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






Some people spend more time planning their next vacation than they spend planning a comfortable financial life. 
Our book Bottom Line Financial Planning: Manage Risk And Fund The Good Life...Your Whole Life will help you plan better. Updated yearly to reflect the ever-changing financial planning landscape.
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.



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



We host educational and fun events for clients and the public... 



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.

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

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 addresses issues all business owners have to confront eventually. We deal with those concerns in order of importance to the owner.  

“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 to learn about our record of consumer complaints. It's very short: just the word "none".

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...



 We help families and individuals manage risk and fund the good life...





We help business owners plan for their future...





 Get to know our associates and staff...