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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

Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

 

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

How Families Can Build a Financially Informed Legacy

How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations

Money Draining Food Myths

These food myths will really put a drain on your wallet.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

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How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

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.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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