Wealth Management in Jefferson County, MO
Wealth Management in Jefferson County, MO. Our financial health is about more than just being able to eat at our favorite restaurants; it has an effect on our emotional well-being, the futures of ourselves and our families, and whether or not we attain our what we want the most in life. Correct Capital offers comprehensive wealth management services to Jefferson County, MO residents so they can can have peace of mind because their finances and future are not only protected but well-positioned for sustained growth. Turn your goals into reality with Correct Capital's Jefferson County, 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 adequate income and financial certainty. Our Jefferson County, MO wealth management team at Correct Capital are more than just investment advisors; we consider ourselves stewards of your wealth and financial life teachers. A lot of features of financial security are too often ignored; 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 how old they are and risk tolerance. An experienced and knowledgeable wealth manager will help you create a diversified portfolio while considering everything from tax planning to insurance options. Correct Capital's wealth management advisors in Jefferson County, MO have the understanding, skill, commitment, and tools to help grow your wealth and live the life you want.
What is Wealth Management? | Jefferson County, MO Wealth Management
Wealth management is a wide-ranging phrase that generally refers to how a financial advisor oversees the entirety of of a client's economic status in the interest of maintaining the comprehensive custodianship of their wealth. Full-scale wealth management in Jefferson County, MO will provide thorough financial advice, including:
- Net worth determination to trace your financial stability, analyze where you may be spending too much, and pinpoint where you want it to go in the future.
- Investing, investment advice, and portfolio management that seek to foresee market declines, create a balanced and diversified portfolio, and lessen risk in the interest of balancing your investments with your time horizon.
- Estate planning so you can be sure that your Jefferson County, MO family is taken care of once you're gone.
- Retirement planning so you can live the life you want and are financially secure once you've left the workforce.
- Real estate transactions to determine if you're financially prepared for that new house or if real estate investing is something worth exploring for you.
- Insurance planning to make sure you, your family, and your assets can survive any surprises and that you're not overpaying.
- 401(k) services if you run a business and want to reward your best employees with a secure future and a range of investment and savings options.
- 401(k) rollover if you're taking advantage of an exciting new opportunity and want to make sure the money you've already saved is still working for you.
- Tax planning to set aside as much money as you can for yourself, your family, future investments and other opportunities.
- Philanthropic planning so the results of your hard work will ensure prosperous Jefferson County, MO communities as well.
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Correct Capital Wealth Management's office is physically located in St. Louis, MO, but we serve clients throughout the United States in both personal financial planning and corporate retirement plans.
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How to Choose a Wealth Manager | Jefferson County, 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 essential to make an informed decision and take into account the merits of both the people managing your money and the skills, wisdom, and experience they will employ to do so. The following are eight questions you should ask when seeking a financial advisor for your wealth management in Jefferson County, MO.
- What is their experience in wealth management? In any profession, there's no better teacher than experience. The longer a financial advisor has been assisting clients in wealth management, the more accustomed they'll be to 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. It also means they'll have a large network of relationships and resources.
- What designations do they have? Literally anybody can call themselves a "wealth manager." A Jefferson County, MO wealth management firm that really knows how to grow wealth will hold qualifications that can only be acquired by fulfilling education and experience requirements and passing rigorous exams.
- Who is their average client? A wealth manager may meet a wide range of criteria, but they can only serve you so well if they don't have experience with people who are in a similar situation as you.
- What services do they provide? The best wealth management firms will be able to provide all-inclusive services extend far 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? It's likely unnecessary to speak to your wealth manager every day, but you need to know that they're accessible, and that they're being sincere with you if any conflicts of interest come up.
- What resources do they have? Effective wealth management is based on on in-depth data and the latest technologies to properly assess the market and analyze historical trends to predict what strategies and options are best for you.
- Who do they work for? Many wealth managers that work at larger firms are restricted to certain brokerages and might not be allowed to give you truly objective advice or may not be able to offer you a full range of investment options. When a advisor is independent, they are looking out for your best interest and are not limited in the strategies they can use in your favor.
- Will they manage your wealth, or just your investments? While asset allocation and maximizing returns are important facets of any wealth building strategy, true wealth management in Jefferson County, 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 Approach to Wealth Management in Jefferson County, MO
At Correct Capital, our wealth management team has more than 75 years of combined experience helping Jefferson County, 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 qualifications are attained through experience, education, passing demanding exams, and maintaining high ethical standards. We serve families and individuals in addition to business owners in Jefferson County, MO by using the latest technologies to implement reliable strategies to help them get where they want to go. 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 form of life management. In our first meeting, we'll discuss where you are and where you want to go. Then, we'll look over your assets, liabilities, debts, income, and expenses to acquire a comprehensive feel for your financial health. We'll develop a a long-term plan for you, and then use the latest technologies and analytics to monitor it and make adjustments when necessary.
Other services we offer in Jefferson County, MO include:
Wealth Management Jefferson County, MO | Correct Capital
We succeed when you succeed. 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 do what we do to help Jefferson County, MO residents realize their goals and reinforce their family's future. For devoted and talented wealth management in Jefferson County, MO with experts you can trust, call Correct Capital today at 877-930-4015 or contact us online.
