OUR STRATEGY
Minimizing risk while maximizing returns
Our Philosophy
There’s a financial planner on every corner. What sets us apart? Three things:
We put the planning in financial planning so you can actually count on a retirement income. If your plan does not include guarantees your savings can be lost or greatly reduced.
Our retirement savings opportunities minimize risk and guarantee returns. The people you love and care about are counting on your leadership.
Service isn’t what we do, it’s who we are.
Our strategy:
Minimizes risk
Maximizes your ability to plan
Gives you peace of mind
Guarantees your principal
By building a portfolio based on whole life insurance and annuities, you don’t have to fret every market fluctuation.
“Life is risky enough without your retirement being on the line every day.”
Instead, you can choose a path of wisdom and uncommon sense. You can have peace of mind knowing that your hard-earned funds will be there when you need them.
Here are just a few of our clients' comments:
“You’re the only one who ever told me about these safe money options.”
“I lost $100,000 in the dot.com downturn and I literally went home and got sick. This idea has put our financial situation back on course.”
“This plan gave me peace of mind that I’ve never experienced before.”
Service
Service isn’t something we do. It’s who we are. Our business is to empower you to reach financial freedom. We’re a people company. Education, communication, problem solving, research and rapid response define our approach. You’re not a customer, you’re a client.
Our reward is knowing that we helped you accomplish your goals.
We're based in Blue Springs, Mo., but serve the Kansas City area and beyond. Let us know how we can be of service.