Financial Advisor in Wentzville, MO

Trusted and Experienced Financial Advisor in Wentzville, MO.

Financial Advisor in Wentzville, MO. You work hard for your money, and you want to feel good about how it's growing and how it's being used. Many Wentzville, MO residents don't have the financial literacy to be comfortable they're making the best decisions with their money, while others simply don't have the time or interest to stay up to date on market trends along with new laws and global events. That's when you need a trustworthy, seasoned, and knowledgeable financial advisor supporting you. A Correct Capital financial advisor in Wentzville, MO will make your money work in a way that benefits you. We employ in-depth research and analytics along with our decades of wealth management experience to build personalized financial plans for individuals, families, and businesses in Wentzville, 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 found that 53 percent of American adults are worried about their finances. The root of that anxiety is frequently just not being sure they're making the right decisions with their money. After our Wentzville, MO financial advisor team gets to know you, your extant financial situation and your financial goals, we'll implement 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 plans we can endorse. Our financial advisors in Wentzville, MO have certifications that can only be acquired through exhaustive testing and by meeting stringent education requirements.

Financial Advisor in Wentzville, MO | Wealth Management Services | Financial Planner Near Wentzville

What Does a Financial Advisor in Wentzville, MO Do?

A financial advisor will look over your current financial situation, ascertain means to improve it, and help you realize your long-term financial goals. Many Wentzville, MO residents frequently immediately think of investing when they consider wealth management services and financial advisors. While that is a principal facet of any financial plan, a professional financial advisor will be able to give you extensive financial advice that takes into account the entirety of your finances. Below are some of the services your Correct Capital financial advisor in Wentzville, MO will use in order to help you reach your objectives.

  • Financial Planning

    Our finances are involved in virtually everything we do, from retirement planning, to education, real estate deals, deciding on insurance policies, and providing for ourselves and our families. The best financial advisors in Wentzville, MO offer holistic services and customized guidance by taking into consideration your entire financial situation.

  • Tax Planning

    Taxes are involved in virtually every financial transaction and transfer. The IRS itself says that almost three quarters of people who pay taxes in the United States overpay in taxes each year. The United States tax code is notoriously complicated, however it contains perfectly legal ways to lessen the amount of taxes you pay. An accomplished and trustworthy Wentzville, 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. Examples of assets are stocks, bonds, mutual funds, ETFs, anything easily converted to cash, or alternative assets such as real estate. A financial advisor in Wentzville, 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 are in life and your desired lifestyle when you retire, your Wentzville, MO financial advisor will help with tax implications, knowing 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 provide 401(k) services to both individuals and families and Wentzville, 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 over $230 million in plan assets and thousands of plan participants across the nation. Our Wentzville, MO financial advisor team offers broad 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 confusing to know the best way to manage the money you've already saved in your old Wentzville, MO employer's 401(k) plan. You have a few options, such as keeping the money in your current plan, moving it to a new 401(k), or moving the money to one of several IRA accounts. A financial advisor will know how to best go about managing your 401(k) funds.

  • Generational Wealth Transfers

    Your money came from your hard work, and it's understandable 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 gifts behind in estate planning. A financial advisor in Wentzville, MO can best allocate your money for not just 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 crucial to choose one who has earned 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 Wentzville, 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 Wentzville, MO financial advisor at Correct Capital, we start by getting to know you and your objectives. We will analyze your current income, assets, investments, debts, and expenses. After we've done that, we'll work in tandem with you to establish your preferred risk tolerance and how we can best help you achieve your goals. As an independent advisory firm, our only priority is to act in your best interest. There is no limitation 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 Wentzville, MO | Wealth Management Services | Financial Planner Near Wentzville

Call Correct Capital's Wentzville, MO Financial Advisor Team Today

Your money and the choice you make with it are personal. At Correct Capital, we understand that the relationship between a Wentzville, MO individual, family, or business owner and their financial advisor is based on trust. We have dedicated our careers to helping our clients achieve their personal and financial objectives, whether that be sending your children to college or finally getting to purchase that convertible in your golden years. Call our Wentzville, 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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