Goodlettsville, TN Financial Advisors and Resources



Financial Advisor Firms in Goodlettsville, TN


SAGEGUARD FINANCIAL GROUP, LLC

Website

(615) 859-4567

3066 Business Park Circle

Goodlettsville, TN 37072

SEC#: 801-107865
Years in Business: 5 years

NATIONWIDE SECURITIES, LLC

Website

(615) 868-0088

110 Glancy St S104

Goodlettsville, TN 37072

SEC#: 801-69260
Years in Business: 13 years

WEALTHPLAN ADVISORS, LLC

Website

(615) 206-7794

352 Pleasant Green Drive

Goodlettsville, TN 37072

SEC#: 801-76650
Years in Business: 9 years

WEALTHPLAN ADVISORS, LLC

Website

(615) 206-7794

352 Pleasant Green Drive

Goodlettsville, TN 37072

SEC#: 801-76650
Years in Business: 9 years


How Retirement-Friendly is Goodlettsville, TN?

  • Population: 16,870
  • % of Population 62 Years and Over: 20.2%
  • Average Home Value: $234,100
  • Average Monthly Housing Cost: $1,105
  • Average Household Income: $82,260
  • Tennessee Total Tax Burden: 5.74% (2nd Lowest in U.S.)
  • Tennessee Property Tax: 1.70% (3rd Lowest in U.S.)
  • Tennessee Individual Income Tax: 0.08% (8th Lowest in U.S.)
  • Tennessee Sales and Excise Tax: 3.96% (14th Highest in U.S.)


Goodlettsville, TN Financial Advisor FAQs

A Financial Advisor can provide essential advice and assistance in areas such as purchasing life insurance, investment planning for retirement, estate planning, international investments or tax information.
Financial advisors help with a variety of tasks, from assessing your financial planning needs to recommending investment strategies.
The typical fee structure for financial advisors can be either a percentage-based commission or asset-based fees. Generally, those who provide higher quality service and investment returns will charge a direct commission as opposed to those who produce lower quality work and performance results.
There are a few basic things to think about in choosing an advisor: 1) What is the education and experience of the advisor? 2) What is the advisors' CFP certification (certified financial planner)? 3) How long has your potential candidate been with their agency?