Get to know us. So we can know you.
Retirement Plans
Reward tenure and give your employees free money. Pretty sure they’ll like that.
Wealth Management
Organize your finances and establish plans to reach your desired financial goals.
Financial Wellness
Educate your employees so that they spend their money wisely. They’ll sleep better, and so will you.
Partner Advisor Services
For advisors seeking to grow their retirement plan business.
We’re independent advisors who offer services to employer-sponsored retirement plans, financial wellness programs and wealth management clients.
We are BOARDROOM advisors.
We are BREAKROOM advisors.
We are WEALTH MANAGEMENT advisors.
Featured Articles
A Tale of Two Decades: Lessons for Long‑Term Investors
Looking at the stock market over the past 20 years, you might think of Charles Dickens: It was the best of times—and the worst. But while the 2000s and 2010s have differed starkly in performance, collectively they have reinforced investing lessons on patience and discipline.
The Uncommon Average
The US stock market has delivered an average annual return of about 10%. Most years, though, have been a lot different than the average. Understanding the range of outcomes can help increase the odds of a successful investment experience in the long term.
Quarterly Market Review End of Q2
Listen to our Chief Investment Officer, Vern Cushenbery, on his perspective on the last quarter.
Two West | 10975 Benson Drive, Suite 560 | Overland Park, KS 66210 | Phone: 913-825-1722