Financial Advisor in Weldon Spring, MO

Trusted and Experienced Financial Advisor in Weldon Spring, MO.

Financial Advisor in Weldon Spring, 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 Weldon Spring, 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 interest to stay up to date on market trends along with new laws and what's going on around the globe. That's when you need a dependable, veteran, and knowledgeable financial advisor supporting you. A Correct Capital financial advisor in Weldon Spring, MO will put your money to work for you. We use in-depth research and analytics along with our decades of financial planning experience to create customized financial solutions for individuals, families, and companies in Weldon Spring, 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 revealed that 53 percent of American adults are nervous about their finances. The root of that apprehensiveness is commonly just not being sure they're putting their money in the right places. Once our Weldon Spring, MO financial advisor team gets to know you, your current financial situation and your financial aims, we'll create 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 solutions we can suggest. Our financial advisors in Weldon Spring, MO have certifications that can only be awarded through exhaustive testing and by meeting strict education requirements.

Financial Advisor in Weldon Spring, MO | Wealth Management Services | Financial Planner Near Weldon Spring

What Does a Financial Advisor in Weldon Spring, MO Do?

A financial advisor will analyze your current finances, pinpoint methods to improve it, and help you realize your future financial goals. A lot of Weldon Spring, MO residents commonly immediately think of investing when they think of wealth management services and financial advisors. While that is a crucial component of any financial plan, a knowledgeable financial advisor will be able to offer you holistic financial advice that takes into account the whole of your finances. Below are some of the services your Correct Capital financial advisor in Weldon Spring, MO will use in order to help you meet your objectives.

  • Financial Planning

    Our money is involved in virtually anything we do, from making sure we're set up in retirement, to higher and continuing education, real estate deals, picking insurance policies, and providing for ourselves and our families. The best financial advisors in Weldon Spring, MO offer overarching services and customized guidance by taking into consideration your entire financial situation.

  • Tax Planning

    Taxes are involved in basically every financial transaction and transfer. According to the IRS's own data, over 70 percent of people in the United States overpay in taxes each year. The United States tax code is notoriously complex, however it allows for perfectly lawful ways to diminish your tax liability. A professional and trustworthy Weldon Spring, 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. Common assets include stocks, bonds, mutual funds, ETFs, 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 lessen risk and best position your money for growth.

  • Retirement Planning

    Depending on where you are in life and where you want to be when you retire, your Weldon Spring, MO financial advisor will help with tax implications, thinking about the perfect 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 offer 401(k) services to individuals and families as well as Weldon Spring, MO businesses and business owners. Having a 401(k) plan is a wonderful way to retain your best employees and keep them productive and happy. Our retirement consultants represent over $230 million in plan assets and thousands of plan participants across the United States. Our Weldon Spring, MO financial advisor team offers comprehensive 401(k) planning for business owners 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 your old Weldon Spring, MO employer's 401(k) plan. You have a few options, such as keeping the money in your current plan, 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 proceed with managing your 401(k) funds.

  • Generational Wealth Transfers

    Your money came from your hard work, and it's reasonable to want to leave a legacy and leave some money behind for the ones you care about the most. Wealth transfers are different than just leaving items behind in estate planning. A financial advisor in Weldon Spring, 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 give themselves the title of "financial advisor," so it's crucial to choose one who has obtained 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 Weldon Spring, 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 Weldon Spring, MO financial advisor at Correct Capital, we begin by getting to know you personally and your aims. We will evaluate 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 achieve your goals. As an independent advisory firm, our only responsibility is to act in your best interest. There is no limitation 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.

Financial Advisor in Weldon Spring, MO | Wealth Management Services | Financial Planner Near Weldon Spring

Call Correct Capital's Weldon Spring, 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 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 accomplish their personal and financial goals, whether that be setting up a 401(k) plan or finally getting to purchase that dream car in your retirement years. Call our Weldon Spring, 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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