Our Clients

Nationwide Firm

We are a Kansas City based firm but work with clients nationwide. We have capacity to help clients of all stages and walks of life. Our goal with our clients is to build a long term and meaningful relationship build on trust and integrity. Much like there are different positions on the field or different medical specialties we also leverage other specialist nationwide for specific circumstances to create the best outcome to win. 

Our Clients:

  • Doctors/ Dentists
  • Business Owners/ Entrepreneurs
  • Pre-Retirees 
  • Executives and Professionals 
  • Real Estate (Property Ownership)
  • Pro Athletes

Bringing Clarity and Simplicity to Beat Complexity

Tax Planning

In our planning, we look through the lens of how vulnerable the plan is in regard to taxation. We want to be as tax efficient and strategic as possible when we are planning and wealth building. This alone can be the most detrimental factor to you and your family reaching your goals today and for future generations.

Retirement Distribution Planning

The accumulation and distribution phases of retirement are both crucial to have a successful retirement. When climbing Mount Everest, most problems happen on the way down, not the way up. The same is true for retirement planning. The distribution phase is where there are more roadblocks. 

Estate Planning

As of January 1st 2026, the current lifetime estate and gift tax exemption of $12.92 million will be reduced leaving more families and businesses exposed to estate issues.

Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.

Financial planning

Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.