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
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.