The science of Smarter Money

General Info

We're specialists in IRC-based planning, large IRAs, advanced tax / estate strategies in multi-generational wealth building. Our core emphases are built around the IQ² Wealth Template™, creating a custom “Family Wealth Track” for multi-generational success and “greater good’ opportunities. Whether it is our Lifetime Lifestyle Income Solution, Leveraged Life Insurance plans, Legacy Multiplier, Charitable Giving or College Funding Solutions, we focus on creating more quantifiable and predictable results, which may produce the biggest dividend of all - your Peace of Mind.

HoursOPEN NOW

Regular Hours:

Mon - Sun	Open 24 Hours

Contact Info

Phone:

Main - 816-505-0409

Address:

4151 N Mulberry Dr Ste 235 Kansas City, MO 64116

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Categories

Financial Planning Consultants, Financing Consultants

Neighborhood

Briarcliff West