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Resources

Featured Guides
  • What Issues Should I Consider Before The End Of The Year?
Working / Accumulation Phase
  • Client Resource Kit – Inflation
Business Owner Planning
  • Common Pension Plans for Small Business Owners 2022
  • Common Retirement Plans for Small Business Owners 2022
Tax Planning
  • Important Numbers 2022
  • Important Numbers 2023
Retirement Income Planning
  • Important Dates 2022
  • Important Milestones 2022
Aging Parents
  • Issues to Consider for My Aging Parents 2022
  • Issued to Consider if My Parent Passed Away 2022
  • Issues to Consider Before Closing the Estate 2022
Assets and Investment Planning
  • Issues To Consider Regarding My Restricted Stock Units
Debt & Cash Flow Planning
  • Should I Pay Off My Mortgage

Insurance Planning
  • Issues to Consider Reviewing My Property & Casualty Policy
College Planning
  • Issues to Consider When Paying Off Student Loans
Estate Planning
  • Issues to Consider Reviewing My Estate Planning Documents
Cybersecurity & Fraud
  • Am I At Risk of Having My Identity Stolen or Victim of Fraud
Beginning / End of Year Planning
  • Issues to Consider At The Start Of The Year
General
  • Issues to Consider If Spouse Diagnosed With A Terminal Illness
  • Issued to Consider When Dealing With High Inflation

Since 2003, we’ve served thrifty millionaires and successful business owners by preserving and growing their wealth.

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Contact Us
Location
7450 W 130th St, Suite 300
Overland Park, KS 66213
Phone
(913) 653-8783

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