PLAN

Are you on the right path to achieve your goals?

Learn more

NAVIGATE

We are here to help guide you on your financial journey to success.

Meet Our Team

ARRIVE

Retire with confidence.

Contact Us

We are here for you.

It is our mission to help educate our clients on available solutions and to help them execute a plan to guide them on the trail to financial independence and freedom through comprehensive financial planning.
Contact Us
 

At Trailhead CMG, we believe that you will live a long and fulfilling life, and with consistent and meaningful conversations we will be able to achieve the optimal financial outcome. Join us and let Trailhead CMG advisors be your guide on your financial path ahead.

Our foremost core value is Every Client Matters, and to every client we make six foundational promises. We pledge to understand your situation, respect your assets, educate you on your options, provide clear recommendations, track your progress, and to stay in touch over time.

We are a team of goal-focused, planning-driven, asset location financial advisors. We are here to help every client reach their financial goals through 3 phases, pre-retirement, post retirement and transition of capital to their beneficiaries.

We believe that owning great companies with strong balance sheets, positive cashflow and have a history of paying and increasing their dividends will provide you with the optimal outcome to reach your long-term goals and objectives regardless of short-term market fluctuations. We do understand that some of our clients do not want to experience negative account balances in the short term to reach their long-term goals and objectives, so we can add protection to their accounts in the form of market buffers, income guarantees and spousal protection.

 

Our Team

Each member of our firm makes it their top priority to serve our clients

 

6 Client Promises

Understand your situation

 

Respect your assets

 

Educate you on your options

 

Provide clear recommendations

 

Track your progress

 

Stay in touch with you

 

We Work Hard For You

Whether you are a teacher planning for retirement or are planning for the unexpected, we specialize in helping you put each piece of your financial puzzle together..

Contact Us

Are you retirement ready?

Our goal is to help you feel confident about your future and pursue your vision of a comfortable retirement. Through our comprehensive approach, we develop your personalized retirement strategy that addresses your individual needs and goals, both short and long-term.

Contact Us

Already have a relationship with us? Do you have questions? Let's Chat!

What is Asset Map?

Resources

CALCULATORS

A host of financial tools to assist you.

ARTICLES

Educate yourself on a variety of financial topics.

NEWSLETTERS

Timely newsletters to help you stay current.

Asset-Map® Josh's Clients:

Over 1 million people are using Asset-Map with their advisors to gain financial clarity.

Asset-Map® Ryan's Clients:

Over 1 million people are using Asset-Map with their advisors to gain financial clarity.

Legacy Letter Challenge

Your family matters to you. You matter to your family. We'll help you write an impactful, lasting Legacy Letter.

Connect with Josh

Learn more about Josh Menacher on LinkedIn

Connect with Ryan

Learn more about Ryan Brown on LinkedIn

Community Involvements

Supporting our communities is important to us.

Our Offices

Missouri Office:
1575 Kisker Rd. Suite B,
Saint Charles, MO 63304
Phone: 636-300-4229
Illinois Office:
105 W. First St.,
O’Fallon, IL 62269
Phone: 618-628-3400

Send Us A Message

 
 
 

Leave this empty:

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck