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Financial Planner in Ellisville, Missouri
Financial Planning Associates Inc
(no reviews)(636) 527-5010
300 Ozark Trail Dr, Ste 215 Ellisville MO 63011
Business Description
Financial Planning Associates, Inc. is a Missouri Registered Investment Adviser offering investment management and personal financial planning services as a fiduciary on a Fee-Only basis. The firms principal executive officer is Carl D. Goodin, CFP, President.
Mission Statement
We provide valuable personal financial planning and investment management services, primarily to individuals, trusts, estates, and retirement plans. Our relationship with our client is that of a fiduciary to a beneficiary. Our purpose is to assist our clients in accomplishing their financial objectives.
Call (636) 527-5010 today!
Financial Planning Associates Inc. is a financial planning company and disability insurance agency located in Ellisville, MO. Established in 1989, they help you plan and invest for your retirement.
Financial Planning Associates Inc. offers retirement services and investment planning. Their financial planners, financial consultants, investment managers, asset managers, retirement planners, and retirement consultants are some of the best in the area.
For more information on Financial Planning Associates Inc., please call (636) 527-5010 or visit their website at www.fpai.net to view all of their financial services.
Certifications
1) Fee-only Personal Financial Planning
Our comprehensive personal financial planning services include cash flow modeling, retirement planning, risk management/insurance analysis and planning, investment planning, tax planning, and estate planning.
2) Fee-only Investment Management
Our Fee-Only investment management service includes investment policy development, asset selection and ongoing management. Our resources include the full Morningstar capital markets database and optimization system and a professional level re-balancing tool
3) Certified Financial Planner / Fiduciary
Carl Goodin holds the Certified Financial Planner designation. He provides advice regarding financial planning, retirement planning, insurance and risk management, estate planning, tax planning, employee benefits, cash flow analysis, planning and management and investment management as a fiduciary.
Serving Area:
Ellisville, Ballwin, Wildwood, Chesterfield, Manchester, Eureka, St Louis, Grover, Clarkson Valley, Creve Coeur
Counties
Franklin, Saint Louis
Serving Zip Codes:
63011, 63011, 63021, 63017, 63005, 63006, 63025, 63038, 63040, 63069, 63088
Latitude
38.6024229
Longitude
-90.5856927
Year Established
1989
Payments Accepted
Specialties:
Financial Planner
Certified Financial Planner
Retirement Planner
Investment Manager
Asset Manager
Fiduciary
Retirement Services
Retirement Consultant
Investment Advisor
Fee Only
Financial Adviser
Financial Advisor
Fee-only
Retirement Planning
Planning For Retirement
Investment Management
Wealth Management
Ira Individual Retirement Account
Retirement Planning Consultant
Certified Financial Planner
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Popular Tags
Financial Planner Certified Retirement Investment Manager Asset Fiduciary Services Consultant Advisor Fee Only
Citations
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Updated as of 4/27/2024
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Contact Information
Direct Email Contact
Mailing Address
300 Ozark Trail Dr, Ste 215
Ellisville, MO 63011
Telephone/Fax
(636) 527-5010
Website
Email Contact
You can also email Financial Planning Associates Inc direct by filling out the form on the right.
Financial Planning Associates Inc in Ellisville, MO has a higher trust score for Financial Planner than:
