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CONTACT US

If you have any questions or want more information about any of our services, please call 573-634-1397 or stop by our Financial Center location.

If you’d prefer to email us, please click on the e-mail address at the bottom of the page. Remember, if you choose to e-mail us, PLEASE DON’T include your account number, your Social Security Number or any other sensitive information.

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Glossary of Terms

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401(k) plan

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403(b) plan

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Beneficiary

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Capital Gain (Loss)

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Charity

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Custodian

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Estate Planning

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Grantor

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Grantor Trust

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Investment Management

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Personal Representative

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Personal Trust

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Power of Attorney

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Probate

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Qualified retirement plan

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Retirement Plans

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Trust

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Trustee

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Will

 


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