Missouri | LuxPlan Financial
At LuxPlan, our mission is to simplify your financial journey and empower you with a clear strategy tailored to your unique goals and lifestyle.
We begin by sitting down together, in person or virtually, to truly understand where you are now and where you aspire to be. Through an in-depth needs analysis, we uncover your priorities, challenges, and dreams.
Next, we leverage our extensive tools and resources to craft a comprehensive financial plan for you. This personalized roadmap covers everything from emergency savings to retirement planning, debt management, tax strategies, risk management, and beyond.
Rather than ending there, we ensure ongoing support. You can look forward to regular reviews to account for life changes and reassess progress. We also host fun educational events throughout the year to keep you motivated.
While results are significant, we believe the client experience is everything. Our priority is helping you achieve your objectives through a seamless, enjoyable process built on a long-lasting partnership.
Whether you're just starting out or refining an existing plan, contact us today to discuss how to simplify your finances so you can focus on what really matters—living life to the fullest each step of the way. We look forward to being your ally on your customized financial wellness journey!
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Our Team
Keegan Johns
Financial Planner
Phone: 314-541-8535
13 Hillcrest Blvd.
Ballwin, MO 63021
Dan Velcheck, CPA®
Financial Planner
Phone: 314-229-9501
13 Hillcrest Blvd.
Ballwin, MO 63021