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
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
How long does a $20 bill last?
A four-step framework for building a personal legacy.
However exciting retiring abroad may sound, it deserves considerable planning.
Do you have an estate strategy? You should.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
What kind of auto insurance should you have? Do you know?
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It’s never a bad time to speak with your financial advisor about changes in your situation.
All about how missing the best market days (or the worst!) might affect your portfolio.
Women must be ready to spend, on average, more years in retirement than men.
What does your home really cost?
It's easy to let investments accumulate like old receipts in a junk drawer.