West Lafayette, IN Financial Advisors and Resources

Financial Advisor Firms in West Lafayette, IN



(765) 497-0197

1241 Cumberland Avenue
Suite B
West Lafayette, IN 47906

SEC#: 801-79396
Years in Business: 7 years

How Retirement-Friendly is West Lafayette, IN?

  • Population: 48,551
  • % of Population 62 Years and Over: 8%
  • Average Home Value: $216,300
  • Average Monthly Housing Cost: $937
  • Average Household Income: $65,117
  • Indiana Total Tax Burden: 8.15% (18th Lowest in U.S.)
  • Indiana Property Tax: 2.19% (11th Lowest in U.S.)
  • Indiana Individual Income Tax: 2.05% (18th Lowest in U.S.)
  • Indiana Sales and Excise Tax: 3.91% (16th Highest in U.S.)

West Lafayette, IN Financial Advisor FAQs

First is commissions or other forms of transaction-based payments (this accounts for 70% of the profession). The second way is asset-based fees. The third way that financial advisors get paid is by meeting certain percentage targets set forth by the brokerage company they work for.
Yes, if you have a higher income or want to pursue any sort of financial goal. A financial advisor may be able to lower taxes and reduce current financial obligations, as well as plan for retirement and estate distribution.
Financial advisors are licensed professionals who offer personalized money management services. The first thing you should do is to find out if the advisor has a valid license (most states require advisors to be registered or qualified with the securities industry).
You can find a financial advisor by asking friends or relatives for recommendations, searching the internet for advisors in your area, or consulting with your employer.