Whether big or small, managing your finances and wealth can be a challenging task. Many people choose to hire a financial advisor to keep their money safe and work towards a long-term goal like retirement. Using an experienced financial professional that is local and close to your home can provide the most benefit to you and your family. Local advisors are not only plugged into the community, but they treat you like a neighbor. Our financial advisors in St. Louis are just that, we’re your neighbors. Our kids go to school with your kids, our homes may be in your neighborhood, and we may see you at the local Schnucks or Dierbergs.

Before you start working with a financial planner, make sure they are knowledgeable and capable of addressing your needs. Our team at The Retirement Planning Group has decades of experience helping people with their retirement planning in St. Louis and nationwide. That is the reason why more than 2,800+ families* in St. Louis and all over the United States choose The Retirement Planning Group for wealth management, financial advising, estate planning, retirement planning, investment and portfolio management, and other financial services.

*As of 10/17/2024

St. Louis Financial Advisors Offer Unrivaled Financial Experience 

Our team in St. Louis offers financial advisory services to Missouri and Illinois families, such as retirement savings and investment planning

While many may argue that a financial advisor is not necessary; we disagree. Some people think financial planners are salespeople that do not have their client’s best interests at heart. Although that may be true at some firms, we are a different type of financial firm. We are fiduciaries, meaning we are focused on your best interests. We get to know you, make recommendations, and provide education so you make the best choices for you and your family.

Many of our services have been refined through years of combined knowledge, experience, and skills. At TRPG, our local team of financial professionals in St. Louis provides reliable and efficient financial planning services together with diverse solutions in areas of retirement plans, business consulting, and personal wealth management.

When Should You Get A Financial Planner

If you have any type of money or assets, if one of your goals is to stop working and retire, if you dream of leaving something to your kids or as a legacy then you could benefit from having a financial planner on your team. There is a stigma that financial advice is only for millionaires or the extremely wealthy. In reality, most people can benefit from the resources and knowledge of a financial advisor. Advisors have access to tools and experience to ensure you are making the best decisions now to hit your future goals. The earlier you start, the more likely you are to achieve those dreams.

Some people decide to wait until retirement or until they are “wealthy”, which may be too late. Furthermore, you may never achieve the wealth you dream of or the retirement you dream of if you don’t plan for it now. Meet with our team of retirement planners in St. Louis, and surrounding areas like St. Charles, Ladue, Town & Country and we can help you plan out every financial detail to get from today to retirement.