Get on the path to a more comprehensive, personalized approach to your wealth.
Be Prepared
Be Confident
Be Free
What are you experiencing?
● Not knowing if you are prepared for retirement
● Not knowing how to become prepared for retirement
● Worry or fear of investment and financial decisions
● Time and stress of managing investments on your own
Investor Behavior Coaching
We help you establish good habits to keep you on track for your goals
Financial Planning
We help you quantify your life goals and develop a plan to achieve them
Investment Management
We help you manage your investments to support your plan and goals
We understand that finances can be overwhelming.
Your savings represents your blood, sweat and tears. It’s natural to have an emotional reaction when markets are volatile.
Separating emotion from investing is really hard. Based in the Kansas City area, our fiduciary financial advisors and wealth management experts are dedicated to being an objective partner to help you stay on track.
Pricing
We have no hidden fees or commissions. Our compensation is transparent and based on the investments under our care. This helps keep our interests aligned with yours.
Our annual fee structure:
First $1 million 1%
Next $1 million 0.5%
Over $2 million 0.25%
*We work with accounts under $250,000 when clients are making monthly contributions.
So many people don’t have a plan to become financially free and don’t know what to do about it. Our Kansas City based fiduciary financial advisors understand how emotional and overwhelming it can be to plan for your future.
That’s why we’re here; to help you gain confidence in your road ahead.
1
Schedule a Free Consultation
Request a visit
Call, email or schedule online for a complimentary consultation with one of our fiduciary advisors.
2
Explore Your Options
Build a plan
We will work with you to develop a plan that is designed to achieve your goals.
3
Experience Peace of Mind
Gain confidence in your future
Know with confidence that you can have the life you want.
Stick to your investment plan!
It’s our job to help our clients stay on track with their investment plans. Market volatility is normal and expected. In this video, we put market volatility into context and talk about how it affects your long-term plans. Spoiler alert: It probably doesn’t!