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.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
For homeowners who think their property taxes are too high, there are ways to appeal.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Even low inflation rates can pose a threat to investment returns.
Here’s a crash course on saving for college.
Smart investors take the time to separate emotion from fact.