
3 Things New Retirees Should Do With Their Estate Plans
Welcome to your golden years! Now that you have some extra time, it’s perfect for reviewing and updating your estate plan.
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.

Welcome to your golden years! Now that you have some extra time, it’s perfect for reviewing and updating your estate plan.

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