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. Do you know how much investment growth you need to meet your goals? We can analyze that for you, evaluate your tax exposure and risk tolerance, and help you understand your path forward. 
 
A world of investments. We're independent, securities licensed, and insurance licensed. So we can offer a range of investment products...cost-efficient index funds, all types of annuities, and innovative strategies to manage through tough economies. 
 
Whether you need a rollover from a workplace retirement plan, or have accounts with another adviser, let us give you a second opinion. 
 
 
Innovative life insurance products. We can offer more options, and more value, because we're independent. 
 
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. 
 
Personal service. We want our clients to have a better experience with us than they could get anywhere else. We'll regularly review progress and adjust your strategy as needed. We'll listen to you. This is the way it should be.
 
 
 
Call (417) 881-7900 now to schedule your complimentary consultation. 
 
 
Be our guest--click here for our calendar of educational 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.