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Our Approach

Whatever your financial goals may be — investing for the future, planning for retirement, leaving a legacy of support for family or charity, or anything else you want your money to do — our Investments & Retirement Planning team can help. Our experience and comprehensive range of services gives you choices about where and how your money is invested, managed and distributed.

What matters most to you?

We work closely with you to ensure we understand what you are working toward. This starts with an initial planning meeting, where we really listen to you and what you want your future to look like. We know that money is not just a financial issue, but an emotional one, too. We will lay out clear expectations so you understand all of your options and how they will affect you and your beneficiaries.

We are here to help you succeed.

We enter into our relationships with the long term in mind. We are always here to help any time you have a question or want to discuss your investment plan. Give us a call and know we always enjoy hearing from you. Our team works together to ensure you have the information you need and the attention you deserve, including meeting with you regularly for a detailed review of your portfolio.

It doesn’t stop with you.

If your investment plan links to the next generation, you can rest assured we will take the time to get to know everyone involved in your plan. It is important to us that, when it is time for your legacy to be passed on, we have a relationship with your beneficiaries, too, and understand their needs.

Whatever your goals for your financial future, you can count on our Investments & Retirement Planning team to bring our expertise and our client-centered approach to find the right solution for you.

Will you give us the opportunity to get to know you and discuss your financial future? 

Yes, please contact me


Our Team

 
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First Choice Insurance Agency, Inc is a wholly owned subsidiary of Reliable Community Bancshares, Inc., parent company of The Bank of Missouri.

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