Top financial advisors in Niles, 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.
If you have pension benefits from the auto industry, your retirement planning needs to consider how those pensions fit with your other income sources. A common mistake is treating pensions like regular savings, which can lead to missed opportunities for tax efficiency and income stability.
- Pension integration. Ask how they incorporate your pension into your overall retirement income plan, not just your investment portfolio.
- Income sequencing. Confirm they have a strategy for when to start pension payouts alongside Social Security and other income.
- Tax impact awareness. Ensure they understand how pension income affects your tax bracket and Medicare premiums.
- Longevity planning. Check if they plan for income that lasts through retirement, considering pension survivor benefits and inflation adjustments.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jennifer S
CFP®, Series 66
Niles, MI
Edward Jones
Jennifer Salmon's 17 years of experience and CFP® certification equip her to integrate pension benefits effectively into retirement plans, addressing tax impacts and income sequencing. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers a range of advisory services including tax-efficient strategies, which may provide broader resources compared to smaller local advisors.
Experience: 17 years
Avg account: $246,728
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Brad W
Series 66
Niles, MI
Cambridge Investment Research Advisors
Brad Woods specializes in retirement income strategy and annuities, making him well-suited to integrate pension benefits into a comprehensive retirement plan in Niles, MI. With 18 years of experience and affiliation with Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, he serves diverse clients including business owners and executives, providing both financial planning and portfolio management services.
Experience: 19 years
Avg account: $378,281
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Brian V
Series 63, Series 65
Niles, MI
LPL Financial
Brian Van Duyn in Niles, MI, offers expertise in wealth management and retirement plans for business owners, which can help integrate pension benefits into a comprehensive retirement income strategy. Affiliated with LPL Financial, a large firm, he provides flat-fee financial planning and consulting, leveraging 14 years of experience and access to extensive investment research, distinguishing him from advisors with smaller firm resources or different fee structures.
Experience: 15 years
Avg account: $399,489
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Anna Z
Series 63, Series 65
Niles, MI
FIFTH THIRD SECURITIES, Inc.
Anna Zlotnicki in Niles, MI, offers retirement planning expertise with a focus on passive and ESG investing, supported by a large firm known for discretionary managed-account programs and tax-overlay services. Her 1.50% AUM fee and experience with both individual and institutional clients provide a structured approach to integrating pension income and tax considerations, distinguishing her from advisors with smaller firm resources or different investment focuses.
Experience: 2 years
Avg account: $230,450
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Nathan R
Series 66
Niles, MI
The huntington Investment company
Nathan Rock in Niles, MI, is equipped to address retirement planning with a focus on tax-loss harvesting and ESG investing, which can complement pension income strategies. Working at The Huntington Investment Company, a large firm with a model-driven platform and tax management services, he offers a 2.00% AUM fee and brings seven years of industry experience, distinguishing him from advisors at smaller firms or with less specialized approaches.
Experience: 8 years
Avg account: $184,627
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