Top financial advisors in Whitewater, WI
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 be considering your retirement options if you work in government and want to make the most of your public pension benefits. Without careful planning, you could miss opportunities to optimize your income streams and tax situation in retirement.
- Pension integration expertise. Look for advisors who understand how to combine your public pension with other retirement income sources effectively.
- Tax-aware withdrawal strategies. Confirm they can help you plan withdrawals to minimize taxes over your retirement years.
- Longevity risk management. Ask how they plan for the possibility of living longer than expected and ensure your savings last.
- Benefit timing guidance. Check if they provide advice on when to start taking pension or Social Security benefits to maximize your lifetime income.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Todd W
Series 63, Series 66
Fort Atkinson, WI
CWM, LLC
Todd Wolff's 22 years of experience and expertise in retirement income strategy and tax-loss harvesting make him well-equipped to assist with optimizing public pension benefits and tax-aware withdrawal strategies. Operating from Fort Atkinson, WI, he offers flat-fee financial planning through CWM, LLC, a large firm serving diverse clients with discretionary portfolio management and a blend of in-house and third-party investment models.
Experience: 22 years
Avg account: $875,860
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Mark M
CFP®, Series 63
Fort Atkinson, WI
Beacon Pointe Advisors, LLC
Mark Meier's 23 years of experience and CFP® certification equip him to address complex retirement planning needs, including pension integration and tax-aware withdrawal strategies. Operating from Fort Atkinson, WI, he offers flat-fee and hourly financial planning services through Advisory Services Network, which manages $8.6 billion in assets, providing a broad range of investment and retirement-plan consulting options compared to other advisors nearby.
Experience: 23 years
Avg account: $1,661,951
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Drew W
Series 63, Series 65
Beloit, WI
Coordinated Capital Securities, Inc.
Drew Williams offers expertise in retirement plans for business owners and operates from Fort Atkinson, WI, near Whitewater. His firm provides a variety of investment strategies and both wrap-fee and traditional asset-based advisory programs, with flexible flat-fee and hourly pricing options, distinguishing him from advisors focused solely on public pension integration or tax-aware withdrawal strategies.
Experience: 10 years
Avg account: $735,687
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Jarod S
CFP®, Series 63, Series 65
Whitewater, WI
Cetera
Jarod Schut's 10 years of experience and CFP® certification equip him to address retirement planning needs in Whitewater, WI, including tax-aware strategies and pension integration. Affiliated with Cetera, a large firm serving diverse clients, he offers flat-fee and hourly consulting options, distinguishing him with flexible fee structures and a focus on high earners approaching retirement.
Experience: 11 years
Avg account: $306,089
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Brittany S
Series 66
Whitewater, WI
Edward Jones
Brittany Skelton at Edward Jones in Whitewater, WI, may assist with retirement planning by leveraging the firm's full-service wealth management and large network, which can support complex income and tax strategies. Her focus on estate planning and multi-generational wealth transfer, combined with a fee structure up to 1.35% annually, distinguishes her from others by addressing long-term family financial needs alongside pension integration.
Experience: 1 year
Avg account: $246,728
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