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
A Well-Rounded Approach to Client Satisfaction
The Dressel Financial Group of UBS Has a Passion for Helping Clients
Some people choose to become financial advisors because they are fascinated with the intricacies of the investment world. Others want to have a hand in making portfolios grow. And some want to build relationships and have an impact on their clients’ lives.
There are the select few who accomplish all this and more, advisors like Michael Dressel, …Read More
Dynamic Financial Markets. Responsive Solutions.
Rogers & Company’s Unique Adaptive Portfolio Management for High-Net-Worth Clients
Technology, globalization and “flash” market moves, combined, have changed the core structure of investing. So how does one confidently make financial choices in a chaotic and rapidly changing environment?
For many high-net-worth individuals and families around the world, the answer is found in the adaptive portfolio management approach pioneered by Rogers & Company …Read More