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.

Learn More

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.

Learn more

Helpful content

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

Consequences

Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.
Learn More

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Learn More

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
Learn More

Questions? Let's connect

Name
Email
Phone
Question
Thank you!
Oops!