Broker Check

133 Chesterfield Business Parkway, Chesterfield, MO 63005

(636) 530-9977
Client Login



Estate Planning Strategies

Leave a Legacy Through Comprehensive Estate Planning

The process of estate planning can seem daunting without the right guidance. By partnering with St. Louis Retirement Advisors, you benefit from our wealth of experience assessing and understanding our clients' financial landscapes and future aspirations. We use this comprehensive picture as a blueprint for a plan to preserve the fruits of your labor - and the people who matter most in your life.

Estate Planning Goals

When you meet with your advisor, we'll ask questions to help identify the goals of your estate plan. Common objectives for this process include:

Establishing trust accounts to reduce estate taxes

Designating beneficiaries for retirement accounts

Creating a durable power of attorney for asset and investment management

Decreasing the taxable estate with charitable giving

We can also help you name an executor for your affairs and a guardian for minor children or other dependents if applicable.


St. Louis Retirement Advisors and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Your trust. Our expertise.


Our responsibility to our clients comes first. From wealth management to retirement strategies, our insight and financial strategies can help make your investment goals a reality.

WORK WITH US

Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

Personalized Guidance for You

When you work with St. Louis Retirement Advisors, you can count on your dedicated advisor for smart, straightforward guidance for building and distributing your estate. Reach out today to schedule an appointment to discuss your goals with us.

Contact Us

Have a Question?

Thank you!
Oops!