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 Plancorp team By: Plancorp team

With the end of the year and holiday season approaching, there is no better time to consider some end-of-year planning.

Plancorp wealth manager, Steven A. Frank, shares a checklist of topics,in the Fall/Winter issue of Heartbeat, a Ronald McDonald House Charities (RMHC) of St. Louis publication, which you may want to discuss with your financial advisor before year-end.

Steven also strongly recommends that you receive an annual, comprehensive financial check-up that covers:

  • A financial independence analysis
  • Insurance Review
  • Estate Plan Review

Additional planning areas may also be discussed such as tax planning, year-end charitable gifts, or intra-generational planning. To learn more, read his article here.

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Plancorp started with a unique philosophy: Always put your clients’ interests ahead of your own, and you’ll build a successful business. That was in 1983, but the sentiment still drives every decision we make. After 35 years of helping individuals, families and business owners plan for financial independence, our commitment to serving as financial life advocates is stronger than ever. More »