Chiefland, FL Financial Advisors and Resources



Financial Advisor Firms in Chiefland, FL


SMITH ASSET MANAGEMENT CO., LLC

Website

(352) 493-7700

322 East Park Avenue

Chiefland, FL 32626

SEC#: 801-81169
Years in Business: 6 years


How Retirement-Friendly is Chiefland, FL?

  • Population: 2,567
  • % of Population 62 Years and Over: 18.6%
  • Average Home Value: $104,200
  • Average Monthly Housing Cost: $681
  • Average Household Income: $44,828
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)


Chiefland, FL Financial Advisor FAQs

You should make sure the candidate is licensed, fiduciary-bound, and has a track record of success. It's ideal when they ask you questions about your financial goals in order to help tailor their advice. You can also ask for referrals from satisfied clients.
It's important to see your financial advisor before making any major decisions about planning for your money. There are so many factors to consider with this question. Financial advisors can help with these 3 things: Asset allocation, investment strategies, and retirement income generation for you and/or your company.
Get referrals. Ask friends and colleagues for the name of their financial advisor. If you can't seem to accumulate enough names, find out if there are any associations like Rotary International or Lions Clubs where you live. They often keep lists of local advisors which they update quarterly.
A financial advisor's fees vary greatly depending on a few different factors, such as the type of services you're looking for and the amount of your current assets. For example, do you need help with investing or taxes? Do you have stocks, bonds, or cash?