Monroe County, GA Financial Advisors and Resources

Financial Advisor Firms in Monroe County, GA

How Retirement-Friendly is Monroe County, GA?

  • Population: 27,171
  • % of Population 62 Years and Over: 24%
  • Average Home Value: $186,800
  • Average Monthly Housing Cost: $825
  • Average Household Income: $86,317
  • 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.)

Monroe County, GA Financial Advisor FAQs

A financial advisor acts as an agent or partner of the investor in financial decision making, providing expert advisory services that are typically paid for by the client.
A financial advisor is someone who helps people, usually of means, with their planning related to personal finances. They typically do this in an advisory or consultative role where they answer questions about investments and retirement savings. The service is often offered by banks or brokerages, though some advisors are solo practitioners who specialize in particular areas.
The most common fee structure for financial advisors is to charge an annual percentage of assets under management, or AUM.
The first step is to find an advisor that fits your personality ideal. You should be able to discuss with them how you want to take risk for the duration of time within retirement, what style suits your personality, and which type of investment strategy will work best for you.