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Address:

2045 S. Glenstone Ave, Suite 210
Springfield, MO 65804

Phone:

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

Fax/Other:

417-883-7219

Videos

One survey found that 48% of current retirees had to retire earlier than they expected.

Source: Employee Benefit Research Institute, 2017

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.

  • Tax Reform: Changes for Businesses

    Tax Reform: Changes for Businesses

    The 2017 tax reform legislation made major changes to the U.S. tax code for businesses.

  • Going Public: Investing in IPOs

    Going Public: Investing in IPOs

    A discussion on the initial public offering (IPO) process, recent trends, and risks.

  • The Latte Habit

    The Latte Habit

    How little things can add up over time.

  • The Retirement Income Factor

    The Retirement Income Factor

    How much money will you bring to retirement?

  • Protecting Your Dependents with Life Insurance

    Protecting Your Dependents with Life Insurance

    Term or whole life? Just be sure you have adequate coverage.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck