Broker Check

LifeGoals Strategies Group

816-548-4113

1741 NE Douglas Street
Suite 100
Lee's Summit, MO 64086

lifegoals@wradvisors.com

Make a plan to fund your future

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

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.

<p>Rightsizing for Retirement</p>

Rightsizing for Retirement

What does your home really cost?
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<p>Capital Gains Tax Estimator</p>

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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<p>Yours, Mine and Ours: Estate Strategies for Second Marriages</p>

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.
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Questions? Let's connect

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