Trusted and Experienced Financial Advisor in Weldon Spring, MO.
Financial Advisor in Weldon Spring, MO. You work hard for your money, and you want to feel secure about how it's it's being utilized for your future. Many individuals and families in Weldon Spring, MO 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 regulations and global events. That's when you need a trustworthy, experienced, and skilled financial advisor on your side. A Correct Capital financial advisor in Weldon Spring, MO will put your money to work for you. We employ in-depth research and analytics along with our decades of financial advising experience to design bespoke financial solutions for individuals, families, and businesses in Weldon Spring, MO and beyond. Call us today at 877-930-4015 or contact us online to discover how Correct Capital can help you.
A 2018 study by FINRA revealed that 53 percent of American adults are anxious about their finances. The root of that apprehensiveness is frequently just not being sure they're making the right decisions with their money. Once our Weldon Spring, MO financial advisor team gets to know you, your finances and your financial goals, we'll build a road map to help you achieve 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 solutions we can put forward. Our financial advisors in Weldon Spring, MO have certifications that can only be acquired through rigorous testing and by meeting strict education requirements.
What Does a Financial Advisor in Weldon Spring, MO Do?
A financial advisor will look over your current financial situation, pinpoint methods to enhance it, and help you achieve your future financial goals. Many Weldon Spring, MO residents often immediately think of investing when they hear wealth management services and financial advisors. While that is a fundamental facet of any financial plan, an accomplished financial advisor will be able to give you comprehensive financial advice that takes into consideration the whole of your finances. The following are some of the services your Correct Capital financial advisor in Weldon Spring, MO will use to help you accomplish your objectives.
- Financial Planning
Our finances are part of essentially anything we do, from ensuring we're set up in retirement, to education, real estate purchases and sales, deciding on insurance policies, and providing for ourselves and our families. The best financial advisors in Weldon Spring, MO offer holistic services and tailored counsel by giving consideration to your entire financial situation.
- Tax Planning
Taxes are involved in virtually every financial transaction and transfer. According to the IRS's own data, the vast majority of people in the United States overpay in taxes every year. The United States tax code is infamously complex, however it contains perfectly legitimate ways to reduce your tax liability. A qualified and trustworthy Weldon Spring, 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. Examples of assets are stocks, bonds, mutual funds, exchange-traded funds, anything easily converted to cash, or alternative assets such as real estate. A financial advisor in Weldon Spring, MO will help allocate and diversify your assets in order to alleviate risk in the interest of growing your money.
- Retirement Planning
Depending on where you presently are in life and your desired lifestyle when you retire, your Weldon Spring, MO financial advisor will help with tax implications, knowing the right age to retire, when to take money out 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 golden years exactly the way you want to.
- 401(k) Services
We provide 401(k) services to both individuals and families and Weldon Spring, MO businesses and business owners. Having 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 Weldon Spring, 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 difficult to know the best way to manage the savings you already have in a previous Weldon Spring, MO employer's 401(k) plan. You have several options, such as keeping the money in your current plan, moving it to a new 401(k), or moving the money to one of a variety of 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 reasonable to want to leave a legacy and leave something behind for the people you love the most. Wealth transfers are not the same as simply leaving items behind in estate planning. A financial advisor in Weldon Spring, MO can best position your funds for not just your children but for future generations, even the people you haven't met yet.
- Fiduciary Advising
Anyone can give themselves the title of "financial advisor," so it's important 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 Weldon Spring, MO financial advisor at Correct Capital must heed 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 Weldon Spring, 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. Then we've completed that, we'll work with you to establish your preferred risk tolerance and how we can best help you meet your goals. As an independent advisory firm, our only obligation 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.
Call Correct Capital's Weldon Spring, 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 Weldon Spring, 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 objectives, whether that be sending your children to college or finally getting to drive that dream car in your golden years. Call our Weldon Spring, MO financial advisor team today at 877-930-4015 or contact us online to take the first step in feeling great about your money.
