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​
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