Financial Advisor in St. Charles, MO

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

Financial Advisor in St. Charles, MO. You work hard for your money, and you want to feel confident about how it's it's being used for your future. Many individuals and families in St. Charles, MO don't have the financial literacy to be sure 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 rules and global events. That's when you need a reliable, experienced, and knowledgeable financial advisor in your corner. A Correct Capital financial advisor in St. Charles, MO will make your money work in a way that benefits you. We utilize in-depth research and analytics along with our decades of wealth management experience to build custom financial plans for individuals, families, and businesses in St. Charles, 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 reported that 53 percent of American adults are anxious about their finances. A source of that anxiety is often simply not being sure they're making the right decisions with their money. After our St. Charles, MO financial advisor team gets to know you, your present financial situation and your financial objectives, we'll build a road map to help you accomplish them. As a fiduciary and an independent firm, your Correct Capital financial advisor is obligated to act in your best interest and we are not limited in the options we can endorse. Our financial advisors in St. Charles, MO have certifications that can only be obtained through exhaustive testing and by meeting strict education requirements.

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

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

A financial advisor will asses your extant finances, pinpoint means to enhance it, and help you realize your long-term financial goals. Many St. Charles, MO residents frequently immediately think of investing when they hear wealth management services and financial advisors. While that is a crucial facet of any financial plan, an accomplished financial advisor will be able to offer you comprehensive financial advice that gives consideration to the whole of your finances. Below are some of the services your Correct Capital financial advisor in St. Charles, MO will use to help you achieve your objectives.

  • Financial Planning

    Our finances are part of practically anything we do, from retirement planning, to education, real estate purchases and sales, picking 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 involved in just about every financial transaction and transfer. According to the IRS's own data, almost three quarters of people in the United States pay too much in taxes each year. The United States tax code is infamously labyrinthine, yet it contains perfectly valid ways to lower your tax liability. An accomplished and trustworthy St. Charles, 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 aggregation of your financial assets. They can include stocks, bonds, mutual funds, ETFs, anything easily converted to cash, or alternative assets such as real estate. A financial advisor in St. Charles, 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 are in life and where you want to be when you retire, your St. Charles, MO financial advisor will help with tax implications, thinking about 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 golden years exactly the way you want to.

  • 401(k) Services

    We offer 401(k) services to St. Charles, MO residents as well as St. Charles, MO businesses and business owners. Enacting a 401(k) plan is a great way to keep 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 nationwide. Our St. Charles, MO financial advisor team offers comprehensive 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 what to do with the savings you already accumulated in a previous St. Charles, 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 moving the money to 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 people you care about the most. Wealth transfers are not the same as merely leaving items behind in estate planning. A financial advisor in St. Charles, MO can best manage 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 necessary to choose one who has 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 St. Charles, 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 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. After we've done 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 responsibility is to act in your best interest. There is no limit 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 understand that the relationship between a St. Charles, 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 St. Charles, 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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