Understanding the Fee-Only, Fiduciary Advisor Model

2022-02-28T18:12:30+00:00

We all like to think as we get older, we get wiser. The financial advisor model has also aged gracefully and has changed over the last several decades. From the investor perspective, these changes provide more options, more transparency, and more of the kind of services that used to be accessible only by those with [...]

Understanding the Fee-Only, Fiduciary Advisor Model2022-02-28T18:12:30+00:00

Top Three Common Mistakes in Financial Planning

2020-01-13T22:59:25+00:00

Financial planning—what does it mean? When many hear the term, their minds immediately go to 401Ks and mutual funds. While that’s definitely part of the picture, it’s much bigger than that.   According to Investopedia.com, “a financial plan is a comprehensive statement of an individual's long-term objectives for security and well-being and a detailed savings [...]

Top Three Common Mistakes in Financial Planning2020-01-13T22:59:25+00:00

Simple things you can do today to pave the way to your financial goals

2020-01-13T22:06:48+00:00

Let’s see a show of hands – who here has big financial goals?   If we were betting people, we’d venture to bet that most of you have your hands raised. That’s good. And we’d also be willing to bet that some of you are struggling with where to even begin. We’re glad you’re here. [...]

Simple things you can do today to pave the way to your financial goals2020-01-13T22:06:48+00:00

Contact Info

131 S. Water Street
Liberty, Missouri 64068

Phone: 816.429.6743

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