Top advisors focused on retirement income strategy in the US
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 when you're ready to turn your savings into steady income that lasts through retirement. Without a clear plan, you risk running out of money too soon or missing out on income opportunities.
- Withdrawal sequencing. Ask how they decide the order to draw from your accounts to balance taxes and longevity.
- Social Security timing. Confirm if they help you choose when to claim benefits for maximum lifetime income.
- Longevity risk management. See how they plan for the possibility of living longer than expected without depleting your funds.
- Inflation protection. Check if they incorporate strategies to keep your income growing with rising costs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jared F
Series 65
Huntington Beach, CA
Northwest Asset Management
Jared Fruth specializes in retirement income strategy, offering tailored plans that incorporate withdrawal sequencing and longevity risk management to help clients in the US secure steady income throughout retirement. Operating from Huntington Beach, CA, he provides flat-fee and negotiable AUM pricing through Northwest Asset Management, a firm managing $3.6 billion with a fiduciary approach using Modern Portfolio Theory, distinguishing him with a blend of active portfolio management and independent advisory services.
Experience: 4 years
Avg account: $1,472,895
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David H
Series 65
Corona, CA
Safeguard Investment Advisory Group, LLC
David Hart specializes in retirement income strategy with 15 years of experience and a Series 65 credential, making him well-equipped to help clients develop steady income plans for retirement. His firm, Safeguard Investment Advisory Group, manages over $600 million with a fundamental-analysis approach and offers both discretionary portfolio management and fee-based planning, serving a diverse client base including high-net-worth individuals, which may provide broader resources compared to smaller firms.
Experience: 15 years
Avg account: $397,295
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Willie M
Series 63, Series 66
Cary, NC
Equitable Advisors
Willie Myles specializes in retirement income strategy and Social Security optimization, making him well-suited to help clients in the US develop steady income plans for retirement. With 16 years of experience at Equitable Advisors, a large firm serving high-net-worth clients, he offers a range of fee structures including AUM and hourly fees, and focuses on Baby Boomers approaching retirement, providing tailored strategies for this demographic.
Experience: 16 years
Avg account: $570,841
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Elanna G
CFP®, Series 66
Cleveland, OH
Cambridge Investment Research Advisors
Elanna Gould specializes in retirement income strategy, making her well-suited to help clients develop plans that balance withdrawal sequencing, Social Security timing, and longevity risk management. Based in Cleveland, OH, she offers flat-fee and AUM-based pricing through Cambridge Investment Research Advisors, a large firm serving diverse clients including retirement plans and charitable organizations, which may provide broader resources compared to smaller practices.
Experience: 5 years
Avg account: $378,281
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Gordon B
Series 66
Luling, LA
Edward Jones
Gordon Brown III specializes in retirement income strategy, leveraging 18 years of experience and a Series 66 designation to help clients in Luling, LA, plan for steady income throughout retirement. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive wealth management approach with a program fee up to 1.35% annually, distinguishing him from advisors at smaller firms or with narrower service scopes.
Experience: 18 years
Avg account: $246,728
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