Comprehensive Planning and Wealth Management in Columbia, Missouri
At Financial Planners of Missouri, we understand how overwhelming it can be to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. We seek to address this concern and help clients take control of their finances.
We are an independent financial services firm assisting clients in all stages of life, from starting their careers to building a family to transitioning into retirement. Wherever they are in life, we can help them create a roadmap designed to connect today’s reality with tomorrow’s dreams. Our top priority is to serve our clients first, last, and always. We believe our clients appreciate the value we offer and our personalized attention.
Serving clients as an investment professional, one of our firm’s founders, David Bethel, is a SmartVestor Pro, recommended by Dave Ramsey and the Ramsey Solutions organization to help with your retirement, college savings, and other investments. The SmartVestor program is a network of endorsed professionals who are held accountable by members of Dave’s team and customer reviews. As a SmartVestor Pro, David is committed to meeting a high standard of excellence and takes the time to listen to clients’ needs and design strategies aimed to help them save money and reduce debt. He seeks to fit a client’s investments into their life, consider tax implications, inform clients on changes in legislation, and educate his clients so they’ll understand their investments.
Based in Columbia, Missouri, we work with clients in Kirksville and other cities in the St. Louis and Kansas City areas. We invite you to contact us today to learn more about how we can help you pursue your goals.
*SmartVestor Pro's apply for membership and are selected based on a set of criteria such as experience and customer service. Once selected, SmartVestor Pro's pay a fee to cover website maintenance and employment costs. Inclusion as an SmartVestor Pro does not qualify a financial professional to provide investment recommendations or advice. Financial Planners of Missouri and the SmartVestor program are separate and unrelated companies.
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