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

What Is My Current Cash Flow?

What Is My Current Cash Flow?

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

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

What Is the Dividend Yield?

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

 

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

View all articles arrow

Should I Pay Off Debt or Invest?

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

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

View all calculators arrow

5 Smart Investing Principles

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

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.

Principles of Preserving Wealth

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

5 Smart Investing Strategies

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Business Cycle

How will you weather the ups and downs of the business cycle?

View all videos arrow