1741 NE Douglas Street
1741 NE Douglas StreetSuite 100Lee's Summit, MO 64086
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.
Understanding the SECURE Act
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.
Rightsizing for Retirement
Capital Gains Tax Estimator
Yours, Mine and Ours: Estate Strategies for Second Marriages