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
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Retirement Seen Through Your Eyes
What's your vision of retirement?
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.