Stephanie Feeney
CDFA®
Individualized planning to help navigate your financial future.
State(s) Licensed: AZ, CA Insurance Lic. #4234039, CO, CT, FL, IL, KS, MA, MI, MO, NE, OH, OR, TX, UT, VA
1515 Des Peres Road Suite 100
St. Louis, MO 63131
Individualized planning to help navigate your financial future.
State(s) Licensed: AZ, CA Insurance Lic. #4234039, CO, CT, FL, IL, KS, MA, MI, MO, NE, OH, OR, TX, UT, VA
Your Goals, and Your Values - Let's put your plans in motion
As your financial advisor, planner, and wealth manager, I am dedicated to you. I'm dedicated to your family, your goals, values, and your legacy. I partner with you to make your goals a reality throughout every step of your life, and through all your life's events. Whether you're new to planning your financial future, somewhat experienced, or even an expert - I am passionate about providing education where you are, at any level.
My team is dedicated to helping you grow and protect your wealth, manage your cashflow, and plan through difficult times. Together, we will map out your path to a secure financial future so you can enjoy a retirement that specifically fits your dreams and desired legacy.
Seeing my clients succeed and meet their goals is my greatest blessing.
Areas we specialize in:
- Financial planning for Individuals, Families, Young Professionals, Small Businesses, Faith Based Providers
- Navigating divorce with a Certified Divorce Financial Analyst®️ (CDFA®️), along with a network of attorneys and other professionals (see our Solutions page for more divorce planning details)
- Life Insurance and Disability Insurance Protection
- Wealth and Investment Management
- Brokerage and Managed Accounts
- 401k and IRA Setup, and Rollovers
- Short-term, Mid-term and Long-term Goal Planning
- Additional Care Planning & Expenses
- Retirement Planning
- Inheritance Options
- Tax Efficient Planning and Savings Strategies for Every Season of Your Life
- Tax Efficient Charity and Giving Back
Have you been asking yourself these questions?
I help my clients answer:
- What should I do with my 401(k) from a previous employer?
- When can I retire?
- What will taxes look like in retirement?
- What are the financial implications of a divorce?
- What is a QDRO and do I need one?
- How much life insurance do I need?
- How do I create a budget?
- What is a Roth IRA, and should I have one?
- What happens if I'm unable to work or I lose my job?
- Do I need a financial plan?
- Will I run out of money in retirement?
- What happens to my money after I'm gone?
Let's get started now to make your goals a reality. It's never too late to begin creating the life you've always envisioned.
Schedule a Meeting with Stephanie:
In Person | Virtual - Zoom | Phone
To schedule a complimentary consultation, click here or call / text us at 314-926-9897 or 314-809-6093
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
St. Louis Office - Virtual Meetings Available
- Phone:
- 314-809-6093
- Mobile:
- 314-926-9897
Hours
Monday - Thursday: 9 a.m. - 5 p.m.
Friday: 9 a.m. - 4 p.m.
Meetings in Office, or Virtually via Zoom
Other States: CA Insurance Lic. #4234039, CO, CT, FL, IL, KS, MA, MI, MO, NE, OH, OR, TX, UT, VA