Services
Financial Planning
What are your financial goals? We supply the map to get you there. Through careful consultation, analytical rigor and market experience, we articulate and frame a complete picture of your current financial resources and goals.
- Cash-flow forecasting and budgeting
- Retirement plan distribution analysis
- IRA and qualified plan consulting
- Education planning
- Family office services
- Financial independence analysis
- Debt refinancing and consolidation analysis
The tax projections, budgets, financial statements, retirement plans and family office services we provide will move you closer to your destination. And where your business interests are closely tied to your family wealth, we may blend corporate and personal financial strategies to leverage the accumulation and transfer of wealth.
Free Consultation
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To schedule your free "no obligation" initial consultation, complete the quick contact form below. If you are undecided and still have questions, call us at 417-882-7283 or 800-779-7283 for the answers. It's your money, your future, your move.
IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment advisor, BD agent or IA representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker-dealer, investment advisor, BD agent or IA representative requirements, as the case may be; and Follow-up, individualized responses to consumers in a particular state by broker-dealer, investment advisor, BD agent or IA representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker-dealer, investment adviser, BD agent or IA representative requirements, or pursuant to an applicable state exemption or exclusion or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment advisor, BD agent or IA representative, a consumer should contact his or her state securities law administrator.