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
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
Steps to Protecting a Child with Disabilities
Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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College Savings
See how much you may need to save now to cover future college costs for your child.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.