816.246.WISE (9473) | [email protected] | 300 SW Main Street, Lee's Summit, MO 64063

Wealth Services

We believe very strongly in helping the people of Lee’s Summit and the Kansas City area make informed financial decisions. We offer programs that both inform and provide planning strategies to meet a variety of needs.

Our Services

Strategies for Every Need

Wealth Management

Retirement Income
Planning Strategies
Retirement Analysis
Estate Planning
Charitable Strategies
Giving Strategies
Legacy Planning Strategies

Investment Management

Bonds, Stocks
Variable & Fixed Annuities
Fixed Index Annuities
Brokerage Accounts
1031 Exchanges
Real Estate Investment Trusts (REITs)
Coverdell, Roth, SEP, Simple and Traditional IRAs
Mutual Funds
Bank Products (including CDs)

Financial Planning

Money Management
529 College Savings
Plans 401(k) Planning
403(b) Planning


Disability Income Life
Insurance Long Term
Care Medicare

Entrepreneurial & Small Business

Pension Planning
401(k) Planning
Profit Sharing
Cash Balance
Defined Benefit