Hilton Head Island, SC Financial Advisors and Resources

Financial Advisor Firms in Hilton Head Island, SC



(212) 806-6303

1000 William Hilton Pky
Unit C5
Hilton Head Island, SC 29928

SEC#: 801-71386
Years in Business: 11 years

How Retirement-Friendly is Hilton Head Island, SC?

  • Population: 40,007
  • % of Population 62 Years and Over: 43.1%
  • Average Home Value: $478,100
  • Average Monthly Housing Cost: $1,356
  • Average Household Income: $125,731
  • South Carolina Total Tax Burden: 7.45% (11th Lowest in U.S.)
  • South Carolina Property Tax: 2.77% (24th Lowest in U.S.)
  • South Carolina Individual Income Tax: 1.99% (17th Lowest in U.S.)
  • South Carolina Sales and Excise Tax: 2.69% (9th Lowest in U.S.)

Hilton Head Island, SC Financial Advisor FAQs

Often, people find that they have gone from being financially secure at one point in life to struggling after years of decisions that weren't really making them happy. They might not have a plan for retirement or know how much debt they're carrying on their mortgages, credit cards and student loans. It's really important to get back on track by consulting with someone who can help you so you aren't going it alone anymore. Your advisor will provide expertise where needed but also show genuine interest in your overall happiness because helping people get ahead is what advisors do.
This decision should never be made without meeting with several prospective advisors, carefully comparing them and asking for their track record. Ask before you commit to any advisor's program: What level of service do you provide? Financial advisors vary from hourly planners who will give general advice, up to full-service planners who offer both financial and emotional support that helps people deal with everything from divorce to starting a business.
Ask for credentials and references. Ask about their fees, commissions, if they work solely with one company, etc. Inquire as to why you should trust them with your finances. Understand the risks associated with whatever funds or investments they are proposing. Be sure you know what returns will be earned based on their projections of fluctuations in currency rates, interest rates, commodity prices (depending on the type of investment).
A financial advisor helps clients to create and maintain a comprehensive plan of all their financial affairs, including investments, taxes, retirement preparations, estate planning and insurance.