Top financial advisors in Muscatine, IA
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 planning your retirement income in Muscatine, IA, you need advisors who understand the recent changes phasing out taxes on retirement income for many retirees. Without this knowledge, an advisor might overlook key tax savings that affect your retirement cash flow.
- Retirement income tax knowledge. Confirm how they incorporate Iowa's tax changes into your income projections.
- Withdrawal sequencing. Ask how they plan distributions to minimize taxes and sustain your portfolio.
- Social Security timing. Check if they evaluate the best age to claim benefits based on your full financial picture.
- Coordination with other income. Ensure they consider pensions, investments, and other sources when crafting your retirement plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brett S
Series 66
Muscatine, IA
LPL Enterprise
Brett Samuels in Muscatine, IA, offers retirement planning expertise with a focus on tax-loss harvesting, which can help optimize retirement income tax strategies. Affiliated with LPL Enterprise, a large firm providing a mix of advisory and brokerage services, he charges flat fees for planning and has experience serving self-employed clients and business owners, distinguishing him from advisors with different fee structures or client focuses.
Experience: 2 years
Avg account: $239,757
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Mason H
Series 66
Muscatine, IA
NEwEdge Advisors
Mason Huck's 14 years of experience and Series 66 license equip him to address retirement income planning in Muscatine, IA, especially for business owners with SEP and solo 401k plans. His firm, NewEdge Advisors, offers flat-fee financial planning up to $200,000 and discretionary portfolio management with diverse asset allocation, distinguishing him from others by combining business consulting and comprehensive investment strategies.
Experience: 14 years
Avg account: $813,531
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Roberta B
Series 66
Muscatine, IA
Edward Jones
Roberta Becker's 16 years at Edward Jones in Muscatine, IA, equip her to navigate retirement income tax changes and withdrawal sequencing effectively. Her expertise in wealth management and tax-loss harvesting, combined with Edward Jones' large-firm resources and a program fee up to 1.35% annually, distinguishes her from other advisors in the area.
Experience: 16 years
Avg account: $246,728
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Brooke C
Series 66
Muscatine, IA
Principal Financial Services
Brooke Cole, based in Muscatine, IA, works with Principal Financial Services, a large firm offering diverse advisory programs and third-party asset management, which can support retirement income planning with tax considerations. With a Series 66 designation and experience serving individual investors and retirement plans, she provides flexible fee options including hourly and monthly rates, distinguishing her from advisors with more traditional fee structures.
Experience: 1 year
Avg account: $324,050
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Alan R
Series 63
Muscatine, IA
Ameriprise
Alan Raskie specializes in retirement income strategy and Social Security optimization, making him well-suited for retirees in Muscatine, IA navigating recent tax changes. With 29 years of experience at Ameriprise, a large firm offering tailored written recommendations and a 0.15% AUM fee, he focuses on clients approaching retirement with significant investable assets.
Experience: 30 years
Avg account: $471,167
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