Seasoned financial advisors working with retirees in Centralia, 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 how property taxes or other local costs can impact your retirement budget.
- Income sequencing. Ask how they plan your withdrawals to keep your income steady without unnecessary tax hits.
- Long-term care planning. Confirm if they consider potential health care needs and costs as part of your retirement strategy.
- Social Security timing. Discuss when to start benefits to maximize your lifetime income.
- Legacy considerations. See how they approach passing assets to heirs while managing your current financial needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jay L
CFP®, Series 63, Series 66
Centralia, IL
Edward Jones
Jay Luse specializes in general retirement planning and has 23 years of experience serving retirees in Centralia, IL, making him well-equipped to address income sequencing and Social Security timing. As a CFP®-certified advisor at Edward Jones, a large firm with over $1 trillion in assets, he offers a structured program fee up to 1.35% annually, providing access to extensive resources compared to smaller practices.
Experience: 24 years
Avg account: $246,728
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Douglas M
Series 63, Series 66
Salem, IL
LPL Financial
Douglas Malan's 22 years of experience and focus on retirement plans for business owners make him well-suited to assist retirees managing income and assets near Centralia, IL. His flat-fee structure and affiliation with LPL Financial, a large firm offering diverse investment solutions, distinguish him from others by combining seasoned expertise with broad resources and personalized financial planning.
Experience: 23 years
Avg account: $399,489
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Rex S
Series 63, Series 66
Mt Vernon, IL
Cetera
Rex Scott's 27 years of experience and focus on retirees, including expertise in wealth management and retirement plans for business owners, equip him to address income sequencing and legacy considerations for retirees near Centralia, IL. His affiliation with Cetera, a large firm offering flat fees and diverse portfolio management options, distinguishes him by combining seasoned insight with flexible fee structures and comprehensive financial planning services.
Experience: 27 years
Avg account: $306,089
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Matthew B
Series 63, Series 65
Breese, IL
Eagle Strategies (NY Life)
Matthew Becker's 22 years of experience and focus on retirement income strategy make him well-suited for retirees in Centralia, IL seeking seasoned guidance. Affiliated with Eagle Strategies, a large firm managing $25.4 billion in assets, he offers flexible fee structures including AUM and hourly rates, and serves clients with tailored planning through a network of over 2,000 representatives.
Experience: 23 years
Avg account: $235,446
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Robert C
Series 63, Series 65
Mt. Vernon, IL
Equitable Advisors
Robert Coats specializes in retirement income strategy and Social Security optimization, making him well-suited for retirees in Centralia, IL seeking seasoned guidance. With 45 years of experience at Equitable Advisors, a large firm offering tailored financial planning and asset management, he serves high-net-worth Baby Boomers and provides flexible fee structures including AUM and hourly options.
Experience: 45 years
Avg account: $609,299
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