Who We Serve
We have been managing the wealth of individuals, families and executives for many years, not only those who call Kansas City home, but clients from across the country who have benefited from our reputation for integrity, service and expertise.
Whether you work for a large corporation, own a small business, or are retired now and reaping the rewards of a fulfilling and successful career, we offer the experience and expertise to provide financial guidance for successfully navigating the journey and milestones of life.
And speaking of the journey of life, we work with clients to help manage their financial resources through every situation that life brings, both planned and unplanned.
We know life’s transitions can sometimes be hectic and stressful. As Certified Financial Planner™ practitioners, we are well-qualified to help you successfully navigate whatever transition you are experiencing and to help you gain confidence, make complex decisions and create plans designed to achieve your goals and dreams.
Transitions we can help you navigate successfully:
- Planning for financial freedom in retirement
- College planning
- A new job
- Business succession
- Selling your business
- Sudden wealth
- Death of a spouse
- Layoffs; downsizing
- Serious illness/accident