Broker Check

Columbia Office:

(573) 303-0708

Kirksville Office:

(660) 956-9416

Email:

info@fpomo.com

When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot Can Election Results Predict the Market? It May Be Time for a Financial Checkup
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, 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. 

Helpful Content

The Anatomy of a Supplemental Health Plan

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

 

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

View all articles arrow

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is the Dividend Yield?

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

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

View all calculators arrow

5 Smart Investing Strategies

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

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

View all videos arrow