Retirement and Investment Planning for those age 50 + and federal employees

Retire stress-free with a financial plan that works with your goals

Solidify my retirement plan
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What we offer

True Wealth Management in Kansas City that Provides Massive Value

Our lineup of comprehensive services is designed to give you a clear and confident plan for retirement in an ever-changing environment.

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Those age 50 or better (either preparing for retirement, or recently retired)

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$500,000 or more to invest

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Those looking to make the most out of their post-retirement life

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Case study

The Clock is Ticking! Planning for Retirement in Kansas City

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Federal Employees in Kansas City (past and present)

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I am looking to have fun and travel in retirement

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Our story

Retirement planners in Kansas City

As financial advisors specializing in retirement planning for those age 50+ and federal employees in Kansas City, everything we do is tailored to the success of our clients. Our goals are to help you reduce your taxes and optimize your income so that you can retire happier. Our personalized financial plans, or what we call your Retirement MAPs, have the option to add investment management, giving you the flexibility and confidence to solidify a plan that best aligns with your goals and interests, as well as builds true wealth management in Kansas City. The bundled package is our Retirement MAP PLUS and provides you with MASSIVE VALUE.

Meet the team working for you

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Fee-only and fiduciary

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Federal employee & retiree expertise

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Easy-to-understand, customized plans

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Based in
Kansas City

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Massive Experience - CFP since 2000

Keeping your money safe

Feel confident and secure knowing your money is being held with an established financial institution.

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Start prioritizing your financial success today

Achieve the post-retirement life you've been dreaming of by working with a CERTIFIED FINANCIAL PLANNER™ (CFP®) in Kansas City

With the option to meet face-to-face or online, we offer a convenient, obligation-free appointments. Learn more about what we offer so that you can determine if we're the right retirement planning consultants to manage your finances.

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Learn more about financial planning and what it means for you

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Explore common financial lingo

The financial industry can feel overwhelming, which is why we take the time to explain the nuances of the industry. Explore more about how our differences can benefit you and what all this financial lingo actually means for you.

Learn the FP lingo

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