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We serve planners, seekers & achievers.

We love working with people who are looking to improve their lives.


Families and Individuals

Life can be complex. It seems that no two situations are ever the same. That's why we develop tailored solutions to help our clients work towards their unique financial goals. Our focus begins with planning then encompasses a holistic approach to create financial freedom—whatever that may look like for you.

Professionals

You should be busy living, your way. Whether you plan to work 20 more years or are nearing retirement, many of our clients are too busy to do in-depth retirement planning on their own. We work with professionals to make sure all areas of retirement planning are addressed and we can also help manage stock events which can impact tax issues. No matter what you experience, we've probably seen it and can provide helpful advice.

Business Owners

We really understand business owners. We enjoy exploring the entrepreneurial spirit. Each is unique. Correct Capital creates an environment that allows our clients to focus solely on your business' growth and sustainability of your business. Our wealth management solutions are designed to blend both personal and business needs. We'll create a customized strategy to maintain the strength of your business and chart a path toward personal financial freedom.

Corporate Retirement Plans

Additionally, our team's experience with deploying and maintaining retirement planning strategies can be tremendously valuable to employers. We can help find ways to help your employees prepare for retirement successfully. We love working with business owners to provide retirement plan services, risk management consulting, succession and estate planning.