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
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
12 Steps to Living: Horizon, Risk Tolerance, and Compounding
Understand the concepts of horizon, compounding, and risk tolerance, and create an investment plan.
From Aliens to Zombies, the A to Z of Insurance
When your life changes, your insurance needs change as well.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Pullbacks, Corrections, and Bear Markets
Pullbacks, corrections, and bear markets are all a part of the investing cycle. When the market experiences volatility, it may be a good time to review these common terms.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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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?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Emerging Market Opportunities
What are your options for investing in emerging markets?