How We Help

How We Help: Your Financial Guide in Overland Park & KC

We provide expert advice to anyone who wants counsel – no matter the amount of assets.

Services

Helping You Make The Right Financial Choice

Our goal is to help clients live a more enjoyable life with help from smarter planning.
FAQ

Dedicated to helping our clients meet their goals

By utilizing all of the individual talents within our firm, we aim to offer an enjoyable and productive experience for all of our clients. Our defined process allows us to manage your finances in a way that prevents individual emotions from interfering with your potential success. Here you will find answers to some of our most frequently asked questions.

Yes, we are fiduciaries. That means we make decisions and plan for you with your best interests in mind. 

In the majority of engagements, we receive a fee based on assets under management. Our fees may vary depending on the scope and type of work involved, but all fees are fully disclosed and based on serving our clients’ best interests. When in the best interest of the client, we may sell insurance products. In this case, we do not collect an ongoing management fee, but we do get paid a commission directly from the insurance company.

As fiduciaries for our clients, PFA advisors prioritize their best interests over those of any investment firm, guaranteeing that every recommendation we provide is geared towards achieving their individual and business financial objectives.

The more information we have, the better we can serve you. If you can bring tax returns, statements, and other financial documents, it will help us inspect your current fiscal house.

Start Today

Live a more enjoyable life through smarter planning

Our customized, 5-step process can offer you the confidence of knowing that your financial future is built for any economic storm and help you to enjoy the retirement you’ve always dreamed about.