314-888-0123
11960 Westline Industrial Dr.
Suite 235
St. Louis, MO 63146
jportman@thegeminiwealthgroup.com
kward01@thegeminiwealthgroup.com
dhardin@thegeminiwealthgroup.com
Financial Planning
Your professional resource for Defined Contribution and Defined Benefit Plans.
Business Services
As a business owner, you don’t just serve your customers, you also serve your employees.
Make a plan to fund your future
What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, we can help you make a plan to pursue your goals.
WealthLink
Organize your financial life with a consolidated view of your accounts, transactions, and investments. Work directly with your advisor to set budgets and create a plan to pursue your financial goals.
Systematic Withdrawals in Retirement
Federal Income Tax
A Living Trust Primer