Financial Advisor in Brentwood, MO

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Trusted and Experienced Financial Advisor in Brentwood, MO.

Financial Advisor in Brentwood, MO. You work hard for your money, and you want to feel confident about how it's growing and how it's being used. Many Brentwood, MO residents don't have the financial literacy to be confident they're making the best decisions with their money, while others simply don't have the time or don't enjoy staying up to date on market trends along with new regulations and global events. That's when you need a dependable, accomplished, and adept financial advisor on your side. A Correct Capital financial advisor in Brentwood, MO will make your money work for you. We make use of in-depth research and analytics along with our decades of wealth management experience to implement tailored financial plans for individuals, families, and companies in Brentwood, MO and beyond. Call us today at 877-930-4015 or contact us online to learn how Correct Capital can help you.

A 2018 study by FINRA reported that 53 percent of American adults are nervous about their finances. The root of that concern is commonly just not being sure they're managing their money correctly. After our Brentwood, MO financial advisor team gets to know you, your current financial situation and your financial objectives, we'll build a road map to help you reach them. As a fiduciary and an independent firm, every Correct Capital financial advisor is legally and ethically required to act in your best interest and we are not limited in the options we can endorse. Our financial advisors in Brentwood, MO have certifications that can only be acquired through exhaustive testing and by meeting strict education requirements.

Financial Advisor in Brentwood, MO | Wealth Management Services | Financial Planner Near Brentwood 

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Heading into retirement? Looking for investment guidance? Transition into your golden years the smart way with help from the CERTIFIED FINANCIAL PLANNER™ professionals of Correct Capital. Get started with a free, personalized financial assessment.

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What Does a Financial Advisor in Brentwood, MO Do?

A financial advisor will look over your extant finances, ascertain methods to enhance it, and help you reach your long-term financial goals. A lot of Brentwood, MO residents frequently immediately think of investing when they consider wealth management services and financial advisors. While that is a key feature of any financial plan, an experienced financial advisor will be able to offer you holistic financial advice that takes into consideration the whole of your finances. Below are some of the services your Correct Capital financial advisor in Brentwood, MO will implement in order to help you reach your objectives.

  • Financial Planning

    Our finances are part of almost anything we do, from ensuring we're set up in retirement, to education, real estate purchases and sales, deciding on insurance policies, and feeding our families. The best financial advisors in Brentwood, MO offer overarching services and bespoke counsel by giving consideration to your entire financial situation.

  • Tax Planning

    Taxes are involved in pretty much every financial transaction and transfer. According to the IRS's own data, almost three quarters of people who pay taxes in the United States overpay in taxes every year. The United States tax code is notoriously complicated, but it contains perfectly valid ways to lessen the amount of taxes you pay. A professional and trustworthy Brentwood, MO financial advisor will be able to maneuver your tax implications in any transaction in order to keep more money in your pocket.

  • Portfolio Management and Asset Management

    Your financial portfolio is the collection of your financial assets. Common assets include stocks, bonds, mutual funds, ETFs, cash equivalents, or alternative assets such as cryptocurrencies. A financial advisor in Brentwood, MO will help allocate and diversify your assets in order to alleviate risk in the interest of growing your wealth.

  • Retirement Planning

    Depending on where you currently are in life and your desired lifestyle when you retire, your Brentwood, MO financial advisor will help with tax implications, considering the best age to retire, when to withdraw money and how much to take out. A financial advisor will help you put together a budget and plan what your source of income will be in retirement so you can spend your latter years exactly the way you want to.

  • 401(k) Services

    We provide 401(k) services to both individuals and families and Brentwood, MO businesses and business owners. Enacting a 401(k) plan is a great way to keep your best employees and keep them productive and happy. Our retirement consultants represent more than $230 million in plan assets and thousands of plan participants across the United States. Our Brentwood, MO financial advisor team offers comprehensive 401(k) planning for businesses as well as individualized benefits for their employees.

  • 401(k) Rollover

    When going to a new job, it can be hard to know what to do with the money you've already saved in a previous Brentwood, MO employer's 401(k) plan. You have several options, such as keeping the money in your current plan, putting it in a new 401(k), or moving the money to one of a variety of IRA accounts. A financial advisor will know how to best proceed with managing your 401(k) funds.

  • Generational Wealth Transfers

    Your money came from your hard work, and it's understandable to want to leave a legacy and leave some money behind for the people you care about the most. Wealth transfers are different than merely leaving possessions behind in estate planning. A financial advisor in Brentwood, MO can best allocate your wealth for not only your children but for generations to come, even the people you haven't met yet.

  • Fiduciary Advising

    Anyone can call themselves a "financial advisor," so it's essential to choose one who has earned accreditations and certifications from regulatory authorities such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and CERTIFIED FINANCIAL PLANNER™™ professionals, your Brentwood, MO financial advisor at Correct Capital must obey a "Code of Ethics and Standards of Conduct" to:

    1. Act with honesty, integrity, competence, and diligence.
    2. Act in the client's best interest.
    3. Exercise due care.
    4. Avoid conflicts of interest, disclose them when they arise, and manage them in the client's best interest.
    5. Maintain confidentiality and protect the privacy of client information.
    6. Act in a manner that reflects positively on the financial planning profession and CFP® certification.

When you hire a Brentwood, MO financial advisor at Correct Capital, we start by getting to know you personally and your aims. We will evaluate your current income, assets, investments, debts, and expenses. Next we've completed that, we'll work in tandem with you to determine your preferred risk tolerance and how we can best help you grow your wealth. As an independent advisory firm, our only responsibility is to act in your best interest. There is no limit to the services, products, and investment opportunities our financial advisor team can recommend, and we will never try to sell you on something we do not believe in ourselves.

Financial Advisor in Brentwood, MO | Wealth Management Services | Financial Planner Near Brentwood

Call Correct Capital's Brentwood, MO Financial Advisor Team Today

Your money and the decisions you make with it are personal. At Correct Capital, we know the relationship between a Brentwood, MO individual, family, or business owner and their financial advisor depends on trust. We have dedicated our careers to helping our clients accomplish their personal and financial goals, whether that be setting up a 401(k) plan or finally getting to purchase that convertible in your retirement years. Call our Brentwood, MO financial advisor team today at 877-930-4015 or contact us online to take the first step in growing your wealth the way you want to.

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