Find a Financial Planner in Taylor County, TX

 

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We did the hard work of finding trustworthy partners in Taylor County, TX.

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We Only Work With The Best Taylor 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 Taylor County, TX


  • Financial Advisor Close to Taylor County, TX

  • 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 Taylor County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Taylor County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Taylor County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
17.3% of Taylor County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Taylor County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Taylor County area, there are a number of additional components of an estate plan, including complying with estate tax laws.
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 Taylor County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Taylor County area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. Texas has unique laws defining which actions trigger a taxable event and has the 20th 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 Taylor 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 and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Taylor County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Taylor County, TX


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 Taylor County, TX

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

  • Population: 136,870
  • % of Population 62 Years and Over: 17.3%
  • Average Home Value: $149,300
  • Average Monthly Housing Cost: $875
  • Average Household Income: $71,506
  • 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.)


The Top Financial Advisor Firms in Taylor County, TX


TEAM FINANCIAL STRATEGIES

Website

(325) 480-1587

1174 N 3rd Street

Abilene, TX 79601

SEC#: 801-78596
Years in Business: 7 years

CARTER ASSET MANAGEMENT

Website

(325) 673-6171

242 Beech St

Abilene, TX 79601

SEC#: 801-113313
Years in Business: 3 years

PARKWAY ADVISORS, L.P.

Website

(325) 795-2111

6550 Directors Parkway

Abilene, TX 79606

SEC#: 801-60265
Years in Business: 20 years

SOFTVEST ADVISORS

Website

(325) 677-6177

400 Pine Street
Suite 1010
Abilene, TX 79601

SEC#: 801-114671
Years in Business: 2 years