Protecting our clients’ hard earned assets is a top priority for us. Utilizing a myriad of products and services helps us minimize market volatility while potentially maximizing our clients’ successes.
- Risk Assessment
- Assest Allocation
Each individual client has different goals and financial planning objectives. Goals can change during life and we are here to partner with you throughout your entire financial journey.
- Fee Based Planning
- IRA Rollovers
- College Savings Plans
Preserving your legacy and passing assets to loved ones requires thoughtful planning techniques. We can assist your attorney in structuring your estate so that many generations will benefit from your hard work.
For more information, please contact Don Gass at 417-336-1443 / 417-559-0441 (cell) or email him at firstname.lastname@example.org