Retire Your Way Dream it, plan it, live it.

Our Team

At The Resource Center, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement efficient financial strategies to pursue their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.

MEET YOUR GUIDE

Bruce Porter President & Adviser

Bruce Porter grew up in Lebanon, MO. His interest in business started at a young age, when he worked at his family's farm and real estate business. He attended Missouri State University on a pole vaulting scholarship. After years of working with a prominent national insurance company during which he became a top salesman and later was promoted to sales management, Porter established his own company, The Resource Center, in 2001. As an independent firm, we are not forced to sell only the proprietary products of a single company. As a small business, we offer a personal touch and have a greater appreciation for the impact each client has on our business.

A man of faith, Bruce is an active member of Fellowship Bible Church in Rogersville, Missouri, where he participates in various church activities and community outreach. His commitment to giving back to the community is reflected in his support for several local charities, including Help Give Hope, CASA, Southwest Industries Foundation / Sheltered Workshop, The Gathering Tree, Victory Mission, CARE to Learn and Shepards Staff. In Dec 2018 his first book "Finding The Courage To Retire" was published. You can catch him Tuesdays at 3pm on ‘Ozarks Live’, a local lifestyle show on KOLR 10 where he shares financial advice and tips. In 2024, Bruce was honored as a recipient of the Noble Achievement Award by American Equity for his exemplary service in the financial services industry.

READ MORE ABOUT Our Services Below

We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help address your specific financial needs, no matter how close you are to retirement.

IRA Legacy
Planning

How you approach your financial planning today defines what your legacy to your loved ones will look like after you're gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.

Tax-Efficient
Strategies

Taxes can take a bigger bite out of your retirement income - or your legacy - than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

Wealth
Management

We offer a suite of services to affluent clients who are looking for a holistic approach to their financial future, all in one place. We’ll help you with comprehensive guidance to help reach the goals and dreams you’ve been envisioning.

Retirement Income
Strategies

Unlike the working years, when you've likely drawn a regular paycheck, at retirement it's time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won't outlive? We can help.

Asset Preservation Strategies

We keep our eyes on the horizon so you can enjoy your retirement. We'll design a strategy to help you minimize risk, including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).

IRA/401(k)
Rollovers

We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation. Whether you're looking to access the tax-advantaged options a Roth IRA provides, to consolidate accounts or to explore other savings avenues, we can help.

Investments

Whether you prefer to "set it and forget it," or you want to more actively participate in your investments, we can help you design an investment strategy that matches your risk tolerance and goals. And we know that risk tolerance changes as life happens - so we plan for that, too.

Stay up to date with Dollars and $ense

Bruce Porter is our resident financial professional, and he’s here to help you make sense of your money. Dollars and $ense is a weekly show that covers a variety of financial topics ranging from rolling over a 401k into an IRA, investor advice, and more. Miss an episode? Find our previous episodes using the button below or visit our Youtube channel.

Watch Bruce on Tuesdays at 3pm for Dollars and $ense on KOLR10.

“Finding the Courage
to Retire”

The road to retirement often has more twists and turns than the country roads of the Ozark Mountains near Springfield, Missouri. Here in his first book, Resource Center president Bruce Porter addresses many retirement-related issues and questions.

Putting the client first. That was Bruce Porter’s vision back in 2001 when he first drafted a business plan for a different kind of financial and insurance company. Discover the history and culture that guide our commitment to the needs of southwest Missouri residents and beyond.

What's your Risk Number?

Capture your risk tolerance and see if your portfolio fits you.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. The Resource Center, AEWM, and Nitrogen Wealth Inc. f/k/a Riskalyze Inc. (Nitrogen) are not affiliated companies. Neither The Resource Center nor AEWM can guarantee the accuracy or completeness of the Nitrogen software or outputs. Nitrogen is intended to be used as a tool in designing a financial portfolio.