Find a Financial Planner in Hurricane, WV

 

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We did the hard work of finding trustworthy partners in Hurricane, WV.

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We Only Work With The Best Hurricane 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 Barron’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 — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Hurricane, WV


  • Financial Advisor Close to Hurricane, WV

  • 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 Hurricane Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Hurricane 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 Hurricane is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
20.1% of Hurricane'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 Hurricane area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Hurricane area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Hurricane area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Hurricane 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. West Virginia has unique laws defining which actions trigger a taxable event and has the 18th 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 Hurricane 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 is a good way to make high-interest debts more manageable. Advisors in the Hurricane area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Hurricane, WV


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 Hurricane, WV

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

  • Population: 6,482
  • % of Population 62 Years and Over: 20.1%
  • Average Home Value: $167,100
  • Average Monthly Housing Cost: $799
  • Average Household Income: $79,646
  • West Virginia Total Tax Burden: 8.84% (18th Highest in U.S.)
  • West Virginia Property Tax: 2.32% (15th Lowest in U.S.)
  • West Virginia Individual Income Tax: 2.64% (14th Highest in U.S.)
  • West Virginia Sales and Excise Tax: 3.88% (17th Highest in U.S.)


The Top Financial Advisor Firms in Hurricane, WV


IRONWOOD WEALTH MANAGEMENT, INC.

Website

(304) 760-6000

18 Chase Drive
Chase Park
Hurricane, WV 25526

SEC#: 801-62555
Years in Business: 17 years

LOC INVESTMENT ADVISERS

Website

(304) 757-8131

3981 Teays Valley Rd

Hurricane, WV 25526

SEC#: 801-16856
Years in Business: 39 years