general
We provide financial planning, home purchase advisory services, wealth management, insurance planning, retirement planning, and 529 Plan services.
Our focus is on providing a fiduciary standard of care to our clients. We do not charge a commission but we may charge a flat fee for service.
We service St. Louis, Kansas City, MO, Jefferson City, Springfield, MO, Columbia, MO and their suburbs.
We do not have any initial consultation fees.
You can schedule an appointment through our online platform, by reaching us
via call or text at
(314) 624-0704.
(314) 624-0704.
Billing and Estimates
You are billed prior to the services being completed. For managed accounts, we bill monthly in arreas based on asset value.
We accept credit or debit cards or direct deposit.
We provide transparent and simple pricing for our customers, and work hard so our
estimates can be accurate. Sometimes, unforeseen circumstances may change the scope
of the project and the final invoice amount may be higher than our original
estimate. In the situation that this
happens, your advisor or financial planner will be able to better assess the
cost differential.