Gray, TN Financial Advisors and Resources



Financial Advisor Firms in Gray, TN


VALUES FIRST ADVISORS, INC.

Website

(877) 832-3847

101 Old Gray Station Road

Gray, TN 37615

SEC#: 801-70391
Years in Business: 12 years


How Retirement-Friendly is Gray, TN?

  • Population: 1,016
  • % of Population 62 Years and Over: 39.4%
  • Average Home Value: $176,800
  • Average Monthly Housing Cost: $844
  • Average Household Income: $62,383
  • 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.)


Gray, TN Financial Advisor FAQs

Choosing a financial advisor is an important decision and one that not everyone will be able to do on their own. The first step in the process should be to write down your values and question what you would like to achieve with your portfolio. A good way to begin this process is by writing down all of your thoughts, including those thoughts about yourself (such as retirement plan). Understanding these personal thoughts and goals will empower you through this journey, as it provides a basis for asking questions and articulating expectations from prospective advisors.
Yes. Financial advisors offer retirement plans and insurance opportunities as well as tax preparation services that cover deductions and credits related to investment income or estate planning needs..
It's always best to ask questions up front. Ask prospective financial advisors about their backgrounds, training, work history, investment philosophy and the size of their firm. During the interview process, you should also ask them about their fees.
They work with people to find a plan that will help you live comfortably until retirement and beyond. Financial advisors usually have training in finance, economics or law-related fields with certification from certain firms.