Brockmeier Financial Services, LLC.

Brockmeier Financial Services, LLC. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC Why meet with Lon? Member FINRA/SIPC.

We assist business owners, professionals and those near or recently in retirement in aligning their financial affairs with their values, objectives and desires. We provide independent objective second opinion review on investments, investment asset management, asset allocation, retirement income planning and tax-advantaged wealth management strategies. Brockmeier Financial Services employs an inno

vative client service process. The advisors strive to provide a client experience in which business owners, professionals and those in retirement and their families can have confidence to meet their needs and expectations. Our advisors’ process starts, without fee or obligation, by exploring in depth your individual circumstances discovering who and what is important to you, identifying financial symptoms, issues, concerns and risks, some of which you may know, some you may not. Our process continues by identifying solutions you can implement, monitoring results, and then evaluating progress together with you.

“Important Disclosure Information: http://raymondjames.com/smicd.htm” “Brockmeier Financial Services, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.”

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage b...
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raymondjames.com

The legacy you leave behind isn't measured only by financial assets.It's also reflected in your values, your priorities,...
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The legacy you leave behind isn't measured only by financial assets.

It's also reflected in your values, your priorities, and the impact you have on the people around you.

Thoughtful planning can help align your financial decisions with what matters most and provide greater confidence that your intentions are carried forward.

Because true legacy is about more than wealth.

Delayed retirement can have a significant impact on both employees and employers. With an average cost of $103,000 per e...
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Delayed retirement can have a significant impact on both employees and employers. With an average cost of $103,000 per employee for each year retirement is delayed, thoughtful plan design can play an important role in supporting retirement readiness while helping employers manage long-term workforce costs.

Automated features such as auto-enrollment and auto-increase can help employees build savings more consistently and may cost employers less than just one year of delayed retirement.

Many retirees face a common question: Should your assets support today's lifestyle, tomorrow's legacy, or both?The answe...
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The answer often starts with understanding the role each asset plays within your overall financial plan.

When every dollar has a purpose, you may gain greater confidence in both your retirement goals and the legacy you hope to leave behind.

A thoughtful review can help uncover opportunities and bring greater clarity to long-term planning decisions.

Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for ...
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Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for some things you can do to make the most out of your retirement:

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For many first-time buyers, preparing for homeownership starts well before house hunting. Find out what to consider as y...
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https://www.raymondjamesconnect.com/a6HBmH

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict?
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raymondjames.com

Retirement isn't just about having enough money. It's about having health and independence to enjoy the life you've work...
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Retirement isn't just about having enough money. It's about having health and independence to enjoy the life you've worked hard to build.
Today's decisions around wellness, preventive care, and healthcare planning can influence both your future lifestyle and financial needs. The Health Portfolio Framework encourages a new way of thinking about health as an investment in your longevity and well-being.
Through Raymond James' support of the MIT AgeLab Preparing for Longevity Advisory Network (PLAN), we're able to bring forward innovative research that helps connect health, longevity and financial planning.

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raymondjames.com

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College admissions are about more than just GPA and test scores. Learn how admissions officers evaluate academics, essays, activities, recommendations and more through a holistic review process.

Address

709 Fay Street , Ste 209
Columbia, MO
65201

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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