A Season of Celebration and Giving
Our annual Christmas Party was a wonderful way to close out the year, and it was truly great to see so many familiar faces gathered together. We appreciate everyone who took the time to join us—it’s moments like these that remind us how special our community is. In the spirit of giving, we were also proud to partner with you …
Advisor Milestone
We are excited to share that our newest advisor, Cooper Parry, has officially completed his CFP® certification. The Certified Financial Planner™ designation is widely recognized as the gold standard in financial planning and reflects a deep commitment to technical expertise, ethical standards, and putting clients’ best interests first. Cooper’s achievement further strengthens our team and enhances the level of guidance …
Our Team is Expanding
In other wonderful personal news from our team. Our advisor, Dallin Bunnell, and his wife, Rachel, are expecting their first child this July. It is an exciting milestone for their growing family, and we could not be happier. As Dallin prepares for this new chapter, please be assured that our team has planned accordingly to ensure continuity of service. Should …
Welcome Thomas James
Born November 22nd Tyler and Hannah Moison welcomed Thomas James into the world on Saturday, November 22nd. Mommy, baby and daddy are all doing great.
Sign up for Harvesters
Friday, March 6th: 10:30 am – 12:30 pm 3801 Topping Avenue, Kansas City MO 64129 Light refreshments served Please follow these instructions to register online for your reserved event(s): 1. Visit the Harvesters Community Food Network event registration page: https://cerv.is/0015rERG 2. Select your desired event and follow the on screen instructions to access the CERVIS registration system. If this is …
Back to the Basics: How Home Equity Can Support a More Flexible Retirement
For many retirees, the home is more than a place to live, it’s one of the largest assets on the balance sheet. Yet home equity is often overlooked or underutilized in retirement planning. When thoughtfully integrated into a broader financial strategy, home equity can provide flexibility, resilience, and peace of mind throughout retirement. The key isn’t viewing your home as …
Briefcase Study: Talking with Adult Children About Aging Plans
Talking with Adult Children About Aging Plans: Why the Conversation Matters Over the holidays, Marsha found herself packaging up Christmas dinner leftovers with her adult daughter to feed the grandkids for days to come. What she didn’t expect was the conversation they had about the future and what may come next for Marsha after she can no longer continue to …
Year-End Reflections
Why Now is the Perfect Time to Create Your Estate Plan As we approach the end of the year, many of us find ourselves slowing down and spending more time with friends and family. The holiday season naturally leads to conversations about what matters most – our loved ones, our goals, and how we want to provide for those we …
Can Financial Planning Improve Your Health and Vitality?
When most people think of financial planning, they imagine spreadsheets, retirement projections, or investment accounts. But a well-designed financial plan does more than grow your net worth; it can improve your health, reduce stress, and even add vitality to your life. Let’s explore how. 1. Financial Planning Reduces Stress and Anxiety One of the most immediate and noticeable health benefits …
The Widowhood Curve: Why Retirement Planning Must Include the ‘After’
We recently helped a widowed client navigate the heartbreaking process of getting her affairs in order after the untimely death of her husband. Naturally, these experiences leave us all a bit raw. So, when I saw these statistics, I was stopped in my tracks: 80% of men die married. 80% of women die single. And among those who live to …
