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Are You Ready For Your Next Financial Endeavor? Is Retirement Nearing? How The Bucket Approach Can Help You Women's Choice Award for Financial Advisors

Your Trusted Advisor

Based in Chesterfield, Missouri, our mission is to provide clients with the financial stability to live their lives with confidence and pursue what is important to them. Whatever your goals, our distinct and well-defined process ensures you have the financial resources to accomplish what is most important to you. Our motto is Preserve/Grow/Live - we will provide you high quality financial advice and a broad array of services to PRESERVE the assets you have, GROW these assets, so you can LIVE.  We utilize our many years of experience to help individuals, families and business owners plan for their financial needs. The professionals at Endeavor Wealth Management will help you plan for retirement, manage your income, and construct investment strategies to assist you at each stage throughout your financial journey.

Endeavor Wealth Management, LLC is supported by the resources of LPL Financial, one of the nation's largest independent broker/dealers. This relationship provides us with thorough research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, with the fiduciary standard of care, we have the freedom to offer you thoughtful financial guidance and investment recommendations.


WOMEN

Whether you’re married, single, divorced, or widowed, we understand the unique needs of women investors.

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PRE-RETIREES

We offer personalized retirement planning guidance to keep retirement success on the horizon.

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RETIREES

We assist you in identifying what will deliver growth to help ensure that your assets will last as long as you do.

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Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."


What is MyEndeavor?

Each client has their own unique set of circumstances, goals, objectives, and dreams. MyEndeavor is the process we use to assist pre-retirees and retirees with the financial aspects of your life so you can pursue what matters most to you for the rest of your life. It can be as all-inclusive as a comprehensive wealth management strategy that includes investment management, financial planning, income strategies, retirement plan advice, insurance, estate planning, assistance with charitable gifts, it is like having your own personal Chief Retirement Officer. For others, it is selecting only the services they choose to utilize. It is up to you – MyEndeavor assists you by providing solutions to help PRESERVE and GROW your wealth, so you can LIVE.

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Mutual Funds vs. ETFs

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Filing Final Tax Returns for the Deceased

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Insurance Needs Assessment: When You're Newly Married

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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This calculator helps estimate your federal estate tax liability.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Risk Tolerance?

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Saving for College 101

Here’s a crash course on saving for college.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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