Submit Request to Get Expert Advice on College Savings Plan
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Sample Listing of Missouri, MO Firms Offering College Savings Plan
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Country Insurance & Financial Services
105 N. Stewart Ct. Suite 150 Liberty, MO
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Established company with 80+ years in insurance and financial services. Award-winning agent specializing in financial services and customer service.
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Strategic Asset Management, Inc
2200 West Port Plaza Drive, Suite 206 St. Louis, MO
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Our goal is to provide you with a written, monitored, and road-mapped personalized wealth management plan. This 13 point wealth management plan is individually developed using your personal financial goals, current station in life, and the various goal time frames which will potentially accomplish:
* Increased asset value while maintaining reduced risks
* Reduction of personal income, business, or estate tax
* Sufficient income for your education, retirement, charitable, or beneficiary goals
We pride ourselves in developing personalized wealth management plans that are designed specifically for your goals, objectives, and time frames. Our team of experts work with individuals, families, and corporations providing them expert advice on:
* Asset allocation and investment management
* Income tax reduction planning
* Lump sum distribution investment advise
* Planning for retirement or education funding
* Estate tax planning to avoid costly probate and estate tax
We offer fee based (Passive, Active, or Tactical) asset management of taxed, tax deferred, and tax advantaged mutual fund portfolios ... including 401k, 403b, profit sharing, and other employer retirement plans.
Minimums for some asset management programs are as low as $100,000.
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Hott Capital, LLC
12977 N. Forty Dr. Ste. 211 St. Louis, MO
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Finding the perfect Wealth Manager, someone who implements a truly objective consultative process for his or her clients, through a team of experts, can be challenging for the affluent. Chemistry is important. That's why we at Hott Capital, LLC limit our practice to 100 clients, and we'll only take those with whom we can provide a substantial value. Our firm minimum is $500,000 in investable assets.
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