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Asset Strategies, Inc

To guide our clients to a lifetime of financial success

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Investment Advisor St. Louis & Retirement Planning St. Louis

Services Outstanding services.

Investments

 

Investments can play a key role in your financial security plan. A mix of qualified and non-qualified savings can help achieve your goals.

 

Insurance

 

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Retirement

 

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Executive Compensation

 

If you are a business owner, how do you attract and retain key employees? Deferred Compensation, Split Dollar Plans and 401(k)’s are just some of the ways to accomplish this goal.

 

Asset Allocation


Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

Charitable Giving


Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

This is what we do.
Invest In Your Life


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Our Team

Sheldon Harber

President

CFP®

Mary Mervis

Asset Strategies Client Services Manager

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