Top financial advisors in Grand 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 or are planning your retirement income, you need advisors who understand how these pensions fit into your overall financial picture. A common mistake is treating pensions as separate from other income sources, which can lead to miscalculations in your retirement budget.
- Pension integration expertise. Ask how they incorporate auto industry pensions into your retirement income plan, not just your savings.
- Income sequencing insight. Confirm they can help you decide the order to draw from pensions, Social Security, and investments to optimize your cash flow.
- Tax impact awareness. Pension income can affect your tax bracket; check how they plan withdrawals to manage taxes efficiently.
- Longevity planning. Ensure they consider how long your pension and other income need to last, avoiding short-term fixes that risk running out of money.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Danielle G
Series 65, Series 63
Grand Rapids, MI
Gradient Securities, LLC
Danielle Gray in Grand Rapids, MI, offers expertise in retirement plans for business owners and business exit strategies, which can help integrate pension benefits into a broader retirement income plan. Her firm, Gradient Securities, LLC, provides flat-fee and hourly financial planning options, serving a diverse client base with a focus on non-discretionary asset management and ERISA plan services, distinguishing her from advisors with more traditional fee structures.
Experience: 1 year
Avg account: $132,215
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James H
CFP®, Series 63, Series 65
Grand Rapids, MI
LPL Financial
James Hamilton Jr. in Grand Rapids, MI, offers expertise in wealth management and retirement plans, making him well-suited to integrate auto industry pensions into retirement income strategies. His 32 years of experience, CFP® certification, and affiliation with large firm LPL Financial provide access to diverse investment solutions and a flat-fee structure, distinguishing him from other advisors in the area.
Experience: 33 years
Avg account: $399,489
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Mark T
Series 63, Series 65
Grand Rapids, MI
Primerica Advisors
Mark Tangen in Grand Rapids, MI, offers 27 years of experience and specializes in income planning, ESG investing, and tax-loss harvesting, which are crucial for integrating pension benefits into retirement income. Working with Primerica Advisors, a large firm with a tiered wrap-fee structure and discretionary asset management, he provides strategic and tax-aware investment models that can help optimize pension income sequencing and tax impact.
Experience: 27 years
Avg account: $228,117
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Jeffrey H
Series 63, Series 65
Grand Rapids, MI
Ameritas Advisory Services, LLC
Jeffrey Heitzman in Grand Rapids, MI, offers expertise in retirement income strategy and annuities, making him well-suited to integrate auto industry pensions into comprehensive retirement plans. With 36 years of experience and a flat-fee structure for financial planning, he operates within a large firm that provides diverse advisory services, distinguishing him from advisors with different fee models or smaller practices.
Experience: 36 years
Avg account: $448,118
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Shelley S
Series 63, Series 65
Grand Rapids, MI
OSAIC
Shelley Strobel Erhardt in Grand Rapids, MI, brings 14 years of experience and expertise in annuities, which can be crucial for integrating pension income into retirement plans. Working with a large firm, she offers flat-fee financial planning and consulting services, serving a diverse client base including individuals and trusts, which may provide a broad perspective compared to advisors focused solely on individual clients.
Experience: 15 years
Avg account: $398,336
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