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
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
There’s a link between debt and stress.
Tips to avoid checking in luggage on your next vacation.
Learn about all the parts of Medicare with this informative and enjoyable article.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
The importance of life insurance, how it works, and how much coverage you need.
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.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Do you know these three personal finance sayings?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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.
Explaining the SECURE Act and how the changes affect your retirement strategy.