Top financial advisors in Lansing, 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 affect your overall financial picture. A common mistake is treating pensions as separate from other income sources, which can lead to miscalculations in your retirement plan.
- Pension integration expertise. Confirm how they incorporate auto industry pensions into your broader retirement strategy.
- Retirement income sequencing. Ask how they plan withdrawals to balance pension payouts with other income streams.
- Tax impact awareness. Ensure they consider how pension income affects your tax bracket and benefits.
- Long-term cash flow modeling. Look for advisors who forecast your income and expenses over decades, not just the near term.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Timothy D
Series 63, Series 66
Lansing, MI
Principal Financial Services
Timothy Durso's 30 years of experience and Series 63 and 66 designations position him well to address retirement income planning in Lansing, MI, especially for clients with complex pension considerations. Affiliated with Principal Financial Services, a large firm offering diverse financial planning and discretionary investment management, he provides flexible fee options including hourly and monthly plans, which may suit clients seeking tailored pension integration and long-term cash flow modeling.
Experience: 30 years
Avg account: $324,050
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Ryan B
Series 63, Series 65
Lansing, MI
Commonwealth Financial Network
Ryan Balks offers retirement income strategy expertise in Lansing, MI, with 18 years of experience and credentials including Series 63 and 65 licenses. Affiliated with Commonwealth Financial Network, a large firm supporting nearly 3,000 advisors, he provides flat-fee consulting options and combines active portfolio management with tax-loss harvesting, distinguishing him from advisors focused solely on passive investing.
Experience: 18 years
Avg account: $568,323
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Derek J
CFP®
Lansing, MI
United Advisors America
Derek Johnson's expertise in retirement income strategy and Social Security optimization suits those integrating auto industry pensions into their retirement plans in Lansing, MI. His CFP® certification and experience managing private businesses complement United Advisors America's Modern Portfolio Theory approach, offering customized asset allocations with a 1.0% annual fee, distinguishing him from advisors with broader or less specialized focuses.
Experience: 3 years
Avg account: $158,957
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Thomas G
Series 66
Lansing, MI
J.P. Morgan Securities
Thomas Grant's 21 years of experience and Series 66 registration at J.P. Morgan Securities equip him to integrate pension benefits into comprehensive retirement plans for Lansing clients. His firm’s large institutional advisory services and non-discretionary investment approach offer a structured, asset allocation-focused strategy with a 0.30% annual AUM fee, distinguishing him from smaller or discretionary-focused advisors.
Experience: 22 years
Avg account: $318,381
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Nicholas P
CFP®, Series 63, Series 65
Lansing, MI
Washington Avenue Advisors
Nicholas Pope in Lansing, MI, offers expertise in retirement plans for business owners and wealth management, which can help integrate auto industry pensions into a comprehensive retirement strategy. His firm, Washington Avenue Advisors, manages $286 million with a multi-disciplinary investment approach, and he provides flat-fee financial planning, serving a diverse client base including trusts and non-profits.
Experience: 24 years
Avg account: $455,376
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