Financial Advisor in Concord, MO

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Trusted and Experienced Financial Advisor in Concord, MO.

Financial Advisor in Concord, MO. Your money is a product of your hard work, and you want to feel confident about how it's growing and how it's being used. Many Concord, MO residents don't have the financial literacy to be sure they're putting their money to good use, while others just don't have the time or interest to stay up to date on market trends along with new laws and global events. That's when you need a reliable, veteran, and knowledgeable financial advisor on your side. A Correct Capital financial advisor in Concord, 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 advising experience to create personalized financial plans for individuals, families, and companies in Concord, MO and beyond. Call us today at 877-930-4015 or contact us online to discover how Correct Capital can help you.

A 2018 study by FINRA reported that 53 percent of American adults are anxious about their finances. The cause of that concern is often just not being sure they're making the right decisions with their money. After our Concord, MO financial advisor team gets to know you, your finances and your financial goals, we'll implement a road map to help you accomplish them. As a fiduciary and an independent firm, your Correct Capital financial advisor is obligated to act in your best interest and we are not limited in the solutions we can recommend. Our financial advisors in Concord, MO have certifications that can only be gained through rigorous testing and by meeting stringent education requirements.

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

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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 Concord, MO Do?

A financial advisor will analyze your extant finances, identify ways to improve it, and help you meet your future financial goals. Many Concord, MO residents often immediately think of investing when they think of wealth management services and financial advisors. While that is a principal facet of any financial plan, a professional financial advisor will be able to give you all-encompassing financial advice that gives consideration to the entirety of your finances. The following are some of the services your Correct Capital financial advisor in Concord, MO will utilize in order to help you achieve your objectives.

  • Financial Planning

    Our finances are part of just about everything we do, from ensuring we're set up in retirement, to higher education, real estate deals, deciding on insurance policies, and feeding our families. The best financial advisors in Concord, MO offer comprehensive services and tailored financial counseling by taking into consideration your entire financial situation.

  • Tax Planning

    Taxes are involved in essentially every financial transaction and transfer. The IRS itself says that over 70 percent of people in the United States overpay in taxes each year. The United States tax code is infamously complicated, but it allows for perfectly legitimate ways to decrease your tax liability. An experienced and trustworthy Concord, MO financial advisor will be able to navigate 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 aggregation of your financial assets. Examples of assets are stocks, bonds, mutual funds, exchange-traded funds, anything easily converted to cash, or alternative assets such as cryptocurrencies. A financial advisor in Concord, 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 currently are in life and your desired lifestyle when you retire, your Concord, MO financial advisor will help with tax implications, considering the right age to retire, when to withdraw money and how much to withdraw. A financial advisor will help you develop a budget and plan what your source of income will be in retirement so you can spend your golden years exactly the way you want to.

  • 401(k) Services

    We provide 401(k) services to both individuals and families and Concord, 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 in excess of $230 million in plan assets and thousands of plan participants across the United States. Our Concord, MO financial advisor team offers comprehensive 401(k) planning for businesses as well as personal benefits for their employees.

  • 401(k) Rollover

    When changing to a new job, it can be hard to know what to do with the savings you already accumulated in your old Concord, MO employer's 401(k) plan. You have several options, including keeping the money in your current plan, moving it to a new 401(k), or putting the money in one of several IRA accounts. A financial advisor will know how to best proceed with managing your 401(k) funds.

  • Generational Wealth Transfers

    You work hard for your money, and it's normal to want to leave a legacy and leave some money behind for the ones you care about the most. Wealth transfers are different than merely leaving possessions behind in estate planning. A financial advisor in Concord, MO can best position your money for not only your children but for generations to come, even ones you haven't met yet.

  • Fiduciary Advising

    Anyone can call themselves a "financial advisor," so it's crucial to pick one who has received accreditations and certifications from regulatory boards such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and CERTIFIED FINANCIAL PLANNER™™ professionals, your Concord, MO financial advisor at Correct Capital must heed 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 Concord, MO financial advisor at Correct Capital, we begin by getting to know you and your aims. We will assess your current income, assets, investments, debts, and expenses. Once we've completed that, we'll work in concert with you to determine your preferred risk tolerance and how we can best help you reach your goals. As an independent advisory firm, our only obligation is to act in your best interest. There is no limitation to the services, products, and investment opportunities our financial advisor team can put forward, and we will never try to sell you on something we do not believe in ourselves.

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

Call Correct Capital's Concord, 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 Concord, MO individual, family, or business owner and their financial advisor hinges on on trust. We have dedicated our careers to helping our clients reach their personal and financial goals, whether that be sending your children to college or finally getting to buy that dream car in your golden years. Call our Concord, MO financial advisor team today at 877-930-4015 or contact us online to take the first step in feeling great about your money.

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