Financial Advisor in Shrewsbury, MO

Trusted and Experienced Financial Advisor in Shrewsbury, MO.

Financial Advisor in Shrewsbury, MO. You work hard for your money, and you want to feel secure about how it's it's being utilized for your future. Many Shrewsbury, MO residents don't have the financial literacy to be confident 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 regulations and global events. That's when you need a reliable, veteran, and adept financial advisor on your side. A Correct Capital financial advisor in Shrewsbury, 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 personalized financial solutions for individuals, families, and companies in Shrewsbury, MO and beyond. Call us today at 314-930-401(k) or contact us online to learn how Correct Capital can help you.

A 2018 study by FINRA revealed that 53 percent of American adults are nervous about their finances. The root of that apprehensiveness is commonly just not being sure they're managing their money correctly. After our Shrewsbury, MO financial advisor team gets to know you, your current financial situation and your financial goals, we'll implement a road map to help you reach them. As a fiduciary and an independent firm, your Correct Capital financial advisor is legally and ethically bound to act in your best interest and we are not limited in the options we can offer you. Our financial advisors in Shrewsbury, MO have certifications that can only be acquired through exhaustive testing and by meeting strict education requirements.

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

What Does a Financial Advisor in Shrewsbury, MO Do?

A financial advisor will examine your present financial situation, pinpoint methods to enhance it, and help you reach your future financial goals. A lot of Shrewsbury, MO residents commonly immediately think of investing when they consider wealth management services and financial advisors. While that is a core aspect of any financial plan, an experienced financial advisor will be able to provide you with extensive financial advice that considers the entirety of your finances. Below are some of the services your Correct Capital financial advisor in Shrewsbury, MO will use in order to help you reach your goals.

  • Financial Planning

    Our finances are part of essentially 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 holistic services and bespoke guidance by taking into consideration your entire financial situation.

  • Tax Planning

    Taxes are involved in virtually every financial transaction and transfer. According to the IRS's own data, over 70 percent of taxpayers pay too much in taxes every year. The United States tax code is notoriously complex, however it contains perfectly legal ways to lessen the amount of taxes you pay. A professional and trustworthy Shrewsbury, 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, cash equivalents, or alternative assets such as real estate. A financial advisor in Shrewsbury, MO will help allocate and diversify your assets in order to alleviate risk in the interest of growing your wealth.

  • Retirement Planning

    Depending on where you currently are in life and your desired lifestyle when you retire, your Shrewsbury, MO financial advisor will help with tax implications, considering the right age to retire, when to withdraw money 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 Shrewsbury, MO residents as well as Shrewsbury, MO businesses and business owners. Having a 401(k) plan is a great way to keep 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 comprehensive 401(k) planning for businesses as well as individualized benefits for their employees.

  • 401(k) Rollover

    When changing to a new job, it can be confusing to know what to do with the savings you already accumulated in your old Shrewsbury, MO employer's 401(k) plan. You have several options, including keeping the money in the account it is currently in, 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 understandable to want to leave a legacy and leave something behind for the people you care about the most. Wealth transfers are different than merely leaving gifts behind in estate planning. A financial advisor in Shrewsbury, MO can best manage your funds for not only your children but for future generations, even the people you haven't met yet.

  • Fiduciary Advising

    Anyone can give themselves the title of "financial advisor," so it's crucial 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 Shrewsbury, MO financial advisor at Correct Capital must heed 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 start by getting to know you personally and your objectives. We will assess your current income, assets, investments, debts, and expenses. Next we've accomplished that, we'll work in tandem with you to ascertain your preferred risk tolerance and how we can best help you grow your wealth. As an independent advisory firm, our only priority is to act in your best interest. There is no limit to the services, products, and investment opportunities our financial advisor team can propose, 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 decisions you make with it are personal. At Correct Capital, we believe the relationship between a Shrewsbury, MO individual, family, or business owner and their financial advisor depends on trust. We have dedicated our lives to helping our clients achieve their personal and financial goals, whether that be setting up a 401(k) plan or finally getting to drive that dream car in your retirement years. Call our Shrewsbury, MO financial advisor team today at 314-930-401(k) or contact us online to take the first step in achieving your dreams.


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