A Financial Advisor Who Makes House Calls
Money is useless if it is misplaced or invested imprudently. Often, it’s simply a matter of a spouse not sharing the correct information with the other.
Case in point: When a man passed away suddenly, his wife was confused about which way to turn. Her late husband had handled their financial affairs and spent years investing money with different brokerage firms. Not knowing how much she had, or where all of it was, she turned to Arkansas-based Integris Capital Management for guidance.
“The woman lived hundreds of miles away,” says Integris President Dennis Gilliam. “I flew there and spent almost a week working with her attorney and CPA, sorting through paperwork. I was able to make sense of it all and help her understand what she owned, and ultimately put her money into safer instruments that will provide a comfortable income for the rest of her life.” …Read More
Decades of Wealth Management Experience and Personalized Service
Between here and the financial goal is solid planning, implementation and review, and the Martin White Group at Morgan Stanley builds it all on a foundation of understanding.
Partners James C. Martin, CFP® and Mary M. White, portfolio manager and vice president, get to know clients, their objectives, their needs and their situations. They shape ideas into personalized plans, and plans into financial action. …Read More
Delivering Banking-Specific Excellence With Professional IT Solutions
In the financial services industry, technology is behind the operations, but people are behind the technology. Who they are can make all the difference in the institution’s bottom line.
Banks of every size rely on Celerit to get the right talent. This professional services firm can handle any or all of a client’s IT needs, from technical project augmentation to full outsourcing of a bank’s programming, network and back-office operations. …Read More
Successfully Navigating the
Ever Changing Health Care Landscape
Wound Care Supplier Advanced Tissue
Change and upheaval are nothing new in the world of health care, but the last 13 years have been especially tumultuous. Drastic changes in the way care is delivered and paid for continue to reshape the health care landscape, creating uncertainty for both providers and patients.
“Back in 2000, when we first started our company, no one could have predicted the extent to which health care advances would either be propelled or stymied by …Read More
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 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