Providing consultative services to the St. Louis Metropolitan area and throughout the nation.

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The Great Wealth Transfer

The Great Wealth Transfer

As more and more clients are inheriting assets from their loved ones, the need for financial planning is increasing. With inherited assets, there are different options available, depending upon the type of account, as well as special rules that must be followed. When faced with questions on how best to manage these inherited assets, Hovis & Associates can help provide the answers.

5 Tips to Protect Client Info

5 Tips to Protect Client Info

Most days you have back-to-back appointments and running all over town to different locations meeting with clients. At your last appointment of the day, you realize you forgot your computer at the café across town. You return to find your computer was stolen. How well is your clients’ personal information protected?

Valuing Financial Planning

Valuing Financial Planning

Have you ever wondered how much money you will need in retirement? Or maybe, how much life insurance you will need to protect your family should something happen to you? If finding the answers to questions like these keeps you up at night, it might be time to consider financial planning.

Creating a College Savings Plan

Creating a College Savings Plan

As we near May 29th, what better time to talk about 529 plans! College costs continue to increase year over year. Curious what the expected costs will be for your children or grandchildren? Hovis & Associates can help calculate those costs and put a savings plan in place to help you meet your education goals.

Why Anniversaries are Important

Why Anniversaries are Important

Anniversaries aren’t always about fancy dinners, chocolate, and pretty flowers. It can be about saving your clients’ money too! Do you have clients that are on a Medicare Supplement plan in Missouri? Did you know that they can switch to another carrier, like plan to...
March Madness

March Madness

AEP seemed like a blur. Call after call, meeting after meeting. Before you knew it, it was December 7th! You made every effort to meet with all your clients to make sure they were on the best plan for their needs starting January 1st. But what happens to that client...