Carillon Group

Serving St. Louis Since 1933

Since 1933, CARILLON GROUP, INC. has been helping individuals and businesses in St. Louis meet their financial goals. This professional knowledge and expertise, combined with our commitment to personal service, is what allows us to help our clients keep pace with their ever-changing financial needs.

In today's market there are literally hundreds of financial products from dozens of providers, including insurance, investments, trusts, retirement plans and more. As an independent financial services company, CARILLON GROUP, INC. can draw from a variety of companies. Our professionals work closely with you to help define your short- and long-term financial goals, compare those goals to the products and services available in the marketplace, and develop a financial strategy that is right for you.

Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Newsletters

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

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