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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Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
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Bull and Bear Go To Market

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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How Financial Professionals Are Compensated

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.
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Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?
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Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.
The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
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Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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Still Unsure? We Can Help.

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