Trusted and Experienced Financial Advisor in Jefferson County, MO.
Financial Advisor in Jefferson County, MO. Your money is a product of your hard work, and you want to feel confident about how it's growing and how it's being used. Many Jefferson County, MO residents don't have the financial literacy to be sure they're putting their money to good use, while others simply 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 reliable, seasoned, and knowledgeable financial advisor to be your advocate. A Correct Capital financial advisor in Jefferson County, 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 planning experience to design customized financial solutions for individuals, families, and companies in Jefferson County, 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 found that 53 percent of American adults are anxious about their finances. A source of that apprehensiveness is commonly simply not being sure they're putting their money in the right places. After our Jefferson County, MO financial advisor team gets to know you, your present financial situation and your financial ambitions, we'll create a road map to help you accomplish 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 recommend. Our financial advisors in Jefferson County, MO have certifications that can only be awarded through rigorous testing and by meeting strict education requirements.
What Does a Financial Advisor in Jefferson County, MO Do?
A financial advisor will asses your present finances, determine means to enhance it, and help you accomplish your long-term financial goals. Many Jefferson County, MO residents commonly immediately think of investing when they think of wealth management services and financial advisors. While that is a crucial part of any financial plan, an accomplished financial advisor will be able to give you holistic financial advice that considers the entirety of your finances. The following are some of the services your Correct Capital financial advisor in Jefferson County, MO will utilize to help you accomplish your goals.
- Financial Planning
Our finances are part of pretty much everything we do, from ensuring we're set up in retirement, to higher and continuing education, real estate purchases and sales, choosing insurance policies, and feeding our families. The best financial advisors in Jefferson County, MO offer holistic services and tailored guidance by taking into account your entire financial situation.
- Tax Planning
Taxes are involved in basically every financial transaction and transfer. According to the IRS's own data, the vast majority of taxpayers pay too much in taxes every year. The United States tax code is notoriously complicated, nevertheless it allows for perfectly legitimate ways to diminish the amount of taxes you pay. A qualified and trustworthy Jefferson County, MO financial advisor will be able to navigate 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 aggregation of your financial assets. Examples of assets are stocks, bonds, mutual funds, ETFs, anything easily converted to cash, or alternative assets such as real estate. A financial advisor in Jefferson County, 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 are in life and your desired lifestyle when you retire, your Jefferson County, MO financial advisor will help with tax implications, considering the right age to retire, when to take money out and how much to withdraw. A financial advisor will help you formulate a budget and plan what your source of income will be in retirement so you can spend your latter years exactly the way you want to.
- 401(k) Services
We offer 401(k) services to Jefferson County, MO residents as well as Jefferson County, MO businesses and business owners. Enacting 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 nationwide. Our Jefferson County, MO financial advisor team offers broad 401(k) planning for business owners as well as personal benefits for their employees.
- 401(k) Rollover
When going to a new job, it can be hard to know what to do with the savings you already accumulated in a previous Jefferson County, MO employer's 401(k) plan. You have a few options, including keeping the money in the account it is currently in, 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 normal to want to leave a legacy and leave some money behind for the ones you love the most. Wealth transfers are different than simply leaving possessions behind in estate planning. A financial advisor in Jefferson County, MO can best grow your funds for not only 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 crucial 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 CERTIFIED FINANCIAL PLANNER™™ professionals, your Jefferson County, MO financial advisor at Correct Capital must obey 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 Jefferson County, MO financial advisor at Correct Capital, we start by getting to know you and your objectives. We will evaluate your current income, assets, investments, debts, and expenses. Once we've accomplished that, we'll work with you to ascertain your preferred risk tolerance and how we can best help you grow your wealth. 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 put forward, and we will never try to sell you on something we do not believe in ourselves.
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 understand that the relationship between a Jefferson County, MO individual, family, or business owner and their financial advisor depends on trust. We have dedicated our careers to helping our clients accomplish their personal and financial goals, whether that be sending your children to college or finally getting to drive that dream car in your retirement 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 feeling great about your money.