For company executives or other individuals that need comprehensive financial planning outside of a company sponsored retirement plan, we provide specialists in comprehensive wealth management and planning.
Starting with a one-on-one consultation to get a full understanding of your objectives, financial situation, and risk tolerance, we will work with you to evaluate your current assets and needs and create a diversified* portfolio based on extensive research and time-tested investment principles.
Our Wealth Management expertise and services include:
Client accounts are held at either Charles Schwab or National Financial (Fidelity). These custodians provide us and our clients access to a vast universe of investments, including no-load mutual funds, exchange-traded funds (ETFs), stocks, bonds, CDs, etc., at discount prices, a website, and responsive customer support team.
Through Morningstar, our customers may access performance reports, portfolio analysis, their financial plans, and historical documents as well.
To access your personal account, please select the appropriate link below
Please contact us for any questions or assistance regarding our wealth management services.
*Using diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.
Arkansas & Southern Missouri