Financial Advisor in O'Fallon, MO

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Trusted and Experienced Financial Advisor in O'Fallon, MO.

Financial Advisor in O'Fallon, MO. You work hard for your money, and you want to feel good about how it's growing and how it's being used. Many O'Fallon, MO residents don't have the financial literacy to be comfortable they're making the best decisions with their money, while others simply don't have the time or don't enjoy staying up to date on market trends along with new laws and what's going on around the globe. That's when you need a reliable, experienced, and knowledgeable financial advisor on your side. A Correct Capital financial advisor in O'Fallon, MO will make your money work for you. We utilize in-depth research and analytics along with our decades of financial planning experience to design customized financial solutions for individuals, families, and businesses in O'Fallon, 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 found that 53 percent of American adults are anxious about their finances. The root of that concern is often just not being sure they're managing their money correctly. After our O'Fallon, MO financial advisor team gets to know you, your current financial situation and your financial goals, we'll build a road map to help you achieve them. As a fiduciary and an independent firm, every Correct Capital financial advisor is legally and ethically required to act in your best interest and we are not limited in the solutions we can put forward. Our financial advisors in O'Fallon, MO have certifications that can only be awarded through rigorous testing and by meeting stringent education requirements.

Financial Advisor in O'Fallon, MO | Wealth Management Services | Financial Planner Near O'Fallon 

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What Does a Financial Advisor in O'Fallon, MO Do?

A financial advisor will asses your current financial situation, ascertain ways to enhance it, and help you reach your long-term financial goals. Many O'Fallon, MO residents typically immediately think of investing when they consider wealth management services and financial advisors. While that is a key aspect of any financial plan, a knowledgeable financial advisor will be able to provide you with all-encompassing financial advice that takes into consideration the entirety of your finances. The following are some of the services your Correct Capital financial advisor in O'Fallon, MO will utilize in order to help you accomplish your goals.

  • Financial Planning

    Our finances are part of basically everything we do, from retirement planning, to higher education, real estate purchases and sales, deciding on insurance policies, and feeding our families. The best financial advisors in O'Fallon, MO offer overarching services and customized financial counseling by giving consideration to your entire financial situation.

  • Tax Planning

    Taxes are involved in basically every financial transaction and transfer. The IRS itself says that the vast majority of people who pay taxes in the United States pay too much in taxes every year. The United States tax code is notoriously complex, but it contains perfectly legal ways to decrease your tax liability. A qualified and trustworthy O'Fallon, 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. They can include stocks, bonds, mutual funds, ETFs, cash equivalents, or alternative assets such as cryptocurrencies. A financial advisor in O'Fallon, MO will help allocate and diversify your assets in order to lessen risk in the interest of growing your wealth.

  • Retirement Planning

    Depending on where you presently are in life and your desired lifestyle when you retire, your O'Fallon, MO financial advisor will help with tax implications, knowing the right 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 golden years exactly the way you want to.

  • 401(k) Services

    We provide 401(k) services to both individuals and families and O'Fallon, MO businesses and business owners. Having a 401(k) plan is a wonderful way to retain 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 United States. Our O'Fallon, MO financial advisor team offers all-encompassing 401(k) planning for businesses as well as individualized benefits for their employees.

  • 401(k) Rollover

    When going to a new job, it can be confusing to know the best way to manage the money you've already saved in your old O'Fallon, MO employer's 401(k) plan. You have a few options, such as keeping the money in the account it is currently in, putting it in a new 401(k), or moving the money to one of several IRA accounts. A financial advisor will know how to best proceed with 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 some money behind for the people you care about the most. Wealth transfers are not the same as merely leaving possessions behind in estate planning. A financial advisor in O'Fallon, MO can best allocate your wealth 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 paramount to choose 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 O'Fallon, 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 O'Fallon, MO financial advisor at Correct Capital, we start by getting to know you and your aims. We will evaluate your current income, assets, investments, debts, and expenses. Then we've accomplished that, we'll work with you to determine your preferred risk tolerance and how we can best help you grow your money. 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 O'Fallon, MO | Wealth Management Services | Financial Planner Near O'Fallon

Call Correct Capital's O'Fallon, 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 O'Fallon, MO individual, family, or business owner and their financial advisor hinges on on trust. We have dedicated our lives 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 retirement years. Call our O'Fallon, 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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