We're now offering online scheduling! You can opt for an in person meeting at our office or a phone or virtual meeting. First, let us know the general nature of the meeting by choosing either the taxes or investments/financial planning box below. Then follow the instructions to schedule your meeting. If you have any trouble, give us a call at (816) 224-2560.
We'll help you keep more of what you make so you can buy a little more free time! Click below to schedule a meeting with one of our tax professionals.
Let us help you create a plan that allows you to check off all the boxes on your bucket list! Click below to schedule a visit with one of our financial advisors.