
Craig Toberman Breaks Down Safe Havens & LTC in Bankrate Features
Craig Toberman, featured in Bankrate, shares expert insights on safe havens, annuity pitfalls & long-term care funding, with practical guidance for uncertain times.
Mike is a knowledgeable advisor at Toberman Becker Wealth in St. Louis. As a CERTIFIED FINANCIAL PLANNER® professional, he brings strong technical expertise and a client-first approach to helping families build and manage wealth at every stage of life. He prioritizes financial education, empowering clients to make informed decisions.
What sets Mike apart is his commitment to continuous growth. He is always expanding his knowledge to deliver better outcomes for the families he serves and values collaboration with colleagues to improve client experiences. At Toberman Becker Wealth, this commitment to learning and teamwork helps drive exceptional client experiences.
Outside of work, Mike enjoys anything related to golf—spending time with family on the course, competing with friends, and sharing his love for the sport at youth golf camps.
Craig Toberman has been featured in:
Toberman Becker Wealth is a fee-only, independent financial advisory firm. As fiduciaries, we never receive commissions or sell any investment or insurance products. The firm’s only source of revenue is the client’s fee, ensuring complete transparency and client-centered decision-making.
At Toberman Becker Wealth, clients can expect
As fee-only fiduciaries, our advice is always guided by your best interest.
We tailor your plan to your goals, values, time horizon, and the future you want to build.
We help you make financial decisions that fit your life today without losing sight of the future.
A strong plan weathers market fluctuations, and we update it as your goals evolve.

Craig Toberman, featured in Bankrate, shares expert insights on safe havens, annuity pitfalls & long-term care funding, with practical guidance for uncertain times.

Financial expert Craig Toberman, featured on CBS News, shares why credit card rates may stay high & how consumers can manage debt in today’s economy. Read here.

Learn how Craig Toberman views proposed HSA changes in the new tax bill and how they could benefit your retirement and healthcare planning. Read here.

Discover how financial advisor Michael Becker helps clients tap into private markets with confidence & caution, as featured in Financial Planning. Read here.

Craig Toberman’s book, The Five-Year Plan, guides family business owners through a smooth retirement transition & a lasting legacy. Read how to get started.

Financial advisor Craig Toberman shares expert tips on Roth conversions, including timing, tax impacts & the five-year rule. Learn retirement strategies here.

Thinking about investing in ETFs? Learn how they work, their pros and cons, and whether they fit into your investment strategy. Get expert insights here.

Michael Becker was recently featured in Investopedia, sharing expert insights on 457 plans and strategies to optimize retirement withdrawals. Read more here.

Craig Toberman, featured on White Coat Investor, shares strategies to help physicians maximize practice value & protect their legacy before retirement. Read here.

Printable Estate Planning Guide: Key elements & benefits, when to start planning or make revisions & who should be involved. Download a free PDF checklist here. Read more here.

In an etf.com feature, Financial Advisor Craig Toberman explains how concentration risk affects portfolios & why diversification matters. Read more.

Craig Toberman shares key risk mitigation strategies for physician practice owners in a Medical Economics feature. Learn how to protect your practice. Read more here.