St Louis Financial Planners

St Louis Financial Planners is a financial planner in St. Louis, MO, located at 16091 Swingley Ridge Rd Suite 345. The firm provides investment, retirement, and estate planning services to families, retirees, professionals, business owners, and executives. It has served clients for nearly 50 years, operating since 1976 with a common sense, client-focused approach.

As an independent, client-focused financial firm, St Louis Financial Planners specializes in managing core investment dollars essential for financial well-being. The firm’s process begins with listening closely to understand individual goals that evolve throughout life. It offers ongoing support for all financial decisions, from resource management for working families to balancing lifestyle with resources for retirees. Services include creating orderly plans for asset accumulation, controlling debt, estate planning, family protection, college funding, and retirement planning. The firm manages investment risk to preserve purchasing power against inflation and works to ensure a comfortable, worry-free retirement.

The firm’s history includes a revolutionary approach from the 1970s advocating for low-cost term life insurance and using premium savings for stock market investments. This strategy, known as “Buy Term and Invest the Difference,” has since become standard in the investment advisory community. The firm’s guiding principles emphasize listening closely, representing client needs above all else, providing fundamentally sound financial planning, and maintaining disciplined attentiveness. It builds flexible strategies to capitalize on opportunities and shift to avoid adverse conditions, rooted in no-nonsense Midwestern values.

The team includes Casey Hunt, a co-owner and investment advisor with a CERTIFIED FINANCIAL PLANNER™ designation and Chartered Market Technician designation. Matt Jarrell, an investment advisor, holds a CFP designation and has been with the firm since 2013. Kelly Giovando, a Registered Paraplanner and Director of Investor Relations, has been with the firm since 2005. Debbie Hofer, an Office Administrator and key member of the Investor Relations team, has been with the firm since 1998. The firm offers a suite of powerful financial calculators and software designed to support the financial planning journey, including tools for mortgage payoff analysis, Social Security strategies, college planning, life insurance needs, debt management, and pension analysis.

St Louis Financial Planners combines nearly five decades of experience with proprietary technology to deliver personalized financial security to residents of St. Louis.

St Louis Financial Planners holds a Technical score of 97 out of 100 from BizScoreAI, which ensures the website is technically sound, secure, and indexable so search engines can read it without errors. The business also achieves a Discoverability score of 75 out of 100 from BizScoreAI, confirming that AI crawlers are allowed access to find every page of the website, which is the first step before any AI assistant can recommend the firm.

Services:

• Estate Planning
• Financial Planning
• Investment Management
• Retirement Planning
• Tax Planning