Financial Advisor in Jefferson County, MO

Trusted and Experienced Financial Advisor in Jefferson County, MO.

Financial Advisor in Jefferson County, 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 Jefferson County, 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 regulations and what's going on around the globe. That's when you need a reliable, accomplished, and adept financial advisor to be your advocate. A Correct Capital financial advisor in Jefferson County, MO will make your money work for you. We utilize in-depth research and analytics along with our decades of wealth management experience to build custom financial solutions for individuals, families, and businesses in Jefferson County, MO and beyond. Call us today at 314-930-401(k) or contact us online to find out what Correct Capital can do for you.

A 2018 study by FINRA revealed that 53 percent of American adults are worried about their finances. The root of that apprehensiveness is often just not being sure they're managing their money correctly. Once our Jefferson County, MO financial advisor team gets to know you, your finances and your financial objectives, we'll build a road map to help you achieve 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 plans we can endorse. Our financial advisors in Jefferson County, MO have certifications that can only be awarded through rigorous testing and by meeting stringent education requirements.

Financial Advisor in Jefferson County, MO | Wealth Management Services | Financial Planner Near Jefferson County

What Does a Financial Advisor in Jefferson County, MO Do?

A financial advisor will evaluate your extant financial situation, ascertain methods to enhance it, and help you meet your future financial goals. Many Jefferson County, MO residents typically immediately think of investing when they think of wealth management services and financial advisors. While that is a principal feature of any financial plan, an accomplished financial advisor will be able to provide you with comprehensive financial advice that gives consideration to the whole of your finances. The following are some of the services your Correct Capital financial advisor in Jefferson County, MO will utilize to help you achieve your goals.

  • Financial Planning

    Our money is involved in virtually anything we do, from retirement planning, to education, real estate transactions, choosing insurance policies, and putting food on the table each night. The best financial advisors in Jefferson County, MO offer overarching services and bespoke financial counseling by giving consideration to your entire financial situation.

  • Tax Planning

    Taxes are part of pretty much every financial transaction and transfer. The IRS itself says that almost three quarters of people in the United States pay too much in taxes every year. The United States tax code is notoriously complicated, nevertheless it allows for perfectly valid ways to decrease your tax liability. An expert and trustworthy Jefferson County, 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 Jefferson County, MO will help allocate and diversify your assets in order to mitigate 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 Jefferson County, MO financial advisor will help with tax implications, knowing the best age to retire, when to withdraw money and how much to take out. 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 latter years exactly the way you want to.

  • 401(k) Services

    We offer 401(k) services to both individuals and families and Jefferson County, 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 across the United States. Our Jefferson County, MO financial advisor team offers broad 401(k) planning for businesses as well as individualized benefits for their employees.

  • 401(k) Rollover

    When moving to a new job, it can be difficult to know the best way to manage the savings you already accumulated in a previous Jefferson County, MO employer's 401(k) plan. You have several options, including keeping the money in the account it is currently in, 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 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 wealth behind for the people you love the most. Wealth transfers are different than just leaving gifts behind in estate planning. A financial advisor in Jefferson County, MO can best manage your money for not only your children but for future generations, even ones you haven't met yet.

  • Fiduciary Advising

    Anyone can call themselves a "financial advisor," so it's imperative to pick one who has obtained 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 Jefferson County, MO financial advisor at Correct Capital is bound by 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 Jefferson County, MO financial advisor at Correct Capital, we begin by getting to know you personally and your objectives. We will evaluate your current income, assets, investments, debts, and expenses. After we've done that, we'll work with you to establish your preferred risk tolerance and how we can best help you achieve your goals. As an independent advisory firm, our only responsibility is to act in your best interest. There is no limit to the services, products, and investment opportunities our financial advisor team can propose, and we will never try to sell you on something we do not believe in ourselves.

Financial Advisor in Jefferson County, MO | Wealth Management Services | Financial Planner Near Jefferson County

Call Correct Capital's Jefferson County, MO Financial Advisor Team Today

Your money and the choice you make with it are personal. At Correct Capital, we know the relationship between a Jefferson County, 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 goals, whether that be setting up a 401(k) plan or finally getting to buy that dream car in your golden years. Call our Jefferson County, MO financial advisor team today at 314-930-401(k) or contact us online to take the first step in achieving your dreams.


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