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
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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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.
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.
When Markets React
When markets shift, experienced investors stick to their strategy.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.