Everyone has different reasons to invest. That’s why we start with a conversation. Understanding your goals is as important as knowing what you are investing in.
After helping you determine and prioritize your short- and long-term goals, we build a personalized financial plan around a strategy designed to help pursue your hopes and dreams.
510 Jefferson Street
Jefferson City, Missouri 65101
Financial Planning Questionnaire
Unforeseen Events Checklist
Beneficiary Designation Checklist
"I listen to your hopes and dreams, then design a financial strategy to help pursue the most important things in your life."
Initially, Kevin analyzes your current financial situation and helps you define and prioritize your goals. Once the initial consultation is complete, he compiles the data you provide and presents a well-reasoned financial plan for your consideration. (Read more...)
"I help my clients pursue their financial future."
Charlie spends his days working with individuals, businesses, associations and endowments. He works with his clients to develop plans and investment strategies to fit their particular needs. (Read more...)