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Communication + Collaboration

Your financial success starts with a single conversation. Contact us here, and we’ll get back to you fast. Together – in person, over the phone or online – we’ll map out a plan that helps you accomplish exactly what you want to accomplish – and more.


Phone: (855) 226-4426

Serving Greater Kansas City with TWO locations:
Downtown Kansas City
111 W 10th St
Kansas City, MO 64105
Downtown Hours: 
Monday / Wednesday:  In office 9am-4pm
Tuesday / Thursday / Friday: Available via email or phone
Eastern Jackson County
16726 E US 40 Highway, Ste B
Independence, MO 64055
Independence Office Hours:  
Monday to Thursday:  9am-4pm
Friday: 9am-noon

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(855) 226-4426
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(855) 631-0739