Tips On Investing An Inheritance Or A Lump Sum of Money Have you recently had a death in your family where you have become an heir to a sum of money? Are you unsure where or how to invest it. [...]
Serving the Springfield area since 2001
As a local, family-owned, independent agency in Springfield and Branson, we understand that nobody cares about your money more than you do. We strive to simplify the process by offering customized financial and insurance solutions that provide fair and equitable value, help protect your assets and pursue a confident future for you and your family.
Our process begins with a friendly conversation about your current situation, future plans, & financial priorities.
You deserve a reliable insurance and financial adviser who consistently provides the sound advice you need and promptly responds to your concerns.
With over 170 years of combined experience, our team has helped folks throughout the greater Ozarks area with their financial & insurance needs.
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Bruce 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 topics ranging from rolling over a 401k into an IRA, investor advice, and more. Did you miss our show the first time around? Find our previous episodes featured below.
Watch Bruce on Tuesdays at 3pm for Dollars & Sense on KOLR10.
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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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