Find a Financial Planner in Scott County, IA

 

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We did the hard work of finding trustworthy partners in Scott County, IA.

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We Only Work With The Best Scott 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 Scott County, IA


  • Financial Advisor Close to Scott County, IA

  • 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 Scott County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Scott County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Scott County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
19.5% of Scott 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 Scott County area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Scott County area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Scott County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Scott County area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Iowa has unique laws defining which actions trigger a taxable event and has the 13th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Scott County area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Scott County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Scott County, IA


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 Scott County, IA

We evaluated over 13,000 RIA firms to bring you the best of the best Scott County financial advisors.
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How Retirement-Friendly is Scott County, IA?

  • Population: 172,446
  • % of Population 62 Years and Over: 19.5%
  • Average Home Value: $165,000
  • Average Monthly Housing Cost: $915
  • Average Household Income: $83,076
  • Iowa Total Tax Burden: 9.26% (13th Highest in U.S.)
  • Iowa Property Tax: 3.39% (14th Highest in U.S.)
  • Iowa Individual Income Tax: 2.53% (18th Highest in U.S.)
  • Iowa Sales and Excise Tax: 3.34% (25th Highest in U.S.)


The Top Financial Advisor Firms in Scott County, IA


INVESTMENT CONSULTING GROUP INC

Website

(563) 322-2322

5117 Jersey Ridge Road, Suite 1

Davenport, IA 52807

SEC#: 801-38594
Years in Business: 30 years

QUAD-CITIES INVESTMENT GROUP, LLC

Website

(563) 484-5000

5177 Utica Ridge Road

Davenport, IA 52807

SEC#: 801-71612
Years in Business: 11 years

WEALTHSPAN PARTNERS, LLC

Website

(563) 723-7301

4620 East 53rd Street
Suite 201
Davenport, IA 52807

SEC#: 801-113832
Years in Business: 2 years

AUSDAL FINANCIAL PARTNERS, INC.

Website

(563) 326-2064

5187 Utica Ridge Rd

Davenport, IA 52807

SEC#: 801-69266
Years in Business: 13 years

BEYER & ROCK ADVISORY GROUP, LLC

Website

(800) 682-3937

2322 E. Kimberly Road,
Suite 150N
Davenport, IA 52807

SEC#: 801-114867
Years in Business: 2 years