Financial Advisor in Shrewsbury, MO

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Financial Advisor in Shrewsbury, MO. Your money is a product of your hard work, and you want to feel good about how it's growing and how it's being used. Many individuals and families in Shrewsbury, MO don't have the financial literacy to be sure they're making the best decisions with their money, while others merely don't have the time or don't enjoy staying up to date on market trends along with new rules and global events. That's when you need a reliable, seasoned, and adept financial advisor to be your advocate. A Correct Capital financial advisor in Shrewsbury, MO will put your money to work for you. We employ in-depth research and analytics along with our decades of financial advising experience to build personalized financial plans for individuals, families, and businesses in Shrewsbury, MO and beyond. Call us today at 314-930-401(k) 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 worried about their finances. The cause of that concern is commonly just not being sure they're putting their money in the right places. Once our Shrewsbury, MO financial advisor team gets to know you, your current financial situation and your financial ambitions, we'll create a road map to help you realize them. As a fiduciary and an independent firm, every Correct Capital financial advisor is legally and ethically compelled to act in your best interest and we are not limited in the plans we can put forward. Our financial advisors in Shrewsbury, MO have certifications that can only be acquired through exhaustive testing and by meeting stringent education requirements.

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

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What Does a Financial Advisor in Shrewsbury, MO Do?

A financial advisor will look over your extant finances, pinpoint methods to enhance it, and help you meet your long-term financial goals. A lot of Shrewsbury, MO residents frequently immediately think of investing when they consider wealth management services and financial advisors. While that is a central component of any financial plan, a qualified financial advisor will be able to offer 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 Shrewsbury, MO will use to help you achieve your goals.

  • Financial Planning

    Our money is involved in virtually anything we do, from retirement planning, to higher education, real estate purchases and sales, picking insurance policies, and providing for ourselves and our families. The best financial advisors in Shrewsbury, MO offer overarching services and personalized guidance by taking into account your entire financial situation.

  • Tax Planning

    Taxes are involved in essentially every financial transaction and transfer. According to the IRS's own data, almost three quarters of taxpayers pay too much in taxes every year. The United States tax code is infamously convoluted, nevertheless it allows for perfectly legal ways to lessen your tax liability. An experienced and trustworthy Shrewsbury, MO financial advisor will be able to manage your tax implications in any transaction in the interest of keeping 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 real estate. A financial advisor in Shrewsbury, MO will help allocate and diversify your assets in order to mitigate 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 Shrewsbury, MO financial advisor will help with tax implications, thinking about the right age to retire, when to take money out and how much to withdraw. A financial advisor will help you formulate a budget and plan for where your income will come from in retirement so you can spend your golden years exactly the way you want to.

  • 401(k) Services

    We provide 401(k) services to individuals and families as well as Shrewsbury, 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 over $230 million in plan assets and thousands of plan participants nationwide. Our Shrewsbury, MO financial advisor team offers broad 401(k) planning for business owners as well as personal 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 savings you already accumulated in a previous Shrewsbury, 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 proceed with 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 care about the most. Wealth transfers are not the same as simply leaving possessions behind in estate planning. A financial advisor in Shrewsbury, MO can best manage your money for not only your children but for generations to come, even ones you haven't met yet.

  • Fiduciary Advising

    Anyone can give themselves the title of "financial advisor," so it's imperative 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 CERTIFIED FINANCIAL PLANNER™™ professionals, your Shrewsbury, 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 Shrewsbury, MO financial advisor at Correct Capital, we begin by getting to know you personally and your goals. We will evaluate your current income, assets, investments, debts, and expenses. After we've accomplished 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 job 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 Shrewsbury, MO | Wealth Management Services | Financial Planner Near Shrewsbury

Call Correct Capital's Shrewsbury, 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 Shrewsbury, MO individual, family, or business owner and their financial advisor is based on trust. We have dedicated our careers to helping our clients meet their personal and financial objectives, whether that be sending your children to college or finally getting to buy that dream car in your golden years. Call our Shrewsbury, MO financial advisor team today at 314-930-401(k) or contact us online to take the first step in growing your wealth the way you want to.


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