Financial Advisor in Edwardsville, IL

Trusted and Experienced Financial Advisor in Edwardsville, IL.

Financial Advisor in Edwardsville, IL. You earn your money through hard work, and you want to feel certain about how it's it's being used for your future. Many individuals and families in Edwardsville, IL don't have the financial literacy to be confident they're making the best decisions with their money, while others just don't have the time or interest to stay up to date on market trends along with new laws and what's going on around the globe. That's when you need a dependable, seasoned, and knowledgeable financial advisor to be your advocate. A Correct Capital financial advisor in Edwardsville, IL will put your money to work for you. We make use of in-depth research and analytics along with our decades of financial planning experience to create tailored financial plans for individuals, families, and companies in Edwardsville, IL and beyond. Call us today at 314-930-401(k) or contact us online to find out how Correct Capital can help you.

A 2018 study by FINRA revealed that 53 percent of American adults are worried about their finances. A source of that anxiety is commonly simply not being sure they're putting their money in the right places. Once our Edwardsville, IL financial advisor team gets to know you, your present financial situation and your financial aims, we'll implement a road map to help you realize them. As a fiduciary and an independent firm, every Correct Capital financial advisor is required to act in your best interest and we are not limited in the options we can offer you. Our financial advisors in Edwardsville, IL have certifications that can only be acquired through exhaustive testing and by meeting stringent education requirements.

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

What Does a Financial Advisor in Edwardsville, IL Do?

A financial advisor will evaluate your current finances, ascertain ways to enhance it, and help you meet your long-term financial goals. A lot of Edwardsville, IL residents often immediately think of investing when they hear wealth management services and financial advisors. While that is a principal part of any financial plan, a professional financial advisor will be able to give you extensive financial advice that gives consideration to the whole of your finances. Below are some of the services your Correct Capital financial advisor in Edwardsville, IL will use in order to help you achieve your goals.

  • Financial Planning

    Our finances are involved in essentially everything we do, from retirement planning, to education, real estate deals, deciding on insurance policies, and feeding our families. The best financial advisors in Edwardsville, IL offer overarching services and tailored guidance by taking into account your entire financial situation.

  • Tax Planning

    Taxes are involved in basically every financial transaction and transfer. According to the IRS's own data, almost three quarters of people in the United States pay too much in taxes each year. The United States tax code is infamously complicated, nevertheless it allows for perfectly legitimate ways to reduce your tax liability. A qualified and trustworthy Edwardsville, IL financial advisor will be able to navigate your tax implications in any transaction in order to keep more money in your pocket.

  • Portfolio Management and Asset Management

    Your financial portfolio is the collection of your financial assets. Common assets include stocks, bonds, mutual funds, ETFs, cash equivalents, or alternative assets such as cryptocurrencies. A financial advisor in Edwardsville, IL will help allocate and diversify your assets in order to mitigate risk in the interest of growing your money.

  • Retirement Planning

    Depending on where you presently are in life and where you want to be when you retire, your Edwardsville, IL financial advisor will help with tax implications, considering the perfect age to retire, when to take money out and how much to withdraw. A financial advisor will help you develop a budget and plan what your source of income will be in retirement so you can spend your golden years exactly the way you want to.

  • 401(k) Services

    We provide 401(k) services to both Edwardsville, IL residents and Edwardsville, IL businesses and business owners. Having a 401(k) plan is a great 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 nationwide. Our Edwardsville, IL financial advisor team offers comprehensive 401(k) planning for business owners as well as personal 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 money you've already saved in your old Edwardsville, IL employer's 401(k) plan. You have a few options, including keeping the money in the account it is currently in, moving it to a new 401(k), or putting the money in one of a variety of IRA accounts. A financial advisor will know how to best proceed with 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 something behind for the ones you care about the most. Wealth transfers are not the same as simply leaving possessions behind in estate planning. A financial advisor in Edwardsville, IL can best allocate your funds for not only your children but for generations to come, even the people you haven't met yet.

  • Fiduciary Advising

    Anyone can call themselves a "financial advisor," so it's essential to pick one who has accreditations and certifications from regulatory boards such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and as a Certified Financial Planner™, your Edwardsville, IL financial advisor at Correct Capital must observe 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 Edwardsville, IL financial advisor at Correct Capital, we start by getting to know you personally and your objectives. We will analyze your current income, assets, investments, debts, and expenses. Next we've completed that, we'll work with you to ascertain your preferred risk tolerance and how we can best help you achieve your goals. As an independent advisory firm, our only responsibility is to act in your best interest. There is no limitation to the services, products, and investment opportunities our financial advisor team can suggest, and we will never try to sell you on something we do not believe in ourselves.

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

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

Your money and the choice you make with it are personal. At Correct Capital, we believe the relationship between a Edwardsville, IL individual, family, or business owner and their financial advisor depends on trust. We have dedicated our careers to helping our clients achieve their personal and financial objectives, whether that be setting up a 401(k) plan or finally getting to buy that dream car in your retirement years. Call our Edwardsville, 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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