Find a qualified advisor that matches your needs.

Below are some of the prescreened retirement professionals that offer a free retirement consultation. Walk through your situation with one of these advisors and ask the questions you have about your retirement finances.

Select a specific advisor below or let NewRetirement match you to the advisor we think will best suit your needs.


Not sure who to choose? Let NewRetirement match you to an Advisor based on our professional experience.

Get Matched

  • Personal Financial Planning Department

  • Advisor Type: CFP
  • Firm: Texas Tech University
  • Serves: TX
  • The mission of the TTU Department of Personal Financial Planning is to educate students to the highest standards of excellence; foster intellectual,... (more)
  • Specializes in Holistic Financial Planning
  • Hans Reese

  • Advisor Type: CFP
  • Firm: New Stage Investment
  • Serves: AZ, CA, FL, HI
  • Hans Reese is a CERTIFIED FINANCIAL PLANNERâ„¢ professional. With over 12 years of industry experience, starting with Merrill Lynch, then Morgan... (more)
  • Fee and Commission Based Planning
  • Offers a free retirement consultation
  • Specializes in Holistic Financial Planning, Investment Advice and 1 more
  • Bill Smith

  • Advisor Type: CFA, CFP
  • Firm: NewRetirement Advisors
  • Serves: AK, AL, AR, AZ (see all)
  • NewRetirement Advisors is delivering affordable retirement planning to a broad audience by leveraging a proprietary and increasingly robust online... (more)
  • Fee Only Planning
  • Offers a free retirement consultation
  • Specializes in Holistic Financial Planning, Investment Advice and 3 more
  • Steven Van Metre

  • Advisor Type: Financial Advisor, Insurance, Retirement Advisor, RIA
  • Firm: Steven Van Metre Financial and Insurance Services
  • Serves: CA
  • Steven Van Metre, is a financial planner, Certified Estate Planner and president of Steven Van Metre Financial. He designed the “Retirement Planning... (more)
  • Fee Only Planning
  • Offers a free retirement consultation
  • Specializes in Estate Planning, Holistic Financial Planning and 3 more
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