An Independent Financial Advisor & Fiduciary

Based in St. Louis, MO

 

 

A Personal Message From Scott Brooks

I started teaching retirement education classes in 1998 at Mizzou.

Since then I have helped hundreds of clients enter plan their retirements, arrange for the their long term care needs, and leave a legacy behind for their heirs.

My underlying philosophy when it comes to retirement financial planning is that losses hurt you more than gains help you™. It's not enough to simply leave your money in the stock market and hope that the next 50% drawdown doesn't hit right when you are planning to retire.

The lessons I have learned about retirment planning during my three decades of experience are available to you for FREE by attending one of our retirement classes.  Please feel free to browse our website and I encourage you to sign up for the next class that is convenient for you.

-Scott Brooks

"The secret of getting ahead is getting started."

Education: Retirement Planning 101

Our approach is straightforward: It's a hands-on deep-dive into all the nuances of retirement financial planning. 

We offer a three-hour, intensive, hands-on class at different colleges and universities located throughout the St. Louis metro area.  All who attend one of our classes receive a free, no-obligation, in-depth retirement plan.

Register for a Class

Meet the Team

D. Scott Brooks

President
Scott Brooks has been an investment adviser representative since 1987, and has directly managed over $100 million in client assets.  Scott’s investment philosophy is one of risk management. The cornerstone to his success is the vigilant recognition that losses hurt you more than gains help youTM.

Learn More About Scott Brooks

Gordon Haave

Chief Investment Officer
A graduate of Columbia University, Gordon has been in the financial industry since 1993. He’s previously served as the Director of Investment Consulting to Asset Services Company, a $4 billion dollar investment consulting firm focused on high net worth individuals and institutions.

Learn More About Gordon Haave

Mark R. Kukielski

Planner
Mark Kukielski has been in the financial industry since 1996, beginning with 12 years in banking as a mortgage and consumer loan and financial officer, directly responsible for managing a $400 million mortgage portfolio.

Learn More About Mark

THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to describe our services and to see if our services are right for you.
 

Contact

  • Phone:
    (314) 858-1122
  • E-Mail:
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Investment advice offered through Financial & Tax Architects, Inc. ("FTA").
FTA is a Registered Investment Advisor.