Wealth Management in St. Clair County, IL

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Wealth Management in St. Clair County, IL Comprehensive Wealth Management to Help You Achieve Your Dreams

Wealth Management in St. Clair County, IL. Our financial health is about more than just being able to buy our dream car; it has an effect on our emotional well-being, the the life our families will live and the legacy we'll leave, and whether or not we realize our what we want the most in life. Correct Capital offers comprehensive wealth management services to St. Clair County, IL residents so they can can have peace of mind because their money and future are not only protected but well-positioned for sustained success. Turn your goals into reality with Correct Capital's St. Clair County, IL wealth management services today by calling 314-930-401(k) 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 St. Clair County, IL wealth management team at Correct Capital do more than just manage your investments; we consider ourselves custodians of your wealth and financial life teachers. A lot of details of financial security are too often ignored; for instance, only 33% of Americans have a plan for what will happen with their wealth once they've moved on. People with the best financial health in the U.S. have diversified portfolios that include equities, fixed income, cash, and more depending on how old they are 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 St. Clair County, IL have the understanding, knowledge, diligence, and resources to help grow your wealth and live the life you want.

Wealth Management St. Clair County, IL | Portfolio Management | Financial Advisors Near St. Clair County

What is Wealth Management? | St. Clair County, IL Wealth Management

Wealth management is an inclusive term that generally refers to how a financial advisor manages every facet of a client's economic status in the interest of maintaining the comprehensive guardianship of their wealth. Comprehensive wealth management in St. Clair County, IL will provide extensive financial advice, such as:

  • Net worth determination to keep an eye on your financial stability, evaluate where you may be spending too much, and identify more useful and valuable places to put your money.
  • Investing, investment advice, and portfolio management that seek to anticipate market declines, create a balanced and diversified portfolio, and lessen risk in the interest of growing your wealth.
  • Estate planning so you can leave a legacy for your St. Clair 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 aligns with your current finances, or if real estate investing is something worth exploring for you.
  • Insurance planning to verify you, your family, and your assets can survive any surprises and that you're not spending too much.
  • 401(k) advising if you run a business and want to reward your best employees with a secure future and a range of investment and savings options.
  • 401(k) rollover if you're changing jobs and want to make sure the money you've already saved is still working for you.
  • Tax planning to reserve as much money as you can for yourself, your family, future investments and other opportunities.
  • Philanthropic planning so the fruits of your labor can protect St. Clair County, IL communities as well.

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Heading into retirement? Looking for investment guidance? Transition into your golden years the smart way with help from the CERTIFIED FINANCIAL PLANNER™ professionals of Correct Capital. Get started with a free, personalized financial assessment.

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What to Look for in a Wealth Manager | St. Clair 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. It's vital to make an informed decision and take into account the merits of both the people managing your money and the skills, insight, and experience they will employ to do so. Below are eight questions you should ask when seeking a financial advisor for your wealth management in St. Clair County, IL.

  1. Do they have enough wealth management experience? In any field, experience goes a long way in preparing someone to handle complicated 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 the best strategies for intermediate and long-term growth. They'll also have a wide network of relationships and resources that you'll both be able to depend on.
  2. What qualifications do they have? Literally anybody can call themselves a "wealth manager." A St. Clair County, IL wealth management firm that really knows what it's doing will hold qualifications that are independently verifiable with independent agencies and overseeing bodies.
  3. Who is their standard client? A wealth manager may meet a wide range of criteria, but you need to know that they can tailor their financial counsel to your unique circumstances.
  4. What services do they provide? The best wealth management firms will be qualified to provide all-inclusive services that go beyond tax planning and retirement planning to consider the full spectrum of your life, goals, and current financial health.
  5. How do they communicate with you? It's likely unnecessary to speak to your wealth manager every day, but you need to know that they're attentive, and that they're being direct with you if any conflicts of interest come up.
  6. What resources do they utilize? Successful wealth management depends on in-depth analytics and the latest technologies to correctly gauge the market and analyze historical trends to forecast what strategies and options are best for you.
  7. Who do they work for? Many larger firms are restricted to certain brokerages and are therefore limited in the investment opportunities they can offer you and might not give you completely unbiased advice. When a wealth manager is independent, they are looking out for your best interest and are not limited in the strategies they can use in your favor.
  8. Do they have a comprehensive view of wealth management? While optimizing asset allocation and maximizing returns are key facets of any long-term growth strategy, true wealth management in St. Clair 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 St. Clair County, IL

At Correct Capital, our wealth management team has more than 75 years of cumulative experience helping St. Clair County, IL individuals and families meet their financial milestones and live the lives they want. Our firm is a Registered Investment Advisor whose advisors include an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER ™ professionals, whose qualifications are attained through experience, education, passing exhaustivee exams, and following high ethical standards. We serve families and individuals in addition to business owners in St. Clair County, IL by using in-depth research and analytics to implement reliable strategies to help them get where they want to go. As a fiduciary and an independent firm, we are legally and ethically obligated to do what's best for you and only you.

Wealth management is a form of life management. In our initial consultation, 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 obtain a comprehensive view of your financial health. We'll generate a a long-term plan for you, and adjust it when fluctuations in the market or your financial health deem it necessary.

Other services we offer in St. Clair County, IL include:

Wealth Management St. Clair County, IL | Portfolio Management | Financial Advisors Near St. Clair County

Wealth Management St. Clair County, 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 St. Clair County, IL residents reach their dreams and enhance their family's future. For committed and knowledgeable wealth management in St. Clair County, IL with a personalized touch, reach out to Correct Capital today at 314-930-401(k) or contact us online.

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