Welcome to a distinct community - one founded on sound financial principles, friendship and kindness. Our focus is on building relationships with clients in order to better understand their DREAMS.
In 1955, Walt Disney opened the doors to let the world see his dream. Disneyland was a place of magic and imagination; where anything was possible. Though he passed away prior to the opening of Disney World, by planning for the future- sharing his dreams and visions with others- he ensured that his legacy would live on.
Our firm helps you PLAN by simplifying the demands of managing your wealth allowing you to devote more time to your family, your personal endeavors, and your business.
- Organize and protect your assets utilizing our Offense & Defense Investment Philosophy;
- Regularly review asset allocations in relationship to your risk tolerance and individual plan;
- Strategize your financial, retirement, tax, and estate plans; and
- Offer a plan to simplify, consolidate, and integrate every aspect of your financial future.
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Serving the following Missouri locations: Clay, Jackson, Platte, Liberty, Excelsior Springs,
Kearney, Platte City, Blue
Springs, Independence, Kansas City, Lee's Summit, Lawson and Lathrop.
Serving the following Kansas locations: Johnson, Overland Park, Leawood, Olathe, Lenexa, Kansas City Kansas, Wyandotte County and Leavenworth.
and investment advisory services offered through Cetera Advisors LLC,
member FINRA, SIPC.
Cetera Advisors LLC is under separate ownership from any other named entity.
Investment products and services from
this representative(s) available to residents of
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