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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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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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.