Financial Advisor in Madison County, IL

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Trusted and Experienced Financial Advisor in Madison County, IL.

Financial Advisor in Madison County, IL. You work hard for your money, and you want to feel confident about how it's growing and how it's being used. Many Madison County, IL residents don't have the financial literacy to be sure they're making the best decisions with their money, while others simply don't have the time or interest to stay up to date on market trends along with new regulations and what's going on around the globe. That's when you need a dependable, experienced, and skilled financial advisor supporting you. A Correct Capital financial advisor in Madison County, IL will make your money work for you. We utilize in-depth research and analytics along with our decades of wealth management experience to build tailored financial solutions for individuals, families, and businesses in Madison County, IL and beyond. Call us today at 314-930-401(k) or contact us online to find out what Correct Capital can do for you.

A 2018 study by FINRA found that 53 percent of American adults are anxious about their finances. The cause of that apprehensiveness is frequently simply not being sure they're putting their money in the right places. After our Madison County, IL financial advisor team gets to know you, your finances and your financial objectives, we'll create a road map to help you achieve them. As a fiduciary and an independent firm, your Correct Capital financial advisor is required to act in your best interest and we are not limited in the solutions we can offer you. Our financial advisors in Madison County, IL have certifications that can only be obtained through rigorous testing and by meeting stringent education requirements.

Financial Advisor in Madison County, IL | Wealth Management Services | Financial Planner Near Madison County 

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What Does a Financial Advisor in Madison County, IL Do?

A financial advisor will examine your present finances, identify means to improve it, and help you reach your future financial goals. Many Madison County, IL residents commonly immediately think of investing when they hear wealth management services and financial advisors. While that is a key component of any financial plan, a professional financial advisor will be able to give you holistic financial advice that considers the whole of your finances. The following are some of the services your Correct Capital financial advisor in Madison County, IL will utilize in order to help you accomplish your objectives.

  • Financial Planning

    Our money is part of nearly everything we do, from retirement planning, to education, real estate transactions, deciding on insurance policies, and putting food on the table each night. The best financial advisors in Madison County, IL offer holistic services and personalized counsel by considering your entire financial situation.

  • Tax Planning

    Taxes are involved in basically every financial transaction and transfer. According to the IRS's own data, the vast majority of taxpayers overpay in taxes each year. The United States tax code is infamously complex, nevertheless it contains perfectly valid ways to decrease your tax liability. An accomplished and trustworthy Madison County, IL financial advisor will be able to navigate 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. Examples of assets are stocks, bonds, mutual funds, exchange-traded funds, anything easily converted to cash, or alternative assets such as cryptocurrencies. A financial advisor in Madison County, IL will help allocate and diversify your assets in order to alleviate risk and best position your money for growth.

  • Retirement Planning

    Depending on where you currently are in life and your desired lifestyle when you retire, your Madison County, IL financial advisor will help with tax implications, knowing the perfect age to retire, when to take money out and how much to take out. A financial advisor will help you formulate a budget and plan for where your income will come from in retirement so you can spend your latter years exactly the way you want to.

  • 401(k) Services

    We provide 401(k) services to both individuals and families and Madison County, IL businesses and business owners. Implementing a 401(k) plan is a great way to keep your best employees and keep them productive and happy. Our retirement consultants represent over $230 million in plan assets and thousands of plan participants across the nation. Our Madison County, IL financial advisor team offers broad 401(k) planning for businesses as well as personal benefits for their employees.

  • 401(k) Rollover

    When going to a new job, it can be difficult to know what to do with the money you've already saved in your old Madison County, IL employer's 401(k) plan. You have a few options, including keeping the money in the account it is currently in, putting it in a new 401(k), or putting the money in one of several IRA accounts. A financial advisor will know how to best go about managing your 401(k) funds.

  • Generational Wealth Transfers

    You work hard for your money, and it's reasonable to want to leave a legacy and leave some money behind for the people you care about the most. Wealth transfers are different than merely leaving property behind in estate planning. A financial advisor in Madison County, IL can best manage your money for not just your children but for future generations, even ones you haven't met yet.

  • Fiduciary Advising

    Anyone can call themselves a "financial advisor," so it's imperative to pick one who has obtained accreditations and certifications from regulatory bodies such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and CERTIFIED FINANCIAL PLANNER™™ professionals, your Madison County, IL financial advisor at Correct Capital must act in accordance with 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 Madison County, IL financial advisor at Correct Capital, we start by getting to know you personally and your objectives. We will assess your current income, assets, investments, debts, and expenses. Once we've done that, we'll work in tandem with you to ascertain your preferred risk tolerance and how we can best help you realize your goals. As an independent advisory firm, our only responsibility is to act in your best interest. There is no limit to the services, products, and investment opportunities our financial advisor team can propose, and we will never try to sell you on something we do not believe in ourselves.

Financial Advisor in Madison County, IL | Wealth Management Services | Financial Planner Near Madison County

Call Correct Capital's Madison County, IL Financial Advisor Team Today

Your money and the decisions you make with it are personal. At Correct Capital, we understand that the relationship between a Madison County, IL individual, family, or business owner and their financial advisor is based on trust. We have dedicated our careers to helping our clients reach their personal and financial goals, whether that be sending your children to college or finally getting to buy that convertible in your retirement years. Call our Madison County, 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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