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Clients remain with us to:
Receive advice from a true fiduciary
Make tax-smart decisions with their money and investments
Retire young enough to enjoy it
Avoid running out of money in retirement
Find effective asset protection strategies
Fee-only, independent, CFP® professional and fiduciary has provided financial planning, retirement and investment advice in Columbia and Jefferson City, Missouri and the surrounding counties for more than 20 years. We start by learning what is important to you, create a flexible plan, and then move with confidence towards your goals.
Discover whether what we have done well for others can be done for you.