Our Qualifications

We have been working with retired and about to be retired individuals for over 15 years in the St. Louis area.  Many of our clients begin retirement in Missouri or Illinois but migrate to other warmer spots latter on.  So we serve clients accross many parts of the US.  Each of our advisors has extensive personal and professional experience.

All hold various professional designations, and representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.