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Find Retirement Advisors for Retirement Planning in Muskegon, Michigan

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.

Finding the Best Retirement Planners in Muskegon, Michigan

Last Updated - April 25, 2025

Muskegon has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Muskegon, Michigan have an average of 0 years of experience.

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List of Qualified Retirement Planning Advisors in Muskegon, Michigan

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

5510 Cascade Rd SE,
Suite 280,
Grand Rapids, MI 49546 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 3 Retirement Planning firms in Muskegon, Michigan (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	950 W Norton Ave, Suite 415 Muskegon, MI, 49441	$296,637,671	1398	5	A percentage of AUM, Hourly charges, Fixed fees
2	111 West Western Avenue, Muskegon, MI, 49442	$269,685,771	1174	4	A percentage of AUM, Hourly charges, Fixed fees
3	700 Terrace Point Dr., Suite 325 Muskegon, MI, 49440	$2,425,980	34	3	A percentage of AUM, Other (SOLICITOR FEES)

Information on Top Retirement Planning firms in Muskegon, Michigan

FIRST FINANCIAL ADVISORS INC

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QualificationsFirm CRD# 106040

Assets Under Management $296,637,671

No. Of Clients1398

Clients Per Financial Advisor280

FIRST FINANCIAL ADVISORS INC is a financial advisory firm situated in Muskegon, Michigan. With a nearly $297M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1398 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
Portfolio management for businesses or institutional clients

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BRAEBURN WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 158007

Assets Under Management $269,685,771

No. Of Clients1174

Clients Per Financial Advisor294

BRAEBURN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Muskegon, Michigan. With a nearly $270M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1174 clients. The team consists of 4 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
Publication of periodicals and newsletters
Other (CONSULTATION SERVICES; GENERAL EDUCATION WORKSHOPS)

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LFN ADVISORS INC.

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QualificationsFirm CRD# 169361

Assets Under Management $2,425,980

No. Of Clients34

Clients Per Financial Advisor11

LFN ADVISORS INC. is a financial advisory firm situated in Muskegon, Michigan. With a nearly $2M assets under management, the firm specializes in crafting personalized retirement planning solutions for 34 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
Other (SOLICITOR FEES)

Financial Planning Services

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

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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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