“If You Were Me, What Would You Do?”

Isn’t this what you really want to ask a retirement planning expert?
Tell Me More

Calendar of Events 2023

Annual Team Training

Office Closed
Thursday, FEBRUARY 2 through MONDAY, FEBRUARY 6

State of the Markets

Thursday, February 23rd
University of Kansas Edwards Campus
Regnier Hall
12610 S Quivira Road
Overland Park, KS 66213

5:30 pm - 6:30 pm Cocktails & Appetizers
6:45 - 7:30 pm Presentation by Scott Dougan & Mike Sorrentino
7:30 pm Evening Concludes


Friday, March 10
10:30 am - 12:30 pm

Open House

Cocktails & Appetizers
Thursday, April 13
4:00 pm - 7:00 pm

Halftime Report

Thursday, August 3
Virtual: 12:00 noon - 1:00 pm

Fall Festival/Hawaiian Luau

Thursday, October 19
5:00 pm - 9:00 pm
Arts & Heritage Center
8788 Metcalf Avenue
Overland Park KS 66212

Click here to register for the event and check out the raffle & auction items. Raffle tickets are used for the wine and whiskey pull.

Early Bird Raffle Ticket Sale:
Purchase raffle tickets on or before Monday, October 16th @ 5:00pm for $20.00 each. Raffle tickets will be sold at the event for $25.00 each.

Year End Tax Planning Webinar

Thursday, November 2
12:00 noon - 1:00 pm
This webinar will be live. If you can’t attend, a link will be shared after to view at your convenience.


Wouldn’t It Be Great...

..to feel secure enough with the team you’re working with to help plan your financial future to be able to cut through the confusion and complexity and simply ask: “Now that you know me and my retirement planning desires so well, what would you do if you were me?”
Show Me How
Retirement Planning

We're Drowning In Information, But Starving For Wisdom.

There are 32,000 investing vehicles and hundreds of thousands of financial professionals. With such vast options and resources available to you, why don’t you feel more confident in your retirement plan?

Work Together Closely

We work closely with families just like yours to develop a path to a more clear and secure financial retirement.

Always In Your Camp

Capable, trustworthy and most importantly: competent people in your camp to advise you on what matters most.

Retirement Is Complex

There has never been a more critical time to find professional advice-givers that you can trust.
Complete retirement planning process

We’re Driven To Understand Your Why Before We Get To The How

After all, if your advisory team doesn’t understand your motivations, and how you’ve made financial decisions in the past, how on earth can they help you move forward confidently toward the retirement you’ve always dreamt about?
Show Me How