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Resources | Means Financial Group - Chesterfield, MO Financial Advisor
http://www.meansfinancialgroup.com/resource-center
618 Spirit Drive, Suite 100. Chesterfield, MO 63005. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
meansfinancialgroup.com
Investment | Means Financial Group - Chesterfield, MO Financial Advisor
http://www.meansfinancialgroup.com/resource-center/investment
618 Spirit Drive, Suite 100. Chesterfield, MO 63005. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. Where Is the Market Headed? 5 Smart Investing Principles. Investors who p...
meansfinancialgroup.com
Money | Means Financial Group - Chesterfield, MO Financial Advisor
http://www.meansfinancialgroup.com/resource-center/money
618 Spirit Drive, Suite 100. Chesterfield, MO 63005. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. The Power of Compound Interest. Learn how to harness the power of compound interest for your investments. Well, they are.
meansfinancialgroup.com
Tax Resources | Means Financial Group - Chesterfield, MO Financial Advisor
http://www.meansfinancialgroup.com/tools/tax-resources
618 Spirit Drive, Suite 100. Chesterfield, MO 63005. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Check the background of your financial professional on FINRA's BrokerCheck.
meansfinancialgroup.com
Insurance | Means Financial Group - Chesterfield, MO Financial Advisor
http://www.meansfinancialgroup.com/resource-center/insurance
618 Spirit Drive, Suite 100. Chesterfield, MO 63005. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death. Extended Care: A Patchwork of Possibilities. There are unique...
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Our Disciplined Process | Means Financial Group | Chesterfied, MO Financial Advisor
http://www.meansfinancialgroup.com/p/our-disciplined-process
618 Spirit Drive, Suite 100. Chesterfield, MO 63005. We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you. The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success. Investment Advisory Ser...
meansfinancialgroup.com
Lifestyle | Means Financial Group - Chesterfield, MO Financial Advisor
http://www.meansfinancialgroup.com/resource-center/lifestyle
618 Spirit Drive, Suite 100. Chesterfield, MO 63005. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. The Richest Man in Babylon. Lots of Variables with Fixed-Rate Mortgages.
meansfinancialgroup.com
Glossary | Means Financial Group - Chesterfield, MO Financial Advisor
http://www.meansfinancialgroup.com/tools/glossary
618 Spirit Drive, Suite 100. Chesterfield, MO 63005. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages gen...
meansfinancialgroup.com
Our Mission | Means Financial Group | Chesterfied, MO Financial Advisor
http://www.meansfinancialgroup.com/p/our-mission
618 Spirit Drive, Suite 100. Chesterfield, MO 63005. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. We plan to accomplish this through a blend of financial and insurance strategies tailored for the individual needs of each client.
meansfinancialgroup.com
Team | Means Financial Group - Chesterfield, MO Financial Advisor
http://www.meansfinancialgroup.com/team
618 Spirit Drive, Suite 100. Chesterfield, MO 63005. Jerry D. Means Jr. Jerry D. Means Jr., President of Means Financial Group, has provided Financial and Insurance Planning to the residents of both Missouri and Illinois for over 15 years. He is a Member of the National Association of Insurance and. Click to read more. Ivan T. North. Click to read more. Check the background of your financial professional on FINRA's BrokerCheck.
