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Our Process

Here at Archford, we believe a customized strategy is the only way to successfully help you reach your financial goals. We will help you determine your financial priorities before crafting a blueprint for reaching financial success — however you define it. This is how we’ll start:

Establishing Financial Objectives

Your financial situation is made up of components completely unique to you, your life, your business, and your family. Our team will review everything from your family values to your income and tax status to help establish your goals — saving for retirement, preparing to sell your company, or anything in between.

Developing a Blueprint

Next, our team will conduct research and collaborate with one another to determine what moves will help you reach your goals. As we develop a customized blueprint, we will meet with you for follow-up sessions to present our strategies and listen to your input.

Implementing Your Blueprint

You’ll have the support of our full team as we work to set you up for success. We have access to a variety of  financial professionals and investment resources, so you can rest assured that you, your family, and your business are in caring hands.

Ongoing Evaluation

You’ll always be fully informed about your financial well-being. We will meet regularly to review our progress and discuss important changes, both in your life and in the financial market. We’ll be with you every step of the way to recommend updates to your custom blueprint to keep your future right on track.

Let’s meet for coffee and talk about how Archford can help you reach your financial goals. Click here and fill out our contact form, and we will be in touch. We look forward to meeting you!

Taking Care of Others is the Driving Principle Behind Our Business

“Taking Care of Families” drives Archford’s goal of exceeding client expectations.  Not only does this philosophy extend to our clients, but to our local communities as well. Our CEO and Founder Jim Maher was named “Volunteer of the Year” by the St. Louis Association of Fundraising Professionals in 2019. In creating our philanthropic service, one of our five core values is Shared Success. We are truly a donor’s advocate, as we help position people to give in their best interest of themselves and their families to the nonprofit organizations they choose to support.

We believe nonprofit organizations are the backbones of our communities. We strive to support them through our philanthropic services and initiatives. We serve as “Donor Advocates” for our clients, helping them give in the best interest of themselves and their families.

Legacy IRA® Certified Advisor 

At Archford, our team of financial advisors has trademarked Legacy IRA®, meaning we are focused on helping our clients give in the best interest of themselves and their families.

Discover How to Best Donate to Your Favorite Charities!

Take our free Donor Minute Quiz™ to ensure you are making the most of your philanthropic contributions to non-profit organizations. The online quiz is quick, convenient, and provides instant results.

Take the Donor Minute™ Quiz


When a donor gives through a Qualified Charitable Distribution (QCD) from his or her IRA, he or she receives the following benefits:

  • Eliminate tax owed on Required Minimum Distribution (RMD)
  • Family remains in control of the donor’s individual retirement assets
  • Helps preserve after-tax money for the donor’s family
  • Ensures accurate tax filing
  • May lower insurance premiums due to lower adjusted gross income (AGI)


The Legacy IRA® process also allows charities to easily track and process Qualified Charitable Distributions (QCDs) received from donors.

Reduce Your Medicare Premiums with a Qualified Charitable Distribution 

As mentioned above, by giving through your IRA, a Qualified Charitable Distribution (QCD) will allow you to reduce the income tax owed on your Required Minimum Distribution (RMD). This can reduce your insurance premiums due to a lower adjusted gross income (AGI).

The chart below breaks down 2019 annual Medicare Part B premiums based on your 2017 income.*

*This may also lower the cost of your Medicare Part D (prescription drug) premiums.

Archford Angels

Are you a business owner looking to instill a culture of caring and philanthropy throughout your company? Three years ago, we launched the Archford Angels initiative. In the past three years, the program has raised $607,000 for local charities. We have created a free philanthropic campaign guide so you can easily implement a similar initiative for your team. You can access it here.

Our goal is to make the gifting process as impactful and simple as possible. If you are a philanthropic-driven individual, we can help you give donations in a way that best makes sense for your unique financial goals. Contact us today.