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405 East Northtown Road
PO Box 265
Kirksville, MO 63501

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Jamey Morton

(660) 665-3045

 

Products & Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • 529 College Savings Plan
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Variable Annuity
  • Mutual Funds

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Medicare Supplement Insurace
  • Dental, Vision, and Hearing Insurance