8 Steps to Becoming Financially Organized

8 Steps to Becoming Financially Organized

At the beginning of the year, many of us set New Year’s resolutions and goals. When it comes to creating these resolutions, some people vow to be more organized with their finances, but only a few are willing to do the work it takes to achieve this goal. According to Huffington Post, only 8% of [...]

Don’t go to the barber for financial advice.

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 [...]

How a Financial Planner can Help You

Given the complexity of retirement and estate planning, most people will at some time in their life require the services of a financial planner. It is simply not worth the risk to try and go solo when an advisor can provide their professional knowledge and experience to avoid mistakes that could have a long term [...]