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      Details

      The science of Smarter Money

      General Info

      We're specialists in IRC-based planning, large IRAs, advanced tax / estate strategies in multi-generational wealth building. Our core emphases are built around the IQ² Wealth Template™, creating a custom “Family Wealth Track” for multi-generational success and “greater good’ opportunities. Whether it is our Lifetime Lifestyle Income Solution, Leveraged Life Insurance plans, Legacy Multiplier, Charitable Giving or College Funding Solutions, we focus on creating more quantifiable and predictable results, which may produce the biggest dividend of all - your Peace of Mind.

      HoursOPEN NOW
      Regular Hours:
      Mon - Sun

      Contact Info

      Phone:

      Main - 816-505-0409

      Address:
      4151 N Mulberry Dr Ste 235 Kansas City, MO 64116

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      Categories
      Financial Planning Consultants, Financing Consultants
      Neighborhood
      Briarcliff West
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      Data provided by one or more of the following: Thryv, Data Axle, Yext.