4200 Little Blue Parkway
4200 Little Blue ParkwaySuite 400Independence, MO 64057
A values-based approach
Our greatest joy is building lasting relationships with our clients. We see clients as an extension of our family, and believe success demands a deep understanding of your cherished dreams and unique needs
Your retirement is our business.
Whatever your ideal retirement looks like, we can help you prepare.
Get financial benefits for you and your employees
Your business has unique needs, and we have the resources to support you, your business and your employees.
Preparing For the Ultimate Vacation
18 Years Worth of Days
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.
Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.
We offer a full library of resources to help boost your retirement planning and financial knowledge.
Social Security: The Elephant in the Room
What the New Tax Bill Means for You
A Brief History of Estate Taxes