We're here to help you rest easy and know that your financial future is taken care of.

Whether you’re looking for information about overall financial wellness, trying to learn how to save for college or retirement most efficiently, or have questions about your savings, The America Group can help. We believe in making your money work for you and can help create a solid financial plan to get you there. What if everything you always thought to be true about money or retirement accounts or mortgages or taxes or overall financial planning, turned out not to be true one day…. When would you like to know about that?

This short quiz is designed to provide insight into your overall finances. Once submitted, a member of our team will reach out to address your specific questions and areas of concern.

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What keeps you up at night?

Let's face it, it may be more than one thing.

My Mortgage

Taxes

Retirement

Savings

College

Insurance

Let's dig in. Everyone's situation is different and we all have different financial needs. We'll start with the questions so we can find the right answers.

What mortgage questions do you have?

Should I pay off my mortgage early?

Should I refinance?

How much home can I afford?

What type of mortgage is right for me?

What should I do if I can't pay my mortgage?

I have a different question.

How can we help with your mortgage concerns?

Do you think our government will need more money in the future to run the country or less money in the future to run the country?

Less

Do you think it is possible the government could need a lot more?

Yes

Do you want to avoid paying those extra taxes?

Yes

What are your tax concerns?

Should I pay my taxes now or later?

How can I minimize by tax burden now and in the future?

What options do I have for tax-free, tax-deferred or tax-exempt investments?

Will my tax bracket be higher or lower in the future?

Are my investments increasing my tax obligation or decreasing it?

I have a specific tax situation that I'd like help with.

What are your tax concerns?

On a scale of 1-10, how prepared are you for retirement?

What type of retirement account(s) are you currently contributing to?

401(k)

Roth IRA

Traditional IRA

SIMPLE / SEP IRA

Other

Other retirement account:

What percent of income are you currently saving?

Do you receive a "match" on the money you invest?

Yes

What are your retirement concerns?

How much money will I need in retirement?

At what age can I retire?

What happens to my retirement if I live too long?

Am I too late to start saving for retirement?

How much will my healthcare cost?

How do I withdraw money from my retirement savings?

What rate of return do I need to earn on my investment dollars to achieve a solid retirement?

I have other retirement concerns.

What are your retirement concerns?

What are you saving for?

My kid's education

My own college loans

A wedding

A major purchase (car, home, etc.)

Business investment

Life in general - a.k.a. a "rainy day"

I have other financial goals to save for.

How can we help?

Are you saving for:

Myself

My kid(s)

My grandkid(s)

How can we help you save for college expenses?

How much do I need to save for college?

What if I haven't been saving? How can I pay for tuition?

What is the best way to save for education - for myself or my kids?

I would like help understanding Missouri's 529 plan options.

Do my kids need separate saving plans for their education?

How can I avoid taxes on my education savings?

What happens to the money I saved if I/they receive a scholarship or grant?

I have different concerns or questions about saving for college.

How can we help?

What type of insurance do you have questions about?

Home / Auto

Temporary Life

Permanent Life

Disability

Long Term Care

Health

Medicare

Commercial

Other

What are your insurance concerns?

How does insurance fit into my financial plan?

Do I have too much insurance?

Do I have the right kind of insurance?

What are the tax benefits of incorporating insurance into my financial plan?

How often should I be revisiting my insurance policies?

I have a different question about my insurance options and how it fits into my overall financial goals.

What other insurance questions or concerns do you have?

These questions are not required but will help us understand your situation and where it would be most beneficial to start.

What is your occupation?

What is your household income?

Under $100,000

$100,000 - $200,000

Above $200,000

How old are you?

Our financial goals shift with age. We want to tailor your recommendations to your goals.

Under 25

26-35

36-45

46-55

56-65

65+

Do you currently work with an advisor?

Yes, but I am open to a second set of eyes

Not currently but I have in the past

No, I do not and would like help getting started

For how long and what services have they helped you with?

Why are you no longer with them?

How quickly would you like to get started down the path of financial independence?

0-3 months

4-6 months

6+ months

Here at The America Group, we get it. We all have questions. What do I need? What are my options? Am I doing it correctly? And to make it more difficult, every situation is unique so what worked for your parents or friends may not work for you. That's why we're here - to help answer your questions and set you up for success.

Are you ready to discuss your situation? Please send us your info and we would love to help. No pressure.

Your Name(Required)

First Last

Preferred method of contact:

We know your time (and your inbox) is valuable. We won't abuse or share your contact information.

Phone Call

Your Email Address(Required)

Your Phone

One final question. Complete this sentence: When it comes to my money and financial situation, the only thing I REALLY care about is...

Name

This field is for validation purposes and should be left unchanged.

It's not about how much money you make but how much money you keep, how hard it works for you, and how many generations you keep it for.
-- Robert Kiyosaki

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314-918-8080

We're here to help you rest easy and know that your financial future is taken care of.

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We're here to help you rest easy and know that your financial future is taken care of.

Connect with Us

Our Process

Our Philosophy

Our Products & Services

Career Opportunities

Career Opportunities

Subscribe to our Newsletter​

Resources

Subscribe to our Newsletter