Create your Recession Reserve (or let us help you), so you can
worry less about the stock market...or not at all.

Call (417) 881-7900 today to schedule your complimentary meeting.

 

The Piatchek & Associates Difference
 
  • Local, independent, and family-owned since 1972

  • Consultants, not salespeople

  • Recession ReserveTM asset allocation strategy (click here)

  • Ultra-efficient investments

  • Comprehensive goals-based financial planning

  • Competitive life insurance rates

  • Transparent fees 

  • Spotless reputation 

  • Educational events (click here)

 

Some people spend more time planning their next vacation than they spend planning a comfortable financial life. 
 
Our book Bottom Line Financial Planning: Manage Risk And Fund The Good Life...Your Whole Life will help you plan better. Updated yearly to reflect the ever-changing financial planning landscape.
 
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.
 

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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...