Find a Financial Planner in Hinds County, MS

 

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We did the hard work of finding trustworthy partners in Hinds County, MS.

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We Only Work With The Best Hinds County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barronā€™s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible ā€” No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Hinds County, MS


  • Financial Advisor Close to Hinds County, MS

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Hinds County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Hinds County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Hinds County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
17.2% of Hinds County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Hinds County area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Hinds County area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Hinds County area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Hinds County area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Mississippi has unique laws defining which actions trigger a taxable event and has the 15th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Hinds County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Hinds County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Hinds County, MS


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Hinds County, MS

We evaluated over 13,000 RIA firms to bring you the best of the best Hinds County financial advisors.
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How Retirement-Friendly is Hinds County, MS?

  • Population: 238,797
  • % of Population 62 Years and Over: 17.2%
  • Average Home Value: $131,100
  • Average Monthly Housing Cost: $854
  • Average Household Income: $61,247
  • Mississippi Total Tax Burden: 8.99% (15th Highest in U.S.)
  • Mississippi Property Tax: 2.80% (25th Highest in U.S.)
  • Mississippi Individual Income Tax: 1.64% (14th Lowest in U.S.)
  • Mississippi Sales and Excise Tax: 4.55% (6th Highest in U.S.)


The Top Financial Advisor Firms in Hinds County, MS


MASCAGNI WEALTH MANAGEMENT, INC.

Website

(601) 925-8099

205 E. Main Street

Clinton, MS 39056

SEC#: 801-110839
Years in Business: 4 years