Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.
Simplifying your financial life and empowering you with knowledge you need to
accomplish your goals. Contact us to learn more about how our team can help you achieve your version of financial success. We look forward to getting to know you.
1900 Shawnee Mission Pkwy, Suite 310
Mission Woods, KS 66205
If you are interested in learning more about our process, or scheduling a time to speak with Jake or Cory, please Click Here to email our Communications Manager, Alyssa Woodman.