Mark your calendars for our Client Appreciation Dinner February 27th, 2025 being held at The Thompson Barn in Lenexa, KS! Register Now →

Our offices will be closed on December 23rd-27th for observance of the Christmas Holiday and December 31st-January 1st in observance of the New Year.

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%%COMPANY NAME%% is an independent Investment Advisor Firm serving the greater Kansas City metro area, as well as Temple and San Antonio, Texas. Our firm is registered in the states of Kansas, Missouri and Texas. It is our goal to provide well-rounded financial planning and investment advice.

Federal Employees

As a Federal employee, it is important to work with a firm that understands how your unique benefits integrate into your retirement plans.

First Responders

Choosing to serve your community through law enforcement, EMS or as a firefighter is truly a calling. That calling comes with a unique set of circumstances. You deserve to work with an advisor that has been in your shoes.

Asset Maximization

Our personalized approach to asset maximization allows us to offer innovative strategies for our clients. Our team of professionals share a common vision for success and customer service, and we provide investment management that caters to each specific investor.

Financial Planning

A financial plan is more than an investment portfolio. Each person that comes through our doors has their own financial goals and circumstances.

Estate Planning

Estate planning helps ensure that your wishes are carried out should you become incapacitated, and that your assets are distributed to your heirs the way you would like.

Legacy Planning

Proper legacy planning is one key element of any successful retirement strategy, helping ensure that your legacy carries on to assist your loved ones and that your final wishes are respected.

When I Die Look Here First

Passwords, secrets, and things you never knew about me
Author: Barbara Gulin

Have you ever wanted one place where you can store passwords, important information (like contact information for doctors, insurance agents, and attorneys), and relay a bit of family history? This book will help you get your life in order…. well, not completely, but you will at least have a reference. This all-in-one guide will help you prepare for the inevitable and make it easier for your family and friends to carry out your wishes.

Generational Vault

Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.

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