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Getting Started

Schedule a Free Meeting with a Certified Financial Planner™ Professional

Take the first step toward planning your financial future. Request a free initial consultation with the team at STEVE ROBBINS, CFP®. You’ll have the opportunity to speak with a Certified Financial Planner™ Professional in Missouri about your current challenges and goals. Our planner will outline how we can help you work towards your goals and what you should expect from the process.

Your introductory consultations are free of charge with no strings attached. In these meetings, we aim to demonstrate our deep industry knowledge and the value of partnering with us. However, you may cancel if you decide not to proceed. Contact us today to schedule your first financial planning consultation.

Plans Tailored to Your Goals

Every client has different goals for their finances. Some work with our professional retirement advisors to ensure they are in good shape for their future plans. Other people want to invest with more confidence, improve their tax situation, or build a robust college savings account for their children.

No matter what your goals are, we’re here to help you get your finances in order for them. We invite you to learn more about how our initial consultations work and how we tailor these meetings to suit your goals.


Initial Consultations

Our financial advisors will typically hold one to three initial consultations (free of charge) with potential clients for both parties to determine whether or not we are a good fit. The introductory meeting generally lasts 1-1.5 hours and is an opportunity to ask questions about our background and services, as well as relay information about your retirement goals and objectives. We will gather data to begin implementing your complimentary financial/retirement income plan to address savings and income goals or concerns, tax liability issues, pension options, Social Security maximization questions and the like.

For a checklist of the information needed for an initial planning meeting click HERE.

To schedule your free initial consultation, call Samantha at (314) 839-4600 or email

Planning Your Goals & Needs

The plan is used as a guide to determine your ability to meet goals and income needs throughout your retirement years. While used mainly as a retirement income need analysis, the plan takes into account every facet of your finances, including tax planning, estate planning, Social Security maximization, and life insurance needs, to name a few. We offer one no-cost, no-obligation financial plan for everyone we meet with.

Detailed Analysis

A second meeting will entail a detailed review of your Financial/Retirement Analysis, followed by options on filling any gaps in your needs or goals.  Finally, a third meeting includes analyzing your current investment strategy and relaying any recommendations for your retirement savings and investment accounts. These recommendations will include a briefing of our wealth management services, as well as an Investment Solution Analysis explaining how we would manage your hard-earned retirement savings. This analysis offers a comparison of your current portfolio to our recommended portfolio.

Opening Your Accounts

During the final appointment, if you so choose to work with us, we make the transfer process quick and easy. We will open accounts in your name at a third party institutional custodian, where your investments will be transferred and safeguarded. We will arrange for your positions to be quickly and easily transferred from your current institution directly to your new one; in most cases, you need to do nothing more than endorse the forms. You should not even need to make a phone call; we prepare the direct transfer forms and follow up on progress for you each step of the way.

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