Top financial advisors in Hillsdale, 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, you need an advisor who understands how these pensions affect your retirement income and tax situation. A common mistake is treating pensions like regular savings, which can lead to missed opportunities or unexpected tax bills.
- Pension integration expertise. Ask how they incorporate your pension into your overall retirement plan, not just your investment portfolio.
- Tax impact awareness. Confirm they consider how pension income affects your tax bracket and Social Security benefits.
- Retirement income sequencing. Find out how they plan withdrawals from pensions alongside other income sources to optimize your cash flow.
- Auto industry familiarity. Check if they have experience working with clients from local auto-related companies, as this can influence pension options and benefits.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kimmy M
Series 63, Series 66
Hillsdale, MI
FIFTH THIRD SECURITIES, Inc.
Kimmy Morris in Hillsdale, MI, offers expertise in general retirement planning with 19 years of experience and holds Series 63 and 66 licenses, making her capable of addressing pension integration and tax impact concerns. Affiliated with Fifth Third Securities, a large firm providing discretionary managed accounts and tax-overlay services, she supports clients with a 1.50% AUM fee, distinguishing her through access to institutional resources and advanced investment options.
Experience: 20 years
Avg account: $230,450
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David H
Series 66
Hillsdale, MI
OSAIC
David Hunter in Hillsdale, MI, offers financial planning with a flat-fee structure and three years of industry experience, holding a Series 66 designation. His firm, Osaic Wealth Inc, serves diverse clients including pension plans and uses risk-tolerance assessments and portfolio optimization, which may benefit those with auto industry pensions seeking integrated retirement income and tax planning.
Experience: 4 years
Avg account: $398,336
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John B
Series 63, Series 65
Hillsdale, MI
Equitable Advisors
John Blanchard's 35 years of experience and focus on retirement income strategy and Social Security optimization make him well-suited to address pension-related retirement planning in Hillsdale, MI. As a seasoned advisor at the large firm Equitable Advisors, he serves high-net-worth Baby Boomer clients with flexible fee structures and access to diverse asset management programs, distinguishing him from other local advisors.
Experience: 35 years
Avg account: $570,841
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Samuel W
ChFC®, Series 66
Hillsdale, MI
Edward Jones
Samuel Waldvogel in Hillsdale, MI, offers retirement income strategy expertise, which is crucial for integrating pension benefits into overall retirement plans. His affiliation with Edward Jones, a large full-service wealth management firm, provides access to extensive resources and a broad network, supporting clients with diverse needs including business owners and ESG investing, all under a fee structure up to 1.35% annually.
Experience: 6 years
Avg account: $246,728
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Huey H
ChFC®, Series 63, Series 65
Hillsdale, MI
Cambridge Investment Research Advisors
Huey Heise's extensive 43 years of experience and ChFC® designation equip him to handle retirement income strategies, including pension integration and annuities, relevant for Hillsdale's auto industry retirees. Operating within Cambridge Investment Research Advisors, a large firm, he offers flat-fee and AUM-based pricing, serving diverse clients including business owners and executives, which may provide broader planning perspectives compared to other local advisors.
Experience: 43 years
Avg account: $378,281
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