Planning for retirement requires expert guidance to ensure financial security and peace of mind. The following firms in Las Vegas specialize in Retirement Planning, offering tailored strategies to help you achieve your long-term goals. From wealth management to tax efficiency, these advisors provide comprehensive solutions for individuals, families, and businesses. Below is a curated list of trusted professionals to consider for your retirement needs.
Retirement Planners in Las Vegas to Consider
- Scorpions Consulting
- Danielson Financial Group
- RetireWire
- Buckley Wealth Management
- JDs Wealth Management Group
- The Wealth Consulting Group
- William Hinder
- Nevada Family Wealth
- Black Mountain Wealth Management
- Whalen Private Wealth
1. Scorpions Consulting
Scorpions Consulting, led by Anthony Schlumpf, is a financial advisory firm specializing in wealth preservation and retirement planning for high-net-worth individuals and entrepreneurs. Based in El Paso, Texas, the firm offers a range of services including estate planning, mortgage protection, corporate credit funding, debt elimination, and business development. Emphasizing personalized strategies, Scorpions Consulting aims to mitigate taxes, create passive income, and secure generational wealth for its clients. The firm provides access to a broad array of experts and financial products, ensuring tailored solutions that align with each client’s unique financial goals. Notably, Scorpions Consulting offers its services at no cost to clients, underscoring its commitment to transparency and client-centric financial planning.
🔹 Services: Wealth Preservation, Retirement Planning, Estate Planning, Debt Elimination
📍 Address: 4100 W Flamingo Rd Ste 1430, Las Vegas, NV 89103
📞 Phone: 844-813-3334
🔗 Website: Scorpions Consulting
📧 Contact: anthony@scorpionsconsulting.com
2. Danielson Financial Group
Danielson Financial Group, based in Las Vegas, Nevada, is a comprehensive wealth management firm led by Deborah Danielson, a CERTIFIED FINANCIAL PLANNER™ with over four decades of experience. The firm offers a wide array of financial services, including investment management, retirement planning, education funding strategies, and tax and estate planning, all tailored to meet the unique needs of their clients. Emphasizing a personalized approach, Danielson Financial Group aims to simplify the complexities of wealth management, helping clients define, manage, and achieve their financial goals. The firm’s philosophy draws parallels between financial planning and winemaking, highlighting the importance of patience, foresight, and meticulous planning to reap long-term benefits. Affiliated with LPL Financial, Danielson Financial Group is committed to providing objective advice and building enduring client relationships.
🔹 Services: Investment Management, Retirement Planning, Tax & Estate Planning
📍 Address: 3027 E Warm Springs Rd Ste 100, Las Vegas, NV 89120
📞 Phone: 702-734-7000
🔗 Website: Danielson Financial Group
📧 Contact: lindsay@danielsonfinancialgroup.com
3. RetireWire
RetireWire is an online platform founded by Greg Phelps, a CERTIFIED FINANCIAL PLANNER™ and President of Redrock Wealth Management, aimed at helping individuals approaching or entering retirement to plan confidently and effectively. The site offers a wealth of resources, including a free e-book detailing actionable retirement strategies, a Retirement Mastery Toolkit, and access to the RetireWire MoneyGuide—a DIY retirement planning software. Through a structured three-step process—”Get Ready,” “Get Set,” and “Retire”—RetireWire guides users in preparing for retirement, building comprehensive plans, and practicing retirement scenarios to ensure financial readiness. Additionally, the platform provides personalized services such as hourly consulting, one-time project engagements, and ongoing wealth management, all delivered via online consultations. With a focus on education, transparency, and fiduciary responsibility, RetireWire empowers users to maximize their retirement outcomes and achieve financial peace of mind.
🔹 Services: DIY Retirement Planning, Wealth Management, Retirement Planning Consulting
📍 Address: 8945 W Russell Rd #205, Las Vegas, NV 89147
📞 Phone: 702-987-1607
🔗 Website: RetireWire
📧 Contact: greg@retirewire.com
4. Buckley Wealth Management
Buckley Wealth Management, LLC is an independent Registered Investment Adviser (RIA) based in Las Vegas, Nevada, dedicated to providing personalized wealth management services to individuals and families. The firm emphasizes a client-centric approach, fostering long-term relationships built on trust, open communication, and a deep understanding of each client’s unique financial situation and goals. By collaborating with clients’ tax and estate planning professionals, Buckley Wealth Management develops comprehensive strategies aimed at achieving financial objectives across generations. The firm partners with respected industry providers, such as Fidelity Clearing and Custody Solutions, to offer secure brokerage services and independent asset custody. Their commitment to acting in clients’ best interests, free from corporate directives, positions them as a trusted advisor for those seeking tailored financial guidance.
🔹 Services: Wealth Management, Retirement Planning, Estate & Tax Planning
📍 Address: 10100 W Charleston Blvd #213, Las Vegas, NV 89135
📞 Phone: 702-805-1010
🔗 Website: Buckley Wealth Management
📧 Contact: susan.buckley@buckleywealth.com
5. JDs Wealth Management Group
JD’s Tax-Smart Wealth Management, established in 2003 and headquartered in Las Vegas, Nevada, specializes in personalized retirement planning with a focus on protecting wealth, achieving client goals, and minimizing taxes. The firm offers a range of services, including tax preparation, IRS negotiations, and investment advisory services, aiming to bring peace of mind to clients through tailored financial strategies. As a privately held company, JD’s Tax-Smart Wealth Management emphasizes a balanced approach to wealth management, ensuring that clients’ financial plans are aligned with their long-term objectives. Their team leverages decades of experience to navigate complex tax laws and market fluctuations, providing clients with proactive solutions. Their commitment to tax-smart strategies and personalized service positions them as a trusted partner for individuals seeking comprehensive financial planning solutions.
🔹 Services: Tax-Smart Retirement Planning, Investment Advisory, IRS Negotiations
📍 Address: 2290 S Jones Blvd, Las Vegas, NV 89146
📞 Phone: 702-478-3001
🔗 Website: JDs Wealth Management Group
📧 Contact: bob.coppes@jdstaxsmartwealth.com
6. The Wealth Consulting Group
The Wealth Consulting Group (WCG) is a national, independent Registered Investment Advisor (RIA) firm headquartered in Las Vegas, Nevada. Established in 2014, WCG offers comprehensive wealth management services, including financial planning, investment management, insurance and risk management, and corporate services such as executive benefits, employee benefits, and corporate retirement plans. The firm operates with a fiduciary standard, ensuring that advisors act in the best interests of their clients. WCG serves a diverse clientele, including individuals, families, and corporations, and has been recognized for its growth and commitment to diversity and inclusion in the financial advisory industry. With a team of experienced professionals, WCG aims to provide personalized and strategic financial guidance to help clients achieve their financial goals.
🔹 Services: Financial Planning, Retirement Planning, Corporate Retirement Plans
📍 Address: S Seeliger St, Las Vegas, NV 89148
📞 Phone: 702-263-1919
🔗 Website: The Wealth Consulting Group
📧 Contact: mushijima@wealthcg.com
7. William Hinder
William Hinder is a financial advisor based in Las Vegas, Nevada, offering personalized retirement planning and wealth management services to help clients secure their financial future. With a focus on building long-term relationships, William provides tailored strategies that align with each client’s unique goals and risk tolerance. His expertise covers investment management, tax-efficient planning, and retirement income strategies to ensure clients can enjoy a comfortable retirement. William’s client-first approach emphasizes transparency, education, and proactive adjustments to adapt to changing financial landscapes. Whether planning for retirement or managing existing assets, William Hinder delivers dedicated support to help clients navigate their financial journey with confidence.
🔹 Services: Retirement Planning, Investment Management, Tax-Efficient Strategies
📍 Address: 9930 W Flamingo Rd #105, Las Vegas, NV 89147
📞 Phone: 702-708-2737
🔗 Website: William Hinder
📧 Contact: will@willhinder.com
8. Nevada Family Wealth
Nevada Family Wealth is a financial advisory firm committed to helping families and individuals achieve their retirement and wealth management goals through comprehensive planning. The firm offers services such as investment management, estate planning, and retirement strategies, all designed to preserve and grow clients’ wealth across generations. Their team takes a holistic approach, considering tax implications, risk management, and legacy planning to create customized solutions. Nevada Family Wealth prioritizes education, ensuring clients understand their options and make informed decisions. With a focus on trust and long-term relationships, the firm strives to deliver clarity and confidence in every client’s financial future.
🔹 Services: Family Wealth Management, Retirement Planning, Estate Planning
📍 Address: 6053 S Fort Apache Rd, Las Vegas, NV 89148
📞 Phone: 702-363-7400
🔗 Website: Nevada Family Wealth
📧 Contact: dan.jackson@raymondjames.com
9. Black Mountain Wealth Management
Black Mountain Wealth Management provides tailored financial planning and retirement strategies to clients in Las Vegas and beyond. The firm’s advisors specialize in creating personalized plans that address investment management, tax efficiency, and retirement income distribution. With a commitment to fiduciary responsibility, Black Mountain ensures all recommendations align with clients’ best interests and long-term objectives. Their team leverages extensive market knowledge to navigate economic uncertainties and optimize portfolio performance. Clients benefit from a collaborative approach that emphasizes transparency, education, and proactive adjustments to adapt to life changes.
🔹 Services: Retirement Planning, Investment Management, Tax Efficiency
📍 Address: 7885 W Sunset Rd, Las Vegas, NV 89113
📞 Phone: 702-684-5500
🔗 Website: Black Mountain Wealth Management
📧 Contact: christy@blackmountainwm.com
10. Whalen Private Wealth
Whalen Private Wealth is a Las Vegas-based firm offering sophisticated retirement planning and wealth management services to high-net-worth individuals and families. The firm’s advisors focus on creating tax-optimized strategies, legacy planning, and risk management to protect and grow clients’ assets. Whalen Private Wealth emphasizes a goals-based approach, ensuring financial plans are aligned with clients’ aspirations for retirement, philanthropy, or generational wealth transfer. Their team combines analytical rigor with personalized attention to deliver solutions tailored to complex financial needs. With a reputation for integrity and expertise, the firm is a trusted partner for those seeking to maximize their financial potential.
🔹 Services: High-Net-Worth Retirement Planning, Legacy Planning, Tax Optimization
📍 Address: 10501 W Gowan Rd, Las Vegas, NV 89129
📞 Phone: 702-878-3900
🔗 Website:Whalen Private Wealth
📧 Contact:andrew@whalenfinancial.com
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