Financial Advisor in O'Fallon, IL

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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 good about how it's growing and how it's being used. Many individuals and families in O'Fallon, IL don't have the financial literacy to be comfortable 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 rules and global events. That's when you need a dependable, veteran, and adept financial advisor to be your advocate. A Correct Capital financial advisor in O'Fallon, IL will put your money to work in a way that benefits you. We make use of in-depth research and analytics along with our decades of wealth management experience to build personalized financial plans for individuals, families, and businesses in O'Fallon, IL and beyond. Call us today at 314-930-401(k) or contact us online to discover what Correct Capital can do for you.

A 2018 study by FINRA revealed that 53 percent of American adults are nervous about their finances. A source of that concern is commonly simply not being sure they're making the right decisions with their money. After our O'Fallon, IL financial advisor team gets to know you, your present financial situation and your financial objectives, we'll build a road map to help you reach them. As a fiduciary and an independent firm, every Correct Capital financial advisor is legally and ethically bound to act in your best interest and we are not limited in the options we can put forward. Our financial advisors in O'Fallon, IL have certifications that can only be obtained through rigorous testing and by meeting strict education requirements.

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

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

A financial advisor will analyze your current financial situation, identify means to enhance it, and help you reach your future financial goals. Many O'Fallon, IL residents commonly immediately think of investing when they hear wealth management services and financial advisors. While that is a crucial facet of any financial plan, a knowledgeable financial advisor will be able to offer you all-encompassing financial advice that takes into consideration the entirety of your finances. Below are some of the services your Correct Capital financial advisor in O'Fallon, IL will use to help you meet your goals.

  • Financial Planning

    Our money is part of nearly everything we do, from retirement planning, to education, real estate purchases and sales, picking insurance policies, and providing for ourselves and our families. The best financial advisors in O'Fallon, IL offer holistic services and tailored counsel by giving consideration to your entire financial situation.

  • Tax Planning

    Taxes are involved in pretty much every financial transaction and transfer. The IRS itself says that the vast majority of taxpayers overpay in taxes each year. The United States tax code is infamously complicated, but it contains perfectly lawful ways to lower the amount of taxes you pay. An accomplished and trustworthy O'Fallon, 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. Common assets include stocks, bonds, mutual funds, exchange-traded funds, anything easily converted to cash, or alternative assets such as real estate. A financial advisor in O'Fallon, 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 are in life and where you want to be when you retire, your O'Fallon, IL financial advisor will help with tax implications, considering the perfect age to retire, when to withdraw money and how much to withdraw. A financial advisor will help you develop 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 offer 401(k) services to both individuals and families and O'Fallon, 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 over $230 million in plan assets and thousands of plan participants nationwide. Our O'Fallon, IL financial advisor team offers broad 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 what to do with the money you've already saved in your old O'Fallon, 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 a variety of IRA accounts. A financial advisor will know how to best proceed with managing your 401(k) funds.

  • Generational Wealth Transfers

    You work hard for your money, and it's natural to want to leave a legacy and leave something 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 grow your money for not just your children but for future generations, even ones you haven't met yet.

  • Fiduciary Advising

    Anyone can give themselves the title of "financial advisor," so it's important to choose one who has earned accreditations and certifications from regulatory authorities such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and CERTIFIED FINANCIAL PLANNER™™ professionals, 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 start by getting to know you and your goals. We will analyze your current income, assets, investments, debts, and expenses. Then we've accomplished that, we'll work in tandem with you to ascertain your preferred risk tolerance and how we can best help you reach your goals. As an independent advisory firm, our only priority 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 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 decisions you make with it are personal. At Correct Capital, we believe the relationship between a O'Fallon, IL individual, family, or business owner and their financial advisor hinges on on trust. We have dedicated our careers to helping our clients accomplish 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 O'Fallon, IL financial advisor team today at 314-930-401(k) or contact us online to take the first step in achieving your dreams.

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