Top financial advisors working with retirees in Canton, IL
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.
You might be entering retirement or already retired and looking to manage your income and assets effectively. A common mistake is not accounting for local factors like property taxes, which can significantly impact your budget even if your retirement income isn't taxed.
- Income planning focus. Confirm how they plan your withdrawals to cover expenses without triggering unnecessary taxes or penalties.
- Property tax awareness. Ask how they factor in Illinois' potentially high property taxes when budgeting your retirement cash flow.
- Longevity risk management. See if they discuss strategies to ensure your savings last through your retirement years.
- Healthcare cost planning. Check how they incorporate medical expenses and insurance changes into your financial plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brendan K
CFA®
Edwards, IL
Total Clarity Wealth Management, Inc
Brendan Kaar specializes in retirement planning and serves retired clients, making him well-suited to address income and asset management for retirees near Canton, IL. His firm, Total Clarity Wealth Management, offers a variety of investment strategies and financial planning services with flexible fee options including flat fees and retainers, distinguishing him from advisors with more traditional fee structures.
Experience: 10 years
Avg account: $731,222
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Cheryl R
Series 66
Pekin, IL
Raymond James & Associates
Cheryl Reed's 20 years of experience and focus on general retirement planning and cash flow budgeting make her well-suited to assist retirees in managing income and assets in Canton, IL. Affiliated with Raymond James Financial, a large firm offering flat-fee structures, she brings expertise in business succession planning and serves retired clients, providing tailored financial plans and asset-allocation analyses.
Experience: 21 years
Avg account: $788,879
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Sarah K
Series 66
Canton, IL
LPL Financial
Sarah Keefer's 16 years of experience and Series 66 designation equip her to assist retirees in Canton, IL, with managing income and assets effectively. Affiliated with LPL Financial, a large firm offering flat-fee financial planning, she supports diverse clients including high-net-worth households, which may provide broader resources compared to smaller firms.
Experience: 16 years
Avg account: $399,489
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Tyler L
Series 66
Canton, IL
Edward Jones
Tyler Ludlum specializes in wealth management and tax-loss harvesting, making him well-suited to help retirees in Canton, IL manage income and assets effectively. With eight years of experience at Edward Jones, a large full-service firm, he offers a comprehensive approach supported by a broad network, and his fee structure includes an AUM-based program fee up to 1.35% annually.
Experience: 8 years
Avg account: $246,728
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Terry A
Series 63, Series 65
Cuba, IL
Equitable Advisors
Terry Anderson specializes in retirement income strategy and Social Security optimization, making him well-suited to assist retirees in managing income and assets in Canton, IL. With 54 years of experience at Equitable Advisors, a large firm offering tailored financial planning and asset management, he serves high-net-worth Baby Boomer clients and provides flexible fee structures including AUM and hourly options.
Experience: 54 years
Avg account: $570,841
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