Highlands County, FL Financial Advisors and Resources

Financial Advisor Firms in Highlands County, FL

How Retirement-Friendly is Highlands County, FL?

  • Population: 103,437
  • % of Population 62 Years and Over: 39.1%
  • Average Home Value: $132,200
  • Average Monthly Housing Cost: $604
  • Average Household Income: $59,208
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)

Highlands County, FL Financial Advisor FAQs

A financial advisor's job is to provide you with the knowledge, skills and tools needed to manage your finances. They do this by creating goals reflective of what's most important to you, managing risks for those goals and implementing an appropriate investment strategy that aligns with your risk profile.
Financial advisors are required in order to give people advice on how to spend money. Typically, this can include helping someone save for retirement, opening a college fund for children, or just the general nuances of the stock market.
You should look for a financial advisor who puts your wants and needs first, does not use high-pressure tactics, offers you trustworthy advice about investments, and fully disclosures his or her fees.
A wide range of financial advisors and firms will offer a variety of services at varying costs. There is no definitive way to price an advisor, as the cost varies based on individual situation and the amount of work the financial advisor needs to accomplish for that person.