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14221 Metcalf Avenue
Suite 201
Overland Park, KS 66223

Phone: 913-685-2300
Toll free: 877-615-2323
Fax: 913-685-2311
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Tax Planning

  • liaison with your tax professional
  • assistance in locating a qualified tax professional
  • annual review of your tax return by a qualified professional
  • tax efficient portfolio management

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.