Broker Check
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 unique 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, the nation's largest independent broker/dealer. 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, we as a fiduciary, 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.

Learn More

PRE-RETIREES

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

Learn More

RETIREES

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

Learn More


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.

Helpful Content

Should You Choose a Fixed or Variable?

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

 

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

View all articles arrow

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

View all calculators arrow

Your Cash Flow Statement

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

Investment Strategies for Retirement

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Rightsizing for Retirement

What does your home really cost?

View all videos arrow