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  • Home
  • Medicare Matters
    • Is a "Quote" Enough?
    • When to Begin Medicare
    • Medicare Supplement
    • Medicare Advantage - Part C
    • Medicare Part D (Drugs)
  • Retirement Matters
    • Retirement Keys
    • Retirement Objectives
    • Retirement Dollars
    • Retirement Dollars--A Deeper Look >
      • Understanding Risk
  • About Us
    • Local Partners
    • Online Documents
    • Accessibility Statement
  • More
    • Long Term Care Matters >
      • Aging Gracefully & LTC Needs
      • Stay Home? Or Not?
      • Smarter Long-Term Care
      • Social Security - When?
    • Life Insurance Matters >
      • Types of Life Insurance
    • Contact
Contact Us

Keys to your retirement kingdom

There are a number of “keys” to your retirement dollars and a financially successful retirement. We want to offer a few here, as they relate to your plans and your success. In fact, the real purpose of this website is to help people understand and act on some of these “keys”:
  • Experience and history matter. They should inform us and influence our thinking
  • Optimism about our future is a good thing. And we need to call on our experience and maturity to see that our optimism serves us, and does not deceive us
  • The expectation of investment growth over time is a reasonable expectation. However, do experience and history often show us that such optimism is not justified by the financial facts and circumstances? Sometimes, very severely and for long periods
  • Experience and history confirm the wisdom of reducing risk and having havens from disaster in place before they are needed!

The thoughts above are what guide our discussions and viewpoints expressed throughout this website. To provide the:
  • Mental Framework
  • Product Solutions
  • Technology to bring us together. Whether face-to-face, or via phone and email or sharing computer monitors, or US snail mail, or whatever . . . .

Our desired outcome is to help make your retirement a financial success, and to make the years a time of greater satisfaction.

We will be thrilled to help in the effort!
(314) 260-7917
St. Charles, MO 63303​
Click Here to Email Us
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Insurance Source For Seniors 
St. Charles, MO 63303​
​314-876-7759 (for Medicare-related)
(314) 260-7917 (for all else)
​Click Here to Email Us

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Required Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area.
​Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. We only offer reputable plans with a reliable customer service component.


Changes and updates in the materials contained herein or described on this site may be made at any time without notice.
Product availability and benefits are subject to various state licensing authorities.
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