Retire Smarter.
Live Better.
Get a free retirement guide tailored to your needs — then let us match you with a trusted, vetted advisor right here in Georgia.
Why Choose Retirement Advisor Match?
Built for Georgia Retirees
Aligns you with advisors who understand Georgia’s tax laws, retirement benefits, and region-specific financial considerations.
Vetted & Fiduciary-First
Our advisors are 10+ years experienced, fiduciaries, hold the CFP®, and have a solid track record with high-net-worth retirees.
Simple, Thoughtful Process
Answer a few questions, receive your free guide, and get paired with the advisor who fits your goals — effortlessly.
How It Works
- Select your free guide — Investing, Taxes, Tax Law Updates, or Estate Planning.
- Fill out a short form to share your retirement goals.
- Get matched with a highly qualified Georgia advisor who can help bring your retirement strategy to life.
Trusted Advisor Value
According to Vanguard’s Advisor’s Alpha, the right advisor can add up to 3% in net returns annually — through tax-smart planning, behavioral coaching, and strategic wealth decisions. That boost can translate into hundreds of thousands more over your retirement years.*
FAQs
Who are the advisors you match me with?
We only match you with Certified Financial Planner™ (CFP®) professionals who meet strict vetting criteria. Every advisor in our network is fee-only, meaning they are compensated solely by their clients — no commissions, no product sales incentives.
Do the advisors understand Georgia-specific retirement needs?
Yes. All matched advisors have extensive experience with Georgia tax laws, including retirement income tax exclusions, property tax benefits for seniors, and state-specific estate rules. They also understand how to integrate these benefits into your overall retirement plan.
What areas of planning do your advisors specialize in?
Every advisor we work with has proven expertise in:
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Retirement Planning – Designing income strategies that last for life.
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Tax Planning – Minimizing taxes on Social Security, pensions, RMDs, and investments.
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Estate Planning – Coordinating with attorneys to help protect your legacy and ensure a smooth transfer of assets.
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Investment Management – Building portfolios designed for income, growth, and stability in retirement.
How much does this service cost?
Our retirement advisor matching service is completely free for you. You’ll receive your free guide and be matched with an advisor at no cost. If you choose to work with your matched advisor, their fees will be transparent, with no hidden charges.
Do I have to work with the advisor I’m matched to?
No. There’s no obligation. You can take the free guide, speak with your matched advisor, and decide if they’re the right fit. If not, you’re free to explore other options.
Why do you require the advisors to be fee-only CFP® professionals?
Because fiduciary duty matters. Fee-only CFP® professionals are legally and ethically obligated to put your best interests first, and their certification ensures they’ve met rigorous education, examination, and experience standards.
Money Management Doesn’t Have to be Scary
