Holistic Retirement Planning, Comprehensive Wealth Management
They’re the largest and arguably the most influential generation in history, pacesetters and tastemakers in everything from music to politics, fashion to fitness. Now, as millions of baby boomers move into retirement, they need someone to show them the way – a trusted partner with the expertise and experience to help them make the most of their retirement years. For thousands in the Kansas City metro area and beyond, that partner is Retirement Solutions Group, Inc. …Read More
Independent Financial Services Firm Works for Its Clients – and Not a Company
For the second year in a row, Affinity Asset Management has been featured by EMI Network in a special promotional section in Forbes magazine honoring Kansas City Financial Leaders.
Have you ever wondered why your advisor chose certain financial products for your investment portfolio? Surprisingly, it’s a question people rarely ask. But they have a right to, and they should, says Mark Roberts, owner and president of Affinity Asset Management, a full-service investment advisory firm in Overland Park, Kansas. …Read More
Seasons of Advice® Offers Disciplined, Proactive, Coordinated Approach to Financial Planning
“People who have been accumulating wealth over the years commonly find they only have a ‘piecemeal’ approach to their finances,” says Certified Financial Planner Robert Meyer, a private wealth advisor with Ameriprise Financial.
Meyer and his team, including financial advisors Gregory Allison, Adam Crews and Brian Meyer, help their clients steer through today’s volatile economic markets. …Read More
A New Generation of Wealth Management
Experience is crucial in the world of wealth management. With the financial future of every client at stake, wealth managers clearly have to know what they’re doing. It helps to have already been there and done that – many different ways and many different times.
That would make a good introduction to The Ferguson-Smith Group at Morgan Stanley. Except there’s more.
Today’s financial environment is no place for the slow and passive. Times change. Regulations change. Products change. …Read More
Deeply Invested in
Providing Excellent Service
In the financial services industry, words like stability, integrity and commitment are frequently used. The more they’re used, however, the less meaningful they seem.
Not so at Keating & Associates. The firm has been helping individuals and business owners bring order and purpose to their financial lives since 1975. Keating & Associates now comprises six offices and 52 associates nationwide. Several advisors who have been with President and CEO Pat Keating from the firm’s inception have children who have since joined the team. …Read More
Rich Tradition Of Excellence Preparing Our Students to Find Innovative Solutions for the Marketplace
Upper Iowa University has been preparing graduates to find innovative solutions in the marketplace for over 150 years. During this time, Upper Iowa has produced a long and distinguished list of alumni that includes: Carleton Magee, patent holder of the parking meter; John C. Baker, inventor of enriched flour and holder of numerous patents; and Bill Andres, former CEO of the Target brand.
Upper Iowa University is proud of …Read More
Beyond Traditional CPA Role –
Honkamp Krueger Is Year-Round Business Partner
Why did owners and managers of small to mid-size entities (SMEs) give themselves “high fives” when Accounting Today ranked Honkamp Krueger & Co., P.C. the nation’s 88th largest CPA and business advisory firm? “Why not?” asks managing partner Gregory C. Burbach, CPA, CFP®. “They helped design our services by telling us what they needed to enhance their profitability and gain market share.”
Supporting start-up companies, sole proprietorships and established corporations has been …Read More
Passionate About Your Success
Two Rivers Bank & Trust Is Your Bridge to the Future
When was the last time you sat across from someone who was passionate about your success? And not just anyone, but a banker who could approve your home mortgage or business loan quickly and efficiently?
It’s an all too rare experience for most people – but not for customers of Two Rivers Bank & Trust. “At Two Rivers Bank & Trust, we’re passionate about the communities we serve and helping our customers achieve success,” says President Kent M. Gaudian. …Read More
Grinnell Mutual’s Tradition to Serve Rural Communities Continues
Safeguarding a family’s independence in the 21st century is as much of a priority as it was in the mid-1880s. Then, Midwesterners agreed to band together to protect themselves against disaster by forming mutual insurance associations. “Today’s FarMutual® farm and county mutuals continue to offer a powerful strategy that allows their policyholders to control their own mutual fund,” explains Grinnell Mutual President and CEO Larry Jansen. “Farm mutuals are completely independent and governed by their own policyholders, who often serve as …Read More