You’ve finally found a financial advisor you can trust. But, instead of a list of exciting investments or a retirement roadmap to that brand new Mercedes, they’re giving you… a list of documents to gather? Tax returns, financial statements, 403(b)s...you name it. You might be wondering, "Why are they asking me for all these documents?"

Those financial document requests allow your financial advisor to be fully aware of your financial situation, allowing them to serve you better. In this episode of Capital Conversations, Colin Day, CFP®, EA, MBA and portfolio manager Ryan Potts discuss what’s included in a financial document request and how they allow your advisor to better serve you.

Contact Correct Capital Wealth Management today by visiting our website or emailing info@correctcap.com to learn more about how we help businesses, individuals, and families achieve their financial goals. Follow Capital Conversations to stay in the know about the latest market trends, how to navigate our economy, planning for your retirement, and more.

About Correct Capital Wealth Management

⁠Correct Capital⁠ is an independent, privately held wealth advisory firm offering independent, objective, unbiased investment and financial planning services to St. Louis area businesses, individuals, and families. As a fiduciary wealth management advisory, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.

Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.

Learn more about our areas of expertise, including:

Or reach out to our financial planners directly by ⁠contacting ⁠us online.

*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.

All Things Roth IRA

Capital ConversationsBy Correct Capital Wealth ManagementAug 12, 2022