My firm provides financial planning and investment management to families and small businesses in the St. Louis area since 1993. As a Certified Financial Planner™, I handle a wide range of financial issues from helping a retiree plan a portfolio that matches their age and risk level to helping a retired couple decide if long term care insurance is right for their personal situation.
The initial consultation is free of charge and as a fee-based financial planner, we only have your best interest at heart. Unlike many stockbrokers in the local area, my compensation from managed accounts never comes in the form of commissions that is contingent upon the purchase or sale of a particular security. My fee on managed accounts only come from a low percentage of assets under management and not from brokerage commissions through the buying and selling of stocks, bonds & mutual funds. This form of relationship eliminates an inherent conflict of interest, producing objective and unbiased recommendations for the client. I encourage you to review my resume and the frequent questions page listed below. I'm confident that if you choose my advisory firm, the level of personal service and competitive fees will gain your confidence over time and keep me as your trusted advisor through your retirement years.
Thanks for the opportunity to win your business.
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