Top financial advisors in Livonia, 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 like regular savings, which can lead to missed opportunities or unexpected tax consequences.
- Pension integration expertise. Ask how they incorporate your pension into your retirement income plan, not just your investment portfolio.
- Tax impact awareness. Confirm they consider how pension payouts affect your tax bracket and Social Security benefits.
- Retirement timing strategy. Inquire about their approach to deciding when to start pension benefits for maximum advantage.
- Holistic income planning. Look for advisors who balance pensions with other income sources to create a sustainable cash flow plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Mark K
PFS™
Livonia, MI
Kidd Financial Planning, LLC.
Mark Kidd in Livonia, MI, offers financial planning with a focus on passive investing and tax-loss harvesting, which can help integrate pension benefits into a broader retirement income strategy. His firm uses a flat-fee structure ranging from $2,000 to $5,000, and his background as a CPA shareholder adds tax expertise that may benefit clients managing pension-related tax impacts.
Experience: 1 year
Avg account: $1,402,344
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Jacob N
Series 66
Livonia, MI
Edward Jones
Jacob Neu's seven years of experience at Edward Jones equip him to address retirement income planning in Livonia, MI, especially for clients with complex wealth management needs. Edward Jones's large-firm resources and multi-generational wealth transfer expertise provide a broad platform, while his Series 66 license and tax-loss harvesting skills offer nuanced strategies compared to smaller firms.
Experience: 8 years
Avg account: $246,728
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Danny L
CFP®, Series 63, Series 66
Livonia, MI
Cetera
Danny Lis offers expertise in retirement planning and wealth management, making him well-suited for clients in Livonia, MI, who need to integrate pension benefits into their retirement income. With 23 years of experience, CFP® certification, and affiliation with Cetera, a large firm providing diverse investment solutions and fiduciary services, he also offers flexible flat-fee and hourly consulting options, catering to high earners approaching retirement.
Experience: 23 years
Avg account: $306,089
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Arthur C
PFS™, Series 63, Series 65
Livonia, MI
CND Financial
Arthur Cole in Livonia, MI, offers expertise in wealth management and active portfolio management, supported by 16 years of experience and the PFS™ designation, which is valuable for integrating pension benefits into retirement income planning. His firm, CND Financial, is a fee-only, SEC-registered adviser providing tailored portfolio management with a 1.00% AUM fee, focusing on no-load mutual funds and ETFs, distinguishing him from advisors with different fee structures or investment approaches.
Experience: 16 years
Avg account: $1,038,298
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Wendi D
Series 66
Livonia, MI
LPL Financial
Wendi Diacono's 25 years of experience and Series 66 designation equip her to integrate pension benefits into comprehensive retirement income plans, addressing tax impacts and timing strategies. Operating through LPL Financial, a large firm with in-house research, she offers flat-fee financial planning and serves a diverse clientele, distinguishing her with both seasoned expertise and flexible fee structures in Livonia, MI.
Experience: 25 years
Avg account: $399,489
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