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James L. MacKay, III, CFP®

Central Trust & Investment Company

3333 S National Ave
Fl 3
Springfield, MO 65807-7306
Phone: (417) 569-1610
Fax: (417) 889-1506

Toll-free: (800) 375-1355

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Household Income Minimum: $0
Investable Asset Minimum: $300,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Banking
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Government & Military
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Starting a Family
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.