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Simplify. Organize. You.

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.

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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.

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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.

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Our Team Approach

We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.

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Helpful Content

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

 

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

12 Things to do Before the Ball Drops

The year’s end is the perfect time to do these 12 things.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, infiltrating the world of bonds.

File-and-Suspend, Suspended

Changes are coming to Social Security on May 1st, 2016.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

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