Wealth Management in Town and Country, MO
Wealth Management in Town and Country, MO. Our financial health is about more than just being able to buy our dream car; it impacts our emotional health, the the life our families will live and the legacy we'll leave, and whether or not we attain our what's most important to us in life. Correct Capital offers holistic wealth management services to Town and Country, MO individuals and families so they can can have peace of mind because their money and future are not only safe but well-positioned for long-term success. Turn your goals into reality with Correct Capital's Town and Country, 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 Town and Country, MO wealth management team at Correct Capital are more than just investment advisors; we see ourselves as caretakers of your wealth and financial life teachers. A lot of aspects of financial security are too often ignored; 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 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 thing to consider when managing your wealth. Correct Capital's wealth management advisors in Town and Country, MO have the experience, expertise, tenacity, and tools to help you get from where you are to where you want to go.
What is Wealth Management? | Town and Country, MO Wealth Management
Wealth management is a wide-ranging term that generally refers to how a financial advisor oversees the entirety of of a client's economic status to focus on the overall custodianship of their financial assets. Full-scale wealth management in Town and Country, MO will provide in-depth financial advice, including:
- Net worth determination to track your financial stability, see superfluous expenses, and identify more useful and valuable places to put your money.
- Investing, investment advice, and portfolio management that strive to predict market declines, diversify your assets, and meet your preferred level of risk in the interest of growing your wealth.
- Estate planning so you can leave a legacy for your Town and Country, 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 a good fit for your finances and goals.
- Insurance planning to verify your assets are protected and you're not overpaying.
- 401(k) advising for business owners who want to see their employees set up for retirement.
- 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 reduce your liability and ensure you keep as much of your money as possible.
- Philanthropic planning so the results of your hard work will ensure prosperous Town and Country, MO communities as well.
What to Look for in a Wealth Manager | Town and Country, MO Wealth Management
Entrusting your wealth and future to someone is not something to be taken lightly. It's essential to make an informed decision and consider the merits of both the people managing your money and the skills, wisdom, and experience they will employ to do so. Here are eight questions you should ask when looking for a financial advisor for your wealth management in Town and Country, MO.
- Do they have sufficient wealth management experience? In any profession, experience goes a long way in preparing someone to handle complicated situations. The more experience a financial advisor has in wealth management, the more accustomed they'll be to market fluctuations, and they'll know the best strategies for intermediate and long-term growth. It also means they'll have a large network of relationships and resources.
- What designations do they hold? The term "wealth manager" doesn't necessarily defer any qualifications to the person using it. A Town and Country, MO wealth management firm that really knows what it's doing will hold qualifications that can only be acquired by meeting education and experience obligations and passing rigorous exams.
- 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 services to your unique circumstances.
- What services do they offer? The best wealth management firms will be able to provide comprehensive services extend far beyond portfolio management and retirement planning to take the all aspects of your life and financial assets into account.
- How do they communicate with you? Few people need to speak to your wealth manager every day, but you want to know that they're available when you have questions, and that they're being honest in the event that there is a conflict of interest.
- What tools do they utilize? 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 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 asset allocation and maximizing returns are important features of any long-term growth strategy, true wealth management in Town and Country, MO should include a complete view of your finances.
Correct Capital's Approach to Wealth Management in Town and Country, MO
At Correct Capital, our wealth management team has over 75 years of cumulative experience helping Town and Country, 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 attained through experience, education, passing rigorous exams, and following high ethical standards. We serve families and individuals in addition to business owners in Town and Country, MO by using in-depth research and analytics to implement sensible strategies to help them get where they want to go. As a fiduciary and an independent firm, we are legally and ethically bound to do what's best for you and only you.
Your wealth manager is a kind of life coach. 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 discuss your assets, liabilities, debts, income, and expenses to obtain a comprehensive opinion of your financial health. We'll generate a a long-term plan for you, and adjust it when fluctuations in the market or your financial health make it necessary.
Other services we offer in Town and Country, MO include:
- Succession Planning
- Fiduciary Financial Advisor
- Company 401(k) Plans
- ESOP Advisor
- Self-Employed Retirement Plans
Wealth Management Town and Country, MO | Correct Capital
Your success is our success. Trust is key when it comes to your finances, so we look forward to building a long-term relationship together. We do what we do to help Town and Country, MO residents attain their dreams and protect their family's future. For dedicated and accomplished wealth management in Town and Country, MO with experts you can trust, call Correct Capital today at 877-930-4015 or contact us online.
