Springfield is a unique place. At times it feels like a BIG city, and yet at others you can’t go anywhere without seeing somebody you know.
I like it that way. A city that offers the amenities and features of a large city, but with the personality of something smaller.
Many people live in Springfield for that exact reason.
In the same sense, many people are looking for a financial planner that has the features of and technology of a large corporation, but with the service of a small, locally-owned company.
I am Cooper Mitchell and I am the President and founder of Dane Financial, LLC a Registered Investment Advisory financial planning firm located in Springfield, MO.
Dane Financial, LLC was formed to offer a comprehensive range of tailored investment and financial planning strategies while maintaining local decision-making control, all while providing exceptional customer service.
We utilize the latest technology, portfolios, and software and combine it with a unique and personal approach to each client.
About Dane Financial, LLC
We are a Springfield-based, Missouri Registered Investment Advisory financial planning firm, founded in 2014.
Dane Financial, LLC was formed to offer a comprehensive array of tailored investment and financial planning strategies while maintaining local decision-making control and providing exceptional customer service.
Servicing Springfield, MO and More
We are located at:
Need Directions? Here is a map and directions to our location.
I mainly service Missouri and Arkansas to include: Springfield, St. Louis, Kansas City, Joplin, Fayetteville, Bentonville, Little Rock, Fort Smith, and other great Missouri and Arkansas cities. I also service Oklahoma (especially when there’s a Oklahoma City Thunder game.)
My Focus as a Financial Planner
As a financial planner, I look to provide comprehensive financial planning for individuals and families. I specifically focus on millennials, pre-retirees, and federal employees.
Some areas I specialize in are employee benefits and retirement planning, investment management, estate planning, and insurance.
A Few Resources
Here are a handful of articles I have either written or been featured in on either financial websites I operate or have requested my voice:
- Do Advisors Give Worse Advice to Women? – Investopedia
- 9 Ways to Spring Clean Your Finances – Forbes
- Christians are Taking on Too Much Debt – Christians With Ambition
- The Biggest Federal Employee Retirement Mistake – FedSmith
- The State of Small Business: Missouri – Business News Daily
- The True Cost of the G-Fund – Fed Retirement Planning