FEFA Financial

FEFA Financial FEFA provides retirement and financial planning services to individuals. Investment advisory products and services through FEFA Financial LLC.

Insurance products and services are offered through FEFA Advisors LLC and individually licensed and appointed insurance agents, either of which can receive commissions and other benefits for insurance products sold. These companies are private businesses and none are affiliated with the government, any government agency, or any union.

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Happy 236th Birthday to the United States Coast Guard! 🇺🇸On August 4, 1790, Congress authorized the construction of 10 r...
08/04/2026

Happy 236th Birthday to the United States Coast Guard! 🇺🇸

On August 4, 1790, Congress authorized the construction of 10 revenue cutters to enforce trade laws, collect tariffs, and prevent smuggling. That small fleet would eventually become the United States Coast Guard.

For 236 years, the men and women of the Coast Guard have answered the call—protecting our shores, saving lives, and standing ready when our country needs them most.

At FEFA, we have tremendous respect for those who serve with purpose, put others before themselves, and place the name on the front ahead of the name on the back.

Is there a Coast Guard member or veteran you would like to recognize? Help us honor them in the comments.

Semper Paratus. Always Ready.

250 years is a long time to carry an idea forward.The idea that freedom matters.That opportunity matters.That service an...
07/04/2026

250 years is a long time to carry an idea forward.

The idea that freedom matters.
That opportunity matters.
That service and sacrifice matter.

This Fourth of July, we’re grateful for the generations who have helped protect those ideals—from those who served in uniform to the families and communities who carried the weight alongside them.

At FEFA, independence is something we think about often. Not only as a country, but in the lives of the people we serve—the ability to make choices, plan with confidence, and build toward a future with more clarity, security, and purpose.

Independence, to us, is what happens when planning meets intention. When people have the tools to make decisions today that shape a better tomorrow.

Today, we honor the meaning behind the celebration.

Happy Fourth of July from FEFA Financial 🇺🇸

06/03/2026

We’re giving away 125 Saint Louis Battlehawks tickets for the semi-finals game this weekend!

As the official sponsor of the Saint Louis Battlehawks corporate suite, FEFA Financial has 125 tickets available (including 25 tickets in the previous Rams owner’s suite).

Here’s how to get yours:

Attend our upcoming Death & Taxes Happy Hour this Thursday…

This happy hour class provides you with a purely educational, laid back environment where you will learn strategies that are imperative for anyone wanting to limit the amount they give back to the government (and for those that don’t care about limiting that… I don’t know what to say to you) while also providing you the opportunity to cheer on our Battlehawks as they beat Louisville this weekend!

Our class covers:

✅ Trust strategies to help limit estate taxes
✅ Roth conversion planning
✅ Limiting taxation on the growth of non-qualified assets (property, brokerages accounts, etc)
✅ Long-term care planning

Enjoy happy hour, learn planning strategies that could help protect your retirement and legacy, and leave with two Battlehawks tickets!

Each class is limited to 50 households so click this link to RSVP to one of our two class times!

https://www.talktofefa.com/deathandtaxes

05/29/2026

FEFA was just given 50 extra tickets for tonight's Battlehawks game! It is the last game of the season. Anyone who RSVPs for our Death, Taxes, & Happy Hour event can claim 1-4 tickets (we will text you after you RSVP to see how many you want). So RSVP asap if you don't want to miss out on experiencing the Battlehawks roar into the playoffs as well as a laid back environment where you can learn important estate and tax strategies!

https://www.talktofefa.com/deathandtaxes

Today is K-9 Veterans Day! 🇺🇸🐾 To every K-9 handler and working dog who has served: THANK YOU. Since WWII, thousands of ...
03/13/2026

Today is K-9 Veterans Day! 🇺🇸🐾 To every K-9 handler and working dog who has served: THANK YOU. Since WWII, thousands of four-legged heroes have protected troops, detected explosives, saved lives, and served alongside the men and women defending our country.

Fun fact: When the K-9 Corps was created on March 13, 1942, the military initially accepted 32 different breeds of dogs for training. By 1944, that list had been refined to just seven:

- German Shepherds
- Doberman Pinschers
- Belgian Sheepdogs
- Siberian Huskies
- Farm Collies
- Eskimo Dogs
- Malamutes

Which means… none of the office dogs here at FEFA would have made the cut. 😂

Another tradition we love: military working dogs are often treated as non-commissioned officers (NCOs) meaning they technically outrank their handlers. Some "non-dog people" get offended when animals receive honors normally reserved for humans, but the tradition seems to be growing stronger (and one we certainly support). Many military working dogs also receive promotions, medals and funeral ceremonies with military honors.
Make no mistake, these pups are lovable and loyal, but they are also highly trained warriors who have protected countless lives. Today we’re proud to pause and recognize these incredible teams. 🐕‍🦺 🇺🇸



Main Photo Credit: U.S. Army National Guard photo by Staff Sgt. Tawny Schmit. U.S. Army Cpl. Dustin Borchardt, a military dog handler with the 100th Military Police Detachment based out of Stuttgart, Germany, poses with his military working dog named Pearl at Camp Bondsteel, Kosovo, on Dec. 8, 2020. Other photos credited to US DoW “Four-Legged Fighters” multimedia page.

Let's celebrate! Who retired on 9/30 and is ready to explore the world (or the couch 😅)?
09/30/2025

Let's celebrate! Who retired on 9/30 and is ready to explore the world (or the couch 😅)?

Reminder: Q3 estimated tax payments are due on Monday, September 15th. If you make quarterly payments, don’t let this de...
09/12/2025

Reminder: Q3 estimated tax payments are due on Monday, September 15th. If you make quarterly payments, don’t let this deadline sneak up on you.

09/10/2025

📢 Big Tax Update: What the One Big Beautiful Bill (OBBBA) Means for You

On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) became law, delivering sweeping tax reforms for individuals, businesses, and families. Here’s what you need to know:

👨‍👩‍👧 For Families & Individuals
• Lower tax rates & bigger standard deduction → now permanent
• Extra deduction of $6,000 per person age 65 and older with income phaseouts (2025-2028)
• Child Tax Credit boosted to $2,200 per child (and keeps growing with inflation)
• SALT deduction cap temporarily raised to $40,000 with income phaseouts (through 2029)
• Workers can deduct up to $25k in tips + $12.5k in overtime (2025–2028)
• Estate tax exemption jumps to $15M per person in 2026

🏢 For Businesses & Investors
• 100% bonus depreciation + full expensing for R&D 🔧
• Easier interest deductions (up to 30% of EBITDA)
• Opportunity Zones get new perks: 5-year rolling deferral + 10% basis bump
• Higher FSA limits + new rules for exec comp starting 2026

💡 What this means:
While the bill offers generous breaks, the fine print could create headaches if you’re not prepared. Feel free to reach out! Our advisors can help you navigate these planning strategies and much more as changes roll out.

Labor Day is one of those holidays that sneaks up on us. For some, it’s the last backyard barbecue of the summer. For ot...
08/31/2025

Labor Day is one of those holidays that sneaks up on us. For some, it’s the last backyard barbecue of the summer. For others, it’s the kids heading back to school. For many, it’s just the gift of an extra day to breathe.

But the story behind Labor Day is one worth slowing down to remember. In the late 1800s, workers across the United States were facing dangerous factories, endless hours, and little protection. Men, women, and even children were expected to give everything to their jobs with almost nothing in return. Out of that hardship grew the labor movement… And from many marches and strikes came ideas we now take for granted:

- The 8-hour workday instead of 12 or 14
- Weekends to spend with family
- Workplace safety laws
- Fair wages and collective bargaining

At FEFA, the message of Labor Day resonates deeply. Our firm exists because we believe people deserve better. At the heart of what we do, behind all the calculations and strategy, we turn hard work into better lives for others. We see it every day in the Clients we serve: The nurse who worked night shifts for 30 years... The postal worker who carried mail through snow and summer heat... The small business owner who poured heart and soul into their dream...

Each of them deserves a retirement that honors their effort. That’s why “A Noticeably Better Retirement” isn’t just a tagline. It’s a commitment to making sure the labor of your life leads to more than just “getting by.”

So as you fire up the grill today, kick back with friends, or simply enjoy a quiet moment of rest, remember the workers who made today possible. And remember that your work, too, deserves to add up to something greater. Here’s to dignity in labor, security in retirement, and a noticeably better tomorrow. 💪🇺🇸✨

This might be the most exciting weekend kickoff to college football in decades! 🏈 THREE TOP TEN MATCHUPS! Here at FEFA, ...
08/28/2025

This might be the most exciting weekend kickoff to college football in decades! 🏈 THREE TOP TEN MATCHUPS! Here at FEFA, we’re heavily concentrated with Alabama, Georgia, and Mizzou fans (ordering is strictly alphabetical, promise 😅). But we’ve also got people showing love for The U, Ohio State, and Iowa. Tell us who you are picking in your favorite games this weekend!

Address

530 Vance Road
St. Louis, MO
63088

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+13149473332

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