Goshen, IN Financial Advisors and Resources



Financial Advisor Firms in Goshen, IN


EVERENCE CAPITAL MANAGEMENT, INC.

Website

(574) 533-9511

1110 N Main St

Goshen, IN 46528

SEC#: 801-36323
Years in Business: 31 years

PROEQUITIES INC

Website

(574) 533-9511

1110 North Main Street

Goshen, IN 46528

SEC#: 801-56010
Years in Business: 22 years


How Retirement-Friendly is Goshen, IN?

  • Population: 34,108
  • % of Population 62 Years and Over: 20.4%
  • Average Home Value: $122,700
  • Average Monthly Housing Cost: $784
  • Average Household Income: $59,836
  • 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.)


Goshen, IN Financial Advisor FAQs

It depends on your goals. If you have specific goals, then getting a more financial advisor is probably worth it for helping to design an investment plan that will help you meet those goals.
Financial planners across the country have different expertise and experience levels. And so, it is best to take your time finding one who fits all of your needs and asking them for specific recommendations on what they might recommend to address your specific situation and financial goals before signing any contracts with him/her.
A financial advisor provides a wide range of services for people looking to invest their money. These services can include, but are not limited to, portfolio management and advising. They provide advice on the most appropriate investments given an individual's goals and timeline.
The cost for a financial advisor varies by two factors: the investment portfolio size and the level of services. There are three main types of strategies - hourly / project fee, percentage-of-assets fee (fee is based on percentage of assets under management) or retainer (fee paid in advance with some service levels included).