Top financial advisors in Pontiac, 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, you need an advisor who understands how these pensions affect your retirement income and tax situation. A common mistake is treating pensions like regular savings, which can lead to missed opportunities or unexpected tax bills.
- Pension integration expertise. Ask how they incorporate your pension into your overall retirement plan, not just your investment portfolio.
- Tax impact awareness. Confirm they consider how pension income affects your tax bracket and Social Security benefits.
- Retirement income sequencing. Find out how they plan withdrawals from pensions alongside other income sources to optimize cash flow.
- Pension risk management. Check if they discuss options like lump-sum vs. annuity choices and their long-term effects.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Daniel C
Series 65
Auburn Hills, MI
Retirement Resources, LLC
Daniel Chapman Jr. specializes in retirement income strategy and annuities, making him well-suited to address pension integration and tax impact concerns for clients near Pontiac, MI. His 13 years of experience at Retirement Resources, LLC, an independent firm managing $143 million for 374 clients, offers personalized asset management and financial planning with a negotiable 1% annual fee, distinguishing him from other advisors in the area.
Experience: 13 years
Avg account: $424,933
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Jennifer P
Series 63, Series 65
Auburn Hills, MI
LPL Financial
Jennifer Pirret's nine years of experience and Series 63 and 65 licenses equip her to address retirement income planning, including pension integration and tax considerations, for clients near Pontiac, MI. Affiliated with LPL Financial, a large firm offering flat-fee financial planning and a broad range of services, she supports diverse clients including business owners and retirees, distinguishing her with access to extensive research and resources.
Experience: 10 years
Avg account: $399,489
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Renee R
Series 63
Pontiac, MI
Ameriprise
Renee Roberts specializes in retirement income strategy and Social Security optimization, making her well-suited to address pension integration and tax impact for retirees in Pontiac, MI. With 39 years of experience at Ameriprise, a large firm offering tax-efficient retirement planning, she also brings added value through her tax preparation business and a modest 0.15% AUM fee, distinguishing her from other local advisors.
Experience: 39 years
Avg account: $471,167
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Eli D
Series 66
Waterford, MI
PNC Wealth Management
Eli Durgham at PNC Wealth Management in Waterford, MI, may assist with pension-related retirement planning by leveraging his expertise in passive and active portfolio management within a large firm setting. His access to model-based, algorithm-driven investment programs and experience with executive clients differentiate him from others, despite having two years of industry experience and a 0.85% annual AUM fee.
Experience: 3 years
Avg account: $182,752
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Ashley H
Series 66
Auburn Hills, MI
OSAIC
Ashley Harrison, based in Auburn Hills, MI, works with OSAIC, a large firm experienced in serving pension plans and diverse clients, which is valuable for managing auto industry pensions and their tax implications. Her flat-fee structure and background as a case manager provide a practical approach, distinguishing her from others by combining personalized service with comprehensive investment tools and risk assessments.
Experience: 2 years
Avg account: $398,336
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