Yeaton Financial Group, LLC

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Yeaton Financial Group, LLC Our mission is to help folks avoid the big mistakes in retirement planning, so they can enjoy a happy and dignified retirement.

For over 16 years we've been helping others navigate the complex world of financial decisions. We seek to understand what matters most to you and identify whether or not your financial actions are in line with what you want to accomplish with your money. We believe you expect trustworthiness and excellence from your financial adviser, as well as a clear understanding of how your plan is good for you & your family so you'll have confidence and a sense of well-being for your retirement and ultimate legacy.

10 tips that can head-off marriage money problems.
10/17/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
10/14/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

When considering a record keeping system for your business, you need to ask yourself some very important questions
10/10/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
10/09/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

This message provides a look at how variable rates of return impact investors over time.
10/07/2026

This message provides a look at how variable rates of return impact investors over time.

There are four basic steps to calculating the value of an estate.
10/03/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment str...
10/02/2026

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

How literate are you when it comes to your finances? Brush up with these five basics.
09/30/2026

How literate are you when it comes to your finances? Brush up with these five basics.

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Chec...
09/26/2026

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

A timeline covering a few of the major provisions of the SECURE Act 2.0.

Address

13358 Manchester Road , Ste. 200
Des Peres, MO
63131

Telephone

+13146823802

Website

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