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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...

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...

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