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
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The federal government requires deceased individuals to file a final income tax return.
It's important to understand how inflation is reported and how it can affect investments.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
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.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
If you died, what would happen to your email archives, social profiles and online accounts?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There’s an alarming difference between perception and reality for current and future retirees.