Why Choose Us
Education | The first step towards planning your retirement is education. We offer an intensive, hands-on retirement planning class at different universities located throughout the St. Louis metropolitan area. Those who attend one of our classes receive a free, no obligation, in-depth retirement plan.
Fiduciary | We are fiduciaries. A fiduciary is defined as a person who holds a legal and ethical obligation to act prudently and in the best interests of another person. Make sure that your retirement planning is in the hands of a fiduciary.
A fiduciary has 5 primary responsibilities. Those responsibilities are; i) put the interests of the client first; ii) to act with utmost good faith; iii) to provide full and fair disclosure of all material facts; iv) not to mislead clients; and v) to expose all conflicts of interest to clients. Make sure your retirement planning is someone who adheres to these responsibilities.
Planning | A successful retirement is best enabled by one important factor: Income for Life.
Investments | Our motto: Losses hurt you more than gains help you
Meet the Team
D. Scott Brooks
Scott Brooks has been an investment adviser representative since 1987, and has directly managed over $100 million in client assets. Scott’s investment philosophy is one of risk management. The cornerstone to his success is the vigilant recognition that losses hurt you more than gains help youTM.
Gordon Haave
A graduate of Columbia University, Gordon has been in the financial industry since 1993. He’s previously served as the Director of Investment Consulting to Asset Services Company, a $4 billion dollar investment consulting firm focused on high net worth individuals and institutions.
Mark R. Kukielski
PLANNER
Mark Kukielski has been in the financial industry since 1996, beginning with 12 years in banking as a mortgage and consumer loan and financial officer, directly responsible for managing a $400 million mortgage portfolio.
