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

State Tax Deadlines

State Tax Deadlines

While the Federal government has extended tax filing and 1st quarter estimated payment deadlines to July 15th, not all states have complied with this extension. For instance, on April 2, 2020, the state of Kansas announced that they will now be moving their 1st quarter estimated payment due date to July 15th (coinciding with the [...]

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TRPG Digital Event: Coronavirus and Market Volatility

TRPG Digital Event: Coronavirus and Market Volatility

On Monday, March 31, 2020 we hosted a joint digital event with Apollo Lupescu, Vice President Dimensional Fund Advisors. During the event we discussed: The “human element” to investing The overall health of the financial system Coronavirus and other unprecedented events Temptations to avoid or actions investors should take going forward *This post was originally [...]

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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

Investing Strategies

Success In The Market Is Rarely Pain Free

Success In The Market Is Rarely Pain Free

The last few months of football here in Kansas City have been among the most entertaining I can remember. While the Chiefs didn’t advance to claim the ultimate prize, in the end, this season was mostly a success, despite the pain of the recent playoff loss. The loss was largely overshadowed by the historic numbers [...]

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Always Tell Me the Odds

Always Tell Me the Odds

Traditions are very important to our family They’re a fun way to build excitement and memories together, especially with two kids in the house. One of our more recent traditions involves seeing all the new Star Wars movies when they come out, including the newest release—Solo: A Star Wars Story. Even people who aren’t a [...]

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Ready to get started?

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.