The first step to creating a plan is identifying your goals. Your Kansas City-based wealth management team will work with you to identify, define and work towards your goals, one step at a time.
-
What will your retirement income look like?
-
Do you have enough?
-
How will you stay on top of your tax situation?
-
Will your spouse/family be okay if something happens to you?
-
Will you fund college expenses for kids/grandkids?
-
What causes are you passionate about supporting?
