BUSINESS OWNERS

SERVICES

Our advisors help business owners protect their interest in the business, diversify their wealth outside of the business, and create a long-term transition plan in the event they decide to retire.  Some common services we offer are:

Financial Independence Analysis

Investment Management

Company retirement plan design

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Business exit planning

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Family wealth transfer

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ASSET PROTECTION

PROACTIVE TAX CONSULTING

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EDUCATION PLANNING

SOCIAL SECURITY PLANNING

INVESTMENT MANAGEMENT

Estate Planning

Charitable Giving Strategies

Insurance analysis

PERSONA EXAMPLE

Joe & Susan

Joe is the CEO of a successful business in the local area. He started the business 25 years ago and profits have increased substantially over the years. Joe’s son Mark is involved in the business and has expressed a desire to take over the CEO role someday. The other two children are not involved in the business. Joe doesn’t have plans to retire but is interested in
creating a plan that protects his business, allows him
to retire someday, and create a fair distribution plan for his children.

NEWS & MEDIA

The Four Stages of a Bear Market

The Four Stages of a Bear Market

With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal investment department and our...

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DUFF TEAM

100 South Brentwood Blvd
Clayton, MO 63105
(314) 244-3321

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