Financial Advisor in O'Fallon, MO

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

Financial Advisor in O'Fallon, MO. You earn your money through hard work, and you want to feel certain about how it's it's being used for your future. Many individuals and families in O'Fallon, MO don't have the financial literacy to be comfortable they're putting their money to good use, while others simply 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, veteran, and adept financial advisor to be your advocate. 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 wealth management experience to create personalized financial plans for individuals, families, and companies in O'Fallon, 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 reported that 53 percent of American adults are worried about their finances. A source of that anxiety 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 aims, we'll create a road map to help you realize them. As a fiduciary and an independent firm, your 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 suggest. Our financial advisors in O'Fallon, MO have certifications that can only be obtained through rigorous testing and by meeting stringent education requirements.

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

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

A financial advisor will examine your extant financial situation, determine ways to improve it, and help you achieve your future financial goals. A lot of O'Fallon, MO residents often immediately think of investing when they consider wealth management services and financial advisors. While that is a fundamental part of any financial plan, an experienced financial advisor will be able to provide you with all-encompassing financial advice that considers the entirety of your finances. The following are some of the services your Correct Capital financial advisor in O'Fallon, MO will use to help you accomplish your objectives.

  • Financial Planning

    Our finances are part of more or less anything we do, from ensuring we're set up in retirement, to education, real estate deals, choosing insurance policies, and providing for ourselves and our families. The best financial advisors in O'Fallon, MO offer overarching services and tailored guidance by considering your entire financial situation.

  • Tax Planning

    Taxes are involved in basically every financial transaction and transfer. The IRS itself says that over 70 percent of people who pay taxes in the United States pay too much in taxes each year. The United States tax code is infamously labyrinthine, yet it allows for perfectly legal ways to diminish your tax liability. An experienced and trustworthy O'Fallon, 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. 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 O'Fallon, MO will help allocate and diversify your assets in order to lessen risk and best position your money for growth.

  • 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 best age to retire, when to take money out and how much to withdraw. 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 offer 401(k) services to individuals and families as well as O'Fallon, MO businesses and business owners. Implementing 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 nationwide. Our O'Fallon, MO financial advisor team offers all-encompassing 401(k) planning for companies as well as individualized benefits for their employees.

  • 401(k) Rollover

    When changing to a new job, it can be difficult to know the best way to manage the money you've already saved in a previous O'Fallon, MO employer's 401(k) plan. You have a few options, including keeping the money in your current plan, moving it to a new 401(k), or moving the money to one of several IRA accounts. A financial advisor will know how to best go about managing your 401(k) funds.

  • Generational Wealth Transfers

    Your money came from your hard work, and it's natural to want to leave a legacy and leave some wealth behind for the ones you love the most. Wealth transfers are different than merely leaving items behind in estate planning. A financial advisor in O'Fallon, MO can best position your wealth for not just your children but for generations to come, even the people you haven't met yet.

  • Fiduciary Advising

    Anyone can give themselves the title of "financial advisor," so it's essential to choose one who has obtained accreditations and certifications from regulatory bodies such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and as a Certified Financial Planner™, your O'Fallon, MO financial advisor at Correct Capital must act in accordance with 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 begin by getting to know you and your aims. We will analyze your current income, assets, investments, debts, and expenses. After we've completed that, we'll work with you to establish your preferred risk tolerance and how we can best help you achieve your goals. 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 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 know the relationship between a O'Fallon, 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 objectives, whether that be setting up a 401(k) plan or finally getting to buy that dream car in your retirement years. Call our O'Fallon, 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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