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What to Look for in a Retirement Planner

June 17, 2023

No matter your current age, income, or financial situation, taking steps now to plan for retirement will help ensure you have all the resources you need to enjoy your golden years. A retirement planner will be your ally in identifying the right financial tools and plans for your specific needs. Obviously, you want to choose someone professional and trustworthy for this crucial role. In this guide from IntentGen, discover some of the most important qualities to look for in a retirement planner. Then, when you’re ready to start the planning process in the Naperville or Chicago area, contact our team.

Credentials and Experience

First and foremost, you want to trust your retirement planning needs to a professional, someone who has the training and track record to handle sensitive financial matters. Don’t hesitate to interview any financial retirement planner you’re considering hiring, and ask them about their education, years of experience, professional licensure and credentials, and any other qualifications they might bring to the table.


Your retirement planner’s philosophy tells you about their approach to the planning process and what their goals are for your working relationship. In general, you want to look for a planner who empowers you with all the information you need to know to make sound financial decisions for your fiscal future. They should prioritize saving, protecting, and growing your resources; designing a flexible, customized plan to meet your specific needs; and collaborating with you every step of the way.


Any good financial retirement planner keeps their clients well-informed, providing regular updates and making themselves available to answer questions or offer advice as needed. Find out how you can get in touch with your planner and their preferred mode(s) of communication. Ask how long it typically takes for them to return voicemails or emails. The more in the loop you are about your retirement planning, the better the position you will be in to guide, manage, and grow your finances in the years ahead.

Contact IntentGen to Find a Retirement Planner Near Naperville

Now that you know what to look for in a retirement planner, it’s time to meet a team of Plainfeild-area professionals who possess these qualities and so many more. IntentGen in Naperville looks forward to introducing you to our services and philosophy and showing you what we can do for your retirement planning. Contact us today to set up an appointment, and in the meantime, feel free to explore our tax tools, calculators, and other amenities designed to support you on your retirement planning journey.