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Find Retirement Advisors for Retirement Planning in Illinois, Champaign

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 5 Retirement Planning firms in Champaign, Illinois (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	2501 Galen Drive, Champaign, IL, 61821-7005	$1,923,311,983	3301	25	A percentage of AUM, Hourly charges, Fixed fees
2	2502 Galen Drive, Suite 102 Champaign, IL, 61821	$384,301,445	1136	5	A percentage of AUM, Hourly charges, Fixed fees
3	301 N. Neil Street, Suite 203, Champaign, IL, 61820	$360,592,012	203	10	A percentage of AUM, Hourly charges
4	2504 Galen Drive, Suite 105 Champaign, IL, 61821	$220,790,000	283	3	A percentage of AUM, Hourly charges
5	301 N. Neil St., Suite 400 Champaign, IL, 61820	$163,725,000	516	5	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Champaign, Illinois

COZAD ASSET MANAGEMENT INC

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QualificationsFirm CRD# 104764

Assets Under Management $1,923,311,983

No. Of Clients3301

Clients Per Financial Advisor132

COZAD ASSET MANAGEMENT INC is a financial advisory firm situated in Champaign, Illinois. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3301 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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RUEDI WEALTH MANAGEMENT, INC.

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QualificationsFirm CRD# 173262

Assets Under Management $384,301,445

No. Of Clients1136

Clients Per Financial Advisor227

RUEDI WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Champaign, Illinois. With a nearly $384M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1136 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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STERLING WEALTH MANAGEMENT, INC.

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QualificationsFirm CRD# 131304

Assets Under Management $360,592,012

No. Of Clients203

Clients Per Financial Advisor20

STERLING WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Champaign, Illinois. With a nearly $361M assets under management, the firm specializes in crafting personalized retirement planning solutions for 203 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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HOLDER WEALTH MANAGEMENT

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QualificationsFirm CRD# 170086

Assets Under Management $220,790,000

No. Of Clients283

Clients Per Financial Advisor94

HOLDER WEALTH MANAGEMENT is a financial advisory firm situated in Champaign, Illinois. With a nearly $221M assets under management, the firm specializes in crafting personalized retirement planning solutions for 283 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters

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LESTER FINANCIAL GROUP, LLC

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QualificationsFirm CRD# 317036

Assets Under Management $163,725,000

No. Of Clients516

Clients Per Financial Advisor103

LESTER FINANCIAL GROUP, LLC is a financial advisory firm situated in Champaign, Illinois. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 516 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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