We help people in all areas of their financial lives. Here are some examples of what our clients call us about:

Investment Planning

Retirement Planning

Tax Planning

Estate Planning

  • Refinancing your home
  • Social Security – when to start
  • Medicare – which plan is best?
  • Long Term Care Plan
  • Roth conversions – should you convert?
  • Do you need a living trust?
  • Investment opportunities today
  • Annuities – what are they?
  • ETF Investing
  • Bonds – should I invest in bonds?
  • College Planning
  • Investing your 401k

Schedule a Complementary Consultation call:

Jim Kinyon, CFP ®
913-599-3653

WHAT ARE YOUR DREAMS & FINANCIAL GOALS?

Begin a conversation about how to save for the life you have planned.

 

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