You're doing well. But “doing well” and “on track” aren't always the same thing.
For busy professionals, 35 to 50, who’ve built a solid income and some savings, but want a clear plan that puts it to work.
You're making good money. You're just not sure it's going where it should.
You've got a 401(k), maybe some investments, a mortgage, and a growing family. On paper, things look pretty solid. But if someone asked you right now whether you're on track—really on track—you're not sure you could answer with confidence.
Between work, the kids, and everything else life throws at you, money management is something that always feels like it could use more attention. You're contributing to your retirement accounts. You're paying the bills. But are you doing it the right way? Is there a smarter way to handle taxes? Are you saving enough for college? Is your insurance actually right for where you are in life?
You don't need someone to tell you what you already know. You need a financial advisor who can look at the full picture, cut through the noise, and give you a real plan to work from.
That's what we do.
How INT Wealth Planning Can Help
Getting organized
We start by building a complete picture of where you stand today: income, savings, debt, insurance, and goals. So you can stop wondering and start knowing.
Investment management
We manage your investments with a long-term, disciplined approach aligned to your plan. Not what the market did last week. Not what your coworker heard about. Your plan.
Protection planning
Life insurance, disability coverage, and beneficiary designations: we help make sure your family is protected, and your plan doesn't fall apart if something unexpected happens.
A plan that drives everything
At INT, the plan comes first. Your investments, your savings strategy, your tax approach — all of it flows from a financial plan built around your goals, not a generic template.
College planning
If you have kids, we help you build a college savings plan that works alongside everything else on your plate: 529 strategies, contribution timing, and a realistic picture of how it all fits together.
Tax efficiency
We work proactively to identify strategies that may help you keep more of what you earn, from retirement account contributions to year-end planning moves that most people overlook.
Debt strategy
Many of our clients come to us with a clear mindset about debt, motivated to pay it down and be intentional with every dollar. We work with that. Your plan should reflect your values, not a one-size-fits-all formula.
Your Most Common Questions
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It depends on what you're working toward. That's what we figure out together.
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One of the most common questions we hear, and the answer almost always depends on your specific situation, tax picture, and goals.
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There's no perfect formula, but there is a right answer for your family. We help you find it.
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You might not need to. But if you've been wondering whether you're getting enough from your current relationship, that's worth a conversation.
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Our fees are based on assets under management. We're happy to walk you through exactly what it costs in a conversation.
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If you're earning well and starting to wonder whether your money is working as hard as you are, you're probably ready.
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If you have a CPA or estate planning attorney you trust, we want to work with them. We're always looking to build relationships with great professionals in the St. Louis area because when your entire team is coordinated around your plan, everyone benefits.