January 2017 Educational Economic Update – Kansas City Fee Only Financial Planner

In this month’s update, we’ll discuss some of the major headlines that influenced markets in December — and provide insight in to what these developments could mean for you as an investor. In the final trading days of 2016, the market rally we’ve seen since the presidential election calmed, as all three major indexes posted [...]

New Whitepaper: 2017 Tax Planning

We’ve all just gone through the holidays, travels, family gatherings, and more. And though life may still be busy, any free moments you can spare for a little tax planning will help you stay ahead in 2017. We’re happy to share with you highlights of tax planning tips. That way, you can create strategies today [...]

New Year Starts with Record Highs

Weekly Update – January 9, 2017 The first trading week of 2017 is over, and during this time, all three major domestic indexes hit record highs. The DOW reached 19,999.63 in intra-day trading on Friday, January 6 —just 0.37 away from achieving 20,000 for the first time. On the same day, the S&P 500 and [...]

Don't Panic: 4 Level-Headed Strategies for Volatile Markets

Investment Advice

We do not subscribe to the old buy & hold method of managing client investments. Our goal is to maximize risk-adjusted returns.

Learn More

Financial Planning

The peace of mind you want is within reach. Our comprehensive financial plan will look at every aspect of your financial life.

Learn More

Retirement Planning

Curious when you’ll be able to retire? Let us do the math and give you a clear picture of what your financial future has in store.

Learn More

Employer Retirement Plans

Our defined contribution plans compete with national firms. The difference? We work solely on behalf of you, the plan sponsor.

Learn More

We provide fee-only advice, and do not accept product commissions or receive benefits from outside companies. Thus, we always put the needs of the client first.