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
Planning for Today’s Retirement Reality
As inflation and market volatility hit, learn how to secure your retirement to maintain your lifestyle
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
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.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.