Serving the Springfield area since 2001
As a local, family-owned, financial planning service and independent insurance agency in Springfield and Branson, Missouri we understand that your hard-earned money and property are important to you, your family and your future. We strive to simplify the insurance and wealth management process by offering customized financial solutions that provide fair and equitable value, help protect your assets and pursue a confident future for you and your loved ones.
Our assessment process begins with a friendly conversation about your current financial situation, future plans & financial priorities.
You deserve a reliable insurance agent and financial adviser who consistently provides sound advice and promptly responds to your concerns.
In business since 2001, our team has worked with many folks throughout the greater Ozarks area and beyond with their financial planning & insurance needs.
Stay up to date with
Bruce Porter is our resident financial expert, and he’s here to help you make sense of your money. Dollars and $ense is a weekly show that covers a variety of financial planning topics ranging from rolling over a 401k into an IRA, investor advice, and more. Miss an episode? Find our previous episodes using the button below or visit our Youtube channel.
Watch Bruce on Tuesdays at 3pm for Dollars and $ense on KOLR10.
Working for you
Putting the client first. That was Bruce Porter’s vision back in 2001 when he first drafted a business plan for a new kind of financial and insurance company. Discover the history and culture that guide our commitment to your needs.
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