Broker Check

4931 Lindell Boulevard
Suite 150
St. Louis, MO 63108

Joe Roddy, CFP®

314-880-7560

 
Where Is the Market Headed? Retiring the 4% Rule Should You Tap Retirement Savings to Fund College?

FINANCIAL PLANNING & WEALTH MANAGEMENT

State-of-the-art resources of a national company, available in a convenient neighborhood setting. 

ACCOUNTING & TAX PLANNING

A full spectrum of tax planning and compliance for business owners and individuals.

RETIREMENT PLAN CONSULTING

Design, installation and monitoring services for St. Louis employers.

INSURANCE & GROUP BENEFITS

A full spectrum of insurance products.

Helpful Content

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

 

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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 Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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