Piatchek & Associates

Piatchek & Associates We help people achieve their dreams by creating, protecting, and enhancing wealth. It's your future...you earned it. Call us (417) 881-7900 today.

Successful individuals, families and business owners have entrusted their financial concerns to Piatchek & Associates since 1972 because we're local, independent, and family-owned--and we strive to provide a better experience for our clients than they can get anywhere else. We'll help you manage risk and fund the good life with ultra-efficient investments, comprehensive financial planning, and com

petitive life insurance rates. Call us at (417) 881-7900 to arrange your complimentary consultation. Disclosure:
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.org)/SIPC (www.sipc.org). Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), which is an affiliate of Kestra IS. Piatchek & Associates, Inc. is a member of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Piatchek & Associates, Inc. or PartnersFinancial. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS Compliance Department at 844-553-7872.

Beneficiary Designations: Who Gets the Money?The end of the year is a time when families often gather together. Although...
02/06/2026

Beneficiary Designations: Who Gets the Money?

The end of the year is a time when families often gather together. Although these gatherings may keep you busy, this could be a good time to think about the future and make sure that you have correctly designated family members and any others you wish as beneficiaries in your will, insurance policies, and financial accounts.

Learn more: https://www.piatchekandassociates.com/Beneficiary-Designations-Who-Gets-the-Money.c10457.htm

Are You Prepared for the High Cost of Dying?End-of-life care and the death of a loved one not only carry an emotional pr...
02/03/2026

Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they might impose a substantial financial strain on families, compounding the emotional challenges that come with losing a loved one. Considering the true costs and unexpected fees can help illustrate why it is important to plan ahead for yourself and your loved ones.

Read more here: https://www.piatchekandassociates.com/Are-You-Prepared-for-the-High-Cost-of-Dying.c10439.htm

Consider Roth for Tax-Free IncomeThe adage “pay me now or pay me later” applies to the differences between traditional a...
01/28/2026

Consider Roth for Tax-Free Income

The adage “pay me now or pay me later” applies to the differences between traditional and Roth accounts in both IRAs and employer retirement savings plans. Traditional accounts (pay me later) offer a current-year tax deduction, but future withdrawals, including contributions and earnings, are subject to ordinary income tax.

Read more: https://www.piatchekandassociates.com/Consider-Roth-for-Tax-Free-Income.c10442.htm

Avoiding Probate with a TOD Deed and TOD AccountIf you want to leave your home to your children or other heirs and keep ...
01/26/2026

Avoiding Probate with a TOD Deed and TOD Account

If you want to leave your home to your children or other heirs and keep the property out of the costly and time-consuming probate process, you could place your home in a living trust. Trusts offer numerous advantages, but they incur up-front costs, often have ongoing administrative fees, and involve a complex web of tax rules and regulations.

Learn more here: https://www.piatchekandassociates.com/Avoiding-Probate-with-a-TOD-Deed-and-TOD-Account.c10443.htm

Surprise! It’s Retirement Time“The best-laid plans of mice and men often go awry.” This famous saying, adapted from 18th...
01/16/2026

Surprise! It’s Retirement Time

“The best-laid plans of mice and men often go awry.” This famous saying, adapted from 18th-century Scottish poet Robert Burns, could apply to many aspects of life, including retirement. In 2025, four out of 10 retirees said they retired earlier than they had planned.

Read more here: https://www.piatchekandassociates.com/Surprise!-Its-Retirement-Time.c10470.htm

Life Insurance for TwoMany people allow their life insurance policies to expire once their children are grown. This may ...
01/09/2026

Life Insurance for Two

Many people allow their life insurance policies to expire once their children are grown. This may not be a good idea, especially if you have a mortgage or other substantial expenses and your spouse would need continued financial support. But a new policy can be expensive when you are older. Survivorship life insurance may be a more cost-effective solution.
Learn more here: https://www.piatchekandassociates.com/Life-Insurance-for-Two.c10459.htm

Address

1355 E Bradford Pkwy Ste F
Springfield, MO
65804

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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