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      Details

      Secure your future.

      General Info

      Comprehensive fee-based wealth management for business owners, executives, professionals and other affluent clients. Our philosophy is to help the people we serve create and grow their personal wealth, protect and preserve their life savings and plan for the distribution of their assets. This belief system empowers our company to provide the highest level of professionalism, quality service, and objective advice by developing and recommending proven strategies that will help our clients achieve their financial goals. We are advocates for positive influence and change for the people we observe who are not receiving the comprehensive advice they deserve. For this purpose we are committed to providing financial strategies that allow our clients to enjoy the quality of life, security and financial peace of mind they pursue.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 913-948-9489

      Address:
      9990 College Blvd Ste 102 Overland Park, KS 66210
      Email:

      Link:

      http://www.fpgkc.com

      Categories
      Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management
      Services / Products
      Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully making prudent decisions concerning one’s future financial conditionWe recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals provides them with a level of confidence and security. Wealth accumulation and estate preservation includes coordinating our planning with tax, legal and insurance professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.Services: Financial Advisory, Wealth Management, Investment Advisory, Retirement Planning, Tax Advisory.Products: Exchange Traded Funds, Annuities, Alternative Investments, Stocks, Options & Futures, Bonds, Mutual Funds.
      Neighborhood
      Corporate Woods
      Associations
      Paladin Registry, Financial Services Institute, Society of Financial Services Professionals
      Data provided by one or more of the following: Thryv, Data Axle, Yext.