Who We Are
Named in the top 3% of wealth managers as featured in St. Louis magazine*, Dale takes his time to get to know his client’s goals and needs before ever offering any financial advice.Learn More
How We Work
We listen first, then help you navigate decisions to develop an independent and tailor made financial strategy best suited to meet your individual needs to help you pursue your financial goals.Learn More
What We Offer
No cookie cutters allowed! Just like every fingerprint is different, no two financial plans are the same. We offer customized financial planning just for you, because no one strategy fits everyone.Learn More
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Important items to consider when purchasing condo insurance.
Couples may be able to head off many of the problems in a marriage that money can cause.
Understanding how capital gains are taxed may help you refine your investment strategies.
Do you have an estate strategy? You should.
Gaining a better understanding of municipal bonds makes more sense than ever.
A quick look at how federal income taxes work.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A bucket plan can help you be better prepared for a comfortable retirement.
Here are five facts about Social Security that might surprise you.
How do the markets usually react to elections? Was the 2016 election any different?
It’s never a bad time to speak with your financial advisor about changes in your situation.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Investors seeking world investments can choose between global and international funds. What's the difference?