Find a Financial Planner in Jackson County, MS

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Jackson 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 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 Jackson County, MS


  • Financial Advisor Close to Jackson 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 Jackson County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Jackson County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners in Jackson County offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
19.1% of Jackson County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Jackson County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Jackson County area, there are a number of additional components of an estate plan, including complying with estate tax laws.
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 Jackson 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 Jackson 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 involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Jackson County area, it typically 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Jackson County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

We evaluated over 13,000 RIA firms to bring you the best of the best Jackson County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Jackson County, MS?

  • Population: 142,376
  • % of Population 62 Years and Over: 19.1%
  • Average Home Value: $151,900
  • Average Monthly Housing Cost: $843
  • Average Household Income: $69,213
  • 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 Jackson County, MS