How do I get started? What do I need to bring to my first meeting?

Contact us today by calling 417.888.0675 or send us an email with your information. We will be happy to schedule a free introductory meeting to discuss our services and how we can help you.

What should I bring to my first personal advisement meeting?

For your complimentary first meeting, we advise that you bring the following if possible:

  • Complete list of your assets and liabilities
  • Your financial goals for your short-term and long-term future/your personal financial planning profile
  • Your most recent tax return
  • Any life insurance statements you have
  • Any investment statements you have
  • Any 401(K) statements you have
  • Your spouse or significant other
  • Any questions that you have for your financial advisor