Financial Advisor in Belleville, IL

Trusted and Experienced Financial Advisor in Belleville, IL.

Financial Advisor in Belleville, IL. You work hard for your money, and you want to feel confident about how it's it's being utilized for your future. Many individuals and families in Belleville, IL don't have the financial literacy to be confident they're making the best decisions with their money, while others merely don't have the time or don't enjoy staying up to date on market trends along with new rules and what's going on around the globe. That's when you need a trustworthy, accomplished, and skilled financial advisor to be your advocate. A Correct Capital financial advisor in Belleville, IL will make your money work for you. We employ in-depth research and analytics along with our decades of financial planning experience to design personalized financial solutions for individuals, families, and companies in Belleville, IL and beyond. Call us today at 314-930-401(k) or contact us online to learn what Correct Capital can do for you.

A 2018 study by FINRA reported that 53 percent of American adults are anxious about their finances. The root of that anxiety is frequently just not being sure they're managing their money correctly. After our Belleville, IL financial advisor team gets to know you, your finances and your financial goals, we'll implement a road map to help you accomplish them. As a fiduciary and an independent firm, your Correct Capital financial advisor is obligated to act in your best interest and we are not limited in the solutions we can offer you. Our financial advisors in Belleville, IL have certifications that can only be awarded through rigorous testing and by meeting stringent education requirements.

Financial Advisor in Belleville, IL | Wealth Management Services | Financial Planner Near Belleville

What Does a Financial Advisor in Belleville, IL Do?

A financial advisor will look over your present financial situation, determine methods to enhance it, and help you achieve your future financial goals. Many Belleville, IL residents commonly immediately think of investing when they think of wealth management services and financial advisors. While that is a essential aspect of any financial plan, a professional financial advisor will be able to offer you all-encompassing financial advice that gives consideration to the whole of your finances. Below are some of the services your Correct Capital financial advisor in Belleville, IL will utilize to help you reach your objectives.

  • Financial Planning

    Our money is involved in just about anything we do, from making sure we're set up in retirement, to higher education, real estate purchases and sales, deciding on insurance policies, and feeding our families. The best financial advisors in Belleville, IL offer comprehensive services and customized guidance by giving consideration to your entire financial situation.

  • Tax Planning

    Taxes are part of essentially every financial transaction and transfer. The IRS itself says that over 70 percent of taxpayers pay too much in taxes every year. The United States tax code is notoriously complicated, however it allows for perfectly valid ways to decrease the amount of taxes you pay. A qualified and trustworthy Belleville, IL financial advisor will be able to manage your tax implications in any transaction in the interest of keeping more money in your pocket.

  • Portfolio Management and Asset Management

    Your financial portfolio is the aggregation of your financial assets. They can include stocks, bonds, mutual funds, ETFs, cash equivalents, or alternative assets such as real estate. A financial advisor in Belleville, IL will help allocate and diversify your assets in order to lessen risk in the interest of growing your money.

  • Retirement Planning

    Depending on where you currently are in life and your desired lifestyle when you retire, your Belleville, IL financial advisor will help with tax implications, considering the right age to retire, when to take money out and how much to withdraw. A financial advisor will help you put together a budget and plan what your source of income will be in retirement so you can spend your latter years exactly the way you want to.

  • 401(k) Services

    We offer 401(k) services to both Belleville, IL residents and Belleville, IL businesses and business owners. Having a 401(k) plan is a wonderful way to keep your best employees and keep them productive and happy. Our retirement consultants represent more than $230 million in plan assets and thousands of plan participants across the nation. Our Belleville, IL financial advisor team offers comprehensive 401(k) planning for companies as well as individualized benefits for their employees.

  • 401(k) Rollover

    When going to a new job, it can be confusing to know the best way to manage the savings you already accumulated in your old Belleville, IL employer's 401(k) plan. You have a few options, such as keeping the money in the account it is currently in, moving it to a new 401(k), or moving the money to one of several IRA accounts. A financial advisor will know how to best go about managing your 401(k) funds.

  • Generational Wealth Transfers

    Your money came from your hard work, and it's normal to want to leave a legacy and leave some wealth behind for the ones you love the most. Wealth transfers are different than merely leaving property behind in estate planning. A financial advisor in Belleville, IL can best allocate your funds for not only your children but for generations to come, even ones you haven't met yet.

  • Fiduciary Advising

    Anyone can call themselves a "financial advisor," so it's important to pick one who has obtained accreditations and certifications from regulatory authorities such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and as a Certified Financial Planner™, your Belleville, IL financial advisor at Correct Capital is bound by a "Code of Ethics and Standards of Conduct" to:

    1. Act with honesty, integrity, competence, and diligence.
    2. Act in the client's best interest.
    3. Exercise due care.
    4. Avoid conflicts of interest, disclose them when they arise, and manage them in the client's best interest.
    5. Maintain confidentiality and protect the privacy of client information.
    6. Act in a manner that reflects positively on the financial planning profession and CFP® certification.

When you hire a Belleville, IL financial advisor at Correct Capital, we begin by getting to know you and your aims. We will assess your current income, assets, investments, debts, and expenses. Then we've completed that, we'll work with you to determine your preferred risk tolerance and how we can best help you grow your money. As an independent advisory firm, our only job is to act in your best interest. There is no restrictions to the services, products, and investment opportunities our financial advisor team can offer you, and we will never try to sell you on something we do not believe in ourselves.

Financial Advisor in Belleville, IL | Wealth Management Services | Financial Planner Near Belleville

Call Correct Capital's Belleville, IL Financial Advisor Team Today

Your money and the decisions you make with it are personal. At Correct Capital, we know the relationship between a Belleville, IL individual, family, or business owner and their financial advisor hinges on on trust. We have dedicated our careers to helping our clients achieve their personal and financial objectives, whether that be sending your children to college or finally getting to buy that convertible in your golden years. Call our Belleville, IL financial advisor team today at 314-930-401(k) or contact us online to take the first step in growing your wealth the way you want to.


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