Top financial advisors in Forrest City, AR
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 seek a financial advisor in Forrest City, AR, when you're planning for retirement and want to understand how Social Security income fits into your overall tax picture. A common mistake is not accounting for state tax exemptions on Social Security, which can affect your income planning.
- Social Security tax insight. Confirm the advisor understands that Social Security income is exempt from Arkansas state income tax and how that impacts your retirement cash flow.
- Retirement income sequencing. Ask how they plan withdrawals from different accounts to optimize tax efficiency and maintain your lifestyle.
- Experience with local regulations. Ensure they consider Arkansas-specific tax rules and benefits that could affect your financial plan.
- Long-term planning focus. Look for advisors who integrate Social Security timing with other retirement income sources for a sustainable strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Edwin B
Series 63, Series 65
Forrest City, AR
OSAIC
Edwin Billingsley brings 27 years of experience and holds Series 63 and 65 licenses, making him well-equipped to navigate retirement income planning in Forrest City, AR, including Social Security tax exemptions. As part of OSAIC, a large SEC-registered firm offering flat-fee options and advanced portfolio management, he serves diverse clients and leverages extensive resources compared to smaller local advisors.
Experience: 27 years
Avg account: $398,336
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Matthew H
Series 66
Wynne, AR
Edward Jones
Matthew Hammett offers expertise in retirement plans for business owners and business succession planning, which can be valuable for integrating Social Security income into a broader retirement strategy in Arkansas. Based in Wynne, AR, he works with Edward Jones, a large firm with extensive resources, and charges up to 1.35% annually, serving intergenerational families and founders with seven years of industry experience.
Experience: 8 years
Avg account: $246,728
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Marshall R
Series 66
Marion, AR
Cornerstone Wealth Management, LLC
Marshall Rains offers expertise in charitable giving and philanthropy, supported by 16 years of experience and a Series 66 designation, making him capable of addressing retirement income planning with a focus on tax efficiency. His firm, Cornerstone Wealth Management, provides flat-fee financial planning and pension consulting, serving diverse clients including trusts and pension plans, which may offer broader retirement strategy options compared to other advisors.
Experience: 16 years
Avg account: $386,247
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William S
Series 66
Wynne, AR
Ameriprise
William Smith Jr. specializes in retirement income strategy and Social Security optimization, making him well-suited to help clients in Forrest City, AR, plan tax-efficient retirement withdrawals considering Arkansas-specific tax rules. With 18 years of experience and a Series 66 designation at Ameriprise, a large firm offering detailed written recommendations and a 0.15% AUM fee, he provides structured, research-driven advice for those approaching retirement.
Experience: 18 years
Avg account: $471,167
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David S
Series 63, Series 66
Walls, MS
Independent Advisor Alliance, LLC
David Schwartz brings 20 years of experience in retirement income strategy and estate planning, with a focus on flat-fee and independent advisory services. Based in nearby Walls, MS, he offers flexible fee structures including flat fees and hourly consulting, and works through an SEC-registered RIA that supports diverse clients including small businesses and charities, differentiating him with broad service capabilities and a collaborative network approach.
Experience: 20 years
Avg account: $386,491
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