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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
However exciting retiring abroad may sound, it deserves considerable planning.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
There are common mistakes you can avoid when saving for retirement.
Gaining a better understanding of municipal bonds makes more sense than ever.
Regardless of how you approach retirement, there are some things about it that might surprise you.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Are you ready for retirement? Here are five words you should consider.
Even low inflation rates can pose a threat to investment returns.