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Crafting Personalized Financial Strategies

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.

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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.

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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.

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Our Team Approach

We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.

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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.

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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."

Helpful Content

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Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

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Money that Buys Good Health is Never Ill Spent

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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5 Smart Investing Strategies

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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Investors seeking world investments can choose between global and international funds. What's the difference?

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All about how missing the best market days (or the worst!) might affect your portfolio.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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