Hard work should be rewarded.

We try to be enablers of the American Dream.

What the code of the West taught us about the financial Industry.

Get to know us. So we can know you.

Retirement Plans

Reward tenure and give your employees free money. Pretty sure they’ll like that.

Wealth Management

Organize your finances and establish plans to reach your desired financial goals.

Financial Wellness

Educate your employees so that they spend their money wisely. They’ll sleep better, and so will you.

Partner Advisor Services

For advisors seeking to grow their retirement plan business.

We’re independent advisors who offer services to employer-sponsored retirement plans, financial wellness programs and wealth management clients.

We are BOARDROOM advisors.

We are BREAKROOM advisors.

We are WEALTH MANAGEMENT advisors.

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Perspective on Premiums

Investors may be tempted to extrapolate recent returns into the future, which can lead them to abandon their investment philosophy at potentially inopportune times. While negative outcomes are disappointing, investors should view them with the proper perspective and stay the course.

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Two West | 10975 Benson Drive, Suite 560 | Overland Park, KS 66210 | Phone: 913-825-1722