The only Independent Financial Advisor and CFP® in Kansas or Missouri to be named to the 2015 Financial Times Top Advisers list.Learn More
Enough is greater than more. Prosperity brings the power of knowledge and experience to help you achieve freedom and goals through purpose based planning.Learn More
Retirement readiness isn't just about your finances. It's also about health, relationships, self-identity, and social life. Our unique FIT-TO-RETIRE® program gives you a readiness roadmap to embark on a successful retirement.Learn More
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Purchasing homeowners insurance is critical for protecting your home.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Important items to consider when purchasing condo insurance.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Taking your Social Security benefits at the right time may help maximize your benefit.
Are you ready for retirement? Here are five words you should consider.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
With alternative investments, it’s critical to sort through the complexity.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?