Financial Advisor in Kirkwood, MO

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Trusted and Experienced Financial Advisor in Kirkwood, MO.

Financial Advisor in Kirkwood, MO. You earn your money through hard work, and you want to feel secure about how it's growing and how it's being used. Many Kirkwood, 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 don't enjoy staying up to date on market trends along with new rules and global events. That's when you need a trustworthy, accomplished, and skilled financial advisor to be your advocate. A Correct Capital financial advisor in Kirkwood, MO will make your money work in a way that benefits you. We use in-depth research and analytics along with our decades of financial advising experience to create custom financial solutions for individuals, families, and companies in Kirkwood, MO and beyond. Call us today at 877-930-4015 or contact us online to learn what Correct Capital can do for you.

A 2018 study by FINRA reported that 53 percent of American adults are anxious about their finances. The root of that concern is frequently just not being sure they're putting their money in the right places. After our Kirkwood, MO financial advisor team gets to know you, your finances and your financial goals, we'll design a road map to help you achieve 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 Kirkwood, MO have certifications that can only be obtained through exhaustive testing and by meeting strict education requirements.

Financial Advisor in Kirkwood, MO | Wealth Management Services | Financial Planner Near Kirkwood 

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Heading into retirement? Looking for investment guidance? Transition into your golden years the smart way with help from the CERTIFIED FINANCIAL PLANNER™ professionals of Correct Capital. Get started with a free, personalized financial assessment.

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What Does a Financial Advisor in Kirkwood, MO Do?

A financial advisor will evaluate your present financial situation, pinpoint means to enhance it, and help you realize your long-term financial goals. A lot of Kirkwood, MO residents often immediately think of investing when they hear wealth management services and financial advisors. While that is a core facet of any financial plan, an accomplished financial advisor will be able to give you overarching financial advice that takes into consideration the whole of your finances. Below are some of the services your Correct Capital financial advisor in Kirkwood, MO will use in order to help you reach your objectives.

  • Financial Planning

    Our money is involved in just about anything we do, from retirement planning, to higher education, real estate transactions, choosing insurance policies, and providing for ourselves and our families. The best financial advisors in Kirkwood, MO offer overarching services and personalized guidance by considering your entire financial situation.

  • Tax Planning

    Taxes are part of essentially 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 each year. The United States tax code is notoriously labyrinthine, nevertheless it contains perfectly lawful ways to reduce the amount of taxes you pay. An expert and trustworthy Kirkwood, MO financial advisor will be able to navigate 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 cryptocurrencies. A financial advisor in Kirkwood, MO will help allocate and diversify your assets in order to reduce risk and best position your money for growth.

  • Retirement Planning

    Depending on where you currently are in life and where you want to be when you retire, your Kirkwood, MO financial advisor will help with tax implications, thinking about the right age to retire, when to withdraw money 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 provide 401(k) services to both individuals and families and Kirkwood, MO businesses and business owners. Implementing 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 nation. Our Kirkwood, MO financial advisor team offers broad 401(k) planning for business owners as well as personal benefits for their employees.

  • 401(k) Rollover

    When changing to a new job, it can be difficult to know what to do with the money you've already saved in your old Kirkwood, MO employer's 401(k) plan. You have a few options, including keeping the money in the account it is currently in, moving it to a new 401(k), or moving the money to one of a variety of IRA accounts. A financial advisor will know how to best approach managing your 401(k) funds.

  • Generational Wealth Transfers

    Your money came from your hard work, and it's natural to want to leave a legacy and leave some wealth behind for the ones you care about the most. Wealth transfers are different than simply leaving possessions behind in estate planning. A financial advisor in Kirkwood, MO can best allocate your money 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 imperative to choose one who has obtained accreditations and certifications from regulatory bodies such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and CERTIFIED FINANCIAL PLANNER™™ professionals, your Kirkwood, MO financial advisor at Correct Capital must follow 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 Kirkwood, MO financial advisor at Correct Capital, we start by getting to know you personally and your objectives. We will assess your current income, assets, investments, debts, and expenses. Next we've done that, we'll work in concert 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 job is to act in your best interest. There is no limitation to the services, products, and investment opportunities our financial advisor team can suggest, and we will never try to sell you on something we do not believe in ourselves.

Financial Advisor in Kirkwood, MO | Wealth Management Services | Financial Planner Near Kirkwood

Call Correct Capital's Kirkwood, 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 Kirkwood, MO individual, family, or business owner and their financial advisor is based on trust. We have dedicated our lives to helping our clients reach 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 Kirkwood, MO financial advisor team today at 877-930-4015 or contact us online to take the first step in feeling great about your money.

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