Estate Planning
Utilizing appropriate techniques and estate planning documents to ensure that your estate is handled with the least amount of expense and delay is a must in today's financial and legal environment. Through our contacts with Southwest Missouri attorneys and law firms, our clients have access to compassionate experienced professionals who can help make the complex legal process more understandable.
Tax Consulting & CPA Services
Our clients enjoy the benefits of our long-standing relationship with a professional CPA Group in Springfield. Having a staff of professionals who possess practical knowledge and experience with the IRS and all of its current tax codes and formula calculations can be a valuable asset in your time of need. Other services include small business consulting, budgeting, individual tax preparation, payroll services, and more.
Identity Theft
Identity theft has become an increasing epidemic in the United States and around the world, as the growth of the Internet has provided new opportunities for criminals to “cash in” by stealing the identities of innocent people. Over 10-million people will fall prey to identity theft this year. Identity theft continues to be the top consumer complaint to the Federal Trade Commission.
Identity Theft Shield offers you professional identity theft protection through Kroll Background America at a fair price. You’ll enjoy the benefits of being able to regularly review and monitor your credit reports, along with complete having the peace of mind in knowing that your identity will be completely restored in the event that your identity is stolen.
Pre-Paid Legal
Access to professional legal services can be expensive and difficult to retain. Working with Pre-Paid Legal Services, you can have access to professional legal counsel not only for traditional legal problems, but for everyday events such as buying a house or a car, creating a will, and much more where legal review should be routine, but rarely is. These events can be among the most important events in a person's life, yet there is a tendency for them to take place without proper legal review. For Pre-Paid Legal members, access to legal counsel is only a toll-free phone call away.
Our members are served by a provider law firm, which has been carefully screened and selected by Pre-Paid Legal. Using the plan, members simply call their provider firm directly at the toll-free number on their membership card when they have a legal question or problem. It’s really that simple. Pre-Paid Legal does all the work; no searching for a qualified lawyer, no claim forms, no worries about being able to afford a lawyer – just peace of mind.
Claims Filing Assistance
Filing insurance claims can be confusing and time consuming. We pride ourselves on taking the time necessary to help you file your claims to ensure you get the most out of the insurance coverage's you rely on. There’s no cost and no obligation to you for this service.
Insurance Review & Analysis
Before making any insurance recommendation, our knowledgeable and professional staff will provide you with a no-cost, no-obligation comprehensive review of your existing insurance coverage's and make recommendations to help you accurately and affordably manage risk for you and your family.“Understanding the complexity of retirement planning was a frightening thought after 35 years of employment. Finding a company that understood our anxiety and put our goals and objectives for retirement first was a relief. Now, we’re enjoying our retirement with The Resource Center by our side.”
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- Joseph and Nancy, clients |
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