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.
Frank Burkhead
Helpful Content
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
How Families Can Build a Financially Informed Legacy
How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations
Money Draining Food Myths
These food myths will really put a drain on your wallet.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.