Financial Advisor in Westwood, MO

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Trusted and Experienced Financial Advisor in Westwood, MO.

Financial Advisor in Westwood, MO. Your money is a product of your hard work, and you want to feel certain about how it's growing and how it's being used. Many Westwood, 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 interest to stay up to date on market trends along with new regulations and global events. That's when you need a reliable, accomplished, and adept financial advisor supporting you. A Correct Capital financial advisor in Westwood, MO will put your money to work in a way that benefits you. We utilize in-depth research and analytics along with our decades of financial planning experience to implement customized financial solutions for individuals, families, and companies in Westwood, MO and beyond. Call us today at 877-930-4015 or contact us online to learn how Correct Capital can help you.

A 2018 study by FINRA found that 53 percent of American adults are nervous about their finances. A source of that concern is commonly simply not being sure they're managing their money correctly. After our Westwood, 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 realize them. As a fiduciary and an independent firm, your Correct Capital financial advisor is legally and ethically bound to act in your best interest and we are not limited in the plans we can recommend. Our financial advisors in Westwood, MO have certifications that can only be gained through rigorous testing and by meeting strict education requirements.

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

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Heading into retirement? Looking for investment guidance? Transition into your golden years the smart way with help from the CERTIFIED FINANCIAL PLANNER™ professionals of Correct Capital. Get started with a free, personalized financial assessment.

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What Does a Financial Advisor in Westwood, MO Do?

A financial advisor will analyze your current finances, pinpoint methods to enhance it, and help you reach your long-term financial goals. A lot of Westwood, MO residents typically immediately think of investing when they consider wealth management services and financial advisors. While that is a key facet of any financial plan, an accomplished financial advisor will be able to provide you with overarching financial advice that takes into account the entirety of your finances. The following are some of the services your Correct Capital financial advisor in Westwood, MO will use to help you accomplish your objectives.

  • Financial Planning

    Our money is part of just about everything we do, from retirement planning, to higher education, real estate transactions, picking insurance policies, and putting food on the table each night. The best financial advisors in Westwood, MO offer comprehensive services and bespoke financial counseling by considering 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 in the United States overpay in taxes each year. The United States tax code is infamously complicated, however it contains perfectly legitimate ways to decrease the amount of taxes you pay. A qualified and trustworthy Westwood, 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. They can include stocks, bonds, mutual funds, exchange-traded funds, anything easily converted to cash, or alternative assets such as real estate. A financial advisor in Westwood, MO will help allocate and diversify your assets in order to reduce 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 Westwood, MO financial advisor will help with tax implications, considering 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 Westwood, 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 across the United States. Our Westwood, 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 difficult to know what to do with the money you've already saved in your old Westwood, MO employer's 401(k) plan. You have a few options, including keeping the money in the account it is currently in, 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

    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 love the most. Wealth transfers are not the same as merely leaving items behind in estate planning. A financial advisor in Westwood, MO can best manage your funds for not just 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 vital to pick one who has received accreditations and certifications from regulatory boards such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and CERTIFIED FINANCIAL PLANNER™™ professionals, your Westwood, 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 Westwood, MO financial advisor at Correct Capital, we begin by getting to know you and your objectives. We will assess your current income, assets, investments, debts, and expenses. After 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 priority 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 Westwood, MO | Wealth Management Services | Financial Planner Near Westwood

Call Correct Capital's Westwood, 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 Westwood, MO individual, family, or business owner and their financial advisor hinges on on trust. We have dedicated our lives to helping our clients achieve their personal and financial objectives, whether that be setting up a 401(k) plan or finally getting to purchase that convertible in your retirement years. Call our Westwood, MO financial advisor team today at 877-930-4015 or contact us online to take the first step in growing your wealth the way you want to.

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