Top financial advisors in Mount Pleasant, 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.
When you’re navigating retirement decisions tied to a pension, you need advisors who understand how these benefits fit into your overall plan. A common mistake is treating pensions like regular savings, which can lead to missed opportunities or unexpected tax consequences.
- Pension integration expertise. Confirm how they incorporate your pension into your broader retirement income strategy.
- Tax impact awareness. Ask how they manage the tax implications of pension payouts alongside other income sources.
- Withdrawal timing strategy. Inquire about their approach to deciding when to start pension distributions for optimal benefit.
- Coordination with other assets. See how they balance pension income with Social Security and investment withdrawals to sustain your retirement.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Lida H
Series 66
Mount Pleasant, MI
Fidelity
Lida Hageman at Fidelity in Mount Pleasant, MI, may assist with pension-related retirement planning by leveraging Fidelity's integrated investment management approach that combines fundamental research and quantitative analysis. With a Series 66 designation and experience at major firms like Bank of America and Merrill Lynch, she brings a diverse background, though her industry experience is relatively recent compared to others in the area.
Experience: 2 years
Avg account: $234,793
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Steven C
Series 66
Mt Pleasant, MI
Ameriprise
Steven Campbell specializes in retirement income strategy and Social Security optimization, making him well-suited to help clients in Mount Pleasant, MI, navigate pension-related retirement decisions. With 18 years of experience at Ameriprise, a large firm known for tax-efficient planning and comprehensive advisory services, he offers a 0.15% AUM fee and focuses on clients approaching retirement, providing tailored withdrawal strategies and income planning.
Experience: 19 years
Avg account: $471,167
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Shawn S
Series 65
Mt Pleasant, MI
Convert Financial Services LLC
Shawn Stressman in Mount Pleasant, MI, offers expertise in general retirement planning and passive/index investing, which supports integrating pensions into broader retirement strategies. His background in accounting and tax preparation, combined with Convert Financial Services LLC's fee-only, independent approach and $200 hourly planning fee, distinguishes him by blending tax awareness with index-based portfolio management for individuals and small businesses.
Experience: 4 years
Avg account: $77,156
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Pamela F
Series 66
Mt. Pleasant, MI
Fairway Investment Group, LLC
Pamela Helfer offers financial guidance in Mount Pleasant, MI, with a focus on wealth management and real estate investing, which can support integrating pension income into a broader retirement strategy. Her affiliation with Fairway Investment Group, serving Michigan Education Association members, and her independent status, combined with a negotiable fee up to 1.5% AUM, distinguish her approach from others in the area.
Experience: 4 years
Avg account: $126,224
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Carrie E
Series 63, Series 65
Mount Pleasant, MI
Money Concepts Capital Corp
Carrie Eritano's 19 years of experience and focus on retirement income strategy make her well-suited to help clients in Mount Pleasant, MI, integrate pensions into their broader retirement plans. Working with Money Concepts Capital Corp, a large firm offering portfolio management and consulting, she combines model portfolios and technical analysis, providing a structured approach that differs from smaller advisory practices.
Experience: 20 years
Avg account: $237,847
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