PLANNING FOR YOUR TOMORROW
Estate, Financial & Retirement Planning
Where no counsel is, the people fall, but in the multitude of counselors there is safety. ~ Proverbs 11:14 KJV ~
WHAT WE DO AREAS OF EXPERTISE
Financial Planning
Retirement Planning
Business Planning
Wealth Preservation
Investment Management
Farm Protection
Estate/Legacy Planning
Charitable Giving
BUILDING LEGACIES THROUGH TRUST & KNOWLEDGE FOR OVER 35 YEARS.
OUR MISSION
Our mission is to guide you in defining your legacy by taking the intentional steps to get you to where you want to be.
OUR VISION
Our vision is to provide you consistent & dedicated support that will empower you in crystallizing your unique goals & objectives.
OUR PURPOSE
Our purpose is to create a lasting legacy that produces family/business harmony far beyond today.
West Side of the Historic Clinton Square
125 South Washington Street
Clinton, MO 64735