Top financial advisors in Taylorville, IL
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.
When you're planning your retirement in Taylorville, IL, you need advisors who understand how to manage your income without relying on tax deductions from retirement earnings, since Illinois doesn't tax that income. A common mistake is assuming retirement income will be taxed, which can lead to overly conservative withdrawal strategies.
- Property tax impact. Ask how they factor in high local property taxes when planning your budget and cash flow.
- Income sequencing. Confirm how they plan withdrawals to maximize your income while minimizing unexpected expenses.
- Experience with Illinois rules. Ensure they understand state-specific tax nuances, especially the absence of retirement income tax.
- Long-term outlook. Look for advisors who consider your entire retirement horizon, not just immediate needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Melissa W
Series 63, Series 66
Endinburg, IL
BCG Securities, inc.
Melissa Willoughby brings 19 years of experience in wealth management and financial planning, serving clients with account sizes typically above $25,000. Operating from Endinburg, IL, she offers flat-fee and independent advisory services through BCG Securities, focusing on tailored investment policies and non-discretionary management, which may provide a structured approach to retirement income planning near Taylorville.
Experience: 19 years
Avg account: $365,224
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Charles H
CFP®, Series 63
Taylorville, IL
CSH Investment Management
Charles Henry, a CFP® with 28 years of experience in Taylorville, IL, offers portfolio management and investment advisory services tailored to individual and high-net-worth clients. His firm, CSH Investment Management, manages $67.2 million across 290 accounts with a transparent AUM fee structure, distinguishing him through extensive local expertise and a strong focus on detailed reporting.
Experience: 28 years
Avg account: $229,698
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Jaclyn D
Series 66
Taylorville, IL
Equitable Advisors
Jaclyn Deem's 17 years of experience and Series 66 license equip her to address retirement planning challenges in Taylorville, IL, including managing income without relying on tax deductions from retirement earnings. Affiliated with Equitable Advisors, a large firm serving high-net-worth clients, she offers flat-fee financial planning ranging from $250 to $25,000, and specializes in retirement plans for business owners and long-term care insurance, distinguishing her from other local advisors.
Experience: 17 years
Avg account: $609,299
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Bailey H
Series 63, Series 66
Tovey, IL
Fidelity
Bailey Hamilton, based near Taylorville in Tovey, IL, is equipped to assist with retirement planning by leveraging Fidelity's large-firm resources, including proprietary research and algorithmic portfolio construction. With five years of experience and expertise in active portfolio management and charitable giving, he offers a data-driven approach that may differ from advisors focusing solely on traditional retirement income strategies.
Experience: 5 years
Avg account: $234,793
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Blake D
CFP®, Series 66
Taylorville, IL
Edward Jones
Blake Davis specializes in retirement income strategy and general retirement planning, making him well-suited to address the unique tax considerations for retirees in Taylorville, IL, including the absence of state retirement income tax. As a CFP®-certified advisor with 12 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he offers comprehensive wealth management with an annual program fee up to 1.35%, serving a diverse client base including executives and business owners.
Experience: 12 years
Avg account: $246,728
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