Taxes

• Tax Planning
  ® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP
• Charitable Giving
  You’re ready... for the future, and for whatever is next in life. You are prepared for the unknown because you have a clear picture of your complete financial universe. Krilogy does more than tell you about your assets and performance. We take care of the work for you. We show you where you are and where you are going with insights, education and evidence. Whether you are contemplating the sale of a business, exploring options for transferring wealth to the next generation, establishing a charitable giving plan, or saving for your future in retirement, you’re ready. It is life-changing, with the journey and destination defined by you.
• Tax Services
  Krilogy® does not provide tax and legal advice. Krilogy® is affiliated with Krilogy Tax Services, LLC through certain common ownership interest by Krilogy partners. Krilogy Tax Services provides tax planning and preparation services for an additional cost to Krilogy clients.
• Income Tax
  ™ certification requires mastery of issues related to income distribution in retirement, including Medicare, income taxes, health care, investing in retirement, and more. Candidates must pass three comprehensive exams, complete a written case study and adhere to the IBF Code of Ethics and IBF Standards of Practice, as well as fulfill annual continuing education requirements.
• Tax Return Preparation
  Krilogy Tax Services is a wholly owned subsidiary of Krilogy, LLC, Krilogy’s parent company. Krilogy Tax Services provides tax planning and tax return preparation services to Krilogy clients. Krilogy does not provide tax advice. All fees incurred for Krilogy Tax Services are separate and apart from any fees charged by Krilogy.

Investment

• Investment Management
  A team approach to investment management allows for a deeper dive into niche investment areas and an array of options we feel confident can serve our clients well.
• Wealth Management
  A shared commitment to the firm’s values of Dedication, Abundance, Leadership and Respect, significantly impacts clients’ lives, instilling a sense of readiness and overall well-being. A team is often defined as a group of individuals working together towards a common goal, each one bringing their knowledge and perspective to achieve the best possible outcome. Krilogy is built in an environment where the highest level of teamwork is fostered across all disciplines of wealth management.

Accounting

• Accounting Services

Planning

• Financial Planning
  ® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP
• Retirement Planning
  CISP candidates must hold at least four years of dedicated IRA operational or technical experience, or two years with the completion of a select educational program. Candidates must sign the ABA’s Code of Ethics standards statement and submit extensive background information. Once eligibility requirements are met, candidates must apply to take the CISP exam, which covers a number of areas of knowledge including employer plans, IRA documentation, IRA contributions, retirement plan portability, IRA distributions, IRA fees and investments, and retirement planning considerations. The exam assesses not only the advisor’s knowledge of the material, but also on his or her ability to apply the knowledge. Advisors must participate in continuing education to maintain the CISP designation.
• Asset Management
  Krilogy® qualified to be a part of this list based upon an independent set of criteria chosen by The St. Louis Business Journal...