Top financial advisors in Janesville, WI
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 if you're navigating retirement planning with a public pension, especially common in government roles. Without expertise in this area, advisors can overlook how your pension interacts with other income sources, leading to less effective retirement strategies.
- Pension integration. Confirm how they incorporate your public pension benefits into your overall retirement income plan.
- Tax implications. Ask how they manage tax strategies around pension income and other withdrawals.
- Income sequencing. Look for guidance on the order to draw from various accounts to optimize your cash flow and tax situation.
- Longevity planning. Ensure they consider how your pension and savings will support you through a potentially long retirement.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Katherine C
Series 65
Janesville, WI
Belpointe Asset Management LLC
Katherine Clausen in Janesville, WI, offers expertise in general retirement and income planning, which is essential for integrating public pension benefits into a comprehensive retirement strategy. Her firm, Belpointe Asset Management LLC, provides customized portfolios with active and passive strategies, serving diverse clients with negotiable flat fees, distinguishing her approach from others who may have more rigid fee structures or narrower investment options.
Experience: 5 years
Avg account: $705,312
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Shannon R
Series 66
Janesville, WI
Ameriprise
Shannon Reightley specializes in retirement income strategy and Social Security optimization, making her well-suited to help clients in Janesville, WI, navigate retirement planning with public pensions. Working at Ameriprise, a large firm offering tax-smart withdrawal strategies and detailed Recommendation Reports, she combines seven years of experience with a 0.15% AUM fee, focusing on individuals approaching retirement with significant investable assets.
Experience: 8 years
Avg account: $471,167
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Nicole A
Series 66
Janesville, WI
Thrivent Investment Management
Nicole Austin in Janesville, WI, offers expertise in business ownership considerations and brings 10 years of industry experience, supported by her Series 66 credential. Working with Thrivent Investment Management, a large firm providing dedicated planning services and managed-account programs, she combines comprehensive goal-based planning with a collaborative approach, distinguishing her from advisors at smaller firms or with narrower service offerings.
Experience: 10 years
Avg account: $162,801
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Scott R
Series 66
Janesville, WI
LPL Financial
Scott Richardson in Janesville, WI, offers expertise in wealth management and retirement plans for business owners, which can help integrate public pension benefits into retirement strategies. Affiliated with LPL Financial, a large firm, he provides flat-fee financial planning and consulting, supported by extensive resources and a broad platform, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 18 years
Avg account: $399,489
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Jennifer S
Series 63, Series 65
Janesville, WI
Robert Baird & Co.
Jennifer Schwarze offers expertise in wealth management and tax-loss harvesting, making her well-suited for retirement planning involving public pensions in Janesville, WI. With 24 years of experience at a large firm, she provides flexible fee options including flat fees and hourly consulting, and serves a diverse client base through tailored financial planning and portfolio management strategies.
Experience: 25 years
Avg account: $713,008
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