We’re committed to helping you work toward achieving the retirement you want. Our goal is to protect our clients' life savings while generating lifetime income to ensure they have a comfortable retirement.
Since our founding in 1987, our mission has remained the same: We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. We proudly serve residents and their families in Missouri and Illinois.
We have a strong team of professionals helping ensure you receive all the assistance you need not only in developing your retirement income strategy but in maintaining it throughout your retirement.
Thomas F. Helbig has been in the Financial Services Industry for 40 years. He specializes in creating a customized retirement strategy for each of his clients that will provide a guaranteed lifetime income in retirement. He believes in this conservative approach for his clients who are concerned about market losses affecting their retirement savings. These strategies offer the potential for growth in addition to credited interest and principal protection. He continues to offer informational workshops throughout the year. Thomas’s strong belief in education has been the foundation of his client’s success in their retirement years.
In 1977 Thomas started working for a local firm called Financial Structuring Systems and was mentored by some of the top financial professionals in the St. Louis area. After 10 years he started his own firm originally named Diversified Financial Planners, the name was later changed to Retirement Advisory Group. His passion is in helping retirees and pre-retirees protect their life savings and maintain a comfortable lifestyle during their retirement. He works with his team of financial professionals to provide you with complete financial planning services.
Thomas was born and raised in St. Louis and comes from a large family of 5 children. His parents instilled in him a strong work ethic and a desire to succeed. For the past 25 years in his free time Thomas trains in the Martial Arts and has attained a First Degree Black Belt in Kenpo Karate. That along with weight training keeps him physically fit and mentally sharp. He resides in Chesterfield Missouri with his girlfriend and his beloved dog Lou.
Mr. Morrison is an 18 year veteran in the Financial Service Industry. As a dedicated insurance professional in the industry Blake’s mission is to work with his clients to design and implement retirement strategies that can provide lifetime income guarantees in retirement, a conservative approach for savings and retirement accounts that offer the potential for growth.
Blake started with Retirement Advisory Group in 2008. He works out of the home office in St. Louis, but is also available to meet with clients at his office in Southern Illinois.
In his personal life Mr. Morrison has a passion for the arts and exercising the creative side of his mind. Early in life he dabbled on the piano and played trumpet in his school’s band. Now he enjoys playing his guitar. In addition to music he enjoys the creative outlet of graphic art and design. Lastly, Blake understands and appreciates the importance of family and the loved ones in his life and in the lives of others, the importance of giving back and being in service to others. He believes it is up to each individual to be the change they want to see in the world.
Living benefits are available in the form of accelerated death benefits. These benefits are NOT a replacement for long term care (LTC) insurance. Living benefits and LTC riders are not available on all insurance products and may not be available in all states. Addition of an accelerated death benefit or LTC rider may require an additional fee. Accelerated death benefits and LTC riders are subject to eligibility requirements.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com or call us at 314-993-9494 today
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.