Every year Ingram’s Magazine publishes a list of the Top Wealth Management firms in the Kansas City, Missouri area. We’re proud to be listed among the Top 20 for the second consecutive year. We’re honored by the recognition, and are excited to keep growing our business.
Financial planning is not a one-time task but an ongoing process that evolves alongside your financial situation and goals. Whether you’re focused on building wealth, protecting what you’ve accumulated, or planning your legacy, a well-structured financial plan helps...
A durable power of attorney is a legal document that authorizes a named agent to manage the finances of a principal. It enables the agent to interact with banks and institutions where the principal has financial accounts. While it is important to execute a legally...
With the second inauguration of President Donald Trump, now is an opportune time to evaluate how potential changes to tax policy could affect your financial strategy. Building on the framework of the Tax Cuts and Jobs Act (TCJA), Trump has signaled intentions to...
When the majority of people think of the tax calendar, April 15th is often the most important date in their minds. Although Tax Day is an important day for most businesses and individuals, the most important tax decisions are made in the final months of the year. The...
A power of attorney is a powerful tool in the estate planning tool kit. But it is essential that it is drafted correctly to be effective and consistent with the principal’s intent. A power of attorney is a written document in which a principal gives a designated...
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