Understanding Today's Financial Environment
Welcome, we're a financial organization in Jefferson City, Missouri. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Is your estate in order? This short quiz may help you assess your overall strategy.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Do you know where the idea of “retirement” comes from?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How do the markets usually react to elections? Was the 2016 election any different?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you have causes that you want to support with donations? Here are three tips.
There are three things to consider before dipping into retirement savings to pay for college.
What if instead of buying that vacation home, you invested the money?
It’s never a bad time to speak with your financial advisor about changes in your situation.