13180 METCALF AVE STE 210 OVERLAND PARK, KS 66213 Get Directions
13180 METCALF AVE STE 210 OVERLAND PARK, KS 66213 Get Directions
Our Firm specializes in the design and implementation of customized financial strategies for people like you. Successful individuals who value their time and require professional financial management to build and preserve their wealth. Our services include investment management, retirement planning, comprehensive tax, insurance, and estate planning, as well as education funding, generational wealth transfer and charitable planning advice. Recommendations are based solely on your specific needs, circumstances and goals. By taking responsibility for providing and/or supervising all aspects of your financial planning needs, we are able to provide you with cost effective, hassle-free personal financial planning and wealth management.
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