Craig Toberman recently spoke with John Pertzborn of Fox 2 St. Louis in a Morning News segment titled “Founder of Toberman Wealth explains why October is Financial Planning Month.”
In the interview, Craig provides a suggestion to retirement savers looking for advice.
“October is the perfect time to get your ducks in a row heading into the holiday season. When it comes to the stock market and your retirement portfolio, let’s focus on what we can control. It’s important to stay the course and not try to time the market.
When it comes to financial planning, doing something is better than doing nothing. It’s always a good time to be focusing on financial planning and getting organized.”
If you are interested in hearing more of Craig Toberman’s thoughts on retirement planning, please book a call with him.
Craig Toberman is the Founder of Toberman Wealth – a fee-only, fiduciary financial advisor based in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.
Craig received a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA).
Craig is a member of the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and XY Planning Network.
Craig lives in the greater St. Louis area with his wife, Ally and son, Hank.