Menard County, IL Financial Advisors and Resources

Financial Advisor Firms in Menard County, IL



(217) 632-3241

321 N 6th St

Petersburg, IL 62675

SEC#: 801-77948
Years in Business: 8 years

How Retirement-Friendly is Menard County, IL?

  • Population: 12,306
  • % of Population 62 Years and Over: 23.4%
  • Average Home Value: $148,000
  • Average Monthly Housing Cost: $903
  • Average Household Income: $88,289
  • Illinois Total Tax Burden: 9.52% (9th Highest in U.S.)
  • Illinois Property Tax: 4.00% (8th Highest in U.S.)
  • Illinois Individual Income Tax: 2.11% (19th Lowest in U.S.)
  • Illinois Sales and Excise Tax: 3.41% (24th Highest in U.S.)

Menard County, IL Financial Advisor FAQs

The CFP® certification requires an advisor to hold a college degree as well as three years of experience as a client service representative under supervision and having completed the pre-requisite coursework. It's also important for them to be members of their industry associations so they can keep up-to-date with best practices and regulatory changes.
It's not easy to take care of all the financial planning on one's own. There are many different factors to consider, like tax implications, retirement strategies for various age groups, risk management techniques given various levels of debt and savings goals given various time frames. This is where a financial advisor comes to play.
A financial advisor is a professional that will be able to provide you with sound advice on how best to use your current income and assets in order to reach your long-term goal.
Financial advisors are often recommended during periods of transition, such as when starting a new career, retiring from the workforce, getting married or having children.