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    • InvestorServices

      Take charge of your tomorrow.

      Everyone has different reasons to invest, depending on life stage and personal goals. Are you planning for retirement? Saving to fund a child’s education or a vacation home?

      Even if you feel individual areas of your finances are under control, it's a good idea to have a comprehensive evaluation of your total economic condition created. Prepared in cooperation with a certified financial planner™ professional, your personal financial plan is tailored to your current financial situation, personal preferences and tolerance for risk.

      The first step in reaching your goals is finding the right advisor. That’s why we offer no-obligation initial consultations – an opportunity to get to know each other and explore how our services can benefit you. Let’s talk.

    • We’re here for you. Make that phone call today at 573.634.0895 or 573.634.0853, or leave your contact information and we’ll contact you within one business day.

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    • Financial Planning Services

      Financial Goal Plan
      Creates an overall view of your current economic condition.
      Retirement Lifestyle Plan
      Helps including the needs you must have, the wants you’d like to have, and the wishes you dream about.
      Lifetime Income Plan
      Considers income streams from projected Social Security benefits, pensions, continued work, savings and investments.
      Asset Allocation Plan
      Attempts to balance risk versus reward by adjusting the percentage of your assets invested in various financial products.
      College Savings Plan
      Defines a savings and investment strategy to prepare for the time children or grandchildren leave for college.
      Risk Management Plan
      Analyzes current assets and resources to create a way to support your family should you unexpectedly die, become disabled or face long-term health concerns.
      How does the process work?
      Working at a pace you are comfortable with, your advisor will guide you through the steps of creating your personal financial plan. Remember – you are always in control of if, when and how your plan will be put into effect.
      1. Research
      2. Analyze
      3. Advise
      4. Implement
      5. Monitor