Wealth Management in Lemay, MO
Wealth Management in Lemay, MO. Our financial health is about more than just being able to eat at our favorite restaurants; it impacts our mental health, the futures of ourselves and our families, and whether or not we realize our what's most important to us in life. Correct Capital offers comprehensive wealth management services to Lemay, MO individuals and families so they can be sure that their finances and future are not only secure but set up for sustained success. Turn your goals into reality with Correct Capital's Lemay, 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 adequate income and financial security. Our Lemay, MO wealth management team at Correct Capital do more than just manage your investments; we see ourselves as caretakers of your wealth and financial life coaches. Many Americans don't often think about some vital aspects of financial security; for example, only 33% of Americans have a plan for what will happen with their wealth once they've moved on. People with the best financial health in the U.S. have diversified portfolios that incorporate equities, fixed income, cash, and more depending on how close they are to retirement 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 Lemay, MO have the understanding, skill, commitment, and resources to help you get from where you are to where you want to go.
What is Wealth Management? | Lemay, MO Wealth Management
Wealth management is a broad term that generally refers to how a financial advisor manages all aspects of a client's economic status to focus on the comprehensive care of their wealth. Comprehensive wealth management in Lemay, MO will provide in-depth financial advice, including:
- Net worth determination to keep an eye on your financial stability, analyze unnecessary spending, 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 mitigate risk in the interest of growing your wealth.
- Estate planning so you can leave a legacy for your Lemay, MO family.
- 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 you're financially prepared for that new house or if real estate investing is right for you.
- Insurance planning to make sure your assets are protected and you're not spending too much.
- 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 decrease your liability and ensure you hold onto as much of your money as possible.
- Philanthropic planning so the fruits of your labor will benefit Lemay, MO communities as well.
What to Look for in a Wealth Manager | Lemay, MO Wealth Management
Entrusting your wealth and future to someone is not something to be taken lightly. It's vital to make an informed decision and take into account the merits of both the people managing your money and the skills, understanding, and experience they use to do so. Below are eight questions you should ask before choosing a financial advisor for your wealth management in Lemay, MO.
- What is their experience in wealth management? In any field, there's no better teacher than experience. The more experience a financial advisor has in wealth management, the the better idea they'll have of how to react to market fluctuations, and they'll know the best strategies for intermediate and long-term growth. It also means they'll have a vast network of relationships and resources.
- What designations do they have? The term "wealth manager" doesn't necessarily defer any qualifications to the person using it. A Lemay, MO wealth management firm that really knows what it's doing will hold qualifications that are independently verifiable with independent agencies and overseeing bodies.
- Who is their standard client? A wealth manager may be qualified and have financial experience, but you need to know that they can tailor their financial counsel to your unique circumstances.
- What services do they provide? The best wealth management firms will be able to provide comprehensive services extend far beyond investment 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 have your wealth manager on speed dial, but you want to know that they're there when you have questions, and that they're being honest if there is ever a conflict of interest.
- What tools do they have? In-depth analysis of historical trends and cutting edge technologies and digital platforms are essential to providing clients a wealth management strategy that can endure and capitalize on market fluctuations.
- Who do they work for? Many wealth managers that work at larger firms are limited 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 consultan 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 optimizing asset allocation and maximizing returns are essential facets of any wealth building strategy, true wealth management in Lemay, MO should include a complete view of your finances.
Correct Capital's Approach to Wealth Management in Lemay, MO
At Correct Capital, our wealth management team has more than 7 decades of cumulative experience helping Lemay, MO individuals and families meet their financial goals and achieve their dreams. We are a Registered Investment Advisor whose advisors include an Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER ™ professionals, whose credentials are awarded through experience, education, passing exhaustivee exams, and maintaining high ethical standards. We serve families and individuals in addition to business owners in Lemay, MO by using in-depth research and analytics to implement sound 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 sort of life management. In our first meeting, we'll get to know where you are in life and what type of life you want to have. Then, we'll go over every facet of your finances to acquire a comprehensive opinion of your financial health. We'll develop a financial roadmap for you, and adjust it when fluctuations in the market or your financial health make it necessary.
Other services we offer in Lemay, MO include:
- Succession Planning
- Fiduciary Financial Advisor
- Company 401(k) Plans
- ESOP Advisor
- Self-Employed Retirement Plans
Wealth Management Lemay, 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 Lemay, MO residents attain their dreams and enhance their family's future. For committed and talented wealth management in Lemay, MO with experts you can trust, call Correct Capital today at 877-930-4015 or contact us online.
