Clinton County, MI Financial Advisors and Resources

Financial Advisor Firms in Clinton County, MI



(517) 669-1600

124 N Bridge St

Dewitt, MI 48820

SEC#: 801-110909
Years in Business: 4 years

How Retirement-Friendly is Clinton County, MI?

  • Population: 78,389
  • % of Population 62 Years and Over: 20.6%
  • Average Home Value: $184,900
  • Average Monthly Housing Cost: $990
  • Average Household Income: $88,613
  • Michigan Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Michigan Property Tax: 3.02% (19th Highest in U.S.)
  • Michigan Individual Income Tax: 2.23% (20th Lowest in U.S.)
  • Michigan Sales and Excise Tax: 3.09% (18th Lowest in U.S.)

Clinton County, MI Financial Advisor FAQs

Financial advisors charge a fee or commission for their services. Typically, this is calculated based on how much the client invests. Some financial advisors are employed by institutions, while others run independent businesses. A few planners are even self-employed, in which case they usually charge an hourly rate.
Yes. Anyone who has a family, especially those with significant assets, needs someone to help them plan for the future and protect their wealth from volatile markets.
Financial advisors offer advice and work with their clients to help them plan for the present and future. They provide financial security by assessing current finances, reviewing bank account details and development of a budget.
Aside from asking about a certain product's benefits, always ask a financial advisor what he/she thinks are the drawbacks of this particular product. This should help you see how honest he/she is in presenting the products he/she is engaging you in.