Financial Advisor in St. Louis County, MO

Trusted and Experienced Financial Advisor in St. Louis County, MO.

Financial Advisor in St. Louis County, MO. Your money is a product of your hard work, and you want to feel certain about how it's growing and how it's being used. Many individuals and families in St. Louis County, MO don't have the financial literacy to be confident they're making the best decisions with their money, while others just don't have the time or don't enjoy staying up to date on market trends along with new laws and global events. That's when you need a reliable, accomplished, and adept financial advisor to be your advocate. A Correct Capital financial advisor in St. Louis County, MO will put your money to work for you. We make use of in-depth research and analytics along with our decades of financial planning experience to create custom financial solutions for individuals, families, and businesses in St. Louis County, MO and beyond. Call us today at 314-930-401(k) or contact us online to find out what Correct Capital can do for you.

A 2018 study by FINRA found that 53 percent of American adults are nervous about their finances. A source of that anxiety is frequently simply not being sure they're making the right decisions with their money. Once our St. Louis County, MO financial advisor team gets to know you, your finances and your financial aims, we'll build a road map to help you accomplish them. As a fiduciary and an independent firm, your 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. Louis County, MO have certifications that can only be gained through exhaustive testing and by meeting stringent education requirements.

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

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

A financial advisor will asses your extant finances, determine ways to enhance it, and help you accomplish your long-term financial goals. Many St. Louis County, MO residents typically immediately think of investing when they think of wealth management services and financial advisors. While that is a fundamental facet of any financial plan, a professional financial advisor will be able to give you comprehensive financial advice that gives consideration to the whole of your finances. The following are some of the services your Correct Capital financial advisor in St. Louis County, MO will implement to help you reach your goals.

  • Financial Planning

    Our money is part of nearly anything we do, from making sure we're set up in retirement, to higher and continuing education, real estate purchases and sales, picking insurance policies, and putting food on the table each night. The best financial advisors in St. Louis County, MO offer comprehensive services and bespoke counsel by taking into consideration your entire financial situation.

  • Tax Planning

    Taxes are involved in virtually every financial transaction and transfer. The IRS itself says that almost three quarters of people who pay taxes in the United States pay too much in taxes every year. The United States tax code is notoriously complex, yet it allows for perfectly lawful ways to diminish your tax liability. An expert and trustworthy St. Louis County, MO financial advisor will be able to navigate 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 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. Louis County, MO will help allocate and diversify your assets in order to lessen risk in the interest of growing your money.

  • Retirement Planning

    Depending on where you are in life and where you want to be when you retire, your St. Louis County, MO financial advisor will help with tax implications, thinking about the right 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 latter years exactly the way you want to.

  • 401(k) Services

    We offer 401(k) services to both individuals and families and St. Louis County, 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 across the nation. Our St. Louis County, MO financial advisor team offers all-encompassing 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 hard to know what to do with the savings you already have in your old St. Louis County, MO employer's 401(k) plan. You have several options, such as keeping the money in your current plan, putting it in a new 401(k), or putting the money in one of a variety of IRA accounts. A financial advisor will know how to best approach managing your 401(k) funds.

  • Generational Wealth Transfers

    Your money came from your hard work, and it's normal to want to leave a legacy and leave some money behind for the people you care about the most. Wealth transfers are not the same as merely leaving property behind in estate planning. A financial advisor in St. Louis County, MO can best grow your funds for not just 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 essential to choose one who has earned accreditations and certifications from regulatory boards such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and as a Certified Financial Planner™, your St. Louis County, MO financial advisor at Correct Capital must observe 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. Louis County, MO financial advisor at Correct Capital, we begin by getting to know you personally and your objectives. We will evaluate your current income, assets, investments, debts, and expenses. Once we've accomplished that, we'll work with you to determine your preferred risk tolerance and how we can best help you grow your money. As an independent advisory firm, our only job is to act in your best interest. There is no restrictions 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 St. Louis County, MO | Wealth Management Services | Financial Planner Near St. Louis County

Call Correct Capital's St. Louis County, 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 St. Louis County, MO individual, family, or business owner and their financial advisor is based 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 buy that dream car in your golden years. Call our St. Louis County, 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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