Broker Check

Columbia Office:

(573) 303-0708

Kirksville Office:

(660) 956-9416

Email:

info@fpomo.com

Retirement Redefined Acres of Diamonds Investments Surprises
Agent Photo

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 in the Columbia, Missouri area, our firm’s founder, David Bethel, is a Dave Ramsey Endorsed Local Provider*. The Dave Ramsey Endorsed Local Providers (ELP) program is a network of endorsed professionals who are held accountable by members of Dave’s team and customer reviews. As an ELP investing professional, 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.

*Dave Ramsey’s Endorsed Local Providers (ELPs) apply for membership and are selected based on a set of criteria such as experience and customer service. Once selected, ELPs pay a fee to cover website maintenance and employment costs. Inclusion as an ELP does not qualify a financial professional to provide investment recommendations or advice. Financial Planners of Missouri, Dave Ramsey’s Endorsed Local Providers, and NPC are separate and unrelated companies.

Helpful Content

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

 

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

View all articles arrow

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

View all videos arrow