Top financial advisors in Southfield, 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, your retirement planning needs to consider how those pensions fit with your other income sources. A common mistake is treating pensions like regular savings, which can lead to missed opportunities for tax efficiency and income timing.
- Pension integration. Ask how they incorporate your pension into your overall retirement income plan, not just your investment portfolio.
- Tax impact awareness. Confirm they understand how pension income affects your tax bracket and Social Security benefits.
- Withdrawal sequencing. Inquire about their approach to coordinating pension payouts with other income streams to optimize cash flow.
- Longevity planning. Ensure they consider how your pension benefits support your financial needs throughout retirement, including unexpected expenses.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Carl B
Series 65
Troy, MI
Wittenberg Investments Inc.
Carl Bradley Jr. in Southfield, MI, offers pension consulting services through Wittenberg Investments Inc., which emphasizes fundamental analysis and third-party research to integrate pensions into retirement plans. His firm serves individuals and high-net-worth clients with discretionary portfolio management and negotiable fees, distinguishing him by combining pension expertise with a background in real estate investment and appraisal.
Experience: 1 year
Avg account: $664,380
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Ari F
CFP®, Series 63, Series 66
Southfield, MI
Focus Partners Wealth, LLC
Ari Fischman in Southfield, MI, brings 23 years of experience and CFP® certification, making him well-equipped to integrate pension benefits into comprehensive retirement plans. His firm, NorthCoast Asset Management, uses a quantitative, systematic approach and serves individuals and retirement plans, offering tailored strategies with an hourly fee structure, distinguishing him from advisors with fixed fees or less diverse client bases.
Experience: 23 years
Avg account: $2,557,933
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Grant S
Series 63, Series 65
Southfield, MI
Kestra Advisory
Grant Sharkey in Southfield, MI, offers retirement planning with a focus on business owners and executives, supported by his Series 63 and 65 credentials and three years of experience. Working at Kestra Advisory, a large firm with flat-fee options, he provides fiduciary consulting and plan design, which may benefit clients seeking structured pension integration and tax-aware retirement strategies.
Experience: 3 years
Avg account: $618,892
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Ruth I
Series 65
Southfield, MI
Focus Partners Wealth, LLC
Ruth Impastato in Southfield, MI, offers expertise in retirement plans for business owners and active portfolio management, which can help integrate pension benefits into a broader retirement strategy. Working with a large firm that serves high-net-worth clients, she provides flat-fee options and employs a quantitative investment approach, distinguishing her from advisors with more traditional methods or fee structures.
Experience: 2 years
Avg account: $2,557,933
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Gerald M
Series 63, Series 65
Southfield, MI
Advance Capital Management Inc
Gerald Malone II in Southfield, MI, brings 26 years of experience and specializes in concentrated stock management and tax-loss harvesting, which can be valuable for integrating pension benefits into a tax-efficient retirement plan. His firm, Advance Capital Management Inc, serves diverse clients with discretionary portfolio management and offers advanced strategies like direct indexing and alternative investments, differentiating him from others by combining seasoned expertise with a broad service offering.
Experience: 26 years
Avg account: $673,277
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