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
Retirement & Rising Costs: Managing Inflation Risk
Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
View all articles 
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
View all calculators
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.