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Helping You Retire

Financial Independence Through Retirement Planning in Florissant, MO

Change your future by improving your financial outlook. STEVE ROBBINS, CFP works with you to develop a retirement plan that allows you to live a comfortable life after employment. After all, everyone wants to enjoy their Golden Years without worrying about making ends meet. As an experienced investment advisor, we’ll help craft a retirement plan based on your current financial situation and your future goals. Get started today by scheduling an appointment for retirement planning in Florissant, MO. Some of the questions to consider before getting started include:

  • Have you accumulated enough money to live for the rest of your life without working?
  • Will you make a financial mistake from which you can never recover?
  • Can you be financially independent 10 or 20 years after retirement?

Learn How to Live Well After Retirement

The sooner you start saving for retirement; the better off you will be when the time comes. Regardless of your age, it’s not too late to start managing your wealth. There are many factors to consider when creating a plan. That’s why you need a knowledgeable investment advisor to assist you. A retirement report, prepared by our team, can help address everything for you. We’ll evaluate your overall financial situation and provide recommendations to help reach your goals. The types of assets we manage include:

• Individual Retirement Accounts (IRA)
    - Traditional, Roth IRA, Inherited, Rollover, SEP & SIMPLE
• Rollovers
   - 401(k), 403(b) (also known as Tax-Sheltered Annuity or TSA), 457 Plan, or Thrift Savings Plan (TSP)
• Lump Sum Assets
   - Available from a Company Pension Plan

• Trust Account
• Joint Account
• Individual Account
• Uniform Gift/Transfer to Minors (UGMA/UTMA)
• Variable Annuity

To see a list of the financial data we need in order to create your retirement income plan, click here

Request a free copy of our Retirement Readiness Checklist, call Lisa at (314) 839-4600 or email

Fee Structure

STEVE ROBBINS, CFP is a fee-only financial planning and wealth management firm. That means our fee is based on a percentage of assets under our management. It ranges from 0.62% to 2.00% annually based on account size. For a listing of the services we provide that are inclusive of this annual fee, visit the 50 Things We Do page of this site.

Another aspect of our service that makes us proud -- we work with everyone! If you have a desire to improve your financial situation, then we are here to help. We’ll customize a saving plan toward reaching your retirement or other financial goals. Also, we have no financial planning account minimums.

Unlike many other advisors, we do not have any minimum required contract period either. Essentially, fees are paid based on the number of days we provide management. There is no fee or other cost to begin. We've set it up this way because we believe that we should earn your business each day. For a copy of our company Form ADV Part 2, which discloses current business practices and our detailed fee schedule, email

Contact us or call us at (314) 839-4600 for a no-cost, no-obligation review to determine if your current investments are in line with your goals, income needs, and expectations. We proudly serve clients throughout Florissant, MO, and the surrounding area.

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