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Your Future Is Our Focus

Building a Foundation

Our mission is to help you build a robust financial foundation for your future. A future that is stress-free so you can enjoy your golden years in peace, spending time with your loved ones.

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You’ve spent a lifetime helping others, let us help you.

Our firm helps school district employees plan and prepare for their retirement. Since our company’s founding, we’ve been endorsed by the Missouri National Educators Association. We make it our duty to ensure that school district employees have a firm foundation on which to build their financial future. We also understand the unique challenges associated with that profession.

In addition to school district employees, we also help first responders and hospital employees prepare for their retirement. You spent your careers helping others, let us help you set up for your retirement. It would be our honor.


We educate our clients, so they understand how to adequately plan for their financial future.

Who We Serve

We serve school district employees, hospital employees, and first responders.

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Our Blog

We believe in education, service, and commitment as the guiding light for our firm.

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Our Mission

Our mission is to help you plan for a worry-free, financially stable future.

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Let's Find a Time to Speak! Take a look at our calendar below. Existing client? Please reach out to your advisor by scrolling down below!

Meet the Team

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