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It's your future...you earned it.

1355-F East Bradford Parkway
Springfield, MO 65804
Phone:
  • (417) 881-7900
Fax:
  • (417) 882-4209

 

 

Call (417) 881-7900 today to schedule your complimentary meeting.

 

 

 

 
 
Click here to order our book!
 
Some people spend more time planning their next vacation than they spend planning a comfortable financial life. 
 
 

Learn key concepts we use with our clients--from efficient investing to tax and debt management; from retirement "wish-list" planning to guarding your loved ones from financial hazards; from estate planning essentials to building the legacy you leave for your heirs. On your terms, and your timeline. Updated yearly to reflect the ever-changing financial planning landscape.

Click here to see the Table Of Contents.

Receive a complimentary copy at your first meeting with us--call 417-881-7900 or click here to schedule.

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To see our calendar of events, click here

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The Piatchek & Associates Difference

Local, independent, family-owned.  And we treat our clients like family—that's why many prefer us to “big box” investment companies who may pass clients from adviser to adviser. But we're part of a nationwide network of independent advisers with access to a universe of financial planning products, so we may be able to offer more choices...the best of all worlds for both personal service and gold-standard scope and quality.

Qualified and experienced.  We're both securities and insurance licensed so we can show you the range of solutions. We've helped hundreds of Springfield area families and business owners with their financial concerns since 1972.

Comprehensive goal-based financial planning, not just investment advice.  Our Financial Blueprint ProcessTM for individuals and families helps you build or remodel your “fiscal house,” fix structural problems, and potentially improve your comfort and security.  Our Business BlueprintsTM program is a uniquely efficient consulting model that addresses the issues all business owners have to confront eventually. We effectively address specific concerns in order of importance to the owner.  

Consultants, not salespeopleHaving an adviser who operates under a fiduciary duty to put your interests first just feels different. It is different. 

“Team” approach.  We'll work with your other advisers—for example your accountant and attorney—to coordinate your financial plan. And if needed we'll refer you to qualified consultants for tax, legal, Medicare supplement, health insurance, long term care insurance, or other advice. We're well connected in Springfield.

Ultra-efficient, gimmick-free investmentsMountains of academic research shows the path to better investment return potential. We'll pull back the curtain for you, and handle the details.

Transparency.  You should understand the costs of doing business with your adviser, because those costs affect your outcome. With us, you'll know.

Spotless reputation.  Visit finra.org to learn about our record of disclosures (consumer complaints). It's very short: just the number "zero."

Educational events.  We enjoy sharing our knowledge and experience. And sometimes we just like to have fun, too. This is the experience we create for our valued clients and guests. Click here to see our calendar of events. 

Community Involvement.  We love this city and its people, and we love giving back as volunteers and Board members for local chapters of quality non-profits (click here to learn more about us and the non-profits we support). It comes full circle...

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To learn how we help families and individuals manage risk and fund the good life, click here. 

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To learn how we help business owners sleep better, click here.

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To learn about our associates, click here.

 

Articles

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck