Contact us at 913.451.7526
Contact us at 913.451.7526

Retirement/Financial Independence Planning

Business Model

Retirement Planning/Financial Independence Planning

Because we understand the many options for working toward financial independence and managing earnings once needed, we offer many options.

Your choices offer varying opportunities to potentially help your dollars work harder for you, maximize tax savings and leverage options for addressing income needs.

We can help you set up a program and offer you access to a wide range of services and products that can help you get closer to achieving your goal of financial independence.

Securities offered through LPL Financial, member FINRA / SIPC.
Investment advice offered through Personal Financial Group, Inc., a Registered Investment Advisor and separate entity from LPL Financial.
The LPL Financial Registered Representatives associated wtih this site may only discuss and/or transact securities business with residents of the following states:
AL, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, NE, NJ, NV, NY, OH, OK, SD, TN, TX, WA.
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