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Blog

Latest Articles

The Pros and Cons of Investment Apps

Paul McClain | Mar 28, 2023
Categories
Investments
Technology

Living the Dream: How to Plan for Your Ideal Retirement

Paul McClain | Mar 21, 2023
Categories
Retirement

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Paul McClain | Mar 14, 2023
Categories
Finance
Paul McClain | Mar 28, 2023

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
Read More
Paul McClain | Mar 21, 2023

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
Read More
Paul McClain | Mar 14, 2023

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
Read More
Paul McClain | Mar 7, 2023

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
Read More
Paul McClain | Feb 28, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
Read More
Paul McClain | Feb 21, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Read More
Paul McClain | Feb 14, 2023

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
Read More
Paul McClain | Feb 7, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
Paul McClain | Jan 31, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
Read More
Paul McClain | Jan 24, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Read More
Paul McClain | Jan 17, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Read More
Paul McClain | Jan 10, 2023

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
Read More

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Contact Info

Kansas City Metro Area Location

110 SW 3rd St

Lee's Summit MO 64063

 

Phone:       816-839-7900
Fax:           877-278-9544
Toll Free:   844-661-5897

 

St Louis Metro Area Location

442 Whitree Lane

Chesterfield MO 63017

 

Phone:    314-446-5090

Fax:        314-446-5091

 

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