Financial Advisor in Sunset Hills, MO

Trusted and Experienced Financial Advisor in Sunset Hills, MO.

Financial Advisor in Sunset Hills, MO. Your money is a product of your hard work, and you want to feel secure about how it's growing and how it's being used. Many Sunset Hills, MO residents don't have the financial literacy to be confident they're putting their money to good use, while others merely 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 trustworthy, accomplished, and skilled financial advisor on your side. A Correct Capital financial advisor in Sunset Hills, 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 build bespoke financial solutions for individuals, families, and companies in Sunset Hills, MO and beyond. Call us today at 314-930-401(k) or contact us online to discover how Correct Capital can help you.

A 2018 study by FINRA found that 53 percent of American adults are nervous about their finances. The cause of that concern is frequently just not being sure they're putting their money in the right places. Once our Sunset Hills, 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, every Correct Capital financial advisor is legally and ethically required to act in your best interest and we are not limited in the options we can suggest. Our financial advisors in Sunset Hills, MO have certifications that can only be acquired through exhaustive testing and by meeting stringent education requirements.

Financial Advisor in Sunset Hills, MO | Wealth Management Services | Financial Planner Near Sunset Hills

What Does a Financial Advisor in Sunset Hills, MO Do?

A financial advisor will look over your current finances, identify methods to improve it, and help you meet your future financial goals. Many Sunset Hills, MO residents frequently immediately think of investing when they hear wealth management services and financial advisors. While that is a fundamental facet of any financial plan, a certified financial advisor will be able to give you holistic financial advice that takes into consideration the entirety of your finances. Below are some of the services your Correct Capital financial advisor in Sunset Hills, MO will utilize to help you realize your objectives.

  • Financial Planning

    Our money is involved in virtually everything we do, from ensuring we're set up in retirement, to education, real estate deals, choosing insurance policies, and providing for ourselves and our families. The best financial advisors in Sunset Hills, MO offer comprehensive services and tailored guidance by giving consideration to your entire financial situation.

  • Tax Planning

    Taxes are involved in nearly every financial transaction and transfer. According to the IRS's own data, over 70 percent of taxpayers overpay in taxes each year. The United States tax code is infamously complex, but it allows for perfectly lawful ways to lessen the amount of taxes you pay. An expert and trustworthy Sunset Hills, MO financial advisor will be able to navigate 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. They can include stocks, bonds, mutual funds, ETFs, anything easily converted to cash, or alternative assets such as cryptocurrencies. A financial advisor in Sunset Hills, MO will help allocate and diversify your assets in order to mitigate 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 Sunset Hills, 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 formulate 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 provide 401(k) services to individuals and families as well as Sunset Hills, MO businesses and business owners. Having a 401(k) plan is a wonderful 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 across the nation. Our Sunset Hills, MO financial advisor team offers broad 401(k) planning for companies as well as personal benefits for their employees.

  • 401(k) Rollover

    When moving to a new job, it can be difficult to know what to do with the savings you already have in a previous Sunset Hills, MO employer's 401(k) plan. You have several options, including 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 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 people you love the most. Wealth transfers are different than merely leaving items behind in estate planning. A financial advisor in Sunset Hills, MO can best grow your money for not only your children but for generations to come, even the people you haven't met yet.

  • Fiduciary Advising

    Anyone can call themselves a "financial advisor," so it's important to choose one who has accreditations and certifications from regulatory authorities such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and as a Certified Financial Planner™, your Sunset Hills, 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 Sunset Hills, MO financial advisor at Correct Capital, we start by getting to know you personally and your aims. We will assess your current income, assets, investments, debts, and expenses. Next we've accomplished that, we'll work in tandem with you to determine your preferred risk tolerance and how we can best help you reach your goals. As an independent advisory firm, our only job 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 Sunset Hills, MO | Wealth Management Services | Financial Planner Near Sunset Hills

Call Correct Capital's Sunset Hills, MO Financial Advisor Team Today

Your money and the choice you make with it are personal. At Correct Capital, we believe the relationship between a Sunset Hills, MO individual, family, or business owner and their financial advisor depends on trust. We have dedicated our lives to helping our clients realize their personal and financial objectives, whether that be setting up a 401(k) plan or finally getting to buy that convertible in your golden years. Call our Sunset Hills, MO financial advisor team today at 314-930-401(k) or contact us online to take the first step in achieving your dreams.


Are you ready to experience the Correct Capital difference?

GET STARTED

Meet our team of financial advisors.

Our Team

Services We Offer