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
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Debt Stress
There’s a link between debt and stress.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Safeguarding Purchasing Power Across Generations
Help protect what your wealth can do now and across generations.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Emerging Market Opportunities
What are your options for investing in emerging markets?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?