Top retirement income strategy financial advisors 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 planning how to draw income from your retirement savings without running out of money or facing unexpected tax hits. A common mistake is not aligning your income sources with your spending needs and tax situation, which can reduce your financial security.
- Income sequencing. Ask how they prioritize withdrawals from different accounts to balance taxes and cash flow.
- Longevity planning. Confirm they consider how long your money needs to last, including potential healthcare costs.
- Tax impact awareness. Even without state tax on retirement income, property taxes can affect your budget; see how they factor this in.
- Social Security timing. Discuss strategies for when to claim benefits to maximize your lifetime income.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Corry H
Series 66
North Pekin, IL
Edward Jones
Corry Harris specializes in retirement income strategy and general retirement planning, with nine years of experience and a Series 66 designation, serving clients from North Pekin, IL. Affiliated with Edward Jones, a large full-service firm managing over $1 trillion in assets, he offers advisory programs with fees up to 1.35% annually, providing access to extensive resources compared to smaller firms.
Experience: 9 years
Avg account: $246,728
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Michael L
Series 63, Series 65
Peoria, IL
Merrill
Michael Leali offers extensive expertise in retirement income strategy, backed by 47 years at Merrill, a large firm known for wealth management and business succession planning. His approach includes managing discretionary personalized strategies and tax minimization, serving mid-career professionals and high earners. Located in Peoria, IL, he combines seasoned experience with a focus on legacy and liquidity management, distinguishing him from other advisors in the Canton area.
Experience: 47 years
Avg account: $860,085
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Gregory J
CFA®, Series 65
Peoria, IL
Johnston Investment Counsel, Ltd.
Gregory Johnston offers expertise in retirement income strategy with 28 years of experience and a CFA® designation, serving clients from Peoria, IL. His firm uses a diversified asset-allocation approach with active and passive funds, tax-aware management, and options for risk control, differentiating him through sophisticated investment techniques and a 0.90% AUM fee structure.
Experience: 28 years
Avg account: $1,359,367
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Collin R
ChFC®, Series 63, Series 65
Peoria, IL
Reatherford Wealth Management LLC
Collin Reatherford specializes in retirement income strategy and tax strategies for small businesses, making him well-suited to help clients in Canton, IL plan income sequencing and tax-efficient withdrawals. His independent firm offers flat-fee financial planning and serves individuals, high-net-worth households, and small businesses, using a long-term asset allocation approach informed by Modern Portfolio Theory, which differentiates him from advisors with more traditional fee structures or narrower client focuses.
Experience: 8 years
Avg account: $229,896
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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 help Baby Boomers in Canton, IL plan their retirement income effectively. With 54 years of experience at a large firm, Equitable Advisors, he offers a hybrid advisory and brokerage approach and serves high-net-worth clients, providing flexible fee structures including AUM and hourly planning fees.
Experience: 55 years
Avg account: $609,299
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