Broker Check

Columbia Office:

(573) 303-0708

Kirksville Office:

(660) 956-9416

Email:

info@fpomo.com

The Latte Lie and Other Myths Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination
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

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

 

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Debt Stress

There’s a link between debt and stress.

Investment Challenges of the Affluent Investor

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

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

View all articles arrow

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Saving for Retirement

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

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

View all calculators arrow

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

Principles of Preserving Wealth

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

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

View all presentations arrow

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

View all videos arrow