Trusted and Experienced Financial Advisor in Glendale, MO.
Financial Advisor in Glendale, 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 Glendale, MO residents don't have the financial literacy to be comfortable 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 regulations and what's going on around the globe. That's when you need a reliable, accomplished, and knowledgeable financial advisor in your corner. A Correct Capital financial advisor in Glendale, MO will make your money work in a way that benefits you. We utilize in-depth research and analytics along with our decades of wealth management experience to design personalized financial plans for individuals, families, and businesses in Glendale, 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 found that 53 percent of American adults are nervous about their finances. The cause of that apprehensiveness is commonly just not being sure they're putting their money in the right places. Once our Glendale, MO financial advisor team gets to know you, your finances and your financial ambitions, we'll implement 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 endorse. Our financial advisors in Glendale, MO have certifications that can only be obtained through exhaustive testing and by meeting strict education requirements.
What Does a Financial Advisor in Glendale, MO Do?
A financial advisor will examine your present finances, determine ways to improve it, and help you reach your future financial goals. A lot of Glendale, MO residents commonly immediately think of investing when they consider wealth management services and financial advisors. While that is a central element of any financial plan, a qualified financial advisor will be able to offer you comprehensive financial advice that considers the entirety of your finances. Below are some of the services your Correct Capital financial advisor in Glendale, MO will utilize in order to help you accomplish your goals.
- Financial Planning
Our finances are part of essentially everything we do, from ensuring we're set up in retirement, to higher and continuing education, real estate deals, picking insurance policies, and providing for ourselves and our families. The best financial advisors in Glendale, MO offer overarching services and tailored financial counseling by taking into consideration your entire financial situation.
- Tax Planning
Taxes are part of practically every financial transaction and transfer. According to the IRS's own data, the vast majority of people in the United States pay too much in taxes each year. The United States tax code is notoriously complex, yet it contains perfectly valid ways to lower the amount of taxes you pay. A professional and trustworthy Glendale, 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 aggregation of your financial assets. They can include stocks, bonds, mutual funds, exchange-traded funds, anything easily converted to cash, or alternative assets such as real estate. A financial advisor in Glendale, MO will help allocate and diversify your assets in order to lessen risk and best position your money for growth.
- Retirement Planning
Depending on where you are in life and where you want to be when you retire, your Glendale, 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 put together 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 offer 401(k) services to Glendale, MO residents as well as Glendale, MO businesses and business owners. Having 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 Glendale, MO financial advisor team offers all-encompassing 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 confusing to know what to do with the money you've already saved in your old Glendale, MO employer's 401(k) plan. You have a few options, such as keeping the money in the account it is currently in, putting it in a new 401(k), or putting the money in 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
Your money came from your hard work, and it's reasonable to want to leave a legacy and leave some money behind for the ones you love the most. Wealth transfers are not the same as just leaving property behind in estate planning. A financial advisor in Glendale, 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 crucial to choose 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 Glendale, 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 Glendale, MO financial advisor at Correct Capital, we begin by getting to know you and your objectives. We will evaluate your current income, assets, investments, debts, and expenses. Next we've completed that, we'll work in concert with you to ascertain your preferred risk tolerance and how we can best help you grow your money. As an independent advisory firm, our only commitment 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 Glendale, MO Financial Advisor Team Today
Your money and the choice you make with it are personal. At Correct Capital, we believe the relationship between a Glendale, 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 dream car in your golden years. Call our Glendale, MO financial advisor team today at 314-930-401(k) or contact us online to take the first step in achieving your dreams.