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Welcome to Our Scheduling Page!

We're now offering online scheduling! You can opt for an in person meeting at our office, a phone call or a 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.

Taxes

Taxes

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.

Click to Schedule
Investing & Financial Planning

Investing & Financial Planning

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.

Click to Schedule