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3271 East Battlefield, Suite 200
Springfield, MO 65804

Phone:

Office 417-380-5436 Cell 417-880-5646

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417-883-7219

Newsletters

47% of American workers have saved less than $25,000 for retirement, and 24% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2017

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

January

  • HOT TOPIC: Tax Reform: How Will You Be Affected?

    On December 22, 2017, President Trump signed a sweeping $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape. This Special Report provides an overview of the major corporate tax changes and a more comprehensive outline of the provisions likely to affect individual taxpayers.

August

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