Top financial advisors in Mount Vernon, 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.
If you're planning for retirement in Mount Vernon, IL, you might be considering how to manage your income streams without worrying about state income tax. A common mistake is not accounting for high property taxes, which can significantly impact your overall budget.
- Retirement income planning. Look for advisors who understand that while Illinois doesn't tax retirement income, property taxes can affect your cash flow.
- Tax impact awareness. Confirm they factor in local tax burdens beyond income tax, especially property taxes.
- Income source coordination. Ask how they balance Social Security, pensions, and investment withdrawals to optimize your tax situation.
- Long-term expense forecasting. Ensure they model future property tax changes alongside your retirement spending needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Nathan S
Series 66
Mt. Vernon, IL
FIFTH THIRD SECURITIES, Inc.
Nathan Scholes offers expertise in general retirement planning and tax-loss harvesting, which is crucial for managing retirement income in Mount Vernon, IL, where property taxes impact cash flow despite no state income tax. Affiliated with the large firm Fifth Third Securities, he provides access to discretionary managed accounts and tax-overlay services, differentiating him with a 1.50% AUM fee and 14 years of industry experience.
Experience: 14 years
Avg account: $230,450
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Michelle R
Series 63, Series 65
Mount Vernon, IL
Fidelity
Michelle Rozycki's 18 years of experience and Series 63 and 65 licenses equip her to address retirement income planning in Mount Vernon, IL, where property taxes impact budgets despite no state income tax. Working at Fidelity, a large firm known for combining fundamental research and quantitative analysis, she offers active portfolio management and charitable giving expertise, distinguishing her from advisors at smaller firms.
Experience: 18 years
Avg account: $234,793
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Shelby G
Series 66
Mt. Vernon, IL
Cetera
Shelby Greenwalt in Mt. Vernon, IL, offers retirement planning with a focus on wealth management and tax-loss harvesting, which can help address the impact of property taxes on retirement income. Affiliated with Cetera, a large firm providing diverse portfolio management and financial planning services, Shelby offers flexible flat-fee and hourly consulting options, catering to high earners approaching retirement.
Experience: 1 year
Avg account: $306,089
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Michael K
Series 63, Series 66
Mt Vernon, IL
Edward Jones
Michael Kroeschen specializes in retirement income strategy and wealth management, making him well-equipped to address retirement planning challenges in Mount Vernon, IL, including managing income streams and tax impacts. With 21 years of experience at Edward Jones, a large full-service firm, he offers a comprehensive approach and serves clients with a fee structure up to 1.35% annually, distinguishing him from advisors with smaller practices or different fee models.
Experience: 21 years
Avg account: $246,728
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Mccabe S
Series 66
Mt. Vernon, IL
J. W. Cole Advisors, Inc.
Mccabe Strothmann in Mt. Vernon, IL, offers retirement planning expertise with a focus on business owner plans and college savings, supported by seven years of experience and a Series 66 designation. Affiliated with J.W. Cole Advisors, a large SEC-registered firm, he provides flat-fee options and access to diverse managed account solutions, distinguishing him from advisors with smaller firm affiliations or different fee structures.
Experience: 8 years
Avg account: $255,702
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