Means Financial Group
Chesterfield, MO Financial Advisor
Private Wealth Management
For Select Individuals
At Means Financial Group, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
A letter of instructions provides additional and more personal information regarding your estate.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
For many, retirement includes contributing their time and talents to an organization in need.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, cracking the code on bonds.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here are five facts about Social Security that might surprise you.