Top financial advisors in Holland, 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.
You might need a financial advisor in Holland, MI if you're navigating retirement decisions tied to pensions common in the local auto industry. Without expertise in pension-related planning, you risk mismanaging income streams or missing key benefits.
- Pension integration. Confirm how they incorporate your pension into overall retirement income planning, not just investment returns.
- Retirement cash flow. Ask how they model your income and expenses to ensure your pension and other sources cover your needs.
- Tax implications. Pension income can affect your tax bracket; check how they plan withdrawals to minimize taxes.
- Legacy considerations. Discuss how pension benefits impact your estate and survivor options to align with your goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Luke D
Series 66
Holland, MI
Cetera
Luke De Boer in Holland, MI, offers expertise in wealth management and retirement plans for business owners, making him capable of addressing pension-related retirement needs common in the local auto industry. Affiliated with Cetera, a large firm providing diverse portfolio management and fiduciary solutions, he offers flat fees for financial planning and serves clients approaching retirement, distinguishing him from advisors with different fee structures or specialties.
Experience: 4 years
Avg account: $306,089
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Joseph S
Series 63, Series 65
Holland, MI
FIFTH THIRD SECURITIES, Inc.
Joseph Sherburn in Holland, MI, offers expertise in general retirement planning with a focus on passive/index investing and tax-loss harvesting, which can help integrate pension income into a broader retirement strategy. Affiliated with the large firm Fifth Third Securities, he provides access to managed-account programs and tax-overlay services, charging a 1.50% AUM fee, distinguishing him from advisors with smaller firms or different fee structures.
Experience: 12 years
Avg account: $230,450
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Kyle W
Series 66
Holland, MI
Edward Jones
Kyle Wood in Holland, MI, specializes in retirement income strategy and wealth management, making him capable of addressing pension-related retirement planning. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a program fee up to 1.35% annually and brings four years of industry experience, including a background with Whirlpool Corporation and community involvement.
Experience: 4 years
Avg account: $246,728
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Lee B
ChFC®, Series 63
Holland, MI
Ameriprise
Lee Bosko in Holland, MI, specializes in retirement income strategy and Social Security optimization, making him well-suited for managing pension-related retirement decisions. With 36 years of experience and a ChFC® designation, he offers tailored, tax-efficient planning through Ameriprise, a large firm known for comprehensive advisory and insurance solutions, charging a 0.15% AUM fee.
Experience: 36 years
Avg account: $471,167
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Gary C
Series 66
Holland, MI
Raymond James & Associates
Gary Cooper's 18 years of experience and Series 66 designation equip him to address retirement planning needs in Holland, MI, including pension integration and cash flow modeling. Working at Raymond James & Associates, a large firm offering flat-fee structures and serving diverse clients, he provides tailored financial plans that may suit those seeking comprehensive wealth management alongside retirement guidance.
Experience: 18 years
Avg account: $788,879
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