Flat-fee, 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 underestimating how taxes and social services impact your income, which can reduce your spending power unexpectedly.
- Tax-aware planning. Look for advisors who factor in Minnesota's relatively high taxes when designing your income streams.
- Social services integration. Confirm how they incorporate available social benefits to optimize your retirement cash flow.
- Withdrawal sequencing. Ask about their approach to drawing down accounts to balance growth and income needs.
- Flat-fee clarity. These advisors charge a set fee, so you know costs upfront without surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Angela T
Series 65
River Falls, WI
Portfolio Design Services, LLC
Angela Tille offers retirement income strategy expertise with a flat-fee financial planning option capped at $20,000, which provides cost clarity for clients near retirement. Based in River Falls, WI, she brings five years of experience and a background as a business owner, working through Portfolio Design Services, LLC, which serves both individual and high-net-worth clients with diversified, risk-tolerant portfolios.
Experience: 6 years
Avg account: $481,538
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George S
Series 63, Series 65
Mebane, NC
Momentum Independent Network Inc.
George Schopper's extensive 53 years of experience and expertise in retirement income strategy and tax-loss harvesting equip him to address complex retirement planning needs, including tax-aware withdrawal sequencing. Operating from River Falls, WI, he offers flat-fee financial planning through Momentum Independent Network, which serves diverse clients with managed accounts and integrates municipal bond strategies, distinguishing him from advisors focused solely on local markets or narrower services.
Experience: 54 years
Avg account: $553,086
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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, providing flat-fee financial planning with initial fees up to $16,000. Based in River Falls, WI, he operates through Great Valley Advisor Group and LPL Financial, serving diverse clients with access to in-house research and model portfolios, distinguishing him from local Red Wing advisors by combining seasoned independent advice with broad institutional support.
Experience: 26 years
Avg account: $251,332
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Richard D
Series 63, Series 66
Red Wing, MN
Cambridge Investment Research Advisors
Richard Douglas specializes in retirement income strategy and offers flat-fee financial planning in Red Wing, MN, making him well-suited for clients seeking predictable costs. With 29 years of experience and credentials including Series 63 and 66, he operates within Cambridge Investment Research Advisors, a large firm providing diverse services like portfolio management and retirement plan advisory, which may offer broader resources compared to smaller practices.
Experience: 30 years
Avg account: $378,281
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