Wealth Management in Belleville, IL

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Wealth Management in Belleville, IL Comprehensive Wealth Management to Help You Achieve Your Dreams

Wealth Management in Belleville, IL. Our financial health is about more than just getting to live in our dream house; it has an effect on our emotional well-being, the futures of ourselves and our families, and whether or not we realize our what we want the most in life. Correct Capital offers holistic wealth management services to Belleville, IL individuals and families so they can be sure that their money and future are not only safe but set up for long-term success. Turn your goals into reality with Correct Capital's Belleville, IL wealth management services today by calling 877-930-4015 or by contacting us online.

While there are many reasons people seek wealth management services, the two most common are protecting wealth and ensuring adequate income and financial security. Our Belleville, IL wealth management team at Correct Capital do more than just manage your investments; we strive to be stewards of your wealth and financial life coaches. Many details of financial health are too often ignored; for instance, only 33% of Americans have a will. People with the best financial health in the U.S. have diversified portfolios that incorporate equities, fixed income, cash, and more depending on how old they are and how much risk they are willing to take on. A diversified portfolio that takes into account everything from tax planning to insurance options is an important aspect to consider when managing your wealth. Correct Capital's wealth management advisors in Belleville, IL have the wisdom, knowledge, diligence, and resources to help grow your wealth and live the life you want.

Wealth Management Belleville, IL | Portfolio Management | Financial Advisors Near Belleville

What is Wealth Management? | Belleville, IL Wealth Management

Wealth management is a broad term that generally refers to how a financial advisor manages the entirety of of a client's economic status in the interest of maintaining the comprehensive guardianship of their financial assets. Holistic wealth management in Belleville, IL will provide thorough financial advice, including:

  • Net worth determination to trace your financial stability, evaluate where you may be spending too much, and identify where you want it to go in the future.
  • Investing, investment advice, and portfolio management that strive to anticipate changes in the market, diversify your assets, and mitigate risk in the interest of growing your wealth.
  • Estate planning so you can leave a legacy for your Belleville, IL family.
  • Retirement planning so you can finally get the beach house and dream car, or just relax on the porch knowing you're financially secure.
  • Real estate transactions to determine if you're financially prepared for that new house or if real estate investing is something worth exploring for you.
  • Insurance planning to make sure you, your family, and your assets can survive any surprises and that you're not overpaying.
  • 401(k) advising for business owners who want to reward their best employees with a secure future and a range of investment and savings options.
  • 401(k) rollover if you're moving to a new company and want to make sure the money you've already saved is still working for you.
  • Tax planning to lower your liability and ensure you keep as much of your money as possible.
  • Philanthropic planning so the fruits of your labor will ensure prosperous Belleville, IL communities as well.
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Correct Capital Wealth Management's office is physically located in St. Louis, MO, but we serve clients throughout the United States in both personal financial planning and corporate retirement plans.

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How to Choose a Wealth Manager | Belleville, IL Wealth Management

Choosing a trustworthy and capable wealth manager is a serious task; you are in many ways entrusting them with your future. It's imperative to make an informed decision and take into account the merits of both the people managing your money and the skills, wisdom, and experience they use to do so. Here are eight important things to ask yourself when seeking a financial advisor for your wealth management in Belleville, IL.

  1. What is their experience in wealth management? In any field, experience goes a long way in preparing someone to handle complex situations. The longer a financial advisor has been assisting clients in wealth management, the the better idea they'll have of how to handle market fluctuations, and they'll know the best strategies for intermediate and long-term growth. It also means they'll have a wide network of relationships and resources.
  2. What designations do they have? Literally anybody can call themselves a "wealth manager." A dependable and accomplished Belleville, IL wealth management firm will hold qualifications that are independently verifiable with independent agencies and overseeing bodies.
  3. Who is their typical client? A wealth manager may meet a wide range of criteria, but they can only help you so much if they are not used to advising people in your situation.
  4. What services do they offer? The best wealth management firms will offer all-inclusive services extend far beyond portfolio management and retirement planning to consider the full spectrum of your life, goals, and current financial health.
  5. Do they communicate well? It's likely unnecessary to speak to your wealth manager every day, but you need to know that they're approachable, and that they're being direct in the event that there is a conflict of interest.
  6. What tools do they have? Successful wealth management is best achieved through on in-depth data and state of the art technologies to accurately assess the market and analyze historical trends to forecast what strategies and options are best for you.
  7. Are they independent? Many consultants that work at larger firms are limited to certain brokerages and are therefore limited in the investment opportunities they can offer you and might not give you completely unbiased advice. Independent firms have no such limitations, and you can be sure that they are recommending options that they truly believe in.
  8. Do they have a holistic view of wealth management? While asset allocation and maximizing returns are important aspects of any wealth building strategy, true wealth management in Belleville, IL develops a game plan that also includes your taxes, philanthropic planning, insurance, and a wide array of other parts of your financial health.

Correct Capital's Wealth Management Philosophy in Belleville, IL

At Correct Capital, our wealth management team has more than 75 years of combined experience helping Belleville, IL individuals and families meet their financial milestones and live the lives they want. We are a Registered Investment Advisor whose advisors include an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER ™ professionals, whose marks are obtained through experience, education, passing demanding exams, and following high ethical standards. We serve families and individuals in addition to business owners in Belleville, IL with comprehensive financial planning. As a fiduciary and an independent firm, we are legally and ethically bound to do what's best for you and only you.

Your wealth manager is a kind of life coach. When we first meet with you, we'll get to know where you are in life and what type of life you want to have. Then, we'll look over your income, savings, and how you're currently spending your money to obtain an overall view of your financial health. We'll develop a a long-term plan for you, and then use the latest technologies and analytics to monitor it and make adjustments when necessary.

Other services we offer in Belleville, IL include:

Wealth Management Belleville, IL | Portfolio Management | Financial Advisors Near Belleville

Wealth Management Belleville, IL | Correct Capital

Your success is our success. Trust is key when it comes to your finances, so we hope you get to know us as we get to know you and your finances. We take pride in the fact that we help Belleville, IL residents realize their dreams and protect their family's future. For devoted and talented wealth management in Belleville, IL with experts you can trust, get in touch with Correct Capital today at 877-930-4015 or contact us online.


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