Retirement Solutions Group

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 →

Affinity Asset Management

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 →

Meyer, Allison, Crews and Meyer

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 →

The Ferguson-Smith Group at Morgan Stanley

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 →

Keating & Associates Inc.

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 →

Klem, Gentry & Torbett

A Collaborative Fusion of Disciplined Strategies and Compassionate Service Klem, Gentry & Torbett
A financial advisory practice of Ameriprise Financial Services, Inc.

For many financial professionals – and their clients – financial planning is largely a numbers game. Take some numbers and statistics, run them through sophisticated software, and, voilà, you have a plan to retire with confidence, fund a college education or achieve any other financial goal imaginable.

To the advisors at Klem, Gentry & Torbett, financial planning is not just a science, but an art, less about …Read More →

The Bilsky Group at Morgan Stanley

Comprehensive Financial Plan Key to Retirement Becky Bridgmon, CFP® and Stanley Bilsky, CIMA® of Morgan Stanley

With short-term volatility in the stock market higher today than even in the days immediately after the 9-11 terror attacks, many people are scurrying to find the most conservative places to invest their money or, worse yet, giving up and burying their heads in the sand. “It’s often hard to explain to new clients that their ‘safe’ investments might provide a false sense of security,” says Stanley Bilsky, CIMA®, Senior Vice President, Wealth Advisor of The Bilsky Group at Morgan Stanley. “Without a comprehensive plan to help …Read More →

McAdams Tax Advisory Group

McAdams Tax Advisory Group Uses a Unique and Compelling Approach to Help Clients

For a company focused on finance, McAdams Tax Advisory Group looks like a company focused on people, family and community.
“We do a lot of things that would never be expected and completely wow our clients,” says David McAdams, founder. “We regularly ask ourselves what we can do to go above and beyond a client’s service expectations.”

A recent example involved a seriously ill client. The family was in town. McAdams found out and catered food to the family so they could be together during a difficult time. …Read More →

SWAIN WEALTH PARTNERS

SWAIN WEALTH PARTNERS
Rigorous, Disciplined Wealth Management Helps Generate Reliable Retirement Income

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 prepare to retire, 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 many in Tennessee and beyond, that partner is the team at Swain Wealth Partners. …Read More →

Klem, Gentry & Torbett

A Collaborative Fusion of Disciplined Strategies and Compassionate Service Klem, Gentry & Torbett
A financial advisory practice of Ameriprise Financial Services, Inc.

For many financial professionals – and their clients – financial planning is largely a numbers game. Take some numbers and statistics, run them through sophisticated software, and, voilà, you have a plan to retire with confidence, fund a college education or achieve any other financial goal imaginable.

To the advisors at Klem, Gentry & Torbett, financial planning is not just a science, but an art, less about …Read More →