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

CONNECT

Address:

1355-F East Bradford Parkway
Springfield, MO 65804

Phone:

(417) 881-7900

Fax/Other:

(417) 882-4209

We’ve helped business owners improve their success and financial security since 1972.
 
Our Business BlueprintsTM process addresses your big picture concerns and helps answer critical questions...
  • What if something happens to me or one of my key people?
  • How can I retain and develop my key manager to someday become my successor? 
  • Do I have a solid contingency plan to protect my business and family from the unexpected?
  • What if I want to sell now? How and when should I plan my exit strategy if I want to sell later?
  • How do I figure out the the value of my business--and increase that value for a future sale?
  • How can I carve out more time away from the business to travel and enjoy my family?

 

We'll help you move from "success" to "significance" 

  • Let us evaluate your 401(k) or other workplace retirement plan to see if you can do better--for both your employees and you.
  • Ease into "passive ownership" (do more of what you enjoy, delegate what you don't).
  • Explore investment options for your personal assets, and let us custom-build your retirement income strategy...including Social Security maximization for spouses.
  • Understand tax management and estate planning concepts.*
  • Plan your legacy.

 

We'll tackle your concerns in order of importance to you, one at a time, so it's not so overwhelming. So you can sleep better.
 
Let us help draft the blueprint for the future of your company... because you're not just making a living, you're building a life.  
 
 
 
Call (417) 881-7900 now to schedule a complimentary consultation. 
 
 
 
         It's your future...
you earned it.
 

 

To learn about our Financial BlueprintsTM process for individuals and families, click here.

 

*Kestra IS and Kestra AS does not provide tax or legal advice. Any decisions about whether to implement these ideas should be made by the client in consultation with professional financial, tax, and legal counsel.

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