FINANCIAL ADVISOR PROFILE
OTHER FINANCIAL ADVISOR INFO
We are a boutique comprehensive financial planning Registered Investment Advisory firm with over 700 families and over $580 million in assets under management.
Regional offices in:
Overland Park, KS | St. Louis, MO | Springfield, MO
Established in 2004 with 147+ years of experience between our Advisors | 15 employees | 7 Wealth Advisors
Credentials – CFA, CFP®, J.D., CRPC, CRPS
What we do: Planning is our business
- Social Security Analysis
- Pension Plans
- Insurance Planning (Healthcare, LTC, Life & - Disability)
- 401(k)IRA Distribution
- ESOP plans
- Death of Spouse
- Estate Plan Coordination
- Schwab Trust Capabilities
To help clients plan for a complete life with trust, communication and enjoyment.
Why clients Work With Us:
• Clients hear from us every 30 days: a combination of e-mail, social media, event invitations, phone calls and face-to-face appointments.
• We host client events (not sales events) on a regular basis - 2-4 events per year.
• Our advisors work with a limited number of families.
• Each plan is tailored to every client’s unique financial situation taking into account taxes, income needs and the best way to structure portfolios.
• We believe in low cost evidence based investing using DFA mutual funds, Vanguard and Schwab ETF’s.
• Our average internal portfolio cost is less than 0.25% and is lower than the national average of 1%.
• Technology- On-going re-balancing process and review for tolerance drift within recommended portfolio.