Sheldon Harber Email & Phone Number

I have been assisting clients with their financial planning needs since 1979.I focus on all types of investment management including IRA rollovers. I help clients with life,disability and long-term care insurance.My clients are primarily mature investors who seek to more clearly understand their own risk tolerances and financial planning goals. Accumulating wealth is only half of the battle. I help clients safeguard and manage their resources and work toward the long-range goals of funding… Show more I have been assisting clients with their financial planning needs since 1979.I focus on all types of investment management including IRA rollovers. I help clients with life,disability and long-term care insurance.My clients are primarily mature investors who seek to more clearly understand their own risk tolerances and financial planning goals. Accumulating wealth is only half of the battle. I help clients safeguard and manage their resources and work toward the long-range goals of funding their children's educations and comfortable retirements, protecting their families from misfortune and liability, and planning for the tax-efficient distribution of wealth. As an independent planner, I am free from the influence of proprietary products or meeting sales quotas. My clients can always count on me to make their best interest my top priority. Show less

United States

I have more than 30 years experience as a trusted financial adviser who oversees an independent and objective environment at Asset Strategies in St. Louis Missouri. Our open architecture platform means we are not obligated to recommend any one investment solution, which benefits you. We will make sure to customize a financial plan that makes sense for you. That may include, but not be limited to retirement planning, 529 plans, IRA rollover,s portfolio management, tax-efficient investing, I also… Show more I have more than 30 years experience as a trusted financial adviser who oversees an independent and objective environment at Asset Strategies in St. Louis Missouri. Our open architecture platform means we are not obligated to recommend any one investment solution, which benefits you. We will make sure to customize a financial plan that makes sense for you. That may include, but not be limited to retirement planning, 529 plans, IRA rollover,s portfolio management, tax-efficient investing, I also oversee a management staff that is capable of answering your questions, which saves you from having to climb your way up a chain of command just to get your question answered. I call this “first-contact problem-solving;” this method ensures that you receive the same service and financial planning sophistication no matter your account size. Show less