Our Values

St. Louis Financial Planners
Our Company Values

Innovation, Integrity, Client-Focused, and Commitment to Serve

At St. Louis Financial Planners, our core values are the foundation of everything we do. Established in 1976, we have always prioritized innovative, client-focused financial strategies. In the 70s our revolutionary concept of “Buy Term and Invest the Difference,” approach challenged the norm of selling high-cost, high-commission cash value life insurance by advocating for low-cost term life insurance and utilizing the premium savings to build our clients’ own cash value through stock market investments. Although initially met with skepticism, our strategy has now become a standard practice in the investment advisory community. Today, we continue to lead with innovation, integrity, and a steadfast commitment to our clients.

Integrity

Integrity is at the heart of St. Louis Financial Planners. We are committed to honesty, transparency, and ethical behavior in all aspects of our business. Our advisors adhere to the highest standards of professional conduct, ensuring that we always act with honesty and fairness. By fostering a culture of integrity, we build trust with our clients and maintain the reputation of excellence for which we are known.

Client-Focused Approach

Our clients are our top priority. We understand that every individual and family has unique financial goals and challenges, and we are dedicated to providing personalized solutions tailored to meet those specific needs. By listening closely to our clients and understanding their dreams and concerns, we develop customized strategies that align with their long-term objectives. Our client-focused approach ensures that we put your needs first, delivering the best possible outcomes for your financial future.

Innovation

Innovation is in our DNA. Since our inception, we have embraced new ideas and challenged conventional wisdom to provide our clients with cutting-edge financial solutions. By continually adopting the latest technologies and methodologies, we stay ahead of the curve and offer strategies that maximize growth while minimizing risk. Our innovative approach allows us to create personalized financial plans that adapt to changing market conditions and client needs.

Commitment to Serve

Our commitment to serve is unwavering. At St. Louis Financial Planners, we are dedicated to providing exceptional service and support to our clients. We believe that delivering outstanding service is essential to building long-term relationships and achieving financial success for those we serve. Our team of experienced professionals goes above and beyond to ensure that our clients receive the attention and care they deserve, consistently striving to exceed expectations in every interaction.

Additional Core Values

• Transparency: We believe in clear, open communication with our clients. By providing complete and straightforward information, we help you make informed decisions about your financial future.
• Accountability: We hold ourselves accountable for our actions and decisions, ensuring that we deliver on our promises and commitments. This accountability fosters trust and reliability, essential components of our client relationships.
• Collaboration: We work closely with our clients and within our team to achieve the best results. Collaboration allows us to leverage diverse perspectives and expertise, ensuring comprehensive and well-rounded financial planning.

Our Mission

Our mission at St. Louis Financial Planners is to help our clients achieve their financial goals through personalized, ethical, and innovative financial planning services. We are dedicated to building lasting relationships based on trust, integrity, and a deep understanding of our clients’ needs.

Contact Us

Discover how St. Louis Financial Planners can help you achieve your financial goals with a partner you can trust. Contact us today to learn more about our services and values. Your financial success is our priority.