New Kent County, VA Financial Advisors and Resources



Financial Advisor Firms in New Kent County, VA


STRATEGIC EQUITY MANAGEMENT, INC.

Website

(800) 408-2423

11815 Aspengraf Lane
Suite B
New Kent, VA 23124

SEC#: 801-55690
Years in Business: 23 years


How Retirement-Friendly is New Kent County, VA?

  • Population: 21,686
  • % of Population 62 Years and Over: 21.5%
  • Average Home Value: $275,000
  • Average Monthly Housing Cost: $1,278
  • Average Household Income: $101,297
  • Virginia Total Tax Burden: 7.86% (14th Lowest in U.S.)
  • Virginia Property Tax: 2.93% (22nd Highest in U.S.)
  • Virginia Individual Income Tax: 2.87% (11th Highest in U.S.)
  • Virginia Sales and Excise Tax: 2.06% (6th Lowest in U.S.)


New Kent County, VA Financial Advisor FAQs

If the advisor is paid by commission then they will usually charge a percentage on any funds that are sold. Typically if the advisor is charged with fee-only then there may be payment in advance for many hours of work with no guarantee that anything will happen during those hours.
What are your fees? What are the services that you offer? Do you have experience in my type of business/earnings? How many clients do you currently work with?
It's important to ask the right questions. Be sure to find out if they are licensed and certified, what their experience is like, how long they've been working with clients like yourself, where they currently work, what assets you should tell them about first, and how often they plan on getting in touch with you.
Financial advisors specialize in a person's personal financial goals. The role of a financial advisor is to help their clients plan for specific future events that could be both significant and unpredictable, such as retirement or the cost of healthcare needed in later years.