Monroe County, IL Financial Advisors and Resources

Financial Advisor Firms in Monroe County, IL



(618) 281-3444

1003 N. Main Street

Columbia, IL 62236

SEC#: 801-76973
Years in Business: 9 years

How Retirement-Friendly is Monroe County, IL?

  • Population: 34,168
  • % of Population 62 Years and Over: 21.1%
  • Average Home Value: $217,600
  • Average Monthly Housing Cost: $1,135
  • Average Household Income: $105,341
  • 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.)

Monroe County, IL Financial Advisor FAQs

It is important that a financial advisor has strong knowledge in areas like investment policies or tax strategies because these are vital parts of creating a game plan to achieve your future financial goals.
A professional advisor will be able to recommend which investments are best suited for your needs and risk tolerance. This makes it easier to reach your financial goals- with less worries about market swings.
A good financial advisor will be willing to discuss investment strategies with you and make suggestions for what investments might benefit or best serve your financial needs.
You should be planning ahead to ensure that your finances are sound enough to maintain your lifestyle over the duration of your retirement. The sooner you start, the less risks you'll have later in life.