Jasper, GA Financial Advisors and Resources



Financial Advisor Firms in Jasper, GA


KIKER WEALTH MANAGEMENT, LLC

Website

(706) 253-7285

788 W Church Street

Jasper, GA 30143

SEC#: 801-79392
Years in Business: 7 years

CAPE INVESTMENT ADVISORY, INC.

Website

(770) 289-0045

11389 Big Canoe

Jasper, GA 30143

SEC#: 801-71349
Years in Business: 11 years


How Retirement-Friendly is Jasper, GA?

  • Population: 3,850
  • % of Population 62 Years and Over: 20.5%
  • Average Home Value: $195,400
  • Average Monthly Housing Cost: $862
  • Average Household Income: $77,822
  • Georgia Total Tax Burden: 7.91% (16th Lowest in U.S.)
  • Georgia Property Tax: 2.59% (18th Lowest in U.S.)
  • Georgia Individual Income Tax: 2.38% (23rd Highest in U.S.)
  • Georgia Sales and Excise Tax: 2.94% (15th Lowest in U.S.)


Jasper, GA Financial Advisor FAQs

This is an issue that does not come with a single, simple answer. If you are knowledgeable about investments and want to do your own investing but also like having access to greater knowledge and expertise when needed, then I’d recommend pairing up with a financial advisor (it can cost 1% of your assets under management every year). Between the two of you, you’ll create a more personalized plan for achieving whatever it is that each one of you is after in terms of money.
Financial advisors are usually independent agents, who work on behalf of the individual or company providing services. The objective for this type of adviser is to qualify prospects, build an initial portfolio through gathering information about their financial goals and objectives, and develop a realistic long-term plan that outlines how they might reach their goals.
You want an advisor who will act in your best interest and who won't charge you fees beyond what is required. Look for someone that has experience, training, and references. Once you've found someone you like, explaining your investments might be helpful too.
When you feel that the stress of financial planning is affecting your emotional well-being.