Wealth Management in Madison County, IL

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Wealth Management in Madison County, IL Comprehensive Wealth Management to Turn Your Dreams Into Reality

Wealth Management in Madison County, IL. Our financial health is about more than just being able to buy our dream car; it impacts our emotional well-being, the futures of ourselves and our families, and whether or not we achieve our what we want the most in life. Correct Capital offers A-Z wealth management services to Madison County, IL individuals and families so they can be confident that their finances and future are not only secure but set up for long-term success. Turn your goals into reality with Correct Capital's Madison County, IL wealth management services today by calling 877-930-4015 or by contacting us online.

There are many motivations people have for looking for wealth management services, the most common being protecting wealth and ensuring ample income and financial security. Our Madison County, IL wealth management team at Correct Capital do more than just try to time the market; we consider ourselves custodians of your wealth and financial life mentors. Many particulars of financial security are too often ignored; for example, only 33% of Americans have a plan for what will happen with their wealth once they've moved on. Investors in the U.S. have diversified portfolios that are comprised of equities, fixed income, cash, and more depending on their time horizon and risk tolerance. 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 Madison County, IL have the experience, expertise, diligence, and tools to help grow your wealth and live the life you want.

Wealth Management Madison County, IL | Portfolio Management | Financial Advisors Near Madison County

What is Wealth Management? | Madison County, IL Wealth Management

Wealth management is a wide-ranging term that generally refers to how a financial advisor manages every facet of a client's economic status to focus on the comprehensive custodianship of their financial assets. Holistic wealth management in Madison County, IL will provide meticulous financial advice, including:

  • Net worth determination to track your financial stability, evaluate where you may be spending too much, and pick out more useful and valuable places to put your money.
  • Investing, investment advice, and portfolio management that endeavor to anticipate changes in the market, diversify your assets, and lessen risk in the interest of balancing your investments with your time horizon.
  • Estate planning so you can leave a legacy for your Madison County, 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 that new house you've been looking at meets with your current finances, or if real estate investing is a good fit for your finances and goals.
  • Insurance planning to verify your assets are protected and there aren't any more affordable options.
  • 401(k) services for business owners who want to see their employees set up for retirement.
  • 401(k) rollover if you're changing jobs and want to optimize the money you've already saved.
  • Tax planning to decrease your liability and ensure you keep as much of your money as possible.
  • Philanthropic planning so the fruits of your labor can positively influence Madison County, 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 | Madison County, IL Wealth Management

Choosing a trustworthy and capable wealth manager is a serious task; you are in many ways entrusting them with your future. You need to be able to trust both the financial advisors who will steward your wealth and the skills, wisdom, and experience they will employ to do so. Below are eight important things to ask yourself when seeking a financial advisor for your wealth management in Madison County, IL.

  1. Do they have adequate wealth management experience? In any profession, 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 react to market fluctuations, and they'll know how to best position your wealth for your time horizon, whether that be in 5 years, 12 years, or 30. It also means they'll have a large network of relationships and resources.
  2. What qualifications do they have? Literally anybody can call themselves a "wealth manager." A Madison County, IL wealth management firm that really knows how to grow wealth will hold qualifications that can only be acquired by meeting education and experience requirements and passing rigorous exams.
  3. Who is their typical client? A wealth manager may meet a wide range of criteria, but they can only serve you so well if they don't have experience with people who are in a similar situation as you.
  4. What services do they provide? The best wealth management firms will be able to provide all-inclusive services extend far beyond tax planning and retirement planning to consider the full spectrum of your life, goals, and current financial health.
  5. Do they communicate well? You probably don't need to speak to your wealth manager every day, but you want to know that they're available when you need them, and that they're being upfront if there is ever a conflict of interest.
  6. What resources do they have? Profitable wealth management is based on on in-depth analytics and state of the art digital platforms to properly evaluate the market and analyze historical trends to forecast your best options.
  7. Who do they work for? Many larger firms are limited to certain brokerages and might not be allowed to give you truly objective advice or may not be able to offer you a full range of investment options. Independent firms have no such limitations, and you can be sure that they are recommending options that they truly believe in.
  8. Will they manage your wealth, or just your investments? While optimizing asset allocation and maximizing returns are key aspects of any wealth building strategy, true wealth management in Madison County, 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 Madison County, IL

At Correct Capital, our wealth management team has over 7 decades of cumulative experience helping Madison County, IL individuals and families make their finances work for them. We are a Registered Investment Advisor whose advisors include an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER ™ professionals, whose qualifications are accomplished through experience, education, passing rigorous exams, and following high ethical standards. We serve families and individuals as well as business owners in Madison County, IL by using the latest technologies to implement sensible strategies to help them get where they want to go. As a fiduciary and an independent firm, our only interest is what's best for 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 discuss your income, savings, and any debts you have to acquire a general sense of your financial health. We'll generate 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 Madison County, IL include:

Wealth Management Madison County, IL | Portfolio Management | Financial Advisors Near Madison County

Wealth Management Madison County, IL | Correct Capital

Our only aim is to get the best results we can for you, and we are legally and ethically required to do so. We know that trust is the foundation of any relationship between a client and their wealth manager, so we hope you get to know us as we get to know you and your finances. We do what we do to help Madison County, IL residents attain their dreams and enrich their family's future. For committed and accomplished wealth management in Madison County, 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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