Financial Advisor in Clayton, MO

Trusted and Experienced Financial Advisor in Clayton, MO.

Financial Advisor in Clayton, MO. Your money is a product of your hard work, and you want to feel certain about how it's growing and how it's being used. Many Clayton, MO residents don't have the financial literacy to be sure they're making the best decisions with their money, while others simply don't have the time or interest to stay up to date on market trends along with new regulations and what's going on around the globe. That's when you need a reliable, experienced, and knowledgeable financial advisor in your corner. A Correct Capital financial advisor in Clayton, MO will put your money to work in a way that benefits you. We make use of in-depth research and analytics along with our decades of financial planning experience to design personalized financial solutions for individuals, families, and companies in Clayton, MO and beyond. Call us today at 314-930-401(k) or contact us online to learn what Correct Capital can do for you.

A 2018 study by FINRA reported that 53 percent of American adults are anxious about their finances. A source of that concern is frequently simply not being sure they're making the right decisions with their money. After our Clayton, MO financial advisor team gets to know you, your extant financial situation and your financial objectives, we'll create a road map to help you realize them. As a fiduciary and an independent firm, every Correct Capital financial advisor is required to act in your best interest and we are not limited in the solutions we can suggest. Our financial advisors in Clayton, MO have certifications that can only be awarded through exhaustive testing and by meeting stringent education requirements.

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

What Does a Financial Advisor in Clayton, MO Do?

A financial advisor will evaluate your current finances, determine methods to improve it, and help you meet your future financial goals. Many Clayton, MO residents often immediately think of investing when they hear wealth management services and financial advisors. While that is a core element of any financial plan, a knowledgeable financial advisor will be able to provide you with overarching financial advice that takes into consideration the entirety of your finances. Below are some of the services your Correct Capital financial advisor in Clayton, MO will implement to help you achieve your goals.

  • Financial Planning

    Our money is involved in basically everything we do, from retirement planning, to higher education, real estate deals, choosing insurance policies, and providing for ourselves and our families. The best financial advisors in Clayton, MO offer holistic services and tailored financial counseling by taking into account your entire financial situation.

  • Tax Planning

    Taxes are involved in virtually every financial transaction and transfer. The IRS itself says that almost three quarters of taxpayers pay too much in taxes each year. The United States tax code is infamously labyrinthine, however it allows for perfectly lawful ways to diminish the amount of taxes you pay. A professional and trustworthy Clayton, MO financial advisor will be able to manage your tax implications in any transaction in the interest of keeping more money in your pocket.

  • Portfolio Management and Asset Management

    Your financial portfolio is the collection of your financial assets. Examples of assets are stocks, bonds, mutual funds, ETFs, anything easily converted to cash, or alternative assets such as cryptocurrencies. A financial advisor in Clayton, 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 presently are in life and where you want to be when you retire, your Clayton, MO financial advisor will help with tax implications, thinking about the best age to retire, when to take money out and how much to withdraw. A financial advisor will help you develop 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 individuals and families as well as Clayton, MO businesses and business owners. Having a 401(k) plan is a great way to retain 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 nation. Our Clayton, MO financial advisor team offers comprehensive 401(k) planning for companies as well as individualized benefits for their employees.

  • 401(k) Rollover

    When changing to a new job, it can be hard to know the best way to manage the money you've already saved in a previous Clayton, MO employer's 401(k) plan. You have a few 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 approach managing your 401(k) funds.

  • Generational Wealth Transfers

    You work hard for your money, and it's reasonable to want to leave a legacy and leave something behind for the ones you love the most. Wealth transfers are not the same as just leaving possessions behind in estate planning. A financial advisor in Clayton, MO can best allocate your wealth for not just your children but for generations to come, even ones you haven't met yet.

  • Fiduciary Advising

    Anyone can give themselves the title of "financial advisor," so it's necessary to pick one who has earned accreditations and certifications from regulatory authorities such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and as a Certified Financial Planner™, your Clayton, MO financial advisor at Correct Capital is bound by 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 Clayton, MO financial advisor at Correct Capital, we start by getting to know you and your objectives. We will analyze your current income, assets, investments, debts, and expenses. Then we've accomplished that, we'll work in tandem with you to establish your preferred risk tolerance and how we can best help you grow your wealth. As an independent advisory firm, our only job is to act in your best interest. There is no limit to the services, products, and investment opportunities our financial advisor team can propose, and we will never try to sell you on something we do not believe in ourselves.

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

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

Your money and the choice you make with it are personal. At Correct Capital, we know the relationship between a Clayton, MO individual, family, or business owner and their financial advisor hinges on on trust. We have dedicated our careers to helping our clients meet their personal and financial goals, whether that be sending your children to college or finally getting to buy that convertible in your retirement years. Call our Clayton, 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.


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