B Magazine
SMART. POWERFUL. BUSINESS IN SOUTHEAST MISSOURI.

Cuba Financial Group: Developing and growing relationships through Midwestern values

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Monday, November 5, 2018

The Midwest is often referred to as “God’s Country,” and as those who live here can attest, it’s for good reasons. Whether it is the friendly people, beautiful scenery or pace of life, there is a higher power present in this area of the country. Midwesterners value family, friendship and hard work. They are sincere and common-sense people interested in giving their time, talents and treasures to others and oftentimes prioritize involvement in their children’s and grandchildren’s lives. They’re coaches, volunteers and generous donors who support their churches, charitable organizations and others in need. People here have a purpose, one that is oftentimes much greater than themselves. Midwesterners are connected by the mission of making their respective communities better places.

For these reasons, Cuba Financial Group is proud to call this community their home. It is also for these reasons that the Cuba Financial Group team loves to go to work each day.

“For the last 35 years, it has been our mission to empower our clients to fulfill their life’s purpose,” says Rick Cuba, co-owner and founder of Cuba Financial Group. “Our daily purpose has been helping families to live theirs.”

As financial advisors serving the Greater Southeast Missouri and St. Louis areas, they take great pride in simplifying the financial lives of their clients, strategizing ways to help them efficiently grow, protect and distribute their wealth. Working with the third and fourth generations of the firm’s original clients, deeply rooted in their mission is the desire and need to develop lasting relationships with entire families, getting to know them on a much deeper level than most.

“As financial advisors focused on generational planning, it’s imperative for us to provide services centered on the most important values of the families we advise,” says Tyler Cuba, co-owner of Cuba Financial Group.

“It is one of the main reasons we do not position ourselves as advisors to everyone. To deliver the level of expertise and service that we do, it’s just not possible.” There is a level of intimacy Cuba Financial Group prefers as a means of truly understanding their clients and developing a specialization to meet those challenges.

Limiting the size and scope of their practice, however, is not a hindrance to growth. In fact, they attribute much of their growth over the last 10 years to their robust technology offerings and taking a more specialized approach. They have been able to not just grow locally, but also nationally, taking on new clients in as many as 15 states. In many ways, they have been able to develop these new relationships because of the Midwestern values they represent. To Rick and Tyler, it is their way of spreading “God’s Country” across the country.

Hanging on their office wall is a constant reminder of the mission of Cuba Financial Group. The handwritten financial plan Rick put together for his family in 1982 is still a perfect reflection of the guiding principles of Cuba Financial Group today: Live Purposefully, Work Diligently, and Give Generously.