Broker Check

Columbia Office:

(573) 303-0708

Kirksville Office:

(660) 956-9416

Email:

info@fpomo.com

Wealth Management

At Financial Planners of Missouri, we believe that it is critically important to consider the purpose of your money in designing any investment. For example, money saved for short-term goals, such as paying off debt, should not be invested in the same way as money saved for long-term goals, such as retirement. Through our comprehensive process, we seek to determine the various purposes for money that you have. Then, and only then, can we identify suitable holdings for each of your investments.

The number and diversity of investment holdings available can be overwhelming. The days of simply buying and holding a portfolio of stocks and bonds are gone. Today, you must choose from dozens of asset classes with broad diversification and try to determine which options may be appropriate for volatile market conditions. Never before have financial choices been more complicated, the problems more interrelated, the number of product choices so overwhelming, and the amount of time available to address important financial choices so limited. 

Our aim is to help families navigate through the uncertainty. We are focused on offering advice and recommendations that inspires clients to take action. If you are unsettled about your financial future, learn more about our wealth management practices and how we may be able to help by contacting us.


*Neither asset allocation nor diversification can ensure a profit or prevention of loss in times of declining value.