CFP®-certified, retirement income strategy financial advisors in Red Wing, MN
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.
You might seek a retirement income strategy advisor if you're approaching retirement and want to ensure your savings last through your lifetime. A common mistake is not accounting for taxes and social services impact, which can reduce your income more than expected.
- Tax-aware planning. Confirm how they factor in Minnesota's relatively high taxes when designing your income streams.
- Social services integration. Ask how they incorporate available social services into your retirement cash flow to optimize benefits.
- Withdrawal sequencing. Understand their approach to the order of withdrawing from different accounts to minimize tax and maximize income.
- Longevity risk management. Check how they plan for the possibility of living longer than average to avoid running out of money.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Colin S
CFP®, Series 66
Red Wing, MN
Edward Jones
Colin Scully specializes in retirement income strategy and is CFP®-certified, making him well-equipped to address tax-aware planning and withdrawal sequencing for retirees in Red Wing, MN. Working with Edward Jones, a large full-service firm, he offers a broad range of wealth management services and serves clients with up to a 1.35% annual program fee, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 6 years
Avg account: $246,728
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Laura P
CFP®, Series 63, Series 65
Hastings, MN
Transamerica Retirement Advisors, LLC
Laura Pope specializes in retirement income strategy and general retirement planning, bringing 27 years of experience and CFP® certification to clients near Red Wing, MN. Affiliated with Transamerica Retirement Advisors, a large firm focused on managed portfolio programs and investment education, she offers a fee structure up to 0.45% annually, emphasizing non-discretionary asset management supported by Morningstar research.
Experience: 28 years
Avg account: $82,021
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Christopher S
CFP®, Series 66
River Falls, WI
Great Valley Advisor Group, LLC
Christopher Swanson offers retirement income strategy expertise with 26 years of experience and CFP® certification, serving clients from River Falls, WI. His firm provides flat-fee financial planning and supports diverse clients including business owners, differentiating him with a blend of wealth management and retirement plan specialties alongside independent, seasoned advisory services.
Experience: 26 years
Avg account: $251,332
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Kurt G
CFP®, ChFC®, Series 63, Series 65
Hastings, MN
Ameriprise
Kurt Galenti specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in the Red Wing area. With 43 years of experience at Ameriprise, a large firm offering tax-efficient retirement planning and a 0.15% AUM fee, he brings seasoned expertise and a comprehensive approach compared to other advisors nearby.
Experience: 43 years
Avg account: $471,167
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