Clark County, IN Financial Advisors and Resources

Financial Advisor Firms in Clark County, IN



(812) 725-7354

3712 Holmans Lane

Jeffersonville, IN 47130

SEC#: 801-69266
Years in Business: 13 years

How Retirement-Friendly is Clark County, IN?

  • Population: 116,507
  • % of Population 62 Years and Over: 19.2%
  • Average Home Value: $148,300
  • Average Monthly Housing Cost: $888
  • Average Household Income: $72,734
  • Indiana Total Tax Burden: 8.15% (18th Lowest in U.S.)
  • Indiana Property Tax: 2.19% (11th Lowest in U.S.)
  • Indiana Individual Income Tax: 2.05% (18th Lowest in U.S.)
  • Indiana Sales and Excise Tax: 3.91% (16th Highest in U.S.)

Clark County, IN Financial Advisor FAQs

Financial advisors provide a perspective that most people either do not have or cannot fully appreciate. They can help set priorities, point out good opportunity costs, and adjust the savings plan to take full advantage of the limitations of the client's financial condition.
Experts say that starting to get a financial advisor at age 20 and continuing it through retirement is the best approach.
Knowledge and professionalism are some of the things you should consider in a financial advisor. He/she should be able to understand your personal needs, risk tolerance, and time horizon. He/she should also have a good record of past performance.
Financial advisors help with investments, financial plans, retirement solutions, and education. Essentially they act as an advocate to the client in that they are trained to give unbiased opinions about investments.