Find a Financial Planner in Winnebago County, IL

 

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

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We Only Work With The Best Winnebago 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 Winnebago County, IL


  • Financial Advisor Close to Winnebago 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 Winnebago County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Winnebago County 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 is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Winnebago County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
20.9% of Winnebago County'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 Winnebago County area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Winnebago County area, there are a number of additional components of an estate plan, including complying with estate tax laws.
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 Winnebago County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Winnebago County area often offer tax planning services to their clients. 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 Winnebago County 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 and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Winnebago County area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 284,819
  • % of Population 62 Years and Over: 20.9%
  • Average Home Value: $125,000
  • Average Monthly Housing Cost: $878
  • Average Household Income: $71,360
  • 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 Winnebago County, 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