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
Emerging Market Opportunities
What are your options for investing in emerging markets?
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
There are common mistakes you can avoid when saving for retirement.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Here are six flags that may make your tax return prime for an IRS audit.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Making the most of surprises is a great reason to work with us.
What is your plan for health care during retirement?
Understanding the cycle of investing may help you avoid easy pitfalls.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Around the country, attitudes about retirement are shifting.