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.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Lifestyle considerations in creating your retirement portfolio.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
It's important to understand the pros and cons when considering a prepaid debit card.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
It sounds simple, but paying yourself first can really pay off.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much you have the potential to earn during your working years.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Making the most of surprises is a great reason to work with us.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Explaining the SECURE Act and how the changes affect your retirement strategy.
It's easy to let investments accumulate like old receipts in a junk drawer.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?