Our firm provides comprehensive financial planning services to professionals, business owners, and other clients. We analyze and plan a clients investment portfolio, estate plan, cash flow, income taxes, and retirement. Recommendations are based solely on your specific needs, circumstances, and goals. The Proprietor Charles Steve Henry is an independent registered Investment Advisor registered in the states of Missouri and Illinois. Mr. Henry has been a Certified Financial Planner since 1998 and enrolled to practice before the Internal Revenue Service since 1995.
Our mission is to partner with clients to establish and achieve financial goals through objective planning and management of client assets. We believe it is imperative to put our clients interest first, act with integrity and honesty, and strive for excellence in every facet of our practice. With this in mind we feel it is important to act in a fiduciary capacity on behalf of our clients. In other words we represent our clients ONLY and not a brokerage firm or mutual fund company.
Many of our clients are looking to simplify their lives and are looking for a long term relationship that is mutually beneficial. Often they are looking for a professional advisor and not a sales representative.
Hopefully this site will be a way for clients and potential clients to learn about our firm. For instance, one may be able to get an understanding of not only what we do but our philosophy as well. Existing clients will be able to access their accounts on a 24hr basis, email me about whatever is on their mind or check on our latest articles, which will change from time to time. Some of these features will include financial planning articles, links to interesting sites and a section on book reviews covering a wide variety of subjects including investing, science, history, etc. For potential clients I hope this site will communicate what we are about and what we try to accomplish for our clients. Of course nothing can replace one on one communication in that regard.
I look forward to your feedback and hope everyone enjoys the new site.