Retirement with a Purpose

With over 30 years of experience, our team works with you to develop your future vision and plan for a purpose driven retirement. We draw on the knowledge and skills of each team member to create tax efficient, risk managed retirement and legacy planning strategies to build, manage, protect and transition your wealth.

 

  Personalized Planning

 

Collaborative Dialogue

We engage in a series of conversations to help identify your passionate pursuits and define how you will spend your time and resources in retirement. These passions help bring your purpose driven retirement to life as well as your legacy to help encourage others for the future.

 

 Our Process

 

Ongoing Advice and Counsel

Recognizing that successful planning is a lifetime process, we provide and communicate with you regularly, reviewing plans, keeping up-to-date on changing life goals, milestones and financial priorities.

 

"Don't make money your goal. Instead, pursue the things you love doing, and then do them so well that people can't take their eyes off you.”-Maya Angelou

 

Credentials

 

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Alan has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification. To earn his CFP® Alan completed hundreds of hours of rigorous courses and examinations. These courses were followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. This designation recognizes Alan's experience and knowledge in providing a comprehensive array of advice and planning services that distinguishes CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners from other professional advisors. 

CERTIFIED WEALTH PRESERVATION PLANNER (CWPP™)

Alan has earned the Certified Wealth Preservation Planner (CWPP™) professional credential. This certification is earned to help advise clients on personal wealth management issues related to asset preservation and distribution.  

To earn his CWPP™ designation, Alan completed comprehensive coursework on Deferred Compensation, Estate Planning, Life Settlements, Reverse Mortgages, IRA Planning, VEBAs, Charitable Planning, Qualified Plans, Life Insurance and Annuities. Following the coursework, Alan completed an examination and is required to complete continuing education courses to maintain his CWPP™ certification.

Five Star Wealth Manager  

Alan has been named a Five Star Wealth Manager for nine consecutive years, 2014-2022. To earn this distinction, surveys were conducted by Five Star Professional, an independent third-party research firm, who received nominations from firms or peers in the St. Louis area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager's future performance.