Toberman Becker Wealth was featured on the cover of the of West Belleville Magazine Holiday Issue 2022 “Toberman Wealth. Hometown boy stays loyal to his roots in the West End where he grew up”. In the article by Lisa R. Adams, Craig discusses his roots, mission for Toberman Becker Wealth, and starting a family and a business during the pandemic.
“My mission – My “Why” – is to make sure there’s never family turmoil due to a lack of financial planning,” Toberman said. “It’s amazing what structured organization and ongoing communication can do – it bring terrific peace of mind.”
If you are interested in hearing more of Craig Toberman’s thoughts on family business succession, please book a call with him.
Craig Toberman is a St. Louis financial advisor and Partner at Toberman Becker Wealth, a fee-only fiduciary firm specializing in retirement planning. The firm helps individuals and families coordinate their investments, tax planning, and retirement income in one financial plan. Craig and the team provide practical guidance for the transition from building wealth to using it throughout retirement.