Trusted and Experienced Financial Advisor in Town and Country, MO.
Financial Advisor in Town and Country, MO. You work hard for your money, and you want to feel secure about how it's growing and how it's being used. Many individuals and families in Town and Country, MO 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 what's going on around the globe. That's when you need a reliable, experienced, and knowledgeable financial advisor supporting you. A Correct Capital financial advisor in Town and Country, MO will make your money work in a way that benefits you. We use in-depth research and analytics along with our decades of financial advising experience to implement customized financial solutions for individuals, families, and businesses in Town and Country, MO and beyond. Call us today at 314-930-401(k) or contact us online to discover what Correct Capital can do for you.
A 2018 study by FINRA reported that 53 percent of American adults are worried about their finances. The root of that concern is commonly simply not being sure they're making the right decisions with their money. Once our Town and Country, MO financial advisor team gets to know you, your current financial situation and your financial objectives, we'll create a road map to help you reach them. As a fiduciary and an independent firm, every Correct Capital financial advisor is obligated to act in your best interest and we are not limited in the solutions we can offer you. Our financial advisors in Town and Country, MO have certifications that can only be gained through rigorous testing and by meeting strict education requirements.
What Does a Financial Advisor in Town and Country, MO Do?
A financial advisor will asses your present finances, ascertain means to improve it, and help you meet your future financial goals. A lot of Town and Country, MO residents commonly immediately think of investing when they hear wealth management services and financial advisors. While that is a essential facet of any financial plan, a professional financial advisor will be able to provide you with comprehensive financial advice that takes into account the whole of your finances. The following are some of the services your Correct Capital financial advisor in Town and Country, MO will implement in order to help you realize your objectives.
- Financial Planning
Our finances are involved in nearly anything we do, from ensuring we're set up in retirement, to education, real estate purchases and sales, choosing insurance policies, and feeding our families. The best financial advisors in Town and Country, MO offer overarching services and personalized counsel by giving consideration to your entire financial situation.
- Tax Planning
Taxes are involved in almost every financial transaction and transfer. The IRS itself says that almost three quarters of taxpayers pay too much in taxes every year. The United States tax code is notoriously convoluted, however it contains perfectly lawful ways to lessen the amount of taxes you pay. An expert and trustworthy Town and Country, 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. Common assets include stocks, bonds, mutual funds, ETFs, anything easily converted to cash, or alternative assets such as real estate. A financial advisor in Town and Country, 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 currently are in life and your desired lifestyle when you retire, your Town and Country, MO financial advisor will help with tax implications, considering the best age to retire, when to take money out and how much to withdraw. 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 provide 401(k) services to both individuals and families and Town and Country, MO businesses and business owners. Enacting 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 nationwide. Our Town and Country, 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 difficult to know what to do with the savings you already accumulated in a previous Town and Country, MO employer's 401(k) plan. You have a few options, such as keeping the money in the account it is currently in, putting it in a new 401(k), or moving the money to one of a variety of IRA accounts. A financial advisor will know how to best go about 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 not the same as merely leaving property behind in estate planning. A financial advisor in Town and Country, MO can best grow your money for not only your children but for generations to come, even ones you haven't met yet.
- Fiduciary Advising
Anyone can call themselves a "financial advisor," so it's essential to choose one who has accreditations and certifications from regulatory boards such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and CERTIFIED FINANCIAL PLANNER™™ professionals, your Town and Country, MO financial advisor at Correct Capital is bound by a "Code of Ethics and Standards of Conduct" to:
- Act with honesty, integrity, competence, and diligence.
- Act in the client's best interest.
- Exercise due care.
- Avoid conflicts of interest, disclose them when they arise, and manage them in the client's best interest.
- Maintain confidentiality and protect the privacy of client information.
- Act in a manner that reflects positively on the financial planning profession and CFP® certification.
When you hire a Town and Country, MO financial advisor at Correct Capital, we start by getting to know you 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 ascertain 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 propose, and we will never try to sell you on something we do not believe in ourselves.
Call Correct Capital's Town and Country, MO Financial Advisor Team Today
Your money and the choice you make with it are personal. At Correct Capital, we know the relationship between a Town and Country, MO individual, family, or business owner and their financial advisor is based on trust. We have dedicated our careers to helping our clients realize their personal and financial objectives, whether that be setting up a 401(k) plan or finally getting to drive that dream car in your retirement years. Call our Town and Country, MO financial advisor team today at 314-930-401(k) or contact us online to take the first step in achieving your dreams.