Learn key concepts we use with our clients--from efficient investing to tax and debt management; from retirement "wish-list" planning to guarding your loved ones from financial hazards; from estate planning essentials to building the legacy you leave for your heirs. On your terms, and your timeline.
.
Receive a complimentary copy at your first meeting with us--call 417-881-7900 or click here to schedule.
We help families and individuals manage risk and fund the good life...
We host educational and fun events for clients and the public...
We help business owners plan their future...
Get to know our associates and staff...
Contact Us
Please feel free to contact us with any questions.
Although long-term care insurance is typically a “use-it-or-lose-it” proposition, these alternatives can help pay for care if it’s needed or provide a death benefit for beneficiaries if it’s not.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?