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
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Three Key Questions to Answer before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
It's important to make sure your retirement strategy anticipates health-care expenses.
It's important to understand how inflation is reported and how it can affect investments.
Important items to consider when purchasing condo insurance.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Pundits say a lot of things about the markets. Let's see if you can keep up.
If you died, what would happen to your email archives, social profiles and online accounts?
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Even low inflation rates can pose a threat to investment returns.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?