Broker Check
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?
Profile Photo of Frank Burkhead

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

Are You Ready for Your Portfolio to Make a Difference?

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Many Ways to Measure Inflation

The Many Ways to Measure Inflation

Different inflation indexes may tell different stories. Here's what that could mean for you.

 

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Building Your Legacy

A four-step framework for building a personal legacy.

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

View all articles arrow

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

View all calculators arrow

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

View all videos arrow