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.
Whether you’re married, single, divorced, or widowed, we understand the unique needs of women investors.Learn More
We offer personalized retirement planning guidance to keep retirement success on the horizon.Learn More
We assist you in identifying what will deliver growth to help 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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Even if you’re young and single, you should still consider protecting yourself.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
It sounds simple, but paying yourself first can really pay off.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are three things to consider before dipping into retirement savings to pay for college.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
$1 million in a diversified portfolio could help finance part of your retirement.
Here’s a quick guide to checking to see if you have unclaimed money.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.