Financial Advisor in Lemay, MO

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Trusted and Experienced Financial Advisor in Lemay, MO.

Financial Advisor in Lemay, MO. You earn your money through hard work, and you want to feel good about how it's growing and how it's being used. Many individuals and families in Lemay, MO 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 interest to stay up to date on market trends along with new rules and global events. That's when you need a trustworthy, experienced, and skilled financial advisor to be your advocate. A Correct Capital financial advisor in Lemay, MO will put your money to work for you. We use in-depth research and analytics along with our decades of financial advising experience to build tailored financial plans for individuals, families, and companies in Lemay, 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 nervous about their finances. The root of that apprehensiveness is commonly simply not being sure they're putting their money in the right places. Once our Lemay, MO financial advisor team gets to know you, your extant financial situation and your financial ambitions, we'll implement a road map to help you accomplish 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 endorse. Our financial advisors in Lemay, MO have certifications that can only be acquired through rigorous testing and by meeting strict education requirements.

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

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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 Lemay, MO Do?

A financial advisor will examine your extant finances, identify ways to improve it, and help you achieve your long-term financial goals. A lot of Lemay, MO residents often immediately think of investing when they hear wealth management services and financial advisors. While that is a crucial aspect of any financial plan, a knowledgeable financial advisor will be able to offer you holistic financial advice that gives consideration to the whole of your finances. The following are some of the services your Correct Capital financial advisor in Lemay, MO will use to help you realize your goals.

  • Financial Planning

    Our finances are part of more or less everything we do, from ensuring we're set up in retirement, to education, real estate deals, deciding on insurance policies, and providing for ourselves and our families. The best financial advisors in Lemay, MO offer comprehensive services and bespoke guidance by considering your entire financial situation.

  • Tax Planning

    Taxes are part of virtually every financial transaction and transfer. According to the IRS's own data, over 70 percent of Americans overpay in taxes each year. The United States tax code is infamously convoluted, nevertheless it contains perfectly lawful ways to diminish the amount of taxes you pay. A qualified and trustworthy Lemay, 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. Examples of assets are stocks, bonds, mutual funds, ETFs, anything easily converted to cash, or alternative assets such as cryptocurrencies. A financial advisor in Lemay, MO will help allocate and diversify your assets in order to alleviate risk in the interest of growing your wealth.

  • Retirement Planning

    Depending on where you presently are in life and where you want to be when you retire, your Lemay, MO financial advisor will help with tax implications, knowing 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 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 provide 401(k) services to both Lemay, MO residents and Lemay, MO businesses and business owners. Implementing a 401(k) plan is a wonderful way to retain your best employees and keep them productive and happy. Our retirement consultants represent over $230 million in plan assets and thousands of plan participants nationwide. Our Lemay, MO financial advisor team offers comprehensive 401(k) planning for companies as well as personal benefits for their employees.

  • 401(k) Rollover

    When moving to a new job, it can be confusing to know the best way to manage the savings you already have in a previous Lemay, MO employer's 401(k) plan. You have a few options, such as keeping the money in your current plan, putting it in a new 401(k), or putting the money in one of several IRA accounts. A financial advisor will know how to best approach 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 wealth behind for the ones you love the most. Wealth transfers are not the same as simply leaving gifts behind in estate planning. A financial advisor in Lemay, MO can best manage your wealth 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 vital to pick one who has accreditations and certifications from regulatory boards such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and CERTIFIED FINANCIAL PLANNER™™ professionals, your Lemay, 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 Lemay, MO financial advisor at Correct Capital, we begin by getting to know you and your objectives. We will analyze your current income, assets, investments, debts, and expenses. Once 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 priority 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.

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

Call Correct Capital's Lemay, 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 Lemay, MO individual, family, or business owner and their financial advisor is based on trust. We have dedicated our careers to helping our clients reach their personal and financial goals, whether that be setting up a 401(k) plan or finally getting to buy that dream car in your retirement years. Call our Lemay, MO financial advisor team today at 877-930-4015 or contact us online to take the first step in achieving your dreams.

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