Joe High

Current

• Financial Coach and Principal at 4th Quarter Financial Coach

Past

• Financial Advisor at Edward Jones
• Vice President at Shelter Mortgage
• District Manager at Transamerica Financial Services

see less...

Education

• Northwest Missouri State University

Recommended

4 people have recommended Joe

Connections

500+ connections

Industry

Investment Management

Websites

• SOFA

Joe High’s Summary

I am a Financial Coach, a Financial Planner. Our mission is inspiring our clients to achieve their goals through education, communication, and service that exceeds their expectations. Our number one goal: INCREASE YOUR PAYCHECK IN RETIREMENT!

I love helping my clients position themselves to live THEIR dreams! I base the goals you have on your values. We DREAM, we DEFINE GOALS, and then we TRACK! I work with businessowners & executives of fast-growth companies who are genuinely nice people who want to delegate their financial planning, so they can do what they love to do. In the end, it is our goal to help you towards The Ultimate Gift -- planning to create legacies that leave monies to groups that serve your passions!

401k expert; Estate & Retirement Planning expert especially in the areas of "stretch" IRA's. Accredited Asset Management Specialist (AAMS). Financial Planning.

Series 7, Series 24, Series 63, Series 66
Life and Health Insurance Licenses

Joe High’s Specialties:

Specialties:
Financial Planning, Retirement Planning 401(k), Income Distribution Planning, SEP IRA, SIMPLE IRA, Roth IRA, Traditional IRA, College Savings (Coverdell ESA, 529 Plans), Mutual Funds, Stocks, Bonds, Separate Managed Accounts, Trust Accounts, Estate Planning, Long-Term Care Insurance, Life Insurance, Business Owners, Key Man Insurance, Buy-Sell Agreements, Second-to-die Life Insurance, Retirement Planning, Charitable Planning

Joe High’s Experience

• Financial Coach and Principal

  4th Quarter Financial Coach

  (Privately Held; 1-10 employees; Financial Services industry)

  May 2007 — Present (2 years 7 months)

  We are trusted advisor to CEO's and entrepreneurs of fast-growth companies and we help clients achieve freedom to move from their "third quarter" to their "fourth quarter" with peace of mind. We base decisions on our client's values, define their goals based on those values, and create the "gameplan" to get there. We are experts in Retirement, Estate, & Charitable Planning. Let's make a difference together!

• Financial Advisor

  Edward Jones

  (Privately Held; 10,001 or more employees; Investment Management industry)

  July 2000 — May 2007 (6 years 11 months)

  An investment advisor focused on holistic financial planning and life coaching.

• Vice President

  Shelter Mortgage

  (Banking industry)

  1998 — 2000 (2 years )

  Directed marketing for mortgage company as well as training for loan officers. Focus on direct response marketing.

• District Manager

  Transamerica Financial Services

  (Financial Services industry)

  September 1984 — January 1996 (11 years 5 months)

Joe High’s Education

• Northwest Missouri State University

  B. S. in Education , Psychology , August 1974 — December 1978

  Activities and Societies:

  Collegiate Wrestler - competed in NCAA II Wrestling Tournament

Additional Information

Joe High’s Websites:

• SOFA

Joe High’s Interests:

Coaching youth soccer & basketball, traveling, reading non-fiction & self-help, Sudoku, public speaking, working with non-profits (charities), making a difference for others. Networking online and offline; member of Xing Netweavers.

Joe High’s Groups:

President of The Society for Financial Awareness (SOFA) St Louis Chapter
Past President of West County Toastmasters
Past President, Aggressive Networking Group,
Past member of Parish council,
Co-Founder of Mastermind Network of St Louis
Chesterfield Chamber of Commerce
Member of Netweavers
Formerly on Board of Directors for Kansas Financial Services Associat, TopLink500
Glazer Kennedy Inner Circle (GKIC)

•    Blue: The DallasBlue Business Network (25,000+ members)
•    eOffice
•    Executive Suite
•    NetSquared
•    LION™ Worn with Pride! [Choose wisely ... ] < BEWARE OF COUNTERFEITS >
•    True Wealth Business Network
•    OpenNetworker.com
•    Google Group
•    Craigslist Group
•    TopLinked.com (Open Networkers)
•    Open Networkers
•    Well-dressed Professionals
•    GroupLinked.com
•    Top Tier Open Networker
•    Link'd Republicans
•    CHICAGO 2016 Olympic Games Supporters
•    InvitesWelcome.com (Open Networkers)
•    SpeakerMatch
•    Smartphone Professionals (4000+)
•    Affinity
•    SalesBlogcast.com
•    Northwest Missouri State University
•    Sports Industry Network™
•    LinkedWorking St. Louis
•    twitter innovators Innovation & Creativity Network of Tweeters
•    INVEST IN JAPAN
•    Financial Planners & Wealth Advisors
•    Del.icio.us Gathering
•    Missouri Networking - Chesterfield/St Charles/St Louis
•    500+
•    St. Louis Small Business Monthly
•    St. Louis Networking Events Calendar
•    St Louis Society of Women Certified Public Accountants (SLSWCPA)
•    BetheBar
•    Stimulus Opportunities Forum
•    The Executive Coach
•    Wealth Planning and Management
•    PMA - Positive Mental Attitude
•    The Inspiration Nation & Random Thoughts Cafe
•    Merchant Account Education - Inform Your$elf!
•    Go! - Great Opportunities Online

Joe High’s Honors:

Partner's Award, Edward Jones

Region 71 "Rookie of the Year" 2000, Edward Jones

1998 1st Place District, 2nd place Region V International Speech Contest for Toastmaster's International

Joe High’s Contact Settings

Interested In:

• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch