Excelsior Springs Office

1600 Rainbow Boulevard,

Excelsior Springs, MO 64024

Client Centered

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Whether you're facing retirement  or looking to better understand certain investment ideas – we can help you address your most-pressing financial questions.

How can we help you?

Financial Planning is for Everyone

We believe that financial planning is essential for everyone at Family WealthCare Center. To assist with your financial planning goals, we use the advanced financial planning software RightCapital. If you're interested in using the software, click on the provided link. Once you've provided the necessary information, one of our advisors will contact you to address any concerns or offer guidance.

Create your RightCapital Account

It's Time to Think Differently about Your Money

We stay focused on market trends, so you don't have to.

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.
Learn More
Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.
Learn More
You Would Rather Be...

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Learn More
The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
Learn More
Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learn More
First Year of Retirement: What to Expect

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Learn More
How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?
The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.
The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Learn More
Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.
Learn More

Still Unsure? We Can Help.

Thank you!
Oops!