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Address:

4925 Stone Falls Center, Suite A
O'Fallon, IL 62269
618-632-7684
Fax: 618-632-6101

3636 S. Geyer Road, Suite 100
St. Louis, MO
314-833-7684
Fax: 618-632-6101

7500 College Blvd., 5th Floor
Overland Park, KS 66210
913-693-7684
Fax: 913-693-7900

Phone:

Our Services

The Roth Companies, Inc's professionals vary in specialty, but the breadth of our combined services has expanded over the years to meet the growing concerns of our clients.  Click below for more information about some of our services.  

 

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 *Securities offered through United Planners Financial Services, a Broker/Dealer, Member FINRA/SIPC.

 

 

 

 

 

 

 


Retirement Planning

Choosing an appropriate retirement plan and staying informed of the constantly evolving tax laws** can be an arduous task. Our Retirement Services Department is devoted to monitoring the ongoing tax law changes as well as continuous product updates and advancements.

Because our firm concentrates our efforts with pre-retirees, retirees, and business owners such as independent physicians and physician groups, we are very familiar with the challenges and opportunities available in this environment.

**Consult your tax attorney or CPA for specific advice on legal and tax matters.

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Financial Planning

 Duane M. Roth and our other Wealth Management team advisors will assist you in analyzing your overall financial position relative to your short and long-term financial goals. Utilizing a six step planning process, we can assist you with financial planning concerns, such as: Estate analysis and wealth transfer, retirement income planning, insurance needs analysis, and consolidated financial position reporting.

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Disability Income Insurance

The Roth Companies, Inc. has access to numerous insurance companies that are recognized among the leaders in disability income insurance. Special emphasis is given to the provisions and definitions of the coverage to help ensure our clients obtain the most competitive policies available to physicians and other highly compensated executives, who need a program geared toward their specialty to trigger benefits.

 


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College Education Funding

Today, college savings strategies are more abundant than ever and deciding which one is best for you is no easy task. Whether your situation calls for ways to access your retirement plan or utilize the ever-changing 529 College Savings Plans*, we have professionals who specialize in this area.


 

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Investment Strategies*

We believe that an investment policy and asset allocation strategy can be designed only after the initial financial strategy process is complete and your goals are established. We also understand that taxes represent a significant consideration for every long-term investor and that by minimizing income taxes, investors can retain more wealth to help meet their goals. Therefore we exercise care in the appropriate placement of investments within taxable and tax-deferred accounts.



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Life Insurance

Professionals with The Roth Companies assist individuals in determining the amount of coverage required to help ensure that survivors are left in the same “Financial World” to which they are accustomed while the client was actively producing income. Current liabilities (e.g., mortgages, outstanding loans, etc.) and future liabilities (e.g. education for children) are considered. Our professionals will also provide you with quotes from highly competitive insurers throughout the industry offers and recommend the appropriate type of coverage for your unique situation.
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Health Insurance

A Roth Companies professional can assist you in reviewing the most competitive individual health insurance plans available in your state. Comparisons will be made on cost effective alternatives to reduce the cost of health insurance (e.g., PPO Plans, various deductibles, coinsurances, and optional benefits) and to ‘tailor’ a plan to your specifications.



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Healthcare Savings Accounts

The Roth Companies, Inc. offers a variety of Healthcare Savings Accounts and Qualified Healthcare Savings Account Health Plans. A great tool to keep premiums lower and enjoy the tax benefits while being protected from a medical need.  The Roth Companies has identified the most competitive plans available to the self employed and business owners.


 

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Long Term Care Insurance

Your Roth Companies professional will assist you in analyzing the numerous types of Long Term Care Insurance Policies and help you identify the most appropriate coverage for you from among the nation’s leading insurance companies.


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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck