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We Launched Our New Website!

We’re Live!

As part of our ongoing commitment to providing the tools and resources you need to simplify your wealth and tax planning, we’ve partnered with Lifted Logic — an award-winning web design agency in Kansas City — to design, develop, and launch a new website that puts you and your planning journey first.

Planning Happens Together

As experienced wealth specialists, we know that a crucial part of personalized planning is answering your tough financial questions as soon as they arise—not days or weeks later. When building our website, we designed a platform that offers new and returning clients real planning answers when they need them most.

To create an online presence that is always ready to help, we added these signature features:

Visit Our New Home on the Web

Our new website is ready to help you today. Spend a few minutes exploring our updated site to learn more about how we can help you simplify your wealth and tax planning, or contact us to find out more about our firm and services.