Financial Advisor in Madison County, IL

Trusted and Experienced Financial Advisor in Madison County, IL.

Financial Advisor in Madison County, IL. Your money is a product of your hard work, and you want to feel secure about how it's it's being used for your future. Many individuals and families in Madison County, IL don't have the financial literacy to be confident they're putting their money to good use, 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 dependable, accomplished, and adept financial advisor on your side. A Correct Capital financial advisor in Madison County, IL will make your money work for you. We make use of in-depth research and analytics along with our decades of financial advising experience to build customized financial plans for individuals, families, and businesses in Madison County, IL and beyond. Call us today at 314-930-401(k) or contact us online to learn how Correct Capital can help you.

A 2018 study by FINRA found that 53 percent of American adults are anxious about their finances. The root of that concern is frequently just 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 ambitions, we'll implement a road map to help you realize them. As a fiduciary and an independent firm, your Correct Capital financial advisor is legally and ethically compelled to act in your best interest and we are not limited in the solutions we can endorse. Our financial advisors in Madison County, IL have certifications that can only be acquired through exhaustive testing and by meeting strict education requirements.

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

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

A financial advisor will analyze your present financial situation, determine means to improve it, and help you realize your long-term financial goals. Many Madison County, IL residents often immediately think of investing when they hear wealth management services and financial advisors. While that is a key part of any financial plan, a professional financial advisor will be able to provide you with extensive financial advice that gives consideration to the entirety of your finances. The following are some of the services your Correct Capital financial advisor in Madison County, IL will use to help you achieve your goals.

  • Financial Planning

    Our money is involved in just about anything we do, from ensuring we're set up in retirement, to higher education, real estate deals, deciding on insurance policies, and putting food on the table each night. The best financial advisors in Madison County, IL offer holistic services and tailored counsel by taking into consideration your entire financial situation.

  • Tax Planning

    Taxes are involved in more or less every financial transaction and transfer. According to the IRS's own data, over 70 percent of taxpayers pay too much in taxes every year. The United States tax code is notoriously complicated, but it contains perfectly legal ways to decrease the amount of taxes you pay. A qualified and trustworthy Madison County, IL financial advisor will be able to manage 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 aggregation of your financial assets. They can include stocks, bonds, mutual funds, exchange-traded funds, cash equivalents, or alternative assets such as cryptocurrencies. A financial advisor in Madison County, IL will help allocate and diversify your assets in order to lessen risk and best position your money for growth.

  • Retirement Planning

    Depending on where you are in life and your desired lifestyle when you retire, your Madison County, IL financial advisor will help with tax implications, considering the best 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 golden years exactly the way you want to.

  • 401(k) Services

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

  • 401(k) Rollover

    When moving to a new job, it can be confusing to know the best way to manage the savings you already have 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, moving it to a new 401(k), or moving the money to one of a variety of IRA accounts. A financial advisor will know how to best approach managing your 401(k) funds.

  • Generational Wealth Transfers

    Your money came from your hard work, and it's understandable to want to leave a legacy and leave some money behind for the people you love the most. Wealth transfers are different than merely leaving items behind in estate planning. A financial advisor in Madison County, IL can best position your money for not only your children but for future generations, even the people you haven't met yet.

  • Fiduciary Advising

    Anyone can give themselves the title of "financial advisor," so it's essential to pick one who has received accreditations and certifications from regulatory bodies such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and as a Certified Financial Planner™, your Madison County, 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 Madison County, IL financial advisor at Correct Capital, we start by getting to know you and your aims. We will evaluate your current income, assets, investments, debts, and expenses. Once we've completed that, we'll work in tandem 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 limitation 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 choice you make with it are personal. At Correct Capital, we know the relationship between a Madison County, IL individual, family, or business owner and their financial advisor depends on trust. We have dedicated our lives to helping our clients accomplish their personal and financial objectives, 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 feeling great about your money.


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