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Educate yourself on a variety of financial topics.
A host of financial tools to assist you.
Timely Newsletters to help you stay current.
Animated presentations to help you learn and decide.
Ideas to help simplify everyday finances.
Manage your taxes and prepare for the upcoming tax season.
Certified Public Accountants - Tax, Financial & Investment Planning
Welcome and thank you for visiting our website. Our firm's philosophy is: Excellent service at a reasonable cost, where the needs of the client come first. We are here to serve you, the client. We are here to help solve your business, financial and tax-related problems, whatever they might be.
On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your tax and financial management or for more information, please contact us today.
Financial IQ Test
Take this quick quiz to find out your Financial IQ
Credit Card Debt
How Long Will It Take to Pay my Balance?
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
More Calculators →
TIPS for Fighting Inflation
Although inflation has been fairly quiet over the past few years, it remains a perennial concern for investors because it reduces the value of money over time.
Preparing for Mid-Terms
Regardless of your enthusiasm for participating in the upcoming elections, it's important to consider how the 2010 mid-terms could affect your finances.
An Average Way to Invest
Dollar-cost averaging might help investors make the most of a highly volatile period.
HOT TOPIC: New Year, Higher Taxes?
After the Waterford Crystal ball descends in Times Square on New Years Eve, most people will see their taxes ascending for 2011 — at least thats the current situation. Find out how high they could go.
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Branches and additional offices:
(816) 246-66861308 NE Windsor Drive Lees Summit, MO 64086
(816) 246-66861308 NE Windsor Drive Lees Summit, KS 64064