Financial Education

Get insights on how we can help meet your financial goals – tips, tools, advice and information on helping you and your family.

Most Recent Updates

Tax Loss Harvesting

Tax Loss Harvesting

 Tax Loss Harvesting: How To Keep The IRS Out Of Your Pockets Kevin Conard, CRPC®, shares how you can keep the IRS out of your pockets and save money with Tax Loss Harvesting in this quick video.   Video Transcription: Hey, my name is Kevin Conard. If you're over age 55, an investor, and [...]

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Repairing Your Investment Portfolio Amid COVID-19

Repairing Your Investment Portfolio Amid COVID-19

 Repairing Your Investment Portfolio Amid COVID-19 In these uncertain times, we know investment performance can weigh heavily on your heart and your future. That's why we created this 3-minute video about how rebalancing your investment portfolio can help repair some of the damage from the COVID-19 pandemic.   Video Transcription: Hey, Kansas City, my [...]

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Family and Financial Planning

Services We Offer

Financial Planning

We build financial plans to solve your problems.

Payroll and Tax Returns

Our tax division does personal and corporate tax returns as well as payroll and bookkeeping. 

Asset Management

We manage your money for you – with real-time access to your accounts via a phone app.

Identity Theft Protection

We give you access to Lifelock Identity Theft protection at a 20% discount and in some cases – free of charge.

Our firm has been helping people just like you with financial advice for over 15 years.

Schedule a 10-minute demo to see how we can help you.

Building a Wealthy Future

A Solid Home Needs a Solid Foundation

A Solid Home Needs a Solid Foundation

No matter where you are in your financial journey, it’s good to note that building wealth is a marathon not a sprint. It takes time, patience, discipline, and accountability. As with building a home, financial success starts with a good plan and a solid foundation. Many investors make a couple of key mistakes – starting [...]

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Investing Strategies

Tax Loss Harvesting

Tax Loss Harvesting

 Tax Loss Harvesting: How To Keep The IRS Out Of Your Pockets Kevin Conard, CRPC®, shares how you can keep the IRS out of your pockets and save money with Tax Loss Harvesting in this quick video.   Video Transcription: Hey, my name is Kevin Conard. If you're over age 55, an investor, and [...]

read more
Market Update, April 29th, 2020

Market Update, April 29th, 2020

As we mark roughly two months since the coronavirus pandemic began to sweep the globe, we wanted to provide an update on our investment activity and thoughts going forward. Coming into the year, we recognized that although the U.S. and other economies were in pretty good shape, we were likely entering a later stage of [...]

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Repairing Your Investment Portfolio Amid COVID-19

Repairing Your Investment Portfolio Amid COVID-19

 Repairing Your Investment Portfolio Amid COVID-19 In these uncertain times, we know investment performance can weigh heavily on your heart and your future. That's why we created this 3-minute video about how rebalancing your investment portfolio can help repair some of the damage from the COVID-19 pandemic.   Video Transcription: Hey, Kansas City, my [...]

read more

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Our firm has been helping people just like you with financial advice for over 15 years.

Schedule a 10-minute call to see how we can help you.