Top financial advisors in Norton Shores, 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 or similar, you need an advisor who understands how these pensions affect your overall retirement plan. A common mistake is treating pensions like regular savings, which can lead to missed opportunities or unexpected tax bills.
- Pension integration. Confirm how the advisor incorporates your pension into your broader retirement income strategy.
- Tax impact awareness. Ask how they plan for taxes on pension income alongside other sources.
- Retirement timing. Check if they consider the best age to start pension benefits to maximize your income.
- Coordination with other assets. See how they balance pensions with Social Security and investment withdrawals for steady cash flow.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jennifer M
Series 66
Norton Shores, MI
LPL Financial
Jennifer Martin in Norton Shores, MI, offers expertise in wealth management and retirement plans for business owners, which can help integrate pension benefits into a broader retirement strategy. Working with LPL Financial, a large firm, she provides flat-fee financial planning and consulting, supported by nine years of industry experience and a Series 66 designation, distinguishing her approach from others in the area.
Experience: 10 years
Avg account: $399,489
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Alea G
Series 66
Norton Shores, MI
Raymond James Financial
Alea Groshek in Norton Shores, MI, offers expertise in general retirement planning and cash flow management, which is crucial for integrating pension benefits into a broader retirement strategy. Working with Raymond James Financial, a large firm known for municipal advisory and institutional fiduciary solutions, she provides flat-fee planning and investment consulting, differentiating her from advisors with hourly fees or smaller firm resources.
Experience: 7 years
Avg account: $700,796
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Allison L
Series 63
Muskegon, MI
Morgan Stanley
Allison Loyselle, based in Muskegon, MI, offers 16 years of experience and general estate planning guidance, which can support integrating pension benefits into retirement plans. Affiliated with Morgan Stanley, a large firm managing $2.74 trillion in assets, she provides access to structured planning tools and institutional research, distinguishing her from advisors at smaller firms nearby.
Experience: 16 years
Avg account: $670,481
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Thomas L
Series 63, Series 66
Norton Shores, MI
Robert Baird & Co.
Thomas Ladd's 21 years of experience at Robert W. Baird & Co. in Norton Shores, MI, equip him to integrate pension benefits into comprehensive retirement plans, considering tax impacts and timing. His role in The DDK Group offers access to diverse investment strategies and flat-fee options, distinguishing him from others by combining seasoned expertise with flexible fee structures and a large-firm resource base.
Experience: 22 years
Avg account: $713,008
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Rachel C
Series 66
Norton Shores, MI
Ameriprise
Rachel Chupailo specializes in retirement income strategy and Social Security optimization, making her well-suited to integrate pension benefits into a comprehensive retirement plan in Norton Shores, MI. Working with Ameriprise, a large firm, she offers algorithm-assisted, tax-efficient withdrawal strategies with a 0.15% AUM fee, focusing on clients approaching retirement with significant investable assets.
Experience: 6 years
Avg account: $471,167
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