Laural Jeppson Director, Operations Family Auction Equals Family Fun Every August our immediate family and some extended relatives spend a...
Wealth Management Services in Nevada, MO
Financial Advice Customized from Your Unique Goals
Our local financial advisors in Western Missouri will help you define and find your freedom.
We’re not just financial advisors. We’ll guide you through the most important moments of your life as you pursue your goals.
We love our community and are proud to be a part of it. We appreciate the storied history of our region and honor the hardworking culture of our community by always striving to serve the members of our great community in finding their freedom.
We offer comprehensive financial planning for all stages of life in addition to customized retirement planning, estate planning, investment management and tax planning.
Discover the difference a fiduciary can make in helping you to reach your goals to live the life you want. We understand that every client is different – and we look out for their best interests as we help guide them along.
YOU DEFINE FREEDOM. WE’LL DESIGN THE PATH TO HELP GET YOU THERE.
Wealth Management
Financial Planning
Investment Management
Resources
Investment Process: The Importance of Process in Your Investment Strategy
Estate Planning Simplified: Understanding Wills and Trusts
Cross-Generational Planning: Connecting with your Millennial Children
HOW FAR ARE YOU
From Being Ready for Retirement?
Our Advisors
Blog Posts
When Should I Start Claiming Social Security?
Determining what age to begin claiming your Social Security benefit is a big decision. Do you claim early at age 62? Take it at your full...
Market Commentary: Debt Takes Center Stage, From Washington to the AI Buildout
After hitting new highs the previous week, stocks pulled back last week as long-term interest rates continued to march higher. The big...