Top financial advisors in Big Rapids, MI
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 have pension benefits from the auto industry, your retirement planning needs to consider how those pensions fit with your other income sources. A common mistake is treating pensions like regular savings, which can lead to missed opportunities for tax efficiency and income stability.
- Pension integration. Ask how they incorporate your auto industry pension into your overall retirement income plan.
- Tax impact awareness. Confirm they understand how pension income affects your tax bracket and Social Security benefits.
- Withdrawal sequencing. Inquire about their approach to drawing down different accounts alongside pension payments to maximize longevity.
- Risk management. See if they address how pension income can reduce market risk in your portfolio.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sophia S
Series 66
Big Rapids, MI
Edward Jones
Sophia Schumacher in Big Rapids, MI, is equipped to assist with retirement planning that integrates pension benefits, drawing on her expertise in retirement plans for business owners and wealth management. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers access to diverse investment strategies and a broad support network, distinguishing her from advisors with smaller firm affiliations or less comprehensive resources.
Experience: 2 years
Avg account: $246,728
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William S
Series 66
Frankenmuth, MI
Belpointe Asset Management LLC
William Schmidt's expertise in general retirement and income planning, combined with his experience in tax-loss harvesting and active portfolio management, equips him to integrate pension benefits effectively into retirement strategies. Operating from Stanwood, MI, he offers negotiable flat fees and serves a diverse clientele through Belpointe Asset Management, emphasizing customized portfolios and risk tolerance alignment, which may differ from advisors focusing solely on local Big Rapids clients.
Experience: 14 years
Avg account: $705,312
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Allyse W
Series 66
Big Rapids, MI
Cambridge Investment Research Advisors
Allyse Ward in Big Rapids, MI, specializes in retirement income strategy and annuities, which are crucial for integrating auto industry pensions into retirement plans. Working with Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, she supports diverse clients including business owners and executives, providing both discretionary and non-discretionary portfolio management options.
Experience: 3 years
Avg account: $378,281
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Mark F
Series 66, Series 63
Big Rapids, MI
FIFTH THIRD SECURITIES, Inc.
Mark Fairgrieve in Big Rapids, MI, offers expertise in general retirement planning with 13 years of experience and holds Series 63 and 66 licenses. Affiliated with Fifth Third Securities, a large firm providing discretionary managed accounts and tax-overlay services, he charges a 1.50% AUM fee and integrates tax-loss harvesting and ESG investing, distinguishing him from other advisors in the area.
Experience: 14 years
Avg account: $230,450
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Shannon H
Series 63, Series 65
Stanwood, MI
LPL Financial
Shannon Hannon's 28 years of experience and affiliation with LPL Financial equip her to address complex retirement planning needs, including integrating pension income with other sources. Her flat-fee structure and access to extensive research resources differentiate her from others, while her focus on college savings adds a valuable dimension for clients balancing education funding and retirement goals.
Experience: 28 years
Avg account: $399,489
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