Top financial advisors in Mattoon, IL
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 seek a financial advisor in Mattoon, IL when you're planning for retirement income without state tax but facing high property taxes. A common mistake is overlooking how property taxes impact your overall retirement budget, which can reduce your spending power unexpectedly.
- Retirement income planning. Confirm how they factor in Illinois' lack of state tax on retirement income alongside your other income sources.
- Property tax impact. Ask how they incorporate high local property taxes into your cash flow and long-term budget.
- Experience in local markets. Advisors familiar with Mattoon's real estate and tax environment can better anticipate your financial needs.
- Fee structure clarity. Understand whether their fees are flat or based on assets, as this affects your net returns over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Emily P
Series 66
Mattoon, IL
Ameriprise
Emily Poulliard Becherer specializes in retirement income strategy and Social Security optimization, making her well-suited to address retirement planning in Mattoon, IL, where property taxes are high but state tax on retirement income is absent. Working with Ameriprise, a large firm, she offers a 0.15% AUM fee and combines research-driven, tax-efficient strategies tailored for clients approaching retirement with significant investable assets.
Experience: 18 years
Avg account: $471,167
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Renee' H
Series 63, Series 66
Mattoon, IL
OSAIC
Renee' Huckstead brings 21 years of experience and holds Series 63 and 66 licenses, making her well-equipped to address retirement income planning in Mattoon, IL, especially considering local property tax impacts. Working with OSAIC, a large firm offering flat-fee structures and advanced portfolio management, she also provides expertise in annuities and serves diverse clients, which may offer broader financial planning options compared to other advisors.
Experience: 21 years
Avg account: $398,336
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Bridget R
Series 66
Mattoon, IL
Edward Jones
Bridget Diedrich at Edward Jones in Mattoon, IL, offers wealth management with a focus on tax-loss harvesting and multi-generational wealth transfer, which can help address retirement income planning and property tax impacts. As part of a large firm managing over $1 trillion in assets, she provides access to extensive resources and a clear fee structure of up to 1.35% annually, differentiating her from smaller local advisors.
Experience: 2 years
Avg account: $246,728
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Chad A
Series 63, Series 65
Mattoon, IL
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Chad Altadonna offers retirement income strategy expertise in Mattoon, IL, with 12 years of experience and a focus on Social Security optimization and cash flow budgeting. Operating within a large firm, he provides flexible fee structures including flat fees, which may appeal to established professionals seeking tailored financial planning amid local property tax challenges.
Experience: 12 years
Avg account: $410,135
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Jill W
Series 66
Mattoon, IL
Raymond James Financial
Jill Worman offers expertise in general retirement planning and cash flow budgeting, crucial for managing retirement income in Mattoon, IL's tax environment. Her flat-fee structure at Raymond James Financial, a large firm with extensive resources, distinguishes her from others who may charge asset-based fees or have less local market experience.
Experience: 10 years
Avg account: $700,796
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