INDIVIDUAL & FAMILY PLANNING

Personalized Financial Plans to Match Your Objectives

It's Never too Early to Create A Financial Plan for Your Life
If any of the following questions have crossed your mind, it’s time to begin strategizing a financial plan for your life. 
  • Financially, are we on track? 
  • When will I be ready to retire? 
  • Can I retire early? 
  • Am I able to reduce my taxes? 
  • What is estate planning and do I need it? 
  • Should I buy or lease a car?
  • Am I saving the correct amount each month or year?
With our trademarked approach, we will not only look at your cash flow and net worth, but also analyze your financial goals and life objectives.
START PLANNING TODAY

What’s the Difference Between Financial Planning & Financial Life Planning? 

Stop wondering if you are saving correctly or on track with your finances, contact the financial life planners at Precision Wealth Strategies.
Precision Wealth Strategies is not your average financial planner. With an approach that not only looks at the quantitative side, but also the qualitative side of your life you can get a better understanding of how to financially plan. 

Our team of financial life planners and advisors are able to break down your financial habits and create a plan that simultaneously achieves your financial and life goals. We don’t just create a one-size-fits-all plan. We believe getting to know our clients and understanding their desires fully can help us to create the plan that best suits them. So, if you ever find yourself wondering about tax reductions, retirement plans, the purpose of estate planning or how much you should be saving each month, our financial life planners can help you.

The Precision Process™ 

With our nine-step process, our team works to get a better understanding of your life and formulate objectives around your financial life goals.
We want to create a trusting and transparent relationship with each of our clients in order to help them achieve their financial objectives. With our team approach, we ensure you have access to any of our professionals. Let us help you reach your financial goals today.
CONTACT OUR TEAM

Personal Financial Advising: Planning FAQ

  • In what ways can I improve the management of my money and reduce taxes?

    Our team works to analyze your cash flow and financial statements to get a better understanding of your overall financial situation, both current and future. We often find people are comfortable currently but have not considered a tax increase due to changes in cash flow. With our planning process, our advisors work with you to set a financial plan that helps you distribute your wealth and sets you up for future financial success.


    View Our Key Planning Video

  • How do I access my Personal Financial Website from a mobile phone or tablet?

    Track your financial progress, view investments, access important documents and monitor multiple accounts all from your fingertips with your personal financial website. In three easy steps, you can have your personal financial website on your phone or tablet. Click here to see how to begin the download process.

  • Is there an easy way to secure, organize and access my future financial documents?

    Through Precision Wealth’s Vault, a secure digital document storage repository, you can access you and your family’s financial plans and documents without a hassle. Offering collaborative and file sharing properties, you and your advisor are able to exchange confidential documents, collaborate on financial plans and share personal data easily and securely. Learn more about The Vault’s properties and call your advisor with any questions.

  • How secure is my family’s information when using the wealth management system?

    Our team understands the importance of security and confidential information within the financial industry. When you use the personal financial website and wealth management system, you won’t have to worry about your documents and financial data’s safety. Our systems have a variety of security measures to provide the utmost protection. Using password protection, encryption, multiple data storage locations, routine security testing, 2-factor authentication and non-transactional components, we work hard to keep your information safe. Explore more about the security used! 

  • What differentiates Precision Wealth Strategies from other financial advisors?

    Our competitive advantage is our team approach, trademarked process, trademarked philosophies, and access to world class money managers and technical support team of professionals. Working with professionals in all areas of legal, tax, asset protection, insurance, and investments, you can trust our team to give you expert advice on any question you may have.

Get in Touch with Our Team

4622 Macklind Avenue
St. Louis, MO 63109
Phone: (314) 994-6460 
Fax: (314) 776-9078