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.
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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.
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How to Conquer the World - 5 Financial Strategies for Savvy

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.
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Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
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Who Is Your Trusted Contact?

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.
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Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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?”
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Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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Still Unsure? We Can Help.

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