Providing You Peace of Mind as We Help Pass Your Legacy to the Next Generation
Our firm is located in the Kansas City metro area, the City of Fountains, and we support our Midwest heritage and values. We dedicate our practice to helping families, couples, individuals and businesses protect their assets and effectively transfer their legacy to the next generation.
We focus on building long-term relationships with our clients and financial professionals, and this IS a top priority. We first listen closely to our client’s goals and concerns, and then we apply our knowledge and experience to develop creative plans to help our clients achieve these goals. We work closely with our client’s financial professionals, accountants and other advisors to create a collaborative planning team. We also provide proactive solutions to help our clients maintain these comprehensive plans. We give our clients peace of mind as we help protect their assets and pass their legacy to the next generation.
We measure our success by the happiness and satisfaction of our clients. Our goal is simple… we want to continue to exceed your expectations. If we continue to exceed expectations we know you will think of us and share your positive experiences. If you have never had a trusted family advisor to help you navigate life’s many challenges, then we look forward to an opportunity to talk with you in the future. Please give us a call at 913-345-2323. We are more than happy to speak with you.