Two of the biggest concerns I hear during my retirement seminars are:

• How do I get back the money I lost since 2008?
• How do I not lose the money I currently have?

Click here to see statistics on where most people are financially by age 65, and where you see yourself ranking.

I am proud to report that none of my clients lost any money in the 2008 financial crisis and sour economy that continues on its heels. If you lost money, we can show you how to get it back to where you were without increasing your risk.

Whether you have a net worth of a million dollars or more, or are in the middle of your wealth-building plan, I can help protect your wealth and grow it through safe and predictable retirement strategies.

I believe in Safe Money, and I only work with money or accounts that are not exposed to the risk of the open market. I believe in a Reasonable Rate of Return averaging between 6 and 8 percent. And, I believe in Simple. If you don’t understand it, you shouldn’t own it.


For a no-cost phone consultation, feel free to contact me at (573) 442-6749 or fill out this form.

About Columbia Retirement Planners
Our retirement advisors are experts at tax free retirement, 401k Rollover, IRA Conversions, Roth IRA Planning, 401k Strategies, Premium Financing for Life Insurance, and more. We serve Columbia, Jefferson City, Sedalia, Marshal, Springfield, St Louis, Kansas City, Fulton, Lake of the Ozarks, Ava, Branson, Boonville, Camdenton, Mexico, Moberly, Macon, Marshall, Osage Beach, Rolla, Huston, West Plains, and throughout Missouri. Our financial planning company and financial advisors can help you too.