C. Michael Unterreiner

C. Michael Unterreiner Retirement Planning, Risk Management, Investment Planning, Tax Planning, Estate Planning, For full disclosures please see our website at www.financiallegacy.com

We believe that proper asset positioning for your goals helps leads to long-term success. After evaluating a client`s financial goal`s, whether for college funding or legacy funding purposes, we create a written report that outlines specific actions needed to achieve your overall business strategy.

06/02/2026

Most people fear investing because they don’t really understand it. I help take the mystery out of the market so you can invest with confidence.

05/28/2026

Home Equity Loans can be a powerful way to access the value of your home. Understanding the basics of this type of loan can help you make smart financial decisions.

05/26/2026

The news will always have something new to worry about. But your financial plan? That’s built to weather the noise.

Today we remember the heroes who gave everything for our freedom.
05/25/2026

Today we remember the heroes who gave everything for our freedom.

05/19/2026

Most people focus on saving for retirement — but few think about how to take the money out. That’s where the strategy really matters.

05/14/2026

Avoiding mistakes in retirement is essential for achieving your desired lifestyle and financial security.

05/12/2026

Whether you’re just starting to save or nearing retirement, it’s never too early (or late) to check your path. Let’s see if you’re on track.

05/07/2026
05/05/2026

Financial planning isn’t just problem-solving. It’s guiding real people through real-life decisions — and that takes conversation, not code.

04/30/2026

Don't let an IRA rollover mistake ruin your retirement goals! Follow these simple tips to avoid potential pitfalls.

Address

16020 Swingley Ridge Road, Suite 100
Chesterfield, MO
63017

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