Piatchek And Associates, Inc.

 

 We help people achieve their dreams by creating, protecting, and enhancing wealth.

We help business owners eliminate the "what-ifs" that keep them lying awake at 2 o'clock in the morning staring at the bedroom ceiling.

It's your future...you earned it. Give us a call today at 417-881-7900 to schedule a meeting.

- John Piatchek, CLU, ChFC, CFBS  

 

 

We want your experience with us to be exceptional—from the way we answer the phone, to the cookies we set out for meetings, to the measurable results of the careful planning we do with you. Our pledge is to make every interaction positive and productive.

 

Click below to learn what we can accomplish together.

 

   Business Owners  

Individuals and Families

 

And visit our Learning Center for dozens of informative articles, hot-off-the-press (and archived) newsletters, animated e-seminar presentations, and interactive financial calculators. Scroll down for a taste...
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Newsletters

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

More Newsletters →