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
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Surprises
Making the most of surprises is a great reason to work with us.
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.