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 Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.
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What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.
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TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
Understanding Equity Compensation

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.
How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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How Long Will My Savings Last If I Become Disabled?

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.
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Still Unsure? We Can Help.

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