Financial Advisor in Manchester, MO

Complimentary financial planning By Savology

Trusted and Experienced Financial Advisor in Manchester, MO.

Financial Advisor in Manchester, MO. You earn your money through hard work, and you want to feel certain about how it's growing and how it's being used. Many Manchester, 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 interest to stay up to date on market trends along with new laws and global events. That's when you need a dependable, accomplished, and adept financial advisor in your corner. A Correct Capital financial advisor in Manchester, MO will put your money to work for you. We employ in-depth research and analytics along with our decades of wealth management experience to design custom financial solutions for individuals, families, and companies in Manchester, MO and beyond. Call us today at 314-930-401(k) or contact us online to discover how Correct Capital can help you.

A 2018 study by FINRA found that 53 percent of American adults are nervous about their finances. The cause of that concern is often just not being sure they're putting their money in the right places. Once our Manchester, MO financial advisor team gets to know you, your finances and your financial objectives, we'll create a road map to help you reach them. As a fiduciary and an independent firm, your Correct Capital financial advisor is required to act in your best interest and we are not limited in the options we can suggest. Our financial advisors in Manchester, MO have certifications that can only be awarded through exhaustive testing and by meeting strict education requirements.

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

Get Your Free Financial Plan Now

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.

Use Our Complimentary Financial Planning Tool By Savology

What Does a Financial Advisor in Manchester, MO Do?

A financial advisor will analyze your extant finances, determine ways to enhance it, and help you reach your long-term financial goals. Many Manchester, MO residents typically immediately think of investing when they think of wealth management services and financial advisors. While that is a essential aspect of any financial plan, a professional financial advisor will be able to give you overarching financial advice that takes into account the whole of your finances. Below are some of the services your Correct Capital financial advisor in Manchester, MO will use in order to help you meet your goals.

  • Financial Planning

    Our money is involved in almost anything we do, from making sure we're set up in retirement, to education, real estate transactions, choosing insurance policies, and putting food on the table each night. The best financial advisors in Manchester, MO offer overarching services and customized guidance by taking into account your entire financial situation.

  • Tax Planning

    Taxes are part of basically every financial transaction and transfer. The IRS itself says that the vast majority of people in the United States pay too much in taxes every year. The United States tax code is notoriously complex, but it allows for perfectly valid ways to decrease your tax liability. A qualified and trustworthy Manchester, 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 collection of your financial assets. Common assets include stocks, bonds, mutual funds, exchange-traded funds, anything easily converted to cash, or alternative assets such as cryptocurrencies. A financial advisor in Manchester, 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 are in life and where you want to be when you retire, your Manchester, MO financial advisor will help with tax implications, thinking about the best age to retire, when to take money out and how much to withdraw. A financial advisor will help you develop 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 Manchester, MO residents as well as Manchester, 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 in excess of $230 million in plan assets and thousands of plan participants across the nation. Our Manchester, MO financial advisor team offers all-encompassing 401(k) planning for businesses as well as personal 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 money you've already saved in your old Manchester, MO employer's 401(k) plan. You have several options, such as keeping the money in your current plan, 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 normal to want to leave a legacy and leave something behind for the people you love the most. Wealth transfers are not the same as simply leaving items behind in estate planning. A financial advisor in Manchester, MO can best manage your wealth for not just your children but for generations to come, even ones you haven't met yet.

  • Fiduciary Advising

    Anyone can call themselves a "financial advisor," so it's crucial to choose one who has earned accreditations and certifications from regulatory bodies such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and CERTIFIED FINANCIAL PLANNER™™ professionals, your Manchester, 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 Manchester, MO financial advisor at Correct Capital, we begin by getting to know you personally and your aims. We will analyze your current income, assets, investments, debts, and expenses. Next we've accomplished that, we'll work with you to determine 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 recommend, and we will never try to sell you on something we do not believe in ourselves.

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

Call Correct Capital's Manchester, MO Financial Advisor Team Today

Your money and the choice you make with it are personal. At Correct Capital, we believe the relationship between a Manchester, MO individual, family, or business owner and their financial advisor hinges on on trust. We have dedicated our lives to helping our clients accomplish their personal and financial goals, whether that be sending your children to college or finally getting to drive that convertible in your golden years. Call our Manchester, 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.

Are you ready to experience the Correct Capital difference?


Meet our team of financial advisors.

Our Team

Services We Offer