clients across the US
Requirements:
No Minimum
Ad Astra Financial Planning specializes in helping tech professionals make work optional and take career breaks through harnessing equity compensation and tax-efficient financial planning.
We are a flat-fee, fee-only firm—we don't receive commissions or kickbacks or charge based on a percentage of your assets.
Alternative Investments
Asset Allocation
ESG/Impact Investing
Estate Planning
Education Planning
Charitable Giving
Executive Compensation
Financial Advice & Coaching
Financial Planning
Insurance/Risk Management
Life Transition Planning
Portfolio Management
Social Security Planning
Wealth Management
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Portfolio Rebalancing
Philanthropic Planning
Investment Management
Insurance Planning
Exit Planning
Family Office Services
Debt Management
401(k) & IRA Management
College/Education Planning
Liquidity & Exit Planning
Pension Planning
Family Wealth Transfer
Business Succession Planning
Cash Flow Planning
Specialities
$5,000-One-Time Planning Fee
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Works with clients across the US
Requirements:
$1,000,000 Minimum Investment
Hightower Wealth Advisors | St. Louis is an intentional wealth management practice powered by intentional people. With an equal commitment to greatness and kindness, we focus on successful individuals, families, entrepreneurs, and business owners who want to make a lasting impact.
Our ensemble approach helps to ensure the right mix of advice and service, with a culture of collaboration and purpose that fuels success rather than competition.
We help streamline complexity, save money, and grow wealth, but ultimately, our structure and approach allow us to uncover what is truly important to our clients. Where their financial life reflects a meaningful life.
Alternative Investments
Cash Flow Planning
ESG/Impact Investing
Estate Planning
Executive Compensation
Family Office Services
Financial Planning
Financial Advice & Coaching
Life Transition Planning
Insurance/Risk Management
Pension Planning
Portfolio Management
Social Security Planning
Wealth Management
Trust Services
Tax Strategy
Stock Option Planning
Risk Management
Retirement Planning
Portfolio Rebalancing
Philanthropic Planning
Liquidity & Exit Planning
Investment Management
Insurance Planning
Family Wealth Transfer
Exit Planning
Education Planning
Charitable Giving
College/Education Planning
Business Succession Planning
Asset Allocation
Specialities
$10,000-$20,000One-Time Planning Fee

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Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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