Retirement Help for those 50+ is Here

FEE-ONLY FINANCIAL PLANNING WITH OFFICES IN KANSAS CITY, MO AND OMAHA, NE

Retirement Planning Services

We are a commission-free, fee-only financial planning office. Our services include:

Social Security Optimization

Retirement Planning

Investment Management

Charitable Planning

Tax Planning

Retirement Income Planning

We Do Our Best Work With:

Ages 50+

We do our best work with pre-retirees and those retired.

Accessible

We provide help to all walks of life without income, assets, or net worth limitations.

Expert Help

You get to retire once. It is critical you hire a retirement expert to assist.

Case Studies

Take a look at these case studies to see how we can help.

CASE STUDY #1

Closing in on Retirement
The light at the end of the tunnel is close for Donna.  She’s worked hard for this moment, but it is a bit scary to pull the trigger and actually resign from her job.  She is eligible for Social Security but hasn’t hit her full retirement age.

CASE STUDY #2

Retirees
Richard and Trish have recently retired and want to live an active lifestyle, but are concerned with taxation and whether their money will reliably last. 

CASE STUDY #3

Still working, but…
A career in academia has been rewarding for Michael.  He continues to work not because he feels he has to but because he still gets a sense of being part of something bigger than himself. 

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