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
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Year-End Moves to Help You Prepare for Retirement
Smart end-of-year moves to protect your wealth and help you get prepared for a confident retirement.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Family Conversations on Retirement, Legacy, and Finances
Practical guidance for discussing retirement plans, support, and financial values with family before transitions occur.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Saving for College 101
Here's a crash course on saving for college.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.