Financial Planner St. Louis, MO

Financial Planner St. Louis, MO. Whether thinking about your retirement, planning for a growing family, or building a solid financial foundation for your family and future, having a skilled financial planner you can trust in St. Louis is key to establishing the financial future that you want. Having someone you can trust to give sound advice and offer comprehensive solutions can make all the difference when it comes to achieving the level of financial security and freedom you desire.

The financial planning professionals at Correct Capital have years of experience helping St. Louis families just like yours map out their financial future. We get to know our clients, understand their wants and needs, and craft a financial framework that is tailor-made to achieve your goals. As independent fiduciary advisors, Correct Capital provides advice and financial solutions without bias or conflict and places your needs first in everything we do. Call us today at 314-930-4015 or contact us online to learn more about our approach to investing or to speak with our St. Louis financial planners today about your goals and how Correct Capital can help you reach them.

Our St. Louis Financial Planning Services

Financial planning is a weighty responsibility that should be left to proven professionals. Correct Capital has an accomplished team of advisors who have met strenuous requisites to earn various federal accreditations, licensing, and certifications. The CERTIFIED FINANCIAL PLANNER™ professional certification calls for rigorous education, training and ethical standards.

Our staff includes Brian Pultman, a CFP® professional with more than two decades' of experience helping clients identify and meet their financial benchmarks. We base all of our work around a personal relationship with our clients: we want to get to know you as a person, talk about your goals in life, and go through any previous financial plans you may have made. Our CFP® practitioner can help you create a comprehensive plan for these life events and more:

  • Saving for education
  • Real estate transactions
  • Retirement planning
  • Tax events/planning
  • Estate/Succession planning
  • Insurance policies

Our firm is proud to say that we are an independent fiduciary firm. This means that not only are we bound by law to put your interests and needs first in everything that we do, but also that we are not tied down by agreements with any one particular financial institution to offer their products. We can thus offer you independent, objective, and unbiased financial advice and provide a diverse array of options when charting your map to financial stability and a secure future.

What Makes a CFP® Professional Different

Receiving the CERTIFIED FINANCIAL PLANNER™ certification means that a financial advisor has committed themselves to a higher level of personal and professional standards. CFP® practitioners are bound by an extensive Code of Ethics and Standards of Content, which requires them to do the following at all times:

  1. Act with honesty, integrity, competence, and diligence
  2. Act in their client's best interests at all times
  3. Exercise due care
  4. Avoid, or disclose and manage, conflicts of interest
  5. Maintain the confidentiality and protect the privacy of client information
  6. Act in a manner that reflects positively on the financial planning profession and CFP® certification

In addition, a CFP® professional is dedicated not only to their clients but also to their own personal development. CFP® certificants are required to complete extensive college-level classes on multiple topics, including estate planning, risk management, and professional regulation. A CFP® professional also must regularly take continuing education courses about ethics, the latest financial trends and processes, and other topics crucial to their professional success. Simply put, a CERTIFIED FINANCIAL PLANNER™ practitioner is a financial advisor who is devoted not only to their clients but also to constant personal improvement and being an advisor that clients can trust.

Contact Expert Financial Planners in St. Louis Today

When you are ready to experience wealth management and financial planning that is built around you, talk to the financial planning professionals at Correct Capital today. Get in touch with us today, either online or by dialing 314-930-4015, to see how our independent, data-driven approach to financial planning and wealth management can help you get to where you want to be both now and in the future.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes the use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Meet our team of financial advisors.

Our Team