With three locations in Overland Park, KS, St. Louis, MO, and Springfield, MO, we have helped numerous families and retiring couples achieve a happy and stress-free retirement. Our firm has a combined experience of 147 years, with experience ranging from 10 years to over 30 years. They have established creative financial plans for families, retiring couples, and working professionals. These plans have helped our clients obtain financial freedom. Moreover, each financial advisor has helped our clients plan a worry free future and retirement.

Money and financial planning can be intimidating and stressful. However, with our client-centered environment, you will find relief and lifelong peace. We offer creative planning that keeps you, the client, at the center of every plan. Your concerns are our concerns. Therefore, we will work hard to alleviate any worries you may have about your future.

Since we limit the number of client relationships each financial advisor cares for, you can be sure that we will be fully available to answer any of your needs. We are dedicated to ensuring you receive the maximum deserved amount of time and attention. We have the resources of a large company, which will benefit your financial future. However, we still have the customer service of a small business. Moreover, we have an open and personable environment. You will feel like you’re dealing with a family that cares about you and your interests.