Guthrie Center, IA Financial Advisors and Resources



Financial Advisor Firms in Guthrie Center, IA


AEGIS WEALTH MANAGEMENT, INC.

Website

(800) 579-7923

317 State Street

Guthrie Center, IA 50115

SEC#: 801-117179
Years in Business: 2 years


How Retirement-Friendly is Guthrie Center, IA?

  • Population: 1,678
  • % of Population 62 Years and Over: 28.7%
  • Average Home Value: $87,400
  • Average Monthly Housing Cost: $651
  • Average Household Income: $64,701
  • Iowa Total Tax Burden: 9.26% (13th Highest in U.S.)
  • Iowa Property Tax: 3.39% (14th Highest in U.S.)
  • Iowa Individual Income Tax: 2.53% (18th Highest in U.S.)
  • Iowa Sales and Excise Tax: 3.34% (25th Highest in U.S.)


Guthrie Center, IA Financial Advisor FAQs

The financial needs for each individual are completely different, so there isn't a set price range agreed on by the industry. Some financial advisors charge a percentage of assets under management per year while others may charge an hourly rate for certain services.
Financial advisors are definitely a huge help. They are trained professionals who have excellent mathematical minds and are well-versed in the banking industry. They help evaluate which products/services are suitable to fit your needs in managing your finances.
On top of recommendations from friends and families, do thorough research on a particular financial advisor before signing up for their services. Make sure to find someone who can represent your interests and not theirs when deciding what kind of advice is best suited for you.
Financial advisors make sure we have enough cash flow to cover expenses and purchases. However, money management is far more than living within your means. It's also about taking the time to consider the long-term, and how money can be invested into retirement funds, college saving, health care savings, etc.