Business Description

We provide comprehensive financial planning to help people achieve their individual and family goals. We customize investment, tax, insurance, goal setting and financial analysis strategies to fit your situation. We also offer Financial Physicals (one-time overviews of your current financial position with recommendations as needed), second opinions, and short-term engagements to address specific concerns. Let us be your bridge to a better financial future.

General Information

Gender:

Male

Years of Experience in Financial Services:

Education

Academic Background

Bachelor of Science degree - University of Kansas

MBA - University of Kansas

Services

Investment Types:

Stocks Mutual Funds, Bonds, Stocks, International Investments, Real Estate

Qualifications & Memberships

Certifications, Accreditations & Designations:

Masters of Business Administration, Certified Financial Planner, Registered Investment Advisor (RIA) (State or SEC) or RIA representative

Firm Information

Number of Advisors in Office:

Up to 10 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Hourly Rate:

175

Prepared By:

Rick Simmons