Trusted and Experienced Financial Advisor in Fenton, MO.
Financial Advisor in Fenton, MO. Your money is a product of your hard work, and you want to feel secure about how it's growing and how it's being used. Many individuals and families in Fenton, 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 don't enjoy staying up to date on market trends along with new rules and what's going on around the globe. That's when you need a dependable, seasoned, and skilled financial advisor in your corner. A Correct Capital financial advisor in Fenton, MO will make your money 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 build customized financial solutions for individuals, families, and companies in Fenton, MO and beyond. Call us today at 314-930-401(k) or contact us online to learn how Correct Capital can help you.
A 2018 study by FINRA revealed that 53 percent of American adults are worried about their finances. The root of that anxiety is commonly simply not being sure they're putting their money in the right places. Once our Fenton, MO financial advisor team gets to know you, your finances and your financial ambitions, we'll design a road map to help you reach 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 offer you. Our financial advisors in Fenton, MO have certifications that can only be gained through exhaustive testing and by meeting stringent education requirements.
What Does a Financial Advisor in Fenton, MO Do?
A financial advisor will analyze your extant financial situation, determine ways to improve it, and help you realize your long-term financial goals. Many Fenton, MO residents frequently immediately think of investing when they consider wealth management services and financial advisors. While that is a crucial facet of any financial plan, a professional financial advisor will be able to offer you extensive financial advice that takes into account the entirety of your finances. Below are some of the services your Correct Capital financial advisor in Fenton, MO will utilize to help you meet your goals.
- Financial Planning
Our money is part of just about anything we do, from making sure we're set up in retirement, to higher education, real estate deals, choosing insurance policies, and providing for ourselves and our families. The best financial advisors in Fenton, MO offer holistic services and bespoke guidance by giving consideration to your entire financial situation.
- Tax Planning
Taxes are part of practically every financial transaction and transfer. The IRS itself says that over 70 percent of people who pay taxes in the United States overpay in taxes every year. The United States tax code is infamously complicated, but it allows for perfectly legitimate ways to decrease the amount of taxes you pay. A professional and trustworthy Fenton, 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 real estate. A financial advisor in Fenton, 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 your desired lifestyle when you retire, your Fenton, MO financial advisor will help with tax implications, considering the perfect age to retire, when to take money out and how much to withdraw. 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 latter years exactly the way you want to.
- 401(k) Services
We offer 401(k) services to both individuals and families and Fenton, 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 more than $230 million in plan assets and thousands of plan participants nationwide. Our Fenton, MO financial advisor team offers comprehensive 401(k) planning for businesses as well as individualized benefits for their employees.
- 401(k) Rollover
When changing to a new job, it can be confusing to know the best way to manage the savings you already accumulated in a previous Fenton, 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 go about managing your 401(k) funds.
- Generational Wealth Transfers
You work hard for your money, and it's understandable to want to leave a legacy and leave some wealth behind for the people you love the most. Wealth transfers are different than merely leaving items behind in estate planning. A financial advisor in Fenton, MO can best manage 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 vital 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 Fenton, MO financial advisor at Correct Capital must act in accordance with 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 Fenton, 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. Then we've accomplished that, we'll work in concert with you to ascertain your preferred risk tolerance and how we can best help you realize your goals. As an independent advisory firm, our only responsibility is to act in your best interest. There is no restrictions 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 Fenton, MO Financial Advisor Team Today
Your money and the decisions you make with it are personal. At Correct Capital, we believe the relationship between a Fenton, 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 objectives, whether that be sending your children to college or finally getting to purchase that convertible in your retirement years. Call our Fenton, 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.