Trusted and Experienced Financial Advisor in Fenton, MO.
Financial Advisor in Fenton, MO. You earn your money through hard work, and you want to feel good about how it's growing and how it's being used. Many Fenton, 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 don't enjoy staying 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 Fenton, MO will put your money to work for you. We make use of in-depth research and analytics along with our decades of financial advising experience to implement tailored financial plans for individuals, families, and businesses in Fenton, 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 reported that 53 percent of American adults are worried about their finances. The cause of that apprehensiveness is frequently just not being sure they're making the right decisions with their money. Once our Fenton, MO financial advisor team gets to know you, your finances and your financial goals, we'll create a road map to help you accomplish them. As a fiduciary and an independent firm, every Correct Capital financial advisor is legally and ethically compelled to act in your best interest and we are not limited in the plans we can suggest. Our financial advisors in Fenton, MO have certifications that can only be acquired through rigorous testing and by meeting stringent education requirements.
What Does a Financial Advisor in Fenton, MO Do?
A financial advisor will examine your current finances, identify methods to improve it, and help you realize your long-term financial goals. A lot of Fenton, MO residents commonly immediately think of investing when they think of wealth management services and financial advisors. While that is a crucial facet of any financial plan, a knowledgeable financial advisor will be able to give you extensive financial advice that takes into consideration the whole of your finances. Below are some of the services your Correct Capital financial advisor in Fenton, MO will utilize to help you realize your objectives.
- Financial Planning
Our finances are involved in basically everything we do, from ensuring we're set up in retirement, to higher education, real estate transactions, choosing insurance policies, and feeding our families. The best financial advisors in Fenton, MO offer comprehensive services and customized guidance by considering your entire financial situation.
- Tax Planning
Taxes are part of almost every financial transaction and transfer. The IRS itself says that almost three quarters of people who pay taxes in the United States overpay in taxes each year. The United States tax code is infamously convoluted, yet it contains perfectly legal ways to lower the amount of taxes you pay. An experienced 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. They can include stocks, bonds, mutual funds, ETFs, anything easily converted to cash, or alternative assets such as real estate. A financial advisor in Fenton, MO will help allocate and diversify your assets in order to alleviate risk and best position your money for growth.
- Retirement Planning
Depending on where you presently are in life and where you want to be when you retire, your Fenton, MO financial advisor will help with tax implications, knowing the best age to retire, when to withdraw money 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 golden years exactly the way you want to.
- 401(k) Services
We offer 401(k) services to individuals and families as well as Fenton, MO businesses and business owners. Enacting 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 nationwide. Our Fenton, MO financial advisor team offers comprehensive 401(k) planning for business owners as well as personal benefits for their employees.
- 401(k) Rollover
When moving to a new job, it can be hard to know what to do with the money you've already saved in a previous Fenton, MO employer's 401(k) plan. You have a few options, including keeping the money in your current plan, 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 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 wealth behind for the ones you love the most. Wealth transfers are different than just leaving property behind in estate planning. A financial advisor in Fenton, MO can best manage your funds for not just your children but for future generations, even ones you haven't met yet.
- Fiduciary Advising
Anyone can give themselves the title of "financial advisor," so it's essential to choose one who has obtained accreditations and certifications from regulatory authorities such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and CERTIFIED FINANCIAL PLANNER™™ professionals, your Fenton, MO financial advisor at Correct Capital must abide 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 Fenton, MO financial advisor at Correct Capital, we start by getting to know you personally and your goals. We will evaluate your current income, assets, investments, debts, and expenses. Once we've accomplished that, we'll work in concert with you to determine your preferred risk tolerance and how we can best help you grow your money. 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 offer you, 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 choice you make with it are personal. At Correct Capital, we understand that the relationship between a Fenton, MO individual, family, or business owner and their financial advisor is based on trust. We have dedicated our careers to helping our clients meet their personal and financial objectives, whether that be sending your children to college or finally getting to drive 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.