Home | Client Login | Schwab Login

14221 Metcalf Avenue
Suite 201
Overland Park, KS 66223

Phone: 913-685-2300
Toll free: 877-615-2323
Fax: 913-685-2311
BCWM11-003-Header-Image-3
BCWM11-003-Header-Image-2
BCWM11-003-Header-Image-1 (2)

Retirement Planning & Monitoring

During and Prior to Your Retirement Years

  • cash flow analysis
  • simplify your life with one monthly distribution to your local bank for living expenses
  • assist with bill pay during your travels
  • assist with insurance documentation needed for reimbursements

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.