Financial Advisor, Financial Planning
What if there was a better way to have your assets managed? There is. Set a 10 minute call with the best kept secret in Kansas City Set a Call! You owe it to yourself and your family to get a second opinion. You deserve a top-notch client experience - one where you are a priority, not just another account number. Welcome [...]
Financial Advisor, Retirement Planning
Most people are looking forward to their retirement. They are planning to make the most of their departure from the working world, perhaps by traveling, writing the next great American novel or spending quality time with family. However, saving enough to fund these goals and maintain preferred lifestyles is a large obstacle for many. Getting [...]
Financial Advisor, Financial Planning
Though the recession of 2008 is long over, many Americans are still struggling to save. A survey by the Certified Financial Planner Board of Standards shows that most are worried that they won’t reach their financial goals. Approximately 50 percent of respondents don’t put money aside each month as a result of financial pressures Major [...]
