Financial Advisor in Oakland, MO

Trusted and Experienced Financial Advisor in Oakland, MO.

Financial Advisor in Oakland, 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 individuals and families in Oakland, MO don't have the financial literacy to be sure they're making the best decisions with their money, while others just don't have the time or interest to stay up to date on market trends along with new regulations and what's going on around the globe. That's when you need a trustworthy, accomplished, and knowledgeable financial advisor in your corner. A Correct Capital financial advisor in Oakland, 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 wealth management experience to design tailored financial plans for individuals, families, and companies in Oakland, MO and beyond. Call us today at 314-930-401(k) or contact us online to discover what Correct Capital can do for you.

A 2018 study by FINRA reported that 53 percent of American adults are worried about their finances. The cause of that apprehensiveness is often just not being sure they're making the right decisions with their money. Once our Oakland, MO financial advisor team gets to know you, your finances and your financial aims, we'll implement a road map to help you accomplish them. As a fiduciary and an independent firm, your Correct Capital financial advisor is legally and ethically compelled to act in your best interest and we are not limited in the options we can offer you. Our financial advisors in Oakland, MO have certifications that can only be awarded through rigorous testing and by meeting strict education requirements.

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

What Does a Financial Advisor in Oakland, MO Do?

A financial advisor will examine your extant financial situation, ascertain methods to enhance it, and help you realize your long-term financial goals. Many Oakland, MO residents typically immediately think of investing when they consider wealth management services and financial advisors. While that is a fundamental element of any financial plan, a professional financial advisor will be able to give you holistic financial advice that takes into account the whole of your finances. Below are some of the services your Correct Capital financial advisor in Oakland, MO will use in order to help you achieve your objectives.

  • Financial Planning

    Our money is part of nearly anything we do, from making sure we're set up in retirement, to higher and continuing education, real estate transactions, choosing insurance policies, and feeding our families. The best financial advisors in Oakland, MO offer holistic services and customized financial counseling by giving consideration to your entire financial situation.

  • Tax Planning

    Taxes are part of pretty much every financial transaction and transfer. The IRS itself says that the vast majority of Americans overpay in taxes each year. The United States tax code is notoriously complicated, yet it contains perfectly legal ways to lessen the amount of taxes you pay. A qualified and trustworthy Oakland, 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. 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 Oakland, MO will help allocate and diversify your assets in order to mitigate risk in the interest of growing your money.

  • Retirement Planning

    Depending on where you are in life and your desired lifestyle when you retire, your Oakland, MO financial advisor will help with tax implications, knowing the best age to retire, when to withdraw money and how much to take out. 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 provide 401(k) services to individuals and families as well as Oakland, MO businesses and business owners. Enacting a 401(k) plan is a great way to retain 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 United States. Our Oakland, MO financial advisor team offers comprehensive 401(k) planning for business owners as well as individualized benefits for their employees.

  • 401(k) Rollover

    When going to a new job, it can be difficult to know the best way to manage the money you've already saved in a previous Oakland, 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 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 reasonable to want to leave a legacy and leave some money behind for the ones you love the most. Wealth transfers are not the same as merely leaving gifts behind in estate planning. A financial advisor in Oakland, MO can best allocate 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 important to pick one who has received accreditations and certifications from regulatory boards such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and as a Certified Financial Planner™, your Oakland, 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 Oakland, MO financial advisor at Correct Capital, we start by getting to know you and your aims. We will assess your current income, assets, investments, debts, and expenses. Then we've done that, we'll work in concert with you to determine your preferred risk tolerance and how we can best help you reach your goals. As an independent advisory firm, our only commitment is to act in your best interest. There is no restrictions 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 Oakland, MO | Wealth Management Services | Financial Planner Near Oakland

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

Your money and the decisions you make with it are personal. At Correct Capital, we understand that the relationship between a Oakland, MO individual, family, or business owner and their financial advisor is based on trust. We have dedicated our careers to helping our clients accomplish their personal and financial goals, whether that be setting up a 401(k) plan or finally getting to purchase that convertible in your retirement years. Call our Oakland, 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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