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Monday 9am - 4pm Tuesday 9am - 4pm Wednesday 9am - 4pm Thursday 9am - 4pm Friday 9am - 4pm

J. Todd Gentry, LPL Financial Planner, The Planify Group

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Des Peres, MO
J. Todd Gentry, LPL Financial Planner, The Planify Group

Comprehensive Financial Planning services & Planning for Families with People with Special Needs https:www.planifygroup.com

11/03/2026

November is Long-Term Care Awareness Month, a great reminder to help your parents plan for future care needs. Read these tips on starting important family conversations and preparing for the road ahead.

As our nation ages, many Americans are turning their attention to caring for aging parents.

10/29/2026

Annuities are designed as financial vehicles for retirement purposes, and they can be used in creative ways. Explore how a split annuity strategy can provide retirement income while working toward restoring principal over a defined period.

Here's one strategy that combines two different annuities to generate income and rebuild principal.

10/27/2026

Protecting your investment accounts starts with a few simple security habits. Learn practical ways to help safeguard your personal financial information from cybercriminals.

In accordance with the President’s Executive Order on Combating Cybercrime, Fraud, and Predatory Schemes Against American Citizens dated March 6, 2026, the SEC’s Office of Investor Education and Assistance (“OIEA”) is issuing this Updated Investor Bulletin to help individual investors protec...

10/22/2026

A legacy is about more than what you leave behind — it’s also the values, experiences and impact you share along the way. Discover 4 steps to define, develop and live your legacy.

A four-step framework for building a personal legacy.

10/20/2026

Estate Planning Awareness Week is here … when was the last time you reviewed your estate strategy? Life changes and tax law updates can be good reasons to revisit your plan. Learn when it may be time to review your estate strategy.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

10/15/2026

Inflation seems to be in headlines more often than it isn’t these days, but sometimes the articles tell different stories, depending on which inflation index is used. Learn what the different inflation rates mean when it comes to your own finances.

Different inflation indexes may tell different stories. Here's what that could mean for you.

10/13/2026

For Gen X, getting closer to retirement brings some important financial decisions. Review these 6 financial mistakes to avoid as you plan for the years ahead.

Overly conservative investing, tax blind spots and delayed planning can undermine savings

10/08/2026

As we observe Long-Term Care Planning Month, it’s a great time to consider what to look for in an extended-care policy. Here are 8 questions to help you better understand the costs and benefits of coverage.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

10/06/2026

While Social Security Disability Insurance can help if you’re unable to work due to illness or injury, it only replaces a portion of your income. Learn how disability insurance could help provide addition financial protection.

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Address

13358 Manchester Road, Suite 200
Des Peres, MO
63131

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 4pm

Website

https://go.oncehub.com/PlanifyGroupVirtualMeeting, http://www.PlanifyGroup.com/

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