Education | The first step towards planning your retirement is education. We offer an intensive, hands-on retirement planning class at different universities located throughout the St. Louis metropolitan area. Those who attend one of our classes receive a free, no obligation, in-depth retirement plan.
Fiduciary | We are fiduciaries. A fiduciary is defined as a person who holds a legal and ethical obligation to act prudently and in the best interests of another person. Make sure that your retirement planning is in the hands of a fiduciary.
A fiduciary has 5 primary responsibilities. Those responsibilities are; i) put the interests of the client first; ii) to act with utmost good faith; iii) to provide full and fair disclosure of all material facts; iv) not to mislead clients; and v) to expose all conflicts of interest to clients. Make sure your retirement planning is someone who adheres to these responsibilities.
Planning | A successful retirement is best enabled by one important factor: Income for Life.
Investments | Our motto: Losses hurt you more than gains help you