Our Firm
St Louis Financial Group
Whether you come to our office as a referral like most or just to "check us out" we will have a free visit where we will learn more about each other and what you would like to improve in your financial life. No investing will be done at this first meeting but it is a great chance to get to know each other to see if we are a good fit.
We handle these financial items:
-401k rollovers and IRAs
- Insurance planning
- Tax reduction strategies
- Estate Planning
- Charitable giving
- College savings/529 accounts
We go beyond finding out your goals and risk tolerance and recommending an investment program for you. We know that money is only a part of your life; we want to know what is important to you in life. We will discuss your family, your hobbies, where you grew up etc.
From there we will put together a written plan to make sure you accomplish everything you want to get done in life and your wishes for the next generation.
We Can Help!
One of the questions you should ask yourself is: Do you think all of us working together with the resources and experience we have available will be better than you trying to do it yourself with your busy schedule?
Call us for a no charge review of your current investment plan.
314-336-0888
We also, have some evening times available.