You have big retirement plans.

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

Retire your way.


Office: 816.321.1212
Cell: 816.255.9440


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

Get Started

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.

Get Started in

3 Easy Steps

What happens when you come for a visit:



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



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



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

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