It is our opinion that besides investment management, critical pillars of wealth management include tax planning (enhance your wealth), estate planning (transfer your wealth), insurance (protect your wealth) and charitable giving (share your wealth). While we are enthusiasts in these areas, we are not experts and are proud to offer referrals for these important functions. Living and working in the Kansas City area for over 25 years, we have developed trusted relationships with other like-minded, independent, industry professionals. If you already have a trusted professional at work for you in these areas, we will communicate, coordinate and advocate for you to ensure your wishes are executed. More concisely, we play nice with the other independent professionals on your team.
This network of referrals simply offers resources that may or may not be used. None of these listed resources or referrals are affiliated with LPL Financial.