What to Bring

If you would like to schedule a meeting, either call our office at 316.854.4811 or click contact us. Please note that there is no charge for your initial consultation.

To help our first meeting move as efficiently as possible, please bring the following:

Copies of your most recent brokerage and/or 401(k) statements

Copy of most recent tax return

Any important insurance documents
4. Copies of Estate Planning documents (wills, trusts, etc.)

The purpose of this initial consultation is to determine if there is a mutual fit. You need to make sure that the services our team provides fit your objectives, and we need to make sure these same services will benefit you. Not every person is a great fit, as we cannot be all things to everyone.

Our team strives to have a manageable number of clients to whom we can provide amazing service. An ideal client for our practice is someone who is coachable, courteous and friendly, and whose situation we can address through our expertise and investment tools. We look forward to meeting with you and appreciate the opportunity to help you reach your financial goals.