Grand County, CO Financial Advisors and Resources



Financial Advisor Firms in Grand County, CO


SOUTHEASTERN ADVISORY SERVICES INC

Website

(678) 488-0449

156 Fairway Valley Road

Granby, CO 80156

SEC#: 801-31661
Years in Business: 33 years


How Retirement-Friendly is Grand County, CO?

  • Population: 15,303
  • % of Population 62 Years and Over: 21.1%
  • Average Home Value: $295,000
  • Average Monthly Housing Cost: $1,110
  • Average Household Income: $86,284
  • Colorado Total Tax Burden: 8.31% (25th Lowest in U.S.)
  • Colorado Property Tax: 2.76% (23rd Lowest in U.S.)
  • Colorado Individual Income Tax: 2.26% (22nd Lowest in U.S.)
  • Colorado Sales and Excise Tax: 3.29% (24th Lowest in U.S.)


Grand County, CO Financial Advisor FAQs

A financial advisor is a professional who helps people to manage their finances and budget their money. In recent years many financial advisors have been moving from purely giving advice to also providing investment services, or financial planning services.
You need a financial advisor in order to ensure that you have the necessary investments in place for when you retire, and also that your maintenance income is sufficient once retirement comes.
They offer strategies for handling day-to-day finances including budgeting with spending goals, allocating available income among various expenses, selecting the best type of natural or fiduciary trust that will suit an individual's needs in order to maximize tax efficiency.
An average fee for a financial advisor is $200-$300 per hour, but can be higher depending on the complexity of individual cases.