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...
Webinars
Sign up now for our next webinar and watch our last webinar.
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.