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

Hundreds of individuals and families have entrusted us with their financial planning, investment, and insurance needs since 1972.
 
With our Financial BlueprintTM process, we'll help you build a comprehensive strategy, manage risk, and create a comfortable retirement in a way you won't see at “big box” companies. Here's how.
 
 
Comprehensive wealth management. Is your retirement plan on autopilot? What about your life insurance and long-term care insurance? Your estate plan? Your tax minimization strategy (if you have one)?
 
You need a comprehensive approach that considers all the pieces of your financial puzzle as a coordinated whole. We'll evaluate your financial status, tax exposure and risk tolerance, your family situation, and most importantly we'll learn about your dreams...and then we'll help you understand your options to build your unique path to achieve those dreams.
 
It's your future, and it begins now. Let's do it right.
 
 
A world of investments. We're independent, not limited to investments offered by a particular company; and we're both securities licensed and insurance licensed...so we have a world of investment products at our fingertips. We use cost-efficient index funds and other innovative strategies to stay on the cutting edge. This matters. We'll take the time to show you how it all works, and help you decide what makes sense for you. 
 
Whether you need a rollover from a workplace retirement plan, or have accounts with another adviser, let us give you a second opinion. 
 
 
Innovative insurance products. We can offer more options, and more value, because we're independent. You'll sleep well knowing your family has addressed risk with life insurance and long-term care coverage; and we'll review your policies with you on a regular basis to make sure they're still sensible—not too much, not too little, just right.
 
Tax minimization strategies and estate planning.* Tax laws change frequently, and you need someone on your side to make sure you're not missing opportunities to keep what's yours—and pass more of it along to your loved ones someday.
 
Legacy planning. Create a proud heritage for generations to come. Plan for your grandkids' education. Create charitable endowment programs. It's your life, your legacy. Let's plan it and put it into action.
 
Personal service. We're local and proud of it, and we want our clients to have a better experience with us than they could get anywhere else. We'll meet with you regularly to review progress and adjust the strategy. We'll listen to you. This is the way it should be.
 
 
 
Call (417) 881-7900 now to schedule a complimentary consultation. 
 
 
Be our guest at our next informative dinner seminar! Click here for a calendar of events and instructions to RSVP.
 
 
 
         It's your future...
you earned it.
 
 
 
To learn about our Business BlueprintTM process for business owners, 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.

 

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