Jonathan Vance
Vance Financial Planning
Springfield, MO
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Browse 29 verified fee-only fiduciary advisors specializing in Retirees. Every one has earned the Orange Check badge.
Retirees are the most heavily marketed-to group in American financial services, from seminar invitations to free-meal events, and nearly all of it is funded by the product sold at the end of the evening. Advisors serving retirees with the Orange Check are fee-only fiduciaries, independently verified against SEC and FINRA records, and paid by the client rather than by a provider. The questions that matter at this stage are Social Security timing, Medicare and IRMAA thresholds, a sustainable withdrawal rate, long-term care funding, and making sure a surviving spouse is not left holding a plan only one person understood.

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