Wealth Management in Fenton, MO
Wealth Management in Fenton, MO. Our financial health is about more than just having the lifestyle we want; it has an effect on our emotional well-being, the futures of ourselves and our families, and whether or not we realize our life goals. Correct Capital offers A-Z wealth management services to Fenton, MO individuals and families so they can be confident that their money and future are not only protected but well-positioned for long-term success. Turn your goals into reality with Correct Capital's Fenton, MO wealth management services today by calling 877-930-4015 or by contacting us online.
While there are many reasons people seek wealth management services, the two most common are protecting wealth and ensuring ample income and financial security. Our Fenton, MO wealth management team at Correct Capital are more than just investment advisors; we consider ourselves custodians of your wealth and financial life coaches. Many Americans don't often think about some key facets of financial health; for instance, only 33% of Americans have a will. Investors in the U.S. have diversified portfolios that are comprised of equities, fixed income, cash, and more depending on their time horizon and how much risk they are willing to take on. A diversified portfolio that takes into account everything from tax planning to insurance options is an important aspect to consider when managing your wealth. Correct Capital's wealth management advisors in Fenton, MO have the experience, expertise, dedication, and tools to help you get from where you are to where you want to go.
What is Wealth Management? | Fenton, MO Wealth Management
Wealth management is a wide-ranging phrase that generally refers to how a financial advisor oversees every facet of a client's economic status in the interest of maintaining the comprehensive guardianship of their financial assets. Holistic wealth management in Fenton, MO will provide in-depth financial advice, such as:
- Net worth determination to track your financial stability, evaluate where you may be spending too much, and pinpoint more useful and valuable places to put your money.
- Investing, investment advice, and portfolio management that seek to foresee market declines, create a balanced and diversified portfolio, and lessen risk so your wealth can grow.
- Estate planning so you can be sure that your Fenton, MO family is provided for once you're gone.
- Retirement planning so you can finally get the beach house and dream car, or just relax on the porch knowing you're financially secure.
- Real estate transactions to determine if that new house you've been looking at meets with your current finances, or if real estate investing is a good fit for your finances and goals.
- Insurance planning to make sure your assets are protected and you're not overpaying.
- 401(k) advising for business owners who want to reward their best employees with a secure future and a range of investment and savings options.
- 401(k) rollover if you're changing jobs and want to make sure the money you've already saved is still working for you.
- Tax planning to decrease your liability and ensure you keep as much of your money as possible.
- Philanthropic planning so the fruits of your labor will ensure prosperous Fenton, MO communities as well.
What to Look for in a Wealth Manager | Fenton, MO Wealth Management
Choosing a trustworthy and capable wealth manager is a serious task; you are in many ways entrusting them with your future. It's imperative to make an informed decision and take into account the merits of both the financial advisors who will take custodianship of your wealth and the skills, understanding, and experience they will employ to do so. Here are eight important things to ask yourself before choosing a financial advisor for your wealth management in Fenton, MO.
- Do they have enough wealth management experience? In any field, experience goes a long way in preparing someone to handle complicated situations. The more experience a financial advisor has in wealth management, the the better idea they'll have of how to handle market fluctuations, and they'll know how to best time your investments and retirement funds for when you need them, whether that be in 5 years, 12 years, or 30. They'll also have a large network of relationships and resources that you'll both be able to depend on.
- What qualifications do they have? The term "wealth manager" doesn't necessarily defer any qualifications to the person using it. A dependable and veteran Fenton, MO wealth management firm will hold qualifications that can only be acquired by satisfying education and experience obligations and passing rigorous exams.
- Who is their typical client? A wealth manager may be qualified and have financial experience, but you need to know that they can tailor their advice to your specific needs.
- What services do they offer? The best wealth management firms will be qualified to provide all-inclusive services that go beyond tax planning and retirement planning to consider the full spectrum of your life, goals, and current financial health.
- How do they communicate with you? You probably don't need to speak to your wealth manager every day, but you want to know that they're there when you have questions, and that they're being honest with you if any conflicts of interest arise.
- What resources do they have? In-depth analysis of historical data and cutting edge technologies and digital platforms are key to providing clients a wealth management strategy that can endure and capitalize on market fluctuations.
- Are they independent? Many consultants that work at larger firms are bound to certain brokerages and are therefore limited in the investment opportunities they can offer you and might not give you completely unbiased advice. When a advisor is independent, they are looking out for your best interest and are not limited in the options they can present you with.
- Do they have a holistic view of wealth management? While asset allocation and maximizing returns are key facets of any financial advising services, true wealth management in Fenton, MO develops a game plan that also includes your taxes, philanthropic planning, insurance, and a wide array of other parts of your financial health.
Correct Capital's Wealth Management Philosophy in Fenton, MO
At Correct Capital, our wealth management team has over 75 years of cumulative experience helping Fenton, MO individuals and families meet their financial milestones and live the lives they want. We are a Registered Investment Advisor whose advisors include an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER ™ professionals, whose credentials are attained through experience, education, passing demanding exams, and keeping to high ethical standards. We serve families and individuals as well as business owners in Fenton, MO with great financial strategies that work for them. As a fiduciary and an independent firm, we are legally and ethically obligated to do what's best for you and only you.
Wealth management is a kind of life management. In our initial consultation, we'll discuss where you are and where you want to go. Then, we'll go over every facet of your finances to obtain a comprehensive sense of your financial health. We'll generate a a long-term plan for you, and actively manage it.
Other services we offer in Fenton, MO include:
- Succession Planning
- Fiduciary Financial Advisor
- Company 401(k) Plans
- ESOP Advisor
- Self-Employed Retirement Plans
Wealth Management Fenton, MO | Correct Capital
Your success is our success. We know that trust is the foundation of any relationship between a client and their wealth manager, so we will always be open, honest, and straightforward with you. We take pride in our ability help Fenton, MO residents reach their dreams and enrich their family's future. For dedicated and experienced wealth management in Fenton, MO with experts you can trust, get in touch with Correct Capital today at 877-930-4015 or contact us online.
