Financial Advisor in Kirkwood, MO

Trusted and Experienced Financial Advisor in Kirkwood, MO.

Financial Advisor in Kirkwood, MO. You work hard for your money, and you want to feel confident about how it's growing and how it's being used. Many Kirkwood, MO residents don't have the financial literacy to be confident they're putting their money to good use, while others merely 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 trustworthy, seasoned, and knowledgeable financial advisor to be your advocate. A Correct Capital financial advisor in Kirkwood, MO will put your money to work in a way that benefits you. We use in-depth research and analytics along with our decades of financial advising experience to create tailored financial solutions for individuals, families, and companies in Kirkwood, MO and beyond. Call us today at 314-930-401(k) or contact us online to find out how Correct Capital can help you.

A 2018 study by FINRA reported that 53 percent of American adults are anxious about their finances. A source of that concern is frequently simply not being sure they're making the right decisions with their money. Once our Kirkwood, MO financial advisor team gets to know you, your present financial situation and your financial aims, we'll implement a road map to help you realize them. As a fiduciary and an independent firm, every Correct Capital financial advisor is legally and ethically bound to act in your best interest and we are not limited in the plans we can suggest. Our financial advisors in Kirkwood, MO have certifications that can only be obtained through rigorous testing and by meeting strict education requirements.

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

What Does a Financial Advisor in Kirkwood, MO Do?

A financial advisor will evaluate your extant financial situation, identify means to enhance it, and help you achieve your future financial goals. A lot of Kirkwood, MO residents typically immediately think of investing when they think of wealth management services and financial advisors. While that is a key component of any financial plan, a qualified financial advisor will be able to provide you with overarching financial advice that takes into account the whole of your finances. The following are some of the services your Correct Capital financial advisor in Kirkwood, MO will implement to help you reach your objectives.

  • Financial Planning

    Our finances are part of almost everything we do, from ensuring we're set up in retirement, to education, real estate deals, picking insurance policies, and feeding our families. The best financial advisors in Kirkwood, MO offer overarching services and customized financial counseling by giving consideration to your entire financial situation.

  • Tax Planning

    Taxes are involved in practically every financial transaction and transfer. The IRS itself says that over 70 percent of Americans pay too much in taxes every year. The United States tax code is notoriously labyrinthine, but it allows for perfectly legitimate ways to lower your tax liability. An experienced and trustworthy Kirkwood, MO financial advisor will be able to manage 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. They can include stocks, bonds, mutual funds, ETFs, anything easily converted to cash, or alternative assets such as real estate. A financial advisor in Kirkwood, MO will help allocate and diversify your assets in order to alleviate risk in the interest of growing your money.

  • Retirement Planning

    Depending on where you currently are in life and your desired lifestyle when you retire, your Kirkwood, MO financial advisor will help with tax implications, thinking about the perfect age to retire, when to take money out and how much to take out. 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 provide 401(k) services to individuals and families as well as 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 over $230 million in plan assets and thousands of plan participants across the United States. Our Kirkwood, 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 Kirkwood, MO employer's 401(k) plan. You have several options, such as keeping the money in your current plan, 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 proceed with managing your 401(k) funds.

  • Generational Wealth Transfers

    You work hard for your money, and it's reasonable to want to leave a legacy and leave something behind for the people you care about the most. Wealth transfers are not the same as simply leaving property behind in estate planning. A financial advisor in Kirkwood, MO can best grow your money for not just your children but for future generations, even the people you haven't met yet.

  • Fiduciary Advising

    Anyone can give themselves the title of "financial advisor," so it's essential 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 as a Certified Financial Planner™, your Kirkwood, MO financial advisor at Correct Capital must obey 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 begin 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 establish 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 limit 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.

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 choice you make with it are personal. At Correct Capital, we know the relationship between a Kirkwood, MO individual, family, or business owner and their financial advisor depends on trust. We have dedicated our careers to helping our clients reach their personal and financial goals, whether that be sending your children to college or finally getting to buy that convertible in your golden years. Call our Kirkwood, 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.


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