Wealth Management in Kirkwood, MO
Wealth Management in Kirkwood, MO. Our financial health is about more than just getting to live in our dream house; it impacts our emotional health, the futures of ourselves and our families, and whether or not we achieve our life goals. Correct Capital offers comprehensive wealth management services to Kirkwood, MO residents so they can can have peace of mind because their finances and future are not only safe but set up for sustained success. Turn your goals into reality with Correct Capital's Kirkwood, MO wealth management services today by calling 877-930-4015 or by contacting us online.
There are many motivations people have for looking for wealth management services, the most common being protecting wealth and ensuring sufficient income and financial certainty. Our Kirkwood, MO wealth management team at Correct Capital are more than just investment advisors; we strive to be caretakers of your wealth and financial life mentors. Many Americans don't often think about some key features of financial security; for instance, only 33% of Americans have a will. People with the best financial health in the U.S. have diversified portfolios that incorporate 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 Kirkwood, MO have the wisdom, expertise, tenacity, and resources to help grow your wealth and live the life you want.
What is Wealth Management? | Kirkwood, MO Wealth Management
Wealth management is a wide-ranging phrase that generally refers to how a financial advisor manages every facet of a client's finances in the interest of maintaining the overall care of their financial assets. Full-scale wealth management in Kirkwood, MO will provide in-depth financial advice, including:
- Net worth determination to keep an eye on your financial stability, analyze where you may be spending too much, and identify 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 in the interest of balancing your investments with your time horizon.
- Estate planning so you can leave a legacy for your Kirkwood, MO family.
- Retirement planning so you can feel at ease that your income will fit your desired lifestyle in your golden years.
- Real estate transactions to determine if you're financially prepared for that new house or if real estate investing is right for you.
- Insurance planning to verify you, your family, and your assets can survive any surprises and that you're not overpaying.
- 401(k) services for business owners who want to see their employees financially secure is well.
- 401(k) rollover if you're moving to a new company and want to optimize the money you've already saved.
- Tax planning to reserve as much money as you can for yourself, your family, future investments and other opportunities.
- Philanthropic planning so the results of your hard work can protect Kirkwood, MO communities as well.
What to Look for in a Wealth Manager | Kirkwood, MO Wealth Management
Entrusting your wealth and future to someone is not something to be taken lightly. You need to be able to trust both the people managing your money and the skills, knowledge, and experience they will employ to do so. Below are eight important things to ask yourself when seeking a financial advisor for your wealth management in Kirkwood, MO.
- Do they have adequate wealth management experience? In any industry, experience goes a long way in preparing someone to handle tough situations. The more experience a financial advisor has 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. They'll also have a far-reaching network of relationships and resources that you'll both be able to lean on.
- What qualifications do they have? Literally anybody can call themselves a "wealth manager." A trustworthy and seasoned Kirkwood, MO wealth management firm will hold qualifications that are independently verifiable with independent agencies and regulatory bodies.
- Who is their standard client? A wealth manager may be qualified and have financial experience, 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 offer? The best wealth management firms will offer comprehensive services extend far beyond portfolio management 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 direct in the event that there is a conflict of interest.
- What tools do they utilize? 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 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 firm is independent, they are looking out for your best interest and are not limited in the options they can present you with.
- Will they manage your wealth, or just your investments? While asset allocation and getting a great return on investment are key features of any long-term growth strategy, true wealth management in Kirkwood, 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 Kirkwood, MO
At Correct Capital, our wealth management team has more than 75 years of combined experience helping Kirkwood, MO individuals and families make their finances work for them. Our firm is a Registered Investment Advisor whose advisors include an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER ™ professionals, whose credentials are accomplished through experience, education, passing rigorous exams, and maintaining high ethical standards. We serve families and individuals as well as business owners in Kirkwood, MO with great financial strategies that work for them. As a fiduciary and an independent firm, our only obligation is proving you with expert, personalized, and dependable financial advice.
Wealth management is a form of life management. When we first meet with you, we'll discuss where you are and where you want to go. Then, we'll go over every aspect of your finances to acquire a comprehensive feel for your financial health. We'll generate a financial roadmap for you, and then use the latest technologies and analytics to monitor it and make adjustments when necessary.
Other services we offer in Kirkwood, MO include:
- Succession Planning
- Fiduciary Financial Advisor
- Company 401(k) Plans
- ESOP Advisor
- Self-Employed Retirement Plans
- 401(k) For Small Business
- Small Business Retirement Plans
- Tax Planning
Wealth Management Kirkwood, MO | Correct Capital
Our only aim is to get the best results we can for you, and we are legally and ethically obliged to do so. Trust is essential when it comes to your finances, so we look forward to building a long-term relationship together. We do what we do to help Kirkwood, MO residents realize their goals and reinforce their family's future. For dedicated and talented wealth management in Kirkwood, MO with a personalized touch, get in touch with Correct Capital today at 877-930-4015 or contact us online.
