Financial & Tax Strategies, Inc.
Your Guide to Financial Freedom



2 Fox Run
O'Fallon, IL 62269   


314-991-9005 or 1-800-966-1690



Our Firm

Let Gary Goldberg help you get more out of life.  Imagine a life free from financial worries.  Imagine achieving your goals.  Imagine living life on your terms.  Now stop imagining --- and let Gary Goldberg help you make it a reality.  As your financial advisor, he'll help you maximize your wealth to maintain lifelong financial security.

The Good Life

For Gary Goldberg, the secret to life is simple: "enjoy what you do."  Whether he's playing golf with his father, spending time with his three children or volunteering at his local parish, he approaches life with joy and passion.

As a financial advisor, Gary can help you find the freedom to pursue your own passions --- using proven investment and tax planning strategies to guide you to long-term financial security.

 The Doorway to the Future

A major life transition --- like retirement, career change, or layoff --- can actually open the door to new opportunities.  Gary can help you use your 401 (k) rollover, severance package or other retirement assets to open up an income stream that will last throughout your lifetime.

The key to Gary's wealth management philosophy is tactical asset allocation.  It's a dynamic approach that adjusts your investment strategies in response to changing market conditions --- helping to protect you from downturns while taking advantage of upturns.

Working Towards Your Goals

Gary works with you to define your financial objectives and to develop a strategy for achieving them.  As an independent advisor, his advice is based on what's right for you.  He is committed to building a long-term, worry-free relationship you can count on for years.  Peace of mind is assured.

With more than 15 years of experience, he has a proven track record and a respected name in the local financial community.  He'll help free you from your financial concerns --- and give you the confidence that comes with knowing that your future is in expert care.

Open the door to a financially secure future.  Turn to Gary Goldberg, a conscientious financial expert who will help you reach your goals.

His Experience

Gary is the President and Founder of Financial & Tax Strategies, Inc., and is an Investment Advisor Representative in both Missouri and Illinois.  Gary has a degree in Business Administration and is a veteran of the United States Air Force.  He has several accolades under his belt, including being a member of the Financial Planning Association and a Registered Financial Consultant.  Gary is a Registered Principal offering securities through Centaurus Financial, Inc. (a registered broker/dealer, member FINRA/SIPC).

Gary also has a lot of experience with educating adults on several important topics, including retirement preperation, financial management and college planning.  During his work shops and classes, he uses dynamic instruction about concepts and strategies to illustrate the facts and figures of the financial world. 

He has been featured on KSDK-TV, KMOV-TV, KTRS Radio and KMOV radio in St. Louis.  Financial articles on Gary have appeared in the St. Louis Post Dispatch, Belleville News-Democrat, O'Fallon Progress and St. Louis Magazine.  Gary has also written the feature article in Financial Playbook Magazine twice, as well as written the foreword to the book "Values-Based Financial Planning."