You have big retirement plans.

With our holistic approach and independent advice, we can help you get there.

Retire your way.

Contact

Office: 816.321.1212
Cell: 816.255.9440

Address

851 NW 45th Street Ste 302, Kansas City, MO 64116

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It's never too late to

Work toward your dreams

What do you want out of retirement? What do you want to leave behind? We take a holistic approach to help you use the nest egg you’ve built to fund your retirement future.

Learn How
Get Started in

3 Easy Steps

What happens when you come for a visit:

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Explore

We’ll learn what’s most important to you and review your current financial situation.

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Evaluate

We’ll help you determine how much money you need to live comfortably in retirement.

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Create

We’ll help you implement a strategy that reflects your goals — and keeps you on track.

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annuity-myths

Do you believe these 5 annuity myths?

In this guide, we address common misconceptions about annuities to help you decide if an annuity might be right for you, including:

  • Annuities make accessing money impossible.
  • Annuities are too complicated to understand.
  • Savings are enough — why an annuity?
 

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