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DETAILS

Your Personal Financial Navigator

General Info
We have been assisting individuals, professionals and business owners for over 25 years in all areas of personal financial planning and investment advisory services, including those areas of retirement planning, wealth accumulation and preservation, risk management, estate planning, and business succession. We strive to provide you with the personal touch and understanding you would expect from your professional investment advisor. Our practice has been built by working together with clients to determine their needs and provide a personal financial planning foundation that responds to their particular situation.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Categories
Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investment Securities, Retirement Planning Services
Services/Products
FINANCIAL PLANNING: * Goal Setting * Risk Management Planning * Investment Planning * Wealth Management * Retirement Planning * Estate Planning * Business Succession * Education Funding * IRA Rollovers INVESTMENTS: * Stocks * Bonds * Government Securities * Treasury Bills * Treasury Notes - Mutual Funds - Asset Management * IRAs (Traditional, Simple, Roth, & SEP) * IRA Rollovers * Variable Annuities * Direct Investments - REITS - 529 College Plans - Individual 401(k) RISK MANAGEMENT: Life Insurance - Disability - Equity Indexed Annuities - * Long Term Care Insurance * Health Insurance (Individual or Short-term) * Medical Savings Accounts EMPLOYEE BENEFITS: * Health Insurance * Life Insurance * Flex Plans * Defined Benefit Plans * Benefit Statements - 403(b) * Executive Packages * 401 (k) * Disability Insurance * Defined Contribution Plans * Voluntary Benefits * Profit Sharing Plans. Securities and advisory services through Gĕneos Wealth Management, Inc., Member FINRA/SIPC
Payment Options
Location
Located in the heart of Kansas City's Downtown Financial District overlooking the vibrant Power and Light area.
Neighborhoods
The Downtown Loop, Downtown Kansas City, Power and Light District
Accreditation

Certified Employee Benefit Specialist (CEBS)

Certified Financial Consultant (ChFC)

Certified Financial Planner (CFP)

Certified Life Underwriter (CLU)

Data provided by one or more of the following: DexYP, Data Axle, Yext.