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113 Hilltop Village Center Dr, Suite B, Eureka, MO 63025

636-587-0026
drew.stotler@lpl.com
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Retirement Planning for High-Earning Families 5-15 Years from Retirement.

A structured process for families in the St. Louis West Corridor who have built meaningful wealth and want to reduce taxes, create reliable income, and move toward a work-optional lifestyle.

Most strategies focus on returns. We focus on durability.


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Who We Work Best With

We work with individuals and couples who are within sight of retirement and want to be more intentional about how their money is structured, taxed, and ultimately used.

Most of the people we serve are:

  • High-earning professionals or business owners
  • 5–15 years from retirement and starting to think seriously about what comes next
  • Managing multiple accounts, decisions, and moving pieces
  • Looking to reduce taxes, create reliable income, and simplify their financial life


They’re not looking for more complexity. They’re looking for clarity, structure, and a plan they can actually follow.

Most of the families we work with have accumulated $250,000+ in investable assets.

MEET DREW STOTLER, AAMS®

I’m Drew Stotler, founder of Rockwood Financial.

I work with high-earning individuals and families who are approaching retirement and want to be more intentional about how their wealth is structured and used.

I bring more than 20 years of experience in the financial sector, helping clients navigate investment decisions, retirement planning, and the transition from accumulation to income.

Today, I help clients shift from accumulation to coordination… reducing taxes, creating reliable income, and building a plan that supports a work-optional lifestyle.

I work with families throughout the St. Louis West Corridor, including Eureka, Wildwood, Chesterfield, and surrounding communities.


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Common Questions I Help Answer


Am I on track to retire?

We clarify your timeline, income needs, and long-term projections. 

How do I organize all my accounts?

We help simplify your financial picture so everything feels easier to manage.

Are my investments aligned with my goals?

We review your portfolio based on your goals, comfort level, and retirement timeline.

What about taxes in retirement?

We explore tax-aware strategies to help you make informed decisions.

When should I take Social Security?

We walk through timing options so you can feel more confident in your choice.

Are you a fiduciary? 

When managing advisory assets, I operate under the fiduciary standard. I also am licensed in life insurance, long-term care insurance, and annuities. 

What if I already have an advisor?

Many of my clients first came to me already having an advisor. Some wanted a second opinion, while others wanted enhanced service and more in-depth planning approach...no matter what your situation, we'll give you an honest opinion on where you stand. 

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How We Help You Build A Durable Retirement Plan 

Retirement Income Planning



Clarity around turning your savings into a steady, sustainable retirement paycheck.

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Investment Organization & Alignment


Simplify scattered accounts and ensure your investments reflect your goals and comfort level. 


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Tax-Aware Strategies & Planning


Understand key tax decisions that can impact your retirement income.  

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Ongoing Guidance Through the R.O.C.K. Framework

A repeatable planning cycle-Risk, Optimize, Coordinate, Keep-on-Track-to help your plan stay aligned as life evolves. 



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Our Process 

(This is a typical timeline and can be personalized for you and your needs). 


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