Top financial advisors in Baraboo, WI
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're a government worker in Baraboo, WI, planning for retirement means considering your public pension alongside other income sources. Without an advisor familiar with these pensions, you might miss how they affect your overall retirement income and tax situation.
- Public pension integration. Confirm how the advisor incorporates your pension benefits into your retirement plan, not just your personal savings.
- Tax impact awareness. Ask how they manage tax implications unique to pension income in Wisconsin.
- Income sequencing. Look for guidance on the order to draw from pensions, Social Security, and investments to optimize your cash flow.
- Benefit coordination. Check if they consider how pension rules interact with other retirement benefits or healthcare costs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Zackery H
CFP®, Series 63
Baraboo, WI
Empower Advisory Group
Zackery Henry in Baraboo, WI, offers retirement income strategy and Social Security optimization, which are crucial for government workers managing public pensions. His 11 years of experience and CFP® certification, combined with Empower Advisory Group's integrated planning and investment management services, provide a structured approach with flat-fee and subscription options, distinguishing him from advisors with less firm support or different fee models.
Experience: 11 years
Avg account: $565,063
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Andrew H
CFP®, Series 63
Baraboo, WI
Ameriprise
Andrew Hager specializes in retirement income strategy and Social Security optimization, making him well-suited for government workers in Baraboo, WI, planning retirement with public pensions. With 26 years of experience at Ameriprise, a large firm offering tax-efficient retirement planning and a 0.15% AUM fee, he provides personalized guidance for clients approaching retirement with significant assets.
Experience: 27 years
Avg account: $471,167
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Justin J
Series 66
Baraboo, WI
Edward Jones
Justin Johnson in Baraboo, WI, offers wealth management services through Edward Jones, a large firm with over 23,000 advisors, which may support integrating public pension benefits into retirement planning. With six years of experience and expertise in tax-loss harvesting and multi-generational wealth transfer, he provides a comprehensive approach that includes discretionary and non-discretionary strategies, charging up to 1.35% annually in program fees.
Experience: 6 years
Avg account: $246,728
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Christopher K
Series 63, Series 65
Baraboo, WI
Capstone Wealth Management Corp.
Christopher Kline in Baraboo, WI, offers expertise in retirement income strategy and income planning, which is crucial for government workers managing public pensions. His firm uses a tactical asset allocation approach and serves high net worth clients and pension plans, providing a broad perspective on retirement needs. With 30 years of experience and a flat-fee planning option, he combines seasoned insight with flexible fees, distinguishing him from others in the area.
Experience: 30 years
Avg account: $378,408
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Leslie G
Series 63
Baraboo, WI
LPL Financial
Leslie Gay's 24 years of experience and affiliation with LPL Financial in Baraboo, WI, position her to address retirement planning needs, including public pension considerations. Her flat-fee structure and background with large firms like Raymond James and Baraboo National Bank offer a seasoned approach distinct from advisors with different fee models or less local tenure.
Experience: 24 years
Avg account: $399,489
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