Financial Advisor in O'Fallon, IL

Trusted and Experienced Financial Advisor in O'Fallon, IL.

Financial Advisor in O'Fallon, 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 O'Fallon, IL residents don't have the financial literacy to be confident they're making the best decisions with their money, while others simply don't have the time or don't enjoy staying up to date on market trends along with new laws and global events. That's when you need a dependable, seasoned, and knowledgeable financial advisor in your corner. A Correct Capital financial advisor in O'Fallon, IL will put your money to work for you. We use in-depth research and analytics along with our decades of wealth management experience to create bespoke financial solutions for individuals, families, and businesses in O'Fallon, 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 found that 53 percent of American adults are anxious about their finances. The root of that apprehensiveness is frequently simply not being sure they're putting their money in the right places. After our O'Fallon, IL financial advisor team gets to know you, your present financial situation and your financial goals, we'll create a road map to help you realize 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 endorse. Our financial advisors in O'Fallon, IL have certifications that can only be obtained through exhaustive testing and by meeting stringent education requirements.

Financial Advisor in O'Fallon, IL | Wealth Management Services | Financial Planner Near O'Fallon

What Does a Financial Advisor in O'Fallon, IL Do?

A financial advisor will evaluate your extant financial situation, ascertain ways to improve it, and help you realize your long-term financial goals. A lot of O'Fallon, IL residents often immediately think of investing when they consider wealth management services and financial advisors. While that is a core feature of any financial plan, an accomplished financial advisor will be able to give you extensive financial advice that considers the entirety of your finances. The following are some of the services your Correct Capital financial advisor in O'Fallon, IL will utilize to help you reach your objectives.

  • Financial Planning

    Our money is part of essentially anything we do, from making sure we're set up in retirement, to higher education, real estate deals, picking insurance policies, and putting food on the table each night. The best financial advisors in O'Fallon, IL offer overarching services and bespoke guidance by giving consideration to your entire financial situation.

  • Tax Planning

    Taxes are involved in almost every financial transaction and transfer. The IRS itself says that over 70 percent of taxpayers pay too much in taxes each year. The United States tax code is infamously convoluted, nevertheless it contains perfectly legal ways to diminish your tax liability. A qualified and trustworthy O'Fallon, 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. Examples of assets are stocks, bonds, mutual funds, ETFs, anything easily converted to cash, or alternative assets such as cryptocurrencies. A financial advisor in O'Fallon, 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 O'Fallon, IL financial advisor will help with tax implications, thinking about the best 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 golden years exactly the way you want to.

  • 401(k) Services

    We offer 401(k) services to both individuals and families and O'Fallon, IL businesses and business owners. Having 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 across the nation. Our O'Fallon, IL financial advisor team offers comprehensive 401(k) planning for business owners as well as individualized benefits for their employees.

  • 401(k) Rollover

    When changing to a new job, it can be hard to know the best way to manage the money you've already saved in a previous O'Fallon, IL employer's 401(k) plan. You have a few options, such as keeping the money in your current plan, 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 ones you love the most. Wealth transfers are different than just leaving gifts behind in estate planning. A financial advisor in O'Fallon, IL can best allocate your money for not just your children but for generations to come, even ones you haven't met yet.

  • Fiduciary Advising

    Anyone can give themselves the title of "financial advisor," so it's important to pick one who has received 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 O'Fallon, 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 O'Fallon, IL financial advisor at Correct Capital, we begin by getting to know you and your aims. We will analyze your current income, assets, investments, debts, and expenses. Once we've done that, we'll work in concert with you to determine your preferred risk tolerance and how we can best help you grow your wealth. As an independent advisory firm, our only priority 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 O'Fallon, IL | Wealth Management Services | Financial Planner Near O'Fallon

Call Correct Capital's O'Fallon, IL Financial Advisor Team Today

Your money and the choice you make with it are personal. At Correct Capital, we understand that the relationship between a O'Fallon, 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 setting up a 401(k) plan or finally getting to purchase that convertible in your retirement years. Call our O'Fallon, 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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