Find a Financial Planner in Ft. Mill, SC

 

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We did the hard work of finding trustworthy partners in Fort Mill, SC.

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We Only Work With The Best Ft. Mill Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Fort Mill, SC


  • Financial Advisor Close to Fort Mill, SC

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Fort Mill Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Fort Mill area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Fort Mill is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
12.5% of Fort Mill's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Fort Mill area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Fort Mill area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Fort Mill area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Fort Mill area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. South Carolina has unique laws defining which actions trigger a taxable event and has the 11th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Fort Mill area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Fort Mill area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Fort Mill, SC


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Fort Mill, SC

We evaluated over 13,000 RIA firms to bring you the best of the best Ft. Mill financial advisors.
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How Retirement-Friendly is Fort Mill, SC?

  • Population: 17,692
  • % of Population 62 Years and Over: 12.5%
  • Average Home Value: $294,700
  • Average Monthly Housing Cost: $1,321
  • Average Household Income: $107,559
  • South Carolina Total Tax Burden: 7.45% (11th Lowest in U.S.)
  • South Carolina Property Tax: 2.77% (24th Lowest in U.S.)
  • South Carolina Individual Income Tax: 1.99% (17th Lowest in U.S.)
  • South Carolina Sales and Excise Tax: 2.69% (9th Lowest in U.S.)


The Top Financial Advisor Firms in Fort Mill, SC


FORTIGENT, LLC

Website

(800) 877-7210

1055 Lpl Way

Fort Mill, SC 29715

SEC#: 801-65931
Years in Business: 15 years

LPL FINANCIAL LLC

Website

(704) 733-3300

1055 Lpl Way

Fort Mill, SC 29715

SEC#: 801-10970
Years in Business: 45 years