Rockwall, TX Financial Advisors and Resources



Financial Advisor Firms in Rockwall, 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, TX?

  • Population: 44,101
  • % of Population 62 Years and Over: 16.6%
  • Average Home Value: $271,400
  • Average Monthly Housing Cost: $1,535
  • Average Household Income: $113,802
  • 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, TX Financial Advisor FAQs

If you're not sure about your future goals and/or need help managing your money, it might be a good idea.
A financial advisor is a person who helps their clients assess risk and invest capital in order to achieve the desired long-term financial objectives. The most important aspect of this work is managing risk in an effort to achieve prudent growth and sustainable income streams that will produce funds when they are needed most.
The best place to start looking for a financial advisor is in your own network. You can ask family members or friends if they have an opinion on the topic, or if they know someone who does. Start with people you already know before taking to larger search engines like LinkedIn, which will be able to provide many options but may take more time than necessary.
A financial advisor earns a fee, commission, or percentage of assets under management and typically charges an annual fee or production rate.