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
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Here’s a guide to explain all the parts of Medicare.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
How literate are you when it comes to your finances? Brush up with these five basics.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
In the face of divorce, making changes to insurance coverage may be overlooked.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Understanding the cycle of investing may help you avoid easy pitfalls.
A bucket plan can help you be better prepared for a comfortable retirement.
Smart investors take the time to separate emotion from fact.
There are hundreds of ETFs available. Should you invest in them?