Means Financial Group
St. Peters, 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.
Helpful Content
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Women and Financial Strategies
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Saving for College 101
Here’s a crash course on saving for college.
Immediate vs. Deferred Annuities
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Tips for Finding Care for Your Disabled Child
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Succeeding at Business Succession
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Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Ivory Tower Changes Wall Street
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Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.