Find a Financial Planner in Sangamon County, IL

 

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We did the hard work of finding trustworthy partners in Sangamon County, IL.

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We Only Work With The Best Sangamon County 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 Sangamon County, IL


  • Financial Advisor Close to Sangamon County, 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 Sangamon County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Sangamon County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
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 Sangamon County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
21.2% of Sangamon County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Sangamon County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Sangamon County area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Sangamon County area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Sangamon County area who determine what breaks are available to you to minimize your tax payments. 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 is a service offered by many financial advisors, planners, and other professionals in the Sangamon County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Sangamon County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 196,861
  • % of Population 62 Years and Over: 21.2%
  • Average Home Value: $146,500
  • Average Monthly Housing Cost: $887
  • Average Household Income: $82,375
  • 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 Sangamon County, IL


KEB WEALTH ADVISORS

Website

(217) 789-0960

3200 Robbins Road
Suite 200A
Springfield, IL 62704

SEC#: 801-62965
Years in Business: 17 years

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

Website

(217) 753-4020

3000 Professional Dr.
Ste 201
Springfield, IL 62703

SEC#: 801-73087
Years in Business: 9 years

BOS ASSET MANAGEMENT, LLC

Website

(833) 365-0918

3400 Wabash Avenue

Springfield, IL 62711

SEC#: 801-119836
Years in Business: 0 years

SIKICH FINANCIAL

Website

(217) 862-1843

3201 West White Oaks Drive
Suite 102
Springfield, IL 62704

SEC#: 801-110142
Years in Business: 4 years

TROXELL FINANCIAL

Website

(217) 321-3210

214 South Grand Avenue West

Springfield, IL 62704

SEC#: 801-81175
Years in Business: 6 years

ROBERT GORDON & ASSOCIATES INC

Website

(217) 698-4844

1201 S. Veterans Parkway Ste A

Springfield, IL 62704

SEC#: 801-107410
Years in Business: 5 years

L.A. BURTON & ASSOCIATES, INC.

Website

(217) 726-8100

1224 Centre West Drive
Suite 200D
Springfield, IL 62704

SEC#: 801-61209
Years in Business: 18 years

HORACE MANN INVESTORS, INC.

Website

(217) 789-2500

One Horace Mann Plaza

Springfield, IL 62715

SEC#: 801-80964
Years in Business: 6 years