Rockwall County, TX Financial Advisors and Resources



Financial Advisor Firms in Rockwall County, TX


LIFETIME WEALTH MANAGEMENT P.C.

Website

(972) 771-0650

1160 Horizon Road

Rockwall, TX 75032

SEC#: 801-113213
Years in Business: 3 years

BFT FINANCIAL GROUP, LLC

Website

(972) 771-1472

301 N Goliad

Rockwall, TX 75087

SEC#: 801-57022
Years in Business: 21 years


How Retirement-Friendly is Rockwall County, TX?

  • Population: 97,175
  • % of Population 62 Years and Over: 15.4%
  • Average Home Value: $269,000
  • Average Monthly Housing Cost: $1,627
  • Average Household Income: $122,912
  • Texas Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Texas Property Tax: 3.91% (9th Highest in U.S.)
  • Texas Individual Income Tax: 0.00% (Lowest in U.S.)
  • Texas Sales and Excise Tax: 4.28% (9th Highest in U.S.)


Rockwall County, TX Financial Advisor FAQs

Financial advisors usually get paid one of two ways; by charging a flat-fee, hourly, or retainer rate for their service. Sometimes there is a fee associated with assets being managed as well.
Financial advisors can provide guidance on savings investments, retirement planning, asset management.
Financial advisors are a good choice for people with complex financial situations who need professional guidance. Financial advisors can offer impartial advice, provide holistic insight into the client's financial life, and help you work towards achieving your goals.
Find out if they're a fiduciary. The definition of a fiduciary varies from state-to-state, but typically it means that your guide must be committed to providing high quality advice that serves your interests and must not put their own interests over yours.