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.
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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.