RetireStrong Financial Advisors

RetireStrong Financial Advisors is a firm based in Creve Coeur, MO 63141 that specializes in personalized retirement planning for women and couples, particularly those aged 50 and older. They aim to provide fiduciary-standard wealth management with a focus on clear, tailored strategies to help clients achieve financial confidence and security.

The firm operates out of an office located at 11457 Olde Cabin Road, Suite 310 in Creve Coeur, Missouri, and serves clients in the St. Louis area. Their services are delivered through a combination of in-person meetings at their office and remote video chat sessions.

Clients can initiate the process by completing a free portfolio review form on their website or by contacting them directly via phone or text at (314) 998-0999. The first step involves a 15-minute introductory phone meeting to discuss retirement concerns and learn about their approach before scheduling a deeper discovery meeting.

The firm's process begins with a 15-minute introductory meeting, followed by a comprehensive 60-minute discovery meeting where they analyze income, expenses, and savings. During this discovery phase, they use a simple questionnaire to gather necessary information before building a personalized strategy aligned with the client's lifestyle goals.

They offer specific services including income planning, tax planning, investment planning, and healthcare planning. These services are designed to address the unique needs of older Americans who may lack sufficient retirement savings or face financial instability.

The firm emphasizes a friendly client service model with regular communication and reasonable, straightforward costs. They pride themselves on providing honest guidance in plain English, similar to how they would speak to a member of their own family.

Multiple reviewers highlight the knowledge and responsiveness of advisors Kyle and Gregg, noting they are proactive and friendly. Clients appreciate how the team helped them feel confident about their financial situation before retirement and pulled together all their retirement plans effectively.

The firm operates through LPL Financial, a registered investment advisor that is a member of FINRA and SIPC. This affiliation allows them to discuss and transact business only with residents of states where they are properly registered or licensed.

They provide a 2026 Market Outlook resource and other downloadable guides such as a Retirement Tax Guide and Social Security Guide. These resources are part of their effort to help clients navigate complex financial decisions with clarity.

The firm states that approximately 80% of older Americans either lack retirement savings or could face financial instability, which underscores the importance of their comprehensive planning approach. They aim to go beyond simple savings advice to cover income, taxes, investments, healthcare, and legacy building.

Clients who previously had bad experiences with other firms found RetireStrong to be a breath of fresh air. The team's ability to listen and care deeply during the introductory meeting helps establish a strong partnership fit early on.

The firm offers a Retirement Budgeting Tool and a Savvy Woman’s Guide to Retirement as part of their resource library. These tools are intended to support clients in creating solid financial foundations for a confident and fulfilling retirement.

The firm encourages clients to check their background on FINRA’s BrokerCheck. They also provide a link to the Form CRS to ensure transparency in their advisory relationship.

You can reach RetireStrong Financial Advisors by phone at +16146491554.

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