Financial Advisor in Swansea, IL

Trusted and Experienced Financial Advisor in Swansea, IL.

Financial Advisor in Swansea, IL. You earn your money through hard work, and you want to feel confident about how it's it's being used for your future. Many individuals and families in Swansea, IL don't have the financial literacy to be comfortable they're making the best decisions with their money, while others just don't have the time or don't enjoy staying up to date on market trends along with new rules and global events. That's when you need a trustworthy, experienced, and skilled financial advisor on your side. A Correct Capital financial advisor in Swansea, IL will put your money to work for you. We employ in-depth research and analytics along with our decades of financial advising experience to build customized financial solutions for individuals, families, and businesses in Swansea, 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 worried about their finances. The cause of that anxiety is often just not being sure they're putting their money in the right places. After our Swansea, IL financial advisor team gets to know you, your finances and your financial ambitions, we'll create a road map to help you achieve them. As a fiduciary and an independent firm, every Correct Capital financial advisor is obligated to act in your best interest and we are not limited in the solutions we can suggest. Our financial advisors in Swansea, IL have certifications that can only be obtained through rigorous testing and by meeting strict education requirements.

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

What Does a Financial Advisor in Swansea, IL Do?

A financial advisor will evaluate your current financial situation, pinpoint methods to improve it, and help you reach your future financial goals. A lot of Swansea, IL residents commonly immediately think of investing when they consider wealth management services and financial advisors. While that is a fundamental aspect of any financial plan, an accomplished financial advisor will be able to offer you all-encompassing financial advice that takes into account the whole of your finances. Below are some of the services your Correct Capital financial advisor in Swansea, IL will use to help you reach your goals.

  • Financial Planning

    Our finances are part of more or less anything we do, from retirement planning, to higher and continuing education, real estate transactions, picking insurance policies, and feeding our families. The best financial advisors in Swansea, IL offer overarching services and customized guidance by giving consideration to your entire financial situation.

  • Tax Planning

    Taxes are part of basically every financial transaction and transfer. According to the IRS's own data, over 70 percent of Americans overpay in taxes every year. The United States tax code is notoriously labyrinthine, but it allows for perfectly legitimate ways to diminish the amount of taxes you pay. An experienced and trustworthy Swansea, IL financial advisor will be able to maneuver 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. Examples of assets are stocks, bonds, mutual funds, ETFs, cash equivalents, or alternative assets such as real estate. A financial advisor in Swansea, IL will help allocate and diversify your assets in order to reduce risk in the interest of growing your money.

  • Retirement Planning

    Depending on where you presently are in life and your desired lifestyle when you retire, your Swansea, IL financial advisor will help with tax implications, knowing the best age to retire, when to withdraw money and how much to take out. 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 latter years exactly the way you want to.

  • 401(k) Services

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

  • 401(k) Rollover

    When going to a new job, it can be difficult to know the best way to manage the savings you already accumulated in a previous Swansea, IL employer's 401(k) plan. You have several 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 natural to want to leave a legacy and leave something behind for the ones you love the most. Wealth transfers are not the same as merely leaving possessions behind in estate planning. A financial advisor in Swansea, IL can best manage your wealth for not just your children but for future generations, even the people you haven't met yet.

  • Fiduciary Advising

    Anyone can call themselves a "financial advisor," so it's crucial 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 as a Certified Financial Planner™, your Swansea, IL financial advisor at Correct Capital must obey 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 Swansea, IL financial advisor at Correct Capital, we start by getting to know you and your objectives. We will analyze your current income, assets, investments, debts, and expenses. Once we've done that, we'll work in concert with you to ascertain your preferred risk tolerance and how we can best help you grow your money. 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 offer you, and we will never try to sell you on something we do not believe in ourselves.

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

Call Correct Capital's Swansea, 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 Swansea, IL individual, family, or business owner and their financial advisor hinges on on trust. We have dedicated our lives to helping our clients accomplish their personal and financial goals, whether that be sending your children to college or finally getting to drive that convertible in your golden years. Call our Swansea, 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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