Wealth Management in Sunset Hills, MO
Wealth Management in Sunset Hills, MO. Our financial health is about more than just being able to buy our dream car; it impacts our emotional well-being, 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 holistic wealth management services to Sunset Hills, MO residents so they can be confident that their money and future are not only protected but ideally positioned for long-term growth. Turn your goals into reality with Correct Capital's Sunset Hills, 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 Sunset Hills, MO wealth management team at Correct Capital do more than just try to time the market; we see ourselves as custodians of your wealth and financial life teachers. A lot of facets of financial security are too often ignored; for example, only a third of Americans have a plan for what will happen with their wealth once they've moved on. 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 Sunset Hills, MO have the wisdom, skill, tenacity, and tools to help you get from where you are to where you want to go.
What is Wealth Management? | Sunset Hills, MO Wealth Management
Wealth management is a wide-ranging term that generally refers to how a financial advisor manages all aspects of a client's finances in the interest of maintaining the overall custodianship of their wealth. Comprehensive wealth management in Sunset Hills, MO will provide meticulous financial advice, including:
- Net worth determination to trace your financial stability, evaluate where you may be spending too much, and pick out where you want it to go in the future.
- Investing, investment advice, and portfolio management that strive to foresee changes in the market, diversify your assets, and lessen risk in the interest of balancing your investments with your time horizon.
- Estate planning so you can be sure that your Sunset Hills, MO family is taken care of 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 there aren't any more affordable options.
- 401(k) services for business owners who want to see their employees financially secure is well.
- 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 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 benefit Sunset Hills, MO communities as well.
How to Choose a Wealth Manager | Sunset Hills, 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 consider the merits of both the financial advisors who will steward your wealth and the savvy, wisdom, and experience they will employ to do so. Below are eight important things to ask yourself before deciding on a financial advisor for your wealth management in Sunset Hills, MO.
- Do they have enough 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 the best strategies for intermediate and long-term growth. They'll also have a far-reaching network of relationships and resources that you'll both be able to lean on.
- What designations do they hold? Literally anybody can call themselves a "wealth manager." A dependable and accomplished Sunset Hills, MO wealth management firm 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 financial counsel to your unique circumstances.
- What services do they offer? The best wealth management firms will offer comprehensive 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 have your wealth manager on speed dial, but you want to know that they're there when you need them, and that they're being honest if there is ever a conflict of interest.
- What resources 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.
- 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 impartial advice or may not be able to offer you a full range of investment options. Independent firms have no such restrictions, and you can be sure that they are recommending options that they truly believe in.
- Do they have a holistic view of wealth management? While asset allocation and getting a great return on investment are essential features of any financial advising services, true wealth management in Sunset Hills, 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 Sunset Hills, MO
At Correct Capital, our wealth management team has in excess of 75 years of cumulative experience helping Sunset Hills, MO individuals and families make their finances work for them. 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 rigorous exams, and heeding high ethical standards. We serve families and individuals in addition to business owners in Sunset Hills, 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, our only interest is what's best for you.
Your wealth manager is a kind of life coach. In our initial consultation, we'll get to know where you are in life and what type of life you want to have. Then, we'll look over your assets, liabilities, debts, income, and expenses to get an overall sense of your financial health. We'll create a a long-term plan for you, and actively manage it.
Other services we offer in Sunset Hills, 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 Sunset Hills, MO | Correct Capital
Your success is our success. Trust is crucial when it comes to your finances, so we hope you get to know us as we get to know you and your finances. We do what we do to help Sunset Hills, MO residents attain their goals and protect their family's future. For dedicated and accomplished wealth management in Sunset Hills, MO with experts you can trust, call Correct Capital today at 877-930-4015 or contact us online.
