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Top Financial Advisors for Retirees | Sam's List

Looking for a financial advisor in retirement? A retirement-focused financial planner can help you create a sustainable income plan, manage RMDs, reduce taxes, and avoid costly mistakes. Find a fiduciary advisor who specializes in working with retirees and understands how to protect and stretch your savings.
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!
We are adding new CPAs everyday. Stay tuned.

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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. 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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