The Capital Group, LLC
12400 Olive Blvd.
Creve Coeur, MO 63141
- Retirement income planning
- Fee only financial planning
- Long term care planning
- Legacy planning
- Investment planning
- Life insurance planning
- 401k/employer retirement plan advisory
- Income for life planning
- social security planning
- Ed Slott Elite IRA Advisor member
Hours of Operation8:30 a.m. - 4:30 p.m. Hours by appointment
About UsExperienced, Objective, Independent. With over 30 years of experience I'm in a position to look at each individual without parameters, and provide solutions objectively for each unique situation. In retirement planning, I first address what is the individuals idea of retirement.
Putting together a customized specific plan for social security is a top priority- the difference between getting social security planning right, and wrong can mean hundreds of thousands of dollars. This is done in conjunction with conversations about family history and life expectancy.
For married couples, maximizing income and reducing the risk of living too long is paramount. After addressing these areas, do we start planning with assets, liabilities, and other income streams into a personalized plan, which is an ongoing process.
Retirement Income Certified Professional, RICP
Chartered Advisor for Senior Living, CASL
Chartered Financial Consultant, ChFC