"We make a living by what we get, but we make a life by what we give"
Every client has differing needs. We take an aerial view of your financial life and build strategies that adjust as your family, career, and life grow and evolve. One size does not fit all with financial planning. We’re here to alleviate fears and concerns by organizing, coordinating and delivering a personalized financial plan so you can focus on taking care of the people who matter most in your life.
Our team of advisors has decades of experience in financial services and clients we’ve been working with for just as long. We want to work with you for the long haul. We have found that using a team approach can lead to better outcomes for our clients. Having three minds with our collective creativity, experience, and knowledge sharing ideas and working for your best interest provides an added value as we develop your unique financial plan.
We don't use complicated jargon or flashy charts and graphs. We talk about finances in everyday language. Whether you invest to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Simple. The way finances should be.
Our team is dedicated to guiding you through every step of your financial journey.
Wealth Advisor/Owner
My focus is on building robust portfolios that align with our clients’ long-term financial
goals.
Wealth Advisor/Owner
With over 20 years in the industry, I help clients achieve their financial goals through personalized strategies.
Wealth Advisor/Owner
I work closely with clients to devise strategies for saving, investing, and securing their financial future.
Wealth Advisor
My role is to help clients maximize their retirement savings and prepare for the future they envision.
Discover a collection of insightful articles and resources designed to empower your financial journey. From personal finance tips to retirement planning strategies, our materials are here to inform and inspire. Dive in to learn more and enhance your financial literacy.
Taking control of your financial future is just a click away. Schedule your appointment today and let’s discuss how we can help you achieve your goals. Our team is here to provide personalized advice and support every step of the way.
We’re here to assist you on your financial journey. Reach out with any inquiries.
For questions or information, please feel free to email us anytime. We're happy to help.
We're available for calls during business hours and are eager to assist you with your needs.
We welcome you to visit our office for a personal consultation at your convenience.
We’re located at 4791 College Boulevard, Leawood, KS 66211. Visit us to learn more about our services. You can easily reach us by car, and there’s plenty of parking available. For directions, just enter the address into your preferred navigation app.
