Independent, 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 need a retirement income strategy advisor if you're approaching retirement and want to ensure your savings last through your lifetime without running short. A common mistake is underestimating how taxes and social services impact your income, which can leave you with less money than expected.
- Tax-aware planning. Confirm how they factor in Minnesota's relatively high taxes to protect your income.
- Social services integration. Ask how they incorporate available social benefits into your income plan to maximize resources.
- Withdrawal sequencing. Understand their approach to drawing down accounts to balance growth and income needs.
- Longevity risk management. Check how they plan for the possibility of living longer than expected to avoid outliving your savings.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Angela T
Series 65
River Falls, WI
Portfolio Design Services, LLC
Angela Tille offers expertise in retirement income strategy with a focus on tax-loss harvesting and retirement plans for business owners, which is crucial for managing income in retirement. Operating independently with a flat-fee structure, she brings five years of experience and a background as a founder, providing personalized planning that includes diversified portfolios and discretionary management, distinguishing her from other advisors in the Red Wing area.
Experience: 6 years
Avg account: $481,538
-
Lucas V
Series 66
Cottage Grove, MN
Principal Advised Services
Lucas Van specializes in retirement income strategy and general retirement planning, offering tax-aware and withdrawal sequencing expertise suitable for those nearing retirement in the Red Wing area. His affiliation with Principal Advised Services provides access to integrated products and a discretionary wrap-fee investment management program, with a subscription-based fee structure starting at $35 monthly, distinguishing him from advisors with traditional fee models.
Experience: 4 years
Avg account: $61,426
-
George S
Series 63, Series 65
Mebane, NC
Momentum Independent Network Inc.
George Schopper offers expertise in retirement income strategy with over 50 years of experience, supported by his Series 63 and 65 designations. Operating independently through Momentum Independent Network, he provides flat-fee and hourly financial planning services, catering to a diverse client base including high-net-worth and institutional clients, which may offer broader perspectives compared to advisors focused solely on individual investors.
Experience: 54 years
Avg account: $553,086
-
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, operating independently through Great Valley Advisor Group, LLC. His flat-fee structure and background as a founder and CPA provide a comprehensive approach, distinguishing him from others by integrating tax-aware planning and business owner retirement plans, despite being based in River Falls, WI rather than Red Wing.
Experience: 26 years
Avg account: $251,332
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Advisors focused on
People also searched
Popular in Red Wing, MN
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)