Knowledge Is Empowering
It is also the foundation for well-planned, and well-thought-out, decisions. We understand that you face unique and significant challenges as you prepare for retirement. Helping prepare our clients for this next phase in life, we believe in thinking differently.
As a wealth management team serving the financial planning needs of Cape Girardeau and Greater St. Louis, Missouri, our job is to empower our clients, helping them to make educated and informed decisions about their wealth. However you may define your wealth, our focus is helping you make smart decisions to protect it.Get Empowered
Empowering Your Legacy
You've worked hard to get where you are today - you want to be smart about how to use your resources to benefit your family going forward. For 35 years, we have been helping our clients put insight into action.Learn More
Private Wealth Management
Our clients benefit from a cutting-edge team of financial advisors that has a clear and comprehensive vision of wealth management, addressing the Private Wealth Management issues affluent individuals face today.Learn More
Are You Retirement Ready?
At Cuba Financial Group, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.
Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.
Download Our Free eBook
If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free eBook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Understanding how capital gains are taxed may help you refine your investment strategies.
A letter of instruction provides additional and more personal information regarding your estate.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
There are a number of ways to withdraw money from a qualified retirement plan.
Understanding the cycle of investing may help you avoid easy pitfalls.
Taking your Social Security benefits at the right time may help maximize your benefit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here’s a quick guide to checking to see if you have unclaimed money.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When do you need a will? The answer is easy: Right Now.