Trusted and Experienced Financial Advisor in Brentwood, MO.
Financial Advisor in Brentwood, MO. You work hard for your money, and you want to feel secure about how it's growing and how it's being used. Many individuals and families in Brentwood, MO don't have the financial literacy to be confident they're putting their money to good use, while others just don't have the time or don't enjoy staying up to date on market trends along with new laws and global events. That's when you need a trustworthy, veteran, and adept financial advisor on your side. A Correct Capital financial advisor in Brentwood, MO will put your money to work in a way that benefits you. We utilize in-depth research and analytics along with our decades of financial planning experience to build bespoke financial solutions for individuals, families, and companies in Brentwood, MO and beyond. Call us today at 314-930-401(k) or contact us online to discover how Correct Capital can help you.
A 2018 study by FINRA found that 53 percent of American adults are anxious about their finances. The root of that anxiety is commonly just not being sure they're putting their money in the right places. Once our Brentwood, MO financial advisor team gets to know you, your finances and your financial aims, we'll design a road map to help you realize them. As a fiduciary and an independent firm, your Correct Capital financial advisor is legally and ethically compelled to act in your best interest and we are not limited in the options we can offer you. Our financial advisors in Brentwood, MO have certifications that can only be obtained through exhaustive testing and by meeting stringent education requirements.
What Does a Financial Advisor in Brentwood, MO Do?
A financial advisor will look over your extant financial situation, determine ways to enhance it, and help you realize your future financial goals. Many Brentwood, MO residents often immediately think of investing when they consider wealth management services and financial advisors. While that is a principal feature of any financial plan, an accomplished financial advisor will be able to give you overarching financial advice that considers the whole of your finances. Below are some of the services your Correct Capital financial advisor in Brentwood, MO will use to help you reach your objectives.
- Financial Planning
Our finances are involved in more or less anything we do, from ensuring we're set up in retirement, to education, real estate purchases and sales, choosing insurance policies, and feeding our families. The best financial advisors in Brentwood, MO offer comprehensive services and personalized financial counseling by taking into consideration your entire financial situation.
- Tax Planning
Taxes are part of virtually every financial transaction and transfer. According to the IRS's own data, over 70 percent of people who pay taxes in the United States overpay in taxes every year. The United States tax code is notoriously convoluted, yet it contains perfectly lawful ways to lower the amount of taxes you pay. A professional and trustworthy Brentwood, MO financial advisor will be able to manage 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. They can include stocks, bonds, mutual funds, ETFs, anything easily converted to cash, or alternative assets such as cryptocurrencies. A financial advisor in Brentwood, MO will help allocate and diversify your assets in order to reduce risk and best position your money for growth.
- Retirement Planning
Depending on where you are in life and where you want to be when you retire, your Brentwood, MO financial advisor will help with tax implications, thinking about the perfect 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 for where your income will come from in retirement so you can spend your golden years exactly the way you want to.
- 401(k) Services
We provide 401(k) services to Brentwood, MO residents as well as Brentwood, MO businesses and business owners. Having a 401(k) plan is a wonderful way to keep your best employees and keep them productive and happy. Our retirement consultants represent in excess of $230 million in plan assets and thousands of plan participants across the United States. Our Brentwood, MO financial advisor team offers broad 401(k) planning for business owners as well as personal benefits for their employees.
- 401(k) Rollover
When going to a new job, it can be confusing to know the best way to manage the savings you already accumulated in your old Brentwood, MO employer's 401(k) plan. You have several options, including keeping the money in the account it is currently in, putting it in a new 401(k), or moving the money to one of several IRA accounts. A financial advisor will know how to best approach managing your 401(k) funds.
- Generational Wealth Transfers
Your money came from your hard work, and it's normal to want to leave a legacy and leave some money behind for the people you care about the most. Wealth transfers are different than just leaving property behind in estate planning. A financial advisor in Brentwood, MO can best allocate your funds for not only your children but for future generations, even the people you haven't met yet.
- Fiduciary Advising
Anyone can call themselves a "financial advisor," so it's important to choose one who has obtained accreditations and certifications from regulatory boards such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and as a Certified Financial Planner™, your Brentwood, MO financial advisor at Correct Capital is bound by a "Code of Ethics and Standards of Conduct" to:
- Act with honesty, integrity, competence, and diligence.
- Act in the client's best interest.
- Exercise due care.
- Avoid conflicts of interest, disclose them when they arise, and manage them in the client's best interest.
- Maintain confidentiality and protect the privacy of client information.
- 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 begin by getting to know you personally and your goals. We will assess your current income, assets, investments, debts, and expenses. Then we've done that, we'll work in concert with you to establish your preferred risk tolerance and how we can best help you accomplish your goals. As an independent advisory firm, our only obligation 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.
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 understand that 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 achieve their personal and financial objectives, 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 314-930-401(k) or contact us online to take the first step in feeling great about your money.