Broker Check



Nathan Paulson
4701 College Boulevard
Suite 212
Leawood, KS 66211
(913) 451-8100

Our Products and Services

We provide assistance in the following areas:

Services:

  • Personal Risk Analysis
  • Account Management
  • Investment Planning
  • Retirement Income Planning
  • College Funding
  • Retirement Plans (Small Businesses)
  • Life Insurance
  • Cash Management
  • Estate Plans
  • Long Term Care Insurance

Investments:

  • 529 Plans (College Funding)
  • Bonds
  • Brokerage Accounts
  • CD's
  • Common Stock
  • Educational IRA
  • Energy Investments
  • Government Securities
  • Managed Futures
  • Mutual Funds
  • Real Estate
  • Roth IRA
  • SEP IRA
  • Separately Managed Accounts
  • SIMPLE IRA
  • Traditional IRA
  • Variable and Fixed Annuities