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We are an independent Retirement Planning firm in Kansas City, MO and can help you protect the lifestyle you have worked so hard to achieve.


D i s c o v e r

Our first meeting is about understanding who you are, what is
important to you and identifying
your goals and dreams. We will help to discover such items as your time horizons, risk tolerances, tax brackets, investment objectives, investment experience, net worth, liquid net worth and more.
(What would you like to accomplish? What are your concerns?)

P l a n

We work with you to create a custom, personalized plan designed to help you meet your family’s goals. Your plan is computer-tested using thousands of different stock market scenarios to create a plan with a very high probability of success.

Ma n a g e

We work with you to implement your plan using individualized scenarios that are carefully matched to your investment needs and financial objectives.

Mo n i t o r

We monitor your portfolio on a regular basis and make adjustments as necessary. We meet with you at least annually to discuss your plan’s progress and to understand any changes in your needs.

Click HERE to see a list of other services we offer.

Let us help you answer that question. Contact us today for a complimentary consultation.

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