Your Personalized Financial Roadmap
At Hohenshell Financial, we guide you through every step of your financial journey with a clear and adaptable plan designed just for you. Here’s how we make the journey toward a confident retirement simple and rewarding:
Define Your Destination
Every journey starts with a goal. Whether it’s retiring comfortably, ensuring a legacy for loved ones, or maximizing income streams, we’ll work together to clarify what success looks like for you.
Navigate the Journey
Once the plan is in motion, we’ll handle the details, monitor your progress, and adjust for detours—like market changes, unexpected expenses, or shifts in your goals. Our proactive approach ensures you stay on track.
Pack for the Trip
We’ll help you gather everything you need, from financial documents to understanding your investment options. We ensure your financial “gear” is in order so you’re prepared for whatever lies ahead.
Chart Your Course
Using advanced tools and years of expertise, we’ll design a personalized strategy that accounts for taxes, Social Security, insurance—including health care—and sustainable income streams. This detailed plan ensures that all aspects of your financial life work together seamlessly.
Celebrate the Milestones
As you reach important financial goals, we’ll celebrate your success while continuing to fine-tune your plan for the road ahead. Retirement isn’t the end of the journey—it’s the beginning of a new adventure.
Rely on Your Co-Pilot
Life is full of surprises, but you don’t have to face them alone. We’re here to provide guidance, support, and the tools you need to stay confident, no matter where life takes you.
Why work with us:
At Hohenshell Financial, Inc., we’re proud to be a full-service advisory firm committed to helping you navigate every aspect of your financial future. From retirement planning and investment strategies to understanding how taxes, Social Security, and insurance—including health care—fit into your plan, we specialize in creating sustainable income streams to support you throughout retirement.
Led by Stephanie Hohenshell, a Missouri State University School of Business graduate and Retirement Income Certified Professional (RICP), our team brings a wealth of expertise to the table. Stephanie also holds FINRA Series 7 and 66 licenses and multiple insurance certifications, ensuring you receive trusted guidance at every step.
Discover the confidence that comes with a comprehensive, personalized approach to achieving your retirement goals.
FAQs
-
No. We work with individuals of all ages. In fact, we believe it is never too early to start.
-
We have established partnerships with local professionals who can handle these needs for you.
-
Yes. I have new client appointments available almost every week. You can schedule an appointment online by clicking here or calling our office at 417-895-9585.
-
No. The funds you have available will determine how we plan for your retirement.