Find a Financial Planner in Paulding County, GA

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Paulding County, GA.

Jump To List of Advisors

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

We Only Work With The Best Paulding 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 Paulding County, GA


  • Financial Advisor Close to Paulding County, GA

  • 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 Paulding County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Paulding County 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 focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Paulding County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
13.3% of Paulding County'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 Paulding County area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Paulding County area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
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 Paulding County area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Paulding County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Georgia has unique laws defining which actions trigger a taxable event and has the 16th lowest 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 Paulding County 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 Paulding County 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 Paulding County, GA


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 Paulding County, GA

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


How Retirement-Friendly is Paulding County, GA?

  • Population: 159,825
  • % of Population 62 Years and Over: 13.3%
  • Average Home Value: $178,000
  • Average Monthly Housing Cost: $1,146
  • Average Household Income: $80,865
  • 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.)


The Top Financial Advisor Firms in Paulding County, GA