Financial Services: Wealth Management & Investment Strategy

For your financial confidence

Financial Services Company

At The Resource Center in Springfield, MO, we make your money work for you. Our financial advisor strives to simplify the process to give you confidence that your personalized financial plan will work toward your current needs and help pursue your long-term goals.

Charitable Giving

We’ll come up with a customized giving plan that supports the important causes you care about. Or, we’ll refer you to the professionals that can help you get there.

Wealth Management

Our local financial services will provide you with a customized plan for building wealth, achieving your objectives, and securing your family’s future.

Managed Assets

We will create a personalized investment strategy for you, drawing from a range of asset classes for customized financial solutions.

Tax-Efficient Strategies

Why pay more than you have to? We’ll help you manage your money in the most tax-efficient way possible.

IRA Accounts

We offer customized strategies to manage the tax liabilities on your IRA accounts and help provide the lifestyle you can feel more confident in after retirement.

IRA Legacy Planning

Don’t need all of your IRA funds? We’ll develop a customized plan that supports your beneficiaries and potentially reduces your taxes.

401K Rollover

What happens to your retirement savings if you change jobs? As a financial services company, we’ll implement the plan that works best for you.

Capture your Risk Number

Follow the link to see if your portfolio aligns with your investment goals & expectations.

Free Portfolio Risk Analysis

Take control of your finances

We’ll help put a plan into place.

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top;background-repeat:repeat;}#background-layer--5 .mk-color-layer{width:100%;height:100%;position:absolute;top:0;left:0;}.full-width-5 .mk-fancy-title.pattern-style span,.full-width-5 .mk-blog-view-all{background-color:#fff !important;}#text-block-28{margin-bottom:0px;text-align:left;}#padding-29{height:20px;}#text-block-30{margin-bottom:0px;text-align:left;}#padding-31{height:20px;}#padding-32{height:100px;}#padding-33{height:100px;}#padding-36{height:100px;}#text-block-39{margin-bottom:0px;text-align:center;}#text-block-40{margin-bottom:0px;text-align:center;}.full-width-37{min-height:400px;margin-bottom:0px;}.full-width-37 .page-section-content{padding:80px 0 80px;}#background-layer--37{background-position:right top;background-repeat:no-repeat;}#background-layer--37 .mk-color-layer{width:100%;height:100%;position:absolute;top:0;left:0;}a.mobilePhone,span.mobileSearch{position:absolute;}a.mobilePhone{width:25px;height:25px;background-image:url("https://cdn-fnkkp.nitrocdn.com/oylUsjsRMbOXliMZxEXZVBtQVTjBBxCq/assets/images/optimized/rev-8881e14/www.resourcecenterinc.com/wp-content/uploads/2024/05/phone-call.png");background-size:20px;right:70px;top:50%;margin-top:-11px;background-repeat:no-repeat;background-position:50%;z-index:9;}a.mobilePhone.nitro-lazy{background-image:none !important;}span.mobileSearch{width:25px;height:25px;background-image:url("https://cdn-fnkkp.nitrocdn.com/oylUsjsRMbOXliMZxEXZVBtQVTjBBxCq/assets/images/optimized/rev-8881e14/www.resourcecenterinc.com/wp-content/uploads/2024/05/magnifying-glass.png");background-size:20px;background-repeat:no-repeat;background-position:50%;right:90px;top:50%;margin-top:-10px;}span.mobileSearch.nitro-lazy{background-image:none !important;}@media screen and (min-width:768px){.mobilePhone,.mobileSearch{display:none;}}#rs-demo-id{}