Top financial advisors in Neenah, WI
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 work in government and are planning your retirement, you likely face unique challenges balancing pension benefits with other income sources. A common mistake is not fully integrating your public pension into your overall retirement plan, which can lead to unexpected shortfalls.
- Pension integration expertise. Confirm how the advisor incorporates your public pension into your broader retirement income strategy.
- Benefit timing strategies. Ask about optimizing when to start pension benefits alongside Social Security and other income.
- Tax impact awareness. Ensure they understand how pension income affects your tax situation and Medicare premiums.
- Long-term income planning. Look for advisors who model your retirement cash flow over decades, not just the next few years.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Laura G
Neenah, WI
Schaper Benz & Wise Investment Counsel Inc
Laura Guy in Neenah, WI, specializes in retirement and income planning with 25 years of experience, making her well-equipped to address public pension integration and long-term income strategies. Her firm serves high-net-worth clients with a committee-driven investment approach and offers flexible fee options including flat fees and negotiable hourly rates, distinguishing her from advisors with more rigid fee structures.
Experience: 26 years
Avg account: $4,404,532
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Lisa C
Series 66
Neenah, WI
Cambridge Investment Research Advisors
Lisa Churas Werner specializes in retirement income strategy and annuities, making her well-suited to address the complexities of integrating public pensions into retirement plans in Neenah, WI. With 22 years of experience at Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, she serves a diverse client base including executives and business owners, providing seasoned guidance with flexible fee structures.
Experience: 22 years
Avg account: $378,281
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Isaiah V
Series 66
Neenah, WI
Edward Jones
Isaiah Van Roy in Neenah, WI, offers retirement planning expertise including SEP and solo 401k plans, which can help integrate pension benefits into a broader retirement strategy. Affiliated with Edward Jones, a large firm serving over four million clients, he provides access to discretionary and non-discretionary advisory programs with a fee structure up to 1.35% annually, suitable for clients seeking comprehensive wealth management.
Experience: 1 year
Avg account: $246,728
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Jeffrey G
Series 63, Series 65
Neenah, WI
LPL Financial
Jeffrey Garrett's 26 years of experience and expertise in wealth management and retirement plans for business owners position him well to address the complexities of integrating public pensions into retirement strategies in Neenah, WI. Operating within LPL Financial, a large firm offering flat-fee financial planning and supported by in-house research, he provides seasoned guidance that balances tax considerations and long-term income planning.
Experience: 27 years
Avg account: $399,489
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Marcie K
Series 63, Series 66
Neenah, WI
Thrivent Investment Management
Marcie Kimmes in Neenah, WI, is positioned to assist government workers planning retirement by leveraging Thrivent Investment Management's holistic, goal-based planning and managed-account programs. With six years of experience and Series 63 and 66 designations, she offers dedicated planning services through a large firm, which may provide broader resources compared to smaller practices.
Experience: 6 years
Avg account: $162,801
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