Find a Financial Planner in Rockford, IL

 

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We Only Work With The Best Rockford Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Rockford, IL


  • Financial Advisor Close to Rockford, IL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Rockford Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Rockford area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Rockford include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
20.1% of Rockford's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Rockford area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Rockford area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Rockford area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Rockford area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Illinois has unique laws defining which actions trigger a taxable event and has the 9th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Rockford area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Rockford area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Rockford, IL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Rockford, IL

We evaluated over 13,000 RIA firms to bring you the best of the best Rockford financial advisors.
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How Retirement-Friendly is Rockford, IL?

  • Population: 147,070
  • % of Population 62 Years and Over: 20.1%
  • Average Home Value: $96,100
  • Average Monthly Housing Cost: $808
  • Average Household Income: $61,396
  • 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.)


The Top Financial Advisor Firms in Rockford, IL


HERITAGE WAY ADVISORS, L.L.C.

Website

(815) 397-0900

6845 Weaver Rd
Suite 200
Rockford, IL 61114

SEC#: 801-61739
Years in Business: 17 years

FOCUS FINANCIAL ADVISORS

Website

(815) 633-8844

6870 Rote Road
Suite 101
Rockford, IL 61107

SEC#: 801-113955
Years in Business: 2 years

BATES FINANCIAL ADVISORS, INC.

Website

(815) 332-4020

8437 Northern Ave

Rockford, IL 61107

SEC#: 801-72191
Years in Business: 10 years

SAVANT WEALTH MANAGEMENT

Website

(815) 227-0300

190 Buckley Drive

Rockford, IL 61107

SEC#: 801-43144
Years in Business: 28 years