At our firm, we believe in empowering you with knowledge and support as you navigate your financial journey.
Please reach out to us with any questions or concerns. We’re committed to assisting you with your financial journey.
4701 College Boulevard- #205
Leawood, KS 66211
Phone: 913-300-0555
Mon-Fri: 8:00 AM – 4:00 PM
We’re here to help you with your financial questions. Fill out the form below, and we’ll get back to you shortly.
We provide a range of services including investment management, retirement planning, and financial advice tailored to your individual needs. Our goal is to help you achieve financial clarity and security by understanding your situation and future goals.
You can easily schedule a consultation through our online booking system, where you can choose a time that works for you. Alternatively, feel free to give us a call, and we’d be happy to assist in setting up an appointment.
Our fees vary based on the services provided. We believe in transparency, so we’ll discuss all costs upfront during your initial consultation. Our mission is to ensure you understand the value we bring to your financial journey.
Absolutely! Life changes and market conditions may require adjustments to your financial plan. We encourage regular reviews and updates to ensure your plan aligns with your current circumstances and goals.
To make the most of our time together, please bring any relevant financial documents such as income statements, tax returns, and retirement account information. This will help us understand your situation better and provide tailored advice.
We recommend reviewing your financial plan at least annually or whenever there is a major life event, such as a job change, marriage, or the birth of a child. Regular check-ins can help keep you on track towards your financial goals.
Our investment philosophy is centered on long-term growth and risk management. We focus on a diversified portfolio tailored to your specific goals, ensuring a balanced approach towards achieving your financial aspirations.
We take your investment security seriously. We implement strict risk management strategies and choose reliable investment vehicles to keep your funds safe while pursuing growth opportunities.
If you need to withdraw funds, we will discuss your options and ensure you understand any potential impacts on your overall financial plan. Our priority is to maintain your financial health while addressing your immediate needs.
Yes, we offer socially responsible investment options that align with ethical values while still aiming for strong returns. We can help you create a portfolio that reflects your beliefs and financial goals.
You will have access to our client portal, where you can view your investment performance, account balances, and reports at any time. Transparency is key to our relationship, and we’ll ensure you stay informed.
You can contact us through our website’s contact form, or by calling our office. We are here to help and welcome any questions you might have—feel free to reach out anytime.
