Broker Check

LifeGoals Strategies Group

816-356-8200

4200 Little Blue Parkway
Suite 400
Independence, MO 64057

lifegoals@wradvisors.com

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, we can help you make a plan to pursue your goals.

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Services for your business

Your business has unique needs, and we have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

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Helpful content

We offer a full library of resources to help boost your retirement planning and financial knowledge.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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Questions? Let's connect

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