Top financial advisors in Kentwood, 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, your retirement planning needs to consider how those pensions fit with your other income sources. A common mistake is treating pensions like regular savings without accounting for their unique payout rules and tax implications.
- Pension integration. Ask how they incorporate your pension into your overall retirement income plan, not just your investment portfolio.
- Tax impact awareness. Confirm they understand how pension income affects your tax bracket and Social Security benefits.
- Withdrawal sequencing. Find out how they plan the order of income withdrawals to optimize your cash flow and minimize taxes.
- Longevity risk management. Check if they address the risk of outliving your pension and other retirement assets.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jason G
Series 63, Series 66
Kentwood, MI
RAPIDS FINANCIAL LLC
Jason Goosen in Kentwood, MI, offers wealth management with seven years of experience and holds Series 63 and 66 licenses, supporting pension integration and tax impact awareness. His firm, Rapids Financial LLC, provides discretionary wealth management using fundamental analysis and a wrap-fee program with a 1.25% AUM fee, catering to individuals and high-net-worth clients seeking diversified portfolios.
Experience: 7 years
Avg account: $122,577
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Robert K
Series 63, Series 65
Grand Rapids, MI
Primerica Advisors
Robert Kulaszewicz in Grand Rapids, MI, brings 32 years of experience and specializes in income planning, ESG investing, and tax-loss harvesting, which are crucial for managing pension income and tax impacts. Working with Primerica Advisors, a large firm offering discretionary asset management and a tiered wrap-fee structure, he supports both individual and high-net-worth clients, differentiating him with extensive firm resources and a seasoned approach.
Experience: 32 years
Avg account: $228,117
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Olivia G
Series 63, Series 66
Kentwood, MI
Regal Investment Advisors LLC
Olivia Geiger in Kentwood, MI, may assist with retirement planning involving pension integration through her firm's discretionary investment management and active portfolio strategies, including options and derivatives. Regal Investment Advisors offers flat-fee options and serves individual clients, which could provide flexible fee structures and tailored investment approaches compared to other local advisors.
Experience: 6 years
Avg account: $332,705
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Thomas G
CFP®
Grand Rapids, MI
Centennial Securities Company, Inc.
Thomas Glover, a CFP® with 14 years of experience near Kentwood, MI, offers flat-fee and hourly financial planning through Centennial Securities Company, Inc., which manages $1.15 billion in assets. His firm serves diverse clients including trusts and retirement plans, providing customized portfolios with fundamental and technical analysis, which may help integrate pension income effectively into retirement planning.
Experience: 14 years
Avg account: $513,989
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Antoinetta F
Series 66
Grand Rapids, MI
FIFTH THIRD SECURITIES, Inc.
Antoinetta Freeman's expertise in general retirement planning and tax-loss harvesting suits clients in Kentwood, MI, needing to integrate pension income with other retirement assets. Affiliated with the large firm Fifth Third Securities, she offers access to discretionary managed-account programs and tax-overlay services, differentiating her through a comprehensive approach supported by a well-established financial institution.
Experience: 9 years
Avg account: $230,450
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