Services
Investments
As financial advisors, our mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, we combine our experience in the financial services industry with quality investment alternatives and the latest information and technology available.
We strive to present information in a straightforward, understandable manner so that together with our clients, we can determine the most appropriate options available for their portfolios. We constantly consider changes in both the marketplace and in our clients' needs, making necessary adjustments to help them realize their financial goals.
What you can expect from us:
- Courteous Service
- A Trustworthy and Competent Financial Advisor
- Suitable Recommendations
- Timely Transactions at the Best Available Prices
- Full Disclosure of Costs and Risks
- Clear Communications
- Comprehensive Statements and Trade Confirmations
- Strict Confidentiality
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.