Let's talk about retirement planning.

When you work with us, you get a lifelong partner – a dedicated financial planner who creates strategies designed to evolve with you. Just fill out the form to take the first step.

2020
Barron's

#1 Independent Financial Advisory Firm

2020
Financial Times

Top U.S. Registered Investment Advisers

Let’s connect you with a planner.

Please enter your first name.

Please enter your last name.

Please enter your email address.

Email address invalid.

Please enter your phone number.

Phone number invalid.

Please enter your ZIP code.

ZIP code invalid.

By submitting this form, you are agreeing to our Terms of Use and Privacy Policy.

You deserve to move your financial life forward.

Are you retired or getting close to retirement?
You probably have plenty of questions on your mind, and we’re here to help. Your Edelman Financial Engines planner will work with you to build a personal retirement strategy around your goals, your comfort with risk and your lifestyle.

Here are some of the questions we can help you answer.

According to a recent survey, running out of money in retirement scares most people more than dying. The concern is real, as longer lifespans can mean a retirement that lasts 30 years or more. Generating retirement income that lasts requires careful planning. But it starts with having a sense of when and where you want to retire, and what kind of lifestyle you envision. A financial professional can help you work through these and other questions.

You can start to receive benefits at age 62, but your monthly benefit rises 8% for each year you wait to start – until age 70, when increases stop. There are lots of factors to consider though, including your need for income, your other sources of income and even your health. Your retirement planner can help you run the numbers and compare scenarios to decide whether earlier or later is right for you.

Health care is one of the biggest expenses most people will face in retirement. A 65-year-old retired couple today will spend $285,000 on health care, according to the U.S. Department of Health and Human Services. A financial professional can help you budget for health care needs as you create a plan for retirement income, and show you why life expectancies make planning even more important for women.

As you transition to retirement, your planner can help you set up a systematic withdrawal plan to receive monthly income from your investments. How much you take out depends on how much you need to supplement Social Security and other sources like pension income. In some of your accounts, you may also have to withdraw a certain amount each year because of Required Minimum Distribution rules.

If you’re like many people, you want to have enough money to live comfortably through retirement, but also leave something behind for the people you love and the causes you care about. Your retirement planner can help you develop a comprehensive financial plan, consult with in-house specialists in estate and legacy planning, and refer you to an attorney for essential documents you may need, including a will, durable Power of Attorney, living will and living trust.

While it makes sense to reduce your stock market exposure as you move into retirement, there are good reasons to continue investing a portion of your money in a broadly diversified portfolio. Even though you may be able to live comfortably on the nest egg you’ve built, you might live another 20 or 30 years – or more – in retirement. That’s enough time to potentially grow your savings, both for you and perhaps also for your children and grandchildren to enjoy.

We’re right nearby.

We can connect on the phone, virtually or in one of our 150+ locations nationwide.

We're right nearby.

We can connect on the phone, virtually or in one of our 150+ locations nationwide.

Getting started is easy.

With just some basic information about you, we can connect you with a retirement planner. It’s fast, it’s simple and there’s no obligation.

How can we help you?

(Select all that apply)

Please select at least one option.

By submitting this form, you are agreeing to our Terms of Use and Privacy Policy.

2 of 6

When would you like to retire?

Please select an option.

By submitting this form, you are agreeing to our Terms of Use and Privacy Policy.

3 of 6

Please estimate your total investable assets.

Why is this important?

This helps our advisors create a plan that's uniquely yours.

Please select an option.

By submitting this form, you are agreeing to our Terms of Use and Privacy Policy.

4 of 6

Let's find a financial advisor near you.

Please enter your ZIP Code below.

Please enter your ZIP code.

The ZIP code you entered is invalid.

By submitting this form, you are agreeing to our Terms of Use and Privacy Policy.

5 of 6

Please enter your name.

This is so we know who we're talking to.

Please enter your first name.

Please enter your last name.

By submitting this form, you are agreeing to our Terms of Use and Privacy Policy.

6 of 6

Let's connect.

You'll talk about next steps with an experienced financial advisor.

Please enter your phone number.

The phone number you entered is invalid.

Please enter your email address.

The email address you entered is invalid.

By submitting this form, you are agreeing to our Terms of Use and Privacy Policy.