Pre-retirees

SERVICES

 Our advisors help clients think through the myriad of decisions in the final working years before retirement.
Our discussions with these clients often center on the following topics:

    Financial Independence Analysis

    Investment Management

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    Education Planning

    Social Security & Medicare Planning

    Proactive Tax Consulting

    Estate Planning

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    asset protection

    Insurance analysis

    charitable giving

    PERSONA EXAMPLE

    Mike & Beth

    Mike and Beth are married. Beth decided to stay at home early in her career to focus on raising their three children. Mike has worked at a few companies over the years but has spent the last 20 at XYZ Corp, a publicly traded company. Over the years he has accumulated a lot of shares of the company through their stock purchase plan, restricted stock options, and some incentive units.   

    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...

    CONNECT

    DUFF TEAM

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

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