Blog
Update From Our CEO: COVID-19
Our firm’s vision is to inspire people to achieve their life’s ambitions. We understand that given that current state, it is very difficult for our clients to stay focused on their long-term life objectives. This global health challenge is causing tremendous financial...
Market Update: Making Sense of All the Volatility
Join our webinars this month to learn more. We are in the midst of an unprecedented time. We know investors have a lot of questions. In light of the rapid pace of new information and investors' desire to receive up-to-date information, we are offering a series of...
Week-In-Review: Week of 03.13.20
Managing Volatility and Market Declines
Week-In-Review: Week of 03.06.20
Month-In-Review: Month of February 2020
Week-In-Review: Week of 02.28.20
Here is What You Need to Hear
Here is What You Need to Hear Being a great financial planner isn’t all about using data and plugging in a formula so a computer can put together a plan. Sometimes you have to give people advice they don’t really want to hear, but the fact is they really need to hear...
Featuring Brandon Lee
Meet Brandon Lee! Brandon is a financial advisor that specializes in retirement income planning and 401(k) services in our Springfield, MO office. He admits that this is the only career he could ever see himself doing, as he has had a passion for personal finance ever...