Retirement decisions
Timing, spending, Social Security, Medicare, taxes, and investments considered as one transition.
Serving Northwest Missouri
Financial planning rooted in the communities where we live.
Greater Than Financial is based in Savannah and serves families and business owners across Northwest Missouri through video meetings and private meetings at our office.
Local does not mean limited to one kind of client.
Northwest Missouri households have different careers, businesses, assets, family responsibilities, and goals. The common need is a planning process that can connect decisions rather than address one product or account at a time.
Family complexity
Education, inheritance, insurance, estate coordination, land, and support for multiple generations prioritized together.
Business and personal planning
Compensation, savings, tax decisions, liquidity, succession, and long-term family goals brought into one framework.
Communities we serve
Start with the location most useful to you.
St. Joseph
Planning for families and business owners near our Savannah office.
St. Joseph planningMaryville
Coordinated planning for Maryville and Nodaway County households.
Maryville planningCameron
Planning for Cameron-area retirement, family, and business decisions.
Cameron planningA useful place to begin
Tell us where you are. We'll help you find the next step.
Share a few details about your current situation and what you want to accomplish. We'll guide you toward the most useful path, such as an advisor conversation, a practical course, or another resource. There is no cost to begin.