Financial Advisor in University City, MO

Trusted and Experienced Financial Advisor in University City, MO.

Financial Advisor in University City, MO. Your money is a product of your hard work, and you want to feel good about how it's it's being used for your future. Many University City, MO residents don't have the financial literacy to be comfortable they're putting their money to good use, while others simply 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 dependable, veteran, and skilled financial advisor to be your advocate. A Correct Capital financial advisor in University City, MO will put your money to work in a way that benefits you. We employ in-depth research and analytics along with our decades of financial advising experience to implement customized financial plans for individuals, families, and businesses in University City, 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 found that 53 percent of American adults are worried about their finances. The root of that concern is often simply not being sure they're putting their money in the right places. Once our University City, MO financial advisor team gets to know you, your present financial situation and your financial objectives, we'll design a road map to help you achieve them. As a fiduciary and an independent firm, your Correct Capital financial advisor is legally and ethically compelled to act in your best interest and we are not limited in the solutions we can suggest. Our financial advisors in University City, MO have certifications that can only be acquired through rigorous testing and by meeting stringent education requirements.

Financial Advisor in University City, MO | Wealth Management Services | Financial Planner Near University City

What Does a Financial Advisor in University City, MO Do?

A financial advisor will look over your present financial situation, ascertain ways to enhance it, and help you realize your future financial goals. Many University City, MO residents frequently immediately think of investing when they think of wealth management services and financial advisors. While that is a fundamental facet of any financial plan, an experienced financial advisor will be able to offer you comprehensive financial advice that takes into account the entirety of your finances. The following are some of the services your Correct Capital financial advisor in University City, MO will utilize to help you realize your objectives.

  • Financial Planning

    Our finances are involved in practically everything we do, from making sure we're set up in retirement, to higher education, real estate purchases and sales, choosing insurance policies, and putting food on the table each night. The best financial advisors in University City, MO offer comprehensive services and tailored guidance by taking into consideration your entire financial situation.

  • Tax Planning

    Taxes are part of almost every financial transaction and transfer. The IRS itself says that the vast majority of Americans pay too much in taxes each year. The United States tax code is infamously complex, nevertheless it contains perfectly legitimate ways to reduce your tax liability. A professional and trustworthy University City, 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, cash equivalents, or alternative assets such as cryptocurrencies. A financial advisor in University City, MO will help allocate and diversify your assets in order to alleviate risk and best position your money for growth.

  • Retirement Planning

    Depending on where you currently are in life and where you want to be when you retire, your University City, 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 develop a budget and plan what your source of income will be 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 University City, MO residents and University City, MO businesses and business owners. Implementing 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 across the nation. Our University City, MO financial advisor team offers comprehensive 401(k) planning for business owners as well as individualized benefits for their employees.

  • 401(k) Rollover

    When changing to a new job, it can be confusing to know what to do with the savings you already accumulated in your old University City, 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 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 understandable to want to leave a legacy and leave some money behind for the people you care about the most. Wealth transfers are different than simply leaving possessions behind in estate planning. A financial advisor in University City, MO can best allocate your funds for not only your children but for future generations, 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 obtained 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 University City, MO financial advisor at Correct Capital must act in accordance with 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 University City, MO financial advisor at Correct Capital, we start by getting to know you and your goals. We will assess your current income, assets, investments, debts, and expenses. Once we've completed that, we'll work with you to determine your preferred risk tolerance and how we can best help you accomplish 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 propose, and we will never try to sell you on something we do not believe in ourselves.

Financial Advisor in University City, MO | Wealth Management Services | Financial Planner Near University City

Call Correct Capital's University City, 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 University City, MO individual, family, or business owner and their financial advisor is based on trust. We have dedicated our lives to helping our clients accomplish their personal and financial objectives, whether that be setting up a 401(k) plan or finally getting to drive that convertible in your golden years. Call our University City, MO financial advisor team today at 314-930-401(k) or contact us online to take the first step in achieving your dreams.


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