Gateway Financial Resources

At Financial Planners of Missouri, we are a team of dedicated professionals committed to helping our clients achieve their financial goals. Our team is led by David Bethel, who has over a decade of experience in the financial services industry. With a background in education, David combines his passion for helping others with his extensive knowledge of finance to provide personalized advice to each of our clients.

Our team at Financial Planners of Missouri is made up of experienced and knowledgeable professionals who are dedicated to helping our clients navigate the complex world of finance. We understand that every client has unique financial goals and challenges, and we work closely with each individual to develop a customized plan that meets their specific needs.

We believe in transparency and honesty, and we strive to build long-lasting relationships with our clients based on trust and mutual respect. We take the time to understand each client's financial situation and goals, and we use this information to develop a comprehensive plan that addresses all aspects of their financial lives.

Our team at Financial Planners of Missouri is dedicated to providing our clients with the highest level of service and expertise. We are committed to staying up-to-date with the latest trends and developments in the financial industry, and we use this knowledge to help our clients make informed decisions about their financial futures.

Our Value Promise

At Financial Planners of Missouri, we promise to provide our clients with the highest level of service and expertise. We believe in transparency and honesty, and we strive to build long-lasting relationships with our clients based on trust and mutual respect. We understand that every client has unique financial goals and challenges, and we work closely with each individual to develop a customized plan that meets their specific needs.

We also promise to stay up-to-date with the latest trends and developments in the financial industry, and to use this knowledge to help our clients make informed decisions about their financial futures. Our team of experienced and knowledgeable professionals is dedicated to helping our clients achieve their financial goals, and we are committed to providing the highest level of service and expertise to each and every client.

Our Mission and Process

Our mission at Financial Planners of Missouri is to help our clients achieve their financial goals by providing them with personalized advice and guidance. We believe in transparency and honesty, and we strive to build long-lasting relationships with our clients based on trust and mutual respect.

Our process begins with a complimentary initial consultation, during which we take the time to understand each client's financial situation and goals. We use this information to develop a customized plan that addresses all aspects of their financial lives, including investments, retirement planning, estate planning, insurance, and more.

Once the plan is developed, we work closely with our clients to implement and monitor their plan. We regularly review their progress and make adjustments as necessary to ensure that they are on track to achieve their financial goals. Our team is always available to answer questions and provide guidance throughout the entire process.

Our Independent Approach

At Financial Planners of Missouri, we are an independent firm that is not affiliated with any specific financial institution or investment company. This means that we are able to offer our clients a wide range of investment options and are not limited to any particular product or service.

We believe that this independent approach allows us to provide our clients with the most comprehensive and unbiased advice possible. We are able to work with a variety of investment companies and institutions to find the best solutions for each of our clients, rather than being limited to a specific set of products or services.

Our independence also allows us to focus solely on the needs and goals of our clients, rather than being influenced by the interests of a larger financial institution. We are dedicated to providing our clients with the highest level of service and expertise, and we believe that our independent approach is a key factor in our ability to do so.

How We Can Help

At Financial Planners of Missouri, we offer a wide range of financial services designed to help our clients achieve their financial goals. These services include:

• Financial Planning: We help our clients develop comprehensive financial plans that address all aspects of their financial lives, including investments, retirement planning, estate planning, insurance, and more.
• Wealth Management: We provide our clients with personalized wealth management services, including investment management, portfolio analysis, and risk management.
• The Retirement Gauge (TM): We offer a unique tool called The Retirement Gauge (TM), which helps our clients assess their readiness for retirement and develop a plan to achieve their retirement goals.

In addition to these services, we also offer specialized advice for Missouri public school and education employees, as well as state of Missouri employees. We understand the unique financial challenges and opportunities that these individuals face, and we are dedicated to helping them achieve their financial goals.