Financial Advisor in St. Charles, MO

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Trusted and Experienced Financial Advisor in St. Charles, MO.

Financial Advisor in St. Charles, MO. Your money is a product of your hard work, and you want to feel secure about how it's it's being used for your future. Many St. Charles, MO residents don't have the financial literacy to be confident 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 laws and what's going on around the globe. That's when you need a dependable, veteran, and knowledgeable financial advisor to be your advocate. A Correct Capital financial advisor in St. Charles, MO will put your money to work for you. We make use of in-depth research and analytics along with our decades of wealth management experience to implement personalized financial plans for individuals, families, and companies in St. Charles, MO and beyond. Call us today at 877-930-4015 or contact us online to find out what Correct Capital can do for you.

A 2018 study by FINRA reported that 53 percent of American adults are anxious about their finances. The root of that anxiety is frequently simply not being sure they're making the right decisions with their money. Once our St. Charles, MO financial advisor team gets to know you, your extant financial situation and your financial aims, we'll design a road map to help you realize them. As a fiduciary and an independent firm, every Correct Capital financial advisor is required to act in your best interest and we are not limited in the options we can offer you. Our financial advisors in St. Charles, MO have certifications that can only be gained through rigorous testing and by meeting stringent education requirements.

Financial Advisor in St. Charles, MO | Wealth Management Services | Financial Planner Near St. Charles 

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What Does a Financial Advisor in St. Charles, MO Do?

A financial advisor will asses your current finances, identify ways to enhance it, and help you realize your long-term financial goals. Many St. Charles, MO residents commonly immediately think of investing when they consider wealth management services and financial advisors. While that is a key aspect of any financial plan, a certified financial advisor will be able to give you extensive financial advice that takes into consideration the entirety of your finances. The following are some of the services your Correct Capital financial advisor in St. Charles, MO will utilize in order to help you realize your objectives.

  • Financial Planning

    Our finances are involved in almost anything we do, from ensuring we're set up in retirement, to higher and continuing education, real estate purchases and sales, choosing insurance policies, and feeding our families. The best financial advisors in St. Charles, MO offer holistic services and personalized guidance by considering your entire financial situation.

  • Tax Planning

    Taxes are part of almost every financial transaction and transfer. According to the IRS's own data, almost three quarters of Americans overpay in taxes every year. The United States tax code is infamously labyrinthine, but it allows for perfectly legal ways to lessen your tax liability. A qualified and trustworthy St. Charles, 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. Examples of assets are stocks, bonds, mutual funds, ETFs, cash equivalents, or alternative assets such as real estate. A financial advisor in St. Charles, 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 are in life and your desired lifestyle when you retire, your St. Charles, 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 put together 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 offer 401(k) services to individuals and families as well as St. Charles, MO businesses and business owners. Implementing 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 St. Charles, 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 hard to know what to do with the savings you already accumulated in your old St. Charles, MO employer's 401(k) plan. You have several options, such as keeping the money in the account it is currently in, moving it to 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 normal to want to leave a legacy and leave some wealth behind for the ones you care about the most. Wealth transfers are different than simply leaving gifts behind in estate planning. A financial advisor in St. Charles, MO can best allocate your funds for not only 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 imperative to pick one who has accreditations and certifications from regulatory bodies such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and CERTIFIED FINANCIAL PLANNER™™ professionals, your St. Charles, MO financial advisor at Correct Capital must abide 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 St. Charles, MO financial advisor at Correct Capital, we begin by getting to know you personally and your aims. We will analyze your current income, assets, investments, debts, and expenses. Next we've done that, we'll work in concert with you to establish 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 put forward, and we will never try to sell you on something we do not believe in ourselves.

Financial Advisor in St. Charles, MO | Wealth Management Services | Financial Planner Near St. Charles

Call Correct Capital's St. Charles, 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 St. Charles, 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 sending your children to college or finally getting to purchase that dream car in your golden years. Call our St. Charles, 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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