Circle Of Advisors Securus

Circle Of Advisors Securus For all of your insurance, tax, financial, and estate planning needs. Circle of Advisor’s is a financial-planning company based in Cottleville Missouri.

We serve the greater St. Louis area, as well as areas at points all across the state of Missouri. The firm is comprised of certified licensed professionals such as licensed insurance agents, lawyers, registered securities advisers, CPA's, long term care and Medicare experts, special needs planning specialists, and reverse mortgage specialists.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
05/27/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Estimate the total amount you may need saved to support your desired retirement lifestyle.
05/25/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

The key to healthcare in retirement might be a patchwork of different choices.
05/22/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
05/20/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

With great wealth comes even greater questions. Learn more in our article.
05/18/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
05/15/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Learn how to maximize your Qualified Charitable Distributions!
05/13/2026

Learn how to maximize your Qualified Charitable Distributions!

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

These 6 things might make your next return a prime target for an IRS audit.
05/11/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
05/08/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Securus Circle of Advisors is a comprehensive financial planning firm that specializes in providing clients with a one stop shop for advice. Our services include insurance, tax, financial and estate planning needs. Get Started...

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
05/06/2026

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.

Address

5330 Highway N
Cottleville, MO
63304

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

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