Let us be your Guide – at SCFS we realize the retirement can be both rewarding and challenging. We want to guide you through this process so you can create a balanced plan designed to help you preserve your life savings while accumulating wealth.
Michael Webb and Jerry Grossman entered into a partnership over a decade ago. In 2008 Mike and Jerry made the decision to “move back home” to the city of St. Charles and established St. Charles Financial Services LLC. We are located in the historic district three blocks north of Lindenwood University.
SCFS uses the premier financial system Circle of Wealth. Some highlights of the COW system are finding transferred money and showing the effects of taxes, inflation and other factors on investments. We are also Wealth and Wisdoms Educators. Wealth & Wisdom’s educational presentations focus on the impact of shifting demographics in the United States. The dramatic changes that we expect will occur in taxation, government programs, banking, retirement programs and home ownership will affect everyone. The goal of the Wealth & Wisdom Institute is to provide more information so that consumers can make better financial decisions.