Are you getting what you’re paying for with your retirement plan? You’re far from the only employer who may be wondering that.

In this episode, we break down what an advisor’s role should be, important benchmarks to track, how to spot red flags, and how to turn your plan into something that actually supports your people and your business.

About Correct Capital

As life becomes complex, having someone you trust to ensure that you are making all the right financial moves is invaluable. At Correct Capital, we provide a client-centric experience tailor-made to fit your needs. See for yourself how the freedom and flexibility of an independent financial advisor can help you on your financial journey.

Correct Capital is an independent, privately held wealth advisory firm built around our St. Louis, MO clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and into your future.

Learn more about our areas of expertise, including:

• Wealth Management
• Financial Advisor
• Portfolio Management
• 401(k) Services
• Retirement Planning
• 401(k) Rollover
• Fiduciary Advisor
• Financial Planner
• Tax Planning
• Get in touch or call us at 314-930-4015

Legal Disclaimer: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.

Correct Capital Wealth Management is growing! In this episode of Capital Conversations, Ryan Potts sits down with our new financial advisor Jonathan Horman to talk about everything from family life and camping trips to career moves, entrepreneurship lessons, and why Correct Capital felt like the perfect professional "home."

If you'd like to speak with Jonathan to discuss your financial future, you can set up an appointment through his Calendly page: https://calendly.com/johnathan-correctcap

Learn more about our areas of expertise, including:

• Wealth Management
• Financial Advisor
• Portfolio Management
• 401(k) Services
• Retirement Planning
• 401(k) Rollover
• Fiduciary Advisor
• Financial Planner
• Tax Planning
• Get in touch or call us at 314-930-4015

Legal Disclaimer: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.

Invest in your future with experienced financial planners that help manage and grow your wealth. Correct Capital provides fiduciary financial advice for individuals and families that may want to coordinate college savings funds, manage investments, or require other financial services.

One of our newer members of the Correct Capital team, Kate Boschert, sits down with Alexia Keil to discuss her previous experience and what she brings to the table. You can listen to our other Capital Conversations or read the transcript for “Smart Planning for Retirement NOW” below.

Learn more about our areas of expertise, including:

• Wealth Management
• Financial Advisor
• Portfolio Management
• 401(k) Services
• Retirement Planning
• 401(k) Rollover
• Fiduciary Advisor
• Financial Planner
• Tax Planning
• Get in touch or call us at 314-930-4015

Legal Disclaimer: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.