Forget What You Know About Financial Advisors... This Is Different.
Would You Rather...
Would you rather meet with advisor after advisor, each pushing their favorite product or limited menu of services... Or sit down with a team that has the freedom to offer nearly any solution, so you can focus on your lifestyle and legacy goals first, and the investments and products second? We’re the latter... and proudly so.
We begin with your goals, then design a plan that truly fits. Once we understand where you want to go, we can draw from a full range of strategies to help you get there.
That’s why our conversations don’t start with investments or products. They start with you. Only after we know what matters most can we make the right recommendations.
What to Expect
Working with a financial planner shouldn’t feel confusing or stressful. Whether you're here for a one-time plan or ongoing support, you can expect honest advice, a clear process, and a plan built entirely around you.
Step 1: Schedule Your Intro Call
Chat with a planner, talk through your goals, and get your questions answered so you can determine if it makes sense to proceed with the creation of your personalized plan (or not). It's always OK to say no.
Even if we don’t end up working together, you’ll walk away with a few clear ideas that may be able to help you get more out of your money.
The Only Reason Why You Would Hire Us...
The only reason why you would hire a financial professional is because you believe you will get better results, net of fees, than had you planned and managed things on your own.
There are a number of ways we can guide you:
Getting out of debt and mastering your cash flow systems
Building a financial plan that gives financial clarity and confidence
Professional portfolio management seeking better returns
More efficient tax minimization planning
Navigating healthcare and company benefits
The question is, "what is right for you," and "would you be better off in the end if we worked together or not?" It's up to you to decide if you want to explore a potential relationship or not.
Step 2: Get a Personalized Plan
We’ll create a custom plan based on your goals. Once you see the full strategy, you can decide whether to manage it yourself or have us do it for you. You don’t pay until you’ve seen the results and choose to move forward.
Step 3: Decide Who Will Manage Your Plan
Once you have your plan, you can take it and run with it, checking in with us only when needed, or you can have our team manage everything for a simple, flat fee. We’re flexible, and you’re in control.
Enjoy Ongoing Flexibility
Some clients start with a one-time plan and come back for occasional check-ins. Others prefer an ongoing relationship with scheduled reviews, tax planning, and regular updates. And some change course over time — starting with one approach and switching to another as life evolves. That’s exactly how it should be.
We’re built to be flexible. Whether you want a detailed plan today and peace of mind for the next few years, or ongoing support with the option to scale back later, we’ll meet you where you are and grow with you as your needs change. No pressure. Just the right level of support, when you need it.
Ready to See What’s Possible with Your Money?
Whether you're just getting started or nearing retirement, a 30-minute call could change everything.
Explore Your Lifestyle and Legacy Potential™
Tel: 855-553-3732
9393 W 110th St Suite 100
Overland Park, KS 66210
This content on this website is provided for informational purposes only and is not intended to serve as the basis for financial decisions. It should not be construed as investment advice or a recommendation.
Investment advisory services are offered through Kedrec, LLC, a Kansas state Registered Investment Advisor. Insurance products and services are offered through its affiliate, Kedrec Legacy, LLC. We are not affiliated with the US government or any governmental agency.
Investing involves risk, including possible loss of principal. No investment strategy can guarantee success, ensure a profit or guarantee against losses. Insurance product guarantees are backed solely by the financial strength and claims-paying ability of the issuing company.
Insurance and annuity products involve fees and charges, including potential surrender penalties. Annuity withdrawals are subject to ordinary income taxes and potentially a 10% federal penalty before age 59-1/2. Life insurance generally requires medical and potentially financial underwriting to qualify for coverage. Optional features and riders may entail additional annual cost. Product and feature availability may vary by state.