Financial Advisor in Eureka, MO

Complimentary financial planning By Savology

Trusted and Experienced Financial Advisor in Eureka, MO.

Financial Advisor in Eureka, MO. You work hard for your money, and you want to feel confident about how it's it's being used for your future. Many individuals and families in Eureka, MO don't have the financial literacy to be confident they're making the best decisions with their money, while others merely 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 trustworthy, seasoned, and knowledgeable financial advisor in your corner. A Correct Capital financial advisor in Eureka, MO will make your money work for you. We use in-depth research and analytics along with our decades of wealth management experience to build personalized financial plans for individuals, families, and businesses in Eureka, MO and beyond. Call us today at 314-930-401(k) or contact us online to discover what Correct Capital can do for you.

A 2018 study by FINRA revealed that 53 percent of American adults are nervous about their finances. The root of that anxiety is frequently simply not being sure they're making the right decisions with their money. Once our Eureka, MO financial advisor team gets to know you, your extant financial situation and your financial aims, we'll build a road map to help you realize them. As a fiduciary and an independent firm, your Correct Capital financial advisor is required to act in your best interest and we are not limited in the options we can suggest. Our financial advisors in Eureka, MO have certifications that can only be gained through rigorous testing and by meeting strict education requirements.

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

Get Your Free Financial Plan Now

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.

Use Our Complimentary Financial Planning Tool By Savology

What Does a Financial Advisor in Eureka, MO Do?

A financial advisor will asses your present financial situation, determine methods to enhance it, and help you meet your future financial goals. A lot of Eureka, MO residents often immediately think of investing when they think of wealth management services and financial advisors. While that is a fundamental facet of any financial plan, a certified financial advisor will be able to offer you all-encompassing financial advice that considers the whole of your finances. The following are some of the services your Correct Capital financial advisor in Eureka, MO will use in order to help you reach your goals.

  • Financial Planning

    Our money is part of practically anything we do, from retirement planning, to higher and continuing education, real estate deals, deciding on insurance policies, and providing for ourselves and our families. The best financial advisors in Eureka, MO offer overarching services and personalized financial counseling by considering your entire financial situation.

  • Tax Planning

    Taxes are part of more or less every financial transaction and transfer. The IRS itself says that the vast majority of people in the United States overpay in taxes every year. The United States tax code is notoriously labyrinthine, however it contains perfectly legitimate ways to decrease the amount of taxes you pay. A qualified and trustworthy Eureka, MO financial advisor will be able to maneuver 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. Common assets include stocks, bonds, mutual funds, ETFs, anything easily converted to cash, or alternative assets such as cryptocurrencies. A financial advisor in Eureka, MO will help allocate and diversify your assets in order to lessen risk in the interest of growing your wealth.

  • Retirement Planning

    Depending on where you currently are in life and where you want to be when you retire, your Eureka, MO financial advisor will help with tax implications, knowing the right 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 both Eureka, MO residents and Eureka, MO businesses and business owners. Implementing a 401(k) plan is a great way to retain 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 Eureka, MO financial advisor team offers comprehensive 401(k) planning for companies as well as personal benefits for their employees.

  • 401(k) Rollover

    When moving to a new job, it can be confusing to know what to do with the savings you already have in a previous Eureka, MO employer's 401(k) plan. You have a few options, such as keeping the money in the account it is currently in, moving it to a new 401(k), or moving the money to one of several 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 reasonable to want to leave a legacy and leave some wealth behind for the people you care about the most. Wealth transfers are different than just leaving gifts behind in estate planning. A financial advisor in Eureka, MO can best position your funds for not just 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 pick one who has accreditations and certifications from regulatory authorities such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and CERTIFIED FINANCIAL PLANNER™™ professionals, your Eureka, 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 Eureka, MO financial advisor at Correct Capital, we start by getting to know you and your aims. We will analyze your current income, assets, investments, debts, and expenses. After we've accomplished that, we'll work with you to determine your preferred risk tolerance and how we can best help you realize 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 suggest, and we will never try to sell you on something we do not believe in ourselves.

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

Call Correct Capital's Eureka, 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 Eureka, MO individual, family, or business owner and their financial advisor depends on trust. We have dedicated our careers to helping our clients meet 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 Eureka, MO financial advisor team today at 314-930-401(k) or contact us online to take the first step in growing your wealth the way you want to.

Are you ready to experience the Correct Capital difference?


Meet our team of financial advisors.

Our Team

Services We Offer