Financial Advisor in Westwood, MO

Trusted and Experienced Financial Advisor in Westwood, MO.

Financial Advisor in Westwood, MO. You work hard for your money, and you want to feel certain about how it's it's being utilized for your future. Many individuals and families in Westwood, MO don't have the financial literacy to be sure they're making the best decisions with their money, while others merely don't have the time or don't enjoy staying 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 adept financial advisor on your side. A Correct Capital financial advisor in Westwood, 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 customized financial plans for individuals, families, and businesses in Westwood, MO and beyond. Call us today at 314-930-401(k) or contact us online to discover how Correct Capital can help you.

A 2018 study by FINRA reported that 53 percent of American adults are anxious about their finances. A source of that concern is frequently simply not being sure they're putting their money in the right places. After our Westwood, MO financial advisor team gets to know you, your present financial situation and your financial aims, we'll build a road map to help you accomplish them. As a fiduciary and an independent firm, your Correct Capital financial advisor is obligated to act in your best interest and we are not limited in the plans we can suggest. Our financial advisors in Westwood, MO have certifications that can only be awarded through exhaustive testing and by meeting strict education requirements.

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

What Does a Financial Advisor in Westwood, MO Do?

A financial advisor will look over your extant finances, identify means to enhance it, and help you achieve your future financial goals. Many Westwood, MO residents commonly immediately think of investing when they hear wealth management services and financial advisors. While that is a core part of any financial plan, a knowledgeable financial advisor will be able to give you overarching financial advice that takes into consideration the whole of your finances. Below are some of the services your Correct Capital financial advisor in Westwood, MO will implement in order to help you meet your goals.

  • Financial Planning

    Our money is involved in practically anything we do, from ensuring we're set up in retirement, to higher and continuing education, real estate purchases and sales, choosing insurance policies, and providing for ourselves and our families. The best financial advisors in Westwood, MO offer comprehensive services and bespoke counsel by giving consideration to your entire financial situation.

  • Tax Planning

    Taxes are part of nearly every financial transaction and transfer. The IRS itself says that the vast majority of people in the United States overpay in taxes every year. The United States tax code is notoriously labyrinthine, nevertheless it contains perfectly legal ways to lower your tax liability. An experienced and trustworthy Westwood, MO financial advisor will be able to manage 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 collection of your financial assets. Examples of assets are stocks, bonds, mutual funds, ETFs, cash equivalents, 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 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 Westwood, MO financial advisor will help with tax implications, thinking about the best age to retire, when to withdraw money and how much to withdraw. A financial advisor will help you put together 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 provide 401(k) services to individuals and families as well as Westwood, 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 more than $230 million in plan assets and thousands of plan participants across the nation. Our Westwood, MO financial advisor team offers all-encompassing 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 hard to know what to do with the money you've already saved in a previous Westwood, MO employer's 401(k) plan. You have a few options, including 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 go about 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 ones you love the most. Wealth transfers are not the same as simply leaving possessions behind in estate planning. A financial advisor in Westwood, MO can best grow your wealth for not only 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 essential to pick one who has 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 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 aims. We will analyze your current income, assets, investments, debts, and expenses. Then we've completed that, we'll work in tandem with you to determine your preferred risk tolerance and how we can best help you grow your money. As an independent advisory firm, our only commitment 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 Westwood, MO | Wealth Management Services | Financial Planner Near Westwood

Call Correct Capital's Westwood, 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 Westwood, MO individual, family, or business owner and their financial advisor hinges on on trust. We have dedicated our careers to helping our clients achieve their personal and financial objectives, whether that be setting up a 401(k) plan or finally getting to buy that dream car in your golden years. Call our Westwood, 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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