You’re in your peak earning years, and you want to use this time wisely to make sure you’re ready for retirement. With such a big life change, you need to know that all the “to do” boxes are checked off. You may have questions like:

• Have I saved enough for the retirement lifestyle I desire?

• What investment decisions should I be making?

• How do I leverage my benefits package?

• When can I drop my life insurance policy?

• How do I balance saving with goals like traveling or paying for my kids’ college?

• How will I pay for health care or long-term care costs?

You seek a professional you can trust to check off those to-do boxes—someone with the expertise to integrate all the areas of your wealth so you can feel assured that your retirement transition will be a success.

As a fiduciary financial planner and investment advisor in Kansas City, Missouri, we don’t just want you to have a successful retirement—we strive to make it a prosperous one. Our goal is to give you peace of mind that your finances have been thoroughly assessed and optimized.

Our structured process, the Prosperity Planning Blueprint™, draws on your vision for retirement, a plan to help navigate the transition and the years to come, the expertise of our highly credentialed team, and the discipline to keep your plan on course. We can help you:

• Make smart decisions about your retirement accounts, benefits, and other assets

• Make the most of your peak earning years

• Build and test a retirement plan for its long-term sustainability

• Coordinate with your estate planning attorney to help leave a legacy for your children

Ultimately, our mission is to help you enter retirement with excitement, knowing that a dedicated team is here to support you in this new life chapter.

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