Wealth Management in Sappington, MO
Wealth Management in Sappington, MO. Our financial health is about more than just having the lifestyle we want; it impacts our mental health, the futures of ourselves and our families, and whether or not we realize our life goals. Correct Capital offers comprehensive wealth management services to Sappington, MO individuals and families so they can be confident that their money and future are not only protected but set up for long-term growth. Turn your goals into reality with Correct Capital's Sappington, 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 security. Our Sappington, MO wealth management team at Correct Capital do more than just try to time the market; we see ourselves as stewards of your wealth and financial life mentors. Many Americans don't often think about some essential particulars of financial security; for example, only 33% of Americans have a will. Investors in the U.S. have diversified portfolios that incorporate equities, fixed income, cash, and more depending on how old they are 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 thing to consider when managing your wealth. Correct Capital's wealth management advisors in Sappington, MO have the understanding, expertise, diligence, and resources to help you get from where you are to where you want to go.
What is Wealth Management? | Sappington, MO Wealth Management
Wealth management is a broad term that generally refers to how a financial advisor organizes all aspects of a client's economic status in the interest of maintaining the comprehensive care of their financial assets. Full-scale wealth management in Sappington, MO will provide extensive financial advice, such as:
- Net worth determination to keep an eye on your financial stability, evaluate unnecessary expenses, and pick out more useful and valuable places to put your money.
- Investing, investment advice, and portfolio management that strive to anticipate market fluctuations, diversify your assets, and meet your risk tolerance so your wealth can grow.
- Estate planning so you can be sure that your Sappington, MO family is taken care of once you're gone.
- 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 that new house you've been looking at aligns 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 spending too much.
- 401(k) services for business owners who want to see their employees set up for retirement.
- 401(k) rollover if you're changing jobs and want to make the most out of the money you've already saved.
- Tax planning to lower your liability and ensure you keep as much of your money as possible.
- Philanthropic planning so the fruits of your labor can protect Sappington, MO communities as well.
What to Look for in a Wealth Manager | Sappington, 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, insight, and experience they use to do so. Here are eight important things to ask yourself before choosing a financial advisor for your wealth management in Sappington, MO.
- Do they have sufficient wealth management experience? In any industry, there's no better teacher than experience. The longer a financial advisor has been assisting clients in wealth management, the the better idea they'll have of how to react to market fluctuations, and they'll know how to best position your wealth for your time horizon, whether that be in 5 years, 12 years, or 30. 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 Sappington, MO wealth management firm that really knows how to grow wealth will hold qualifications that are independently verifiable with independent agencies and overseeing bodies.
- Who is their average client? A wealth manager may be qualified and have financial experience, but you need to know that they can tailor their advice to your unique circumstances.
- What services do they offer? The best wealth management firms will offer 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? Few people need to speak to your wealth manager every day, but you need to know that they're responsive, and that they're being direct in the event that there is a conflict of interest.
- What tools do they have? In-depth analysis of historical data and cutting edge technologies and digital platforms are vital 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 restricted to certain brokerages and are therefore limited in the investment opportunities they can offer you and might not give you completely unbiased advice. Independent firms have no such restraints, and you can be sure that they are recommending options that they truly believe in.
- Will they manage your wealth, or just your investments? While asset allocation and getting a great return on investment are key aspects of any long-term growth strategy, true wealth management in Sappington, MO should include a complete view of your finances.
Correct Capital's Wealth Management Philosophy in Sappington, MO
At Correct Capital, our wealth management team has more than 7 decades of combined experience helping Sappington, 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 qualifications are attained through experience, education, passing exhaustivee exams, and keeping to high ethical standards. We serve families and individuals in addition to business owners in Sappington, MO by using in-depth research and analytics 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 type of life management. When we first meet with you, we'll get to know where you are in life and what type of life you want to have. Then, we'll go over your assets, liabilities, debts, income, and expenses to acquire a general sense of 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 Sappington, MO include:
- Succession Planning
- Fiduciary Financial Advisor
- Company 401(k) Plans
- ESOP Advisor
- Self-Employed Retirement Plans
Wealth Management Sappington, MO | Correct Capital
Our only aim is to get the best results we can for you, and we are legally and ethically required to do so. Trust is key when it comes to your finances, so we look forward to building a long-term relationship together. We take pride in our ability help Sappington, MO residents realize their goals and improve their family's future. For committed and accomplished wealth management in Sappington, MO with a personalized touch, call Correct Capital today at 877-930-4015 or contact us online.
