314-956-6872

Continuity Planning Group

314-956-6872

  • 314-956-6872

Personalized Comprehensive Financial Planning in Saint LouisBuilt for Life’s Changes

Continuity Planning Group provides comprehensive financial guidance for individuals, families, and business owners. From retirement planning and investments to tax strategies and life insurance, we help coordinate every piece of your financial life with ongoing support that adapts as your goals and circumstances change.

Lets Talk
Learn More
Saint Louis financial advisors helping families plan education costs and gifting strategies for future generations

Schedule a Conversation

A quick, no-pressure call to learn your goals, your concerns, and what you want life to look like.

Build Your Comprehensive Plan

We create a clear strategy that connects the pieces: retirement planning, investments, tax strategies, and protection so everything works together.

Quarterly Reviews & Ongoing Guidance

Life changes fast. We meet quarterly to adjust your plan, coordinate with other professionals when needed, and keep you moving forward with confidence. 

Who We Work With

Business Owners

Strategic planning for income, taxes, succession, and long-term wealth built around the complexity of running a business.

Families

Helping families build strong financial foundations, plan for education, and make confident decisions as life evolves.

Individuals

Personalized financial guidance focused on income, savings, investments, and long-term planning built around your goals and stage of life.

Educators, Healthcare & Military

Guidance tailored to unique benefits, retirement systems, and long-term planning considerations.

Financial advisor in Saint Louis meeting with clients to review retirement planning and investment strategies

Personalized Financial Guidance in Saint Louis

At Continuity Planning Group, our goal isn’t to sell products it’s to help you make confident financial decisions with clarity, coordination, and ongoing support as life changes.

Clarity Over Complexity

We simplify the financial process so you understand your options, your plan, and your next steps without jargon or pressure.

Ongoing, Relationship-Based Support

Your plan doesn’t sit on a shelf. We stay engaged throughout the year with regular reviews and proactive guidance.

Need financial planning?

Call us now 314-956-6872

Core Values
0
Review Meetings
0 x
Investment Strategies
0 K+
Focus Areas
0 +

While many of our clients include business owners, young families, educators, healthcare professionals, and members of the military, we’re happy to work with anyone seeking a comprehensive financial plan.

Saint Louis financial advisor meeting with family to discuss retirement planning and long-term financial goals
Multi generational family in Saint Louis discussing legacy planning and financial strategies with advisor
Parents with children in Saint Louis planning education savings and long-term financial goals with advisor

Lets Talk

  • 655 Craig Road / Suite 338 / Creve Coeur, MO 63141
  • info@cpgadvisors.org
  • 314-956-6872

Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA / SIPC . 800-873-7637, www.htk.com. Any other listed entities are unaffiliated with Hornor, Townsend & Kent, LLC. The views expressed are those of the presenting party and may not necessarily represent those of HTK or its affiliates. The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal situation and a qualified legal professional for your personal estate. Continuity Planning Group is unaffiliated with HTK.

We are insurance and securities licensed in our resident state of MO, as well as other states. Please contact us for additional listing of licensed states. This is not an offer or solicitation in any state where not properly licensed or registered.

https://brokercheck.finra.org/

Scroll to Top