Tools

Glossary

Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need.

Tax Resources

Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information.

All Calculators

Our collection of calculators is a great starting point if you have a question or concern about your personal finances. Click on a calculator to begin.

Featured Team Member

Brian started his financial planning career in December of 1994 after graduating from Rockhurst University in Kansas City, MO. His practice has worn several hats over the years. As the financial world becomes more complex, it is...

Jerry Dreier, CLU, ChFC

Jerry Dreier is a lifetime resident of Quincy and has been assisting investors for the last 35 years. Jerry has developed a career in advising retirees and those about to retire who wish to preserve their principal and make their money...

Jennifer Berg

Jennifer entered the financial services industry after she graduated from Kansas State University in 1998. She holds a Bachelor’s degree in Human Resource Management. Jennifer runs the day-to-day, administrative operations for Brian...