Over the past 15 years, I have learned there are two challenges people face when working toward their financial goals.
First, successful people are busy. When not at work, they want to spend quality time with family and friends. It is not easy to consistently set aside time to ask, “What goals matter most to me?”
Second, even after defining what is important, it is not obvious what to do about it. There are thousands of investment choices, dozens of financial philosophies and the economy is often uncertain.
One solution to these challenges is to hire a professional financial advisor who can help you articulate your life goals, update them over time and create a strategy to achieve them. Our process addresses five key areas:
1. Goals based financial decision-making
2. Mitigating taxes
3. Caring for your heirs
4. Protecting against the unexpected
5. Magnifying charitable gifts
Because different solutions will be required at different times, we act as a financial guide throughout your life to help your strategy evolve along with you.
To do all this, we work closely with professional partners, such as CPAs and attorneys. I also have two stellar branch office administrators. Prior to joining Edward Jones, Lyn Lodholz worked for 10 years in retail banking and Lorie Long spent 16 years in insurance and financial service administration. Although St. Louis is where our office is located, we serve clients from coast to coast.
On a personal note: I have been a CFP® professional since 2011. In college, I studied literature and philosophy. I am an avid reader, as I believe it helps me better guide my clients in a complex world. While not a St. Louis native, I married a St. Louis girl and St. Louis is now home. CrossFit helps give me a fighting chance to keep up with my five kids.
Exploring how we can help guide you on your journey begins with a 15-minute conversation. Let’s get started.
- Wealth Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- College Savings
- Charitable Giving
- Estate & Legacy Strategies
Office Address9329 Manchester Rd
St Louis, MO 63119 opens in a new window
Phone NumberGreg Erekson at (314) 968-7337
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- Web Conferencing
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