Knowledge Is Empowering
It is also the foundation for well-planned, and well-thought-out, decisions. We understand that you face unique and significant challenges as you prepare for retirement. Helping prepare our clients for this next phase in life, we believe in thinking differently.
As a wealth management team serving the needs of Cape Girardeau and Greater St. Louis, Missouri, our job is to empower our clients, helping them to make educated and informed decisions about their wealth. However you may define your wealth, our focus is helping you make smart decisions to protect it.Get Empowered
Empowering Your Legacy
You've worked hard to get where you are today - you want to be smart about how to use your resources to benefit your family going forward. For 32 years, we have been helping our clients put insight into action.Learn More
Private Wealth Management
Our clients benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management, addressing the Private Wealth Management issues affluent individuals face today.Learn More
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Can you keep up with your children’s mobile slang?
There’s a link between debt and stress.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Tax preparation may be the perfect time to give the household budget a check-up.
Is your estate in order? This short quiz may help you assess your overall strategy.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What does your home really cost?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Why are 401(k) plans, annuities, and IRAs so popular?
Smart investors take the time to separate emotion from fact.