Your Financial Advocates. Earning your Trust, From our Story to

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

Our Team Approach

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

Learn More
 

Helpful Content

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Put It in a Letter

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

 

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

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?

View all articles arrow

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Comparing Investments

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

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

Retirement Plan Distributions

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

View all presentations arrow

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like the junk in a junk drawer.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

View all videos arrow