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Planning to Thrive in Life and Retirement

Murdock Banner Financial Group is a nationally recognized relationship based planning firm whose caring team is committed to helping you pursue the financial future you imagine.

Here to Help You Thrive

Here to Help You Thrive

Murdock Banner Financial Group is an independent ensemble financial planning firm committed to serving as your long-term financial partner. We are focused on developing lifelong relationships built on first-class trust and service. Through our commitment to excellence and comprehensive services, we aim to help you plan for whatever is next so you can thrive in every life stage.

Our Comprehensive Suite of Financial Services

Financial Planning

Our holistic planning process provides you with a financial roadmap to help you pursue the lifestyle you desire as you prepare for whatever comes next.

Retirement Planning

We provide a retirement readiness assessment and professional investment, fixed income and cash flow planning, so you can thrive in retirement.

Investment Planning

Benefit from our independent investment advice and proven strategies. We only offer those that are best suited to your goals, preferences and risk tolerance.

Estate Planning

Estate planning is essential to any comprehensive financial plan. Help protect your family and legacy from unnecessary financial and administrative burdens.

Insurance & Protection

Our insurance planning services can help ensure you and your loved ones are protected from the potential financial impact of life’s adverse circumstances.

Tax Planning

By coordinating with your tax preparer, our team can help you keep more of what you earn through effective tax planning.

Education Planning

Open the doors of opportunity for the next generation through education planning. We’ll help you plan, invest and save for education expenses.

Our Legacy of Dedication

Our Legacy of Dedication

Murdock Banner Financial Group has been working alongside individuals and families for over 45 years. Our founder Tim Murdock passed in 2014,  but his legacy lives on in the unwavering dedication and care we provide for our clients by serving from the heart. We’ve become a multigenerational community, dedicated to families in the Warrensburg, Missouri area and across the United States.

A Teamwork Approach to Pursuing Your Goals

A Teamwork Approach to Pursuing Your Goals

Our unique, team approach to financial planning, along with our exclusive and customizable programs, are designed to help invest and preserve your wealth while delivering an unprecedented level of personalized care. This team approach enables us to serve your multifaceted needs, as we deploy the capabilities of our entire team in pursuit of your goals.

Additional Resources

Your DNA Test

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.
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A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
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Social Security: The 64,000 Dollar Question

Social Security: The 64,000 Dollar Question

One of the most common questions people ask about Social Security is when they should start taking benefits.
Learn More

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