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.

Featured Articles

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DC Dimensions Magazine Features Two West

DC Dimensions, a national investment publication, featured Two West in their Winter 2018 magazine as their cover story titled “Focusing on Income for Better Outcomes.” This fascinating and informative look into Two West’s approach to retirement income solutions showcases the next step beyond defined contribution (DC) plans. By offering both custom an “off-the-shelf” retirement income solutions, Two West is hailed as an innovative advisor that is quietly setting the standard in this arena.

To read the story, CLICK HERE.

To view the entire DC Dimensions Winter 2018 Issue, CLICK HERE.

Are You Managing Risk Properly? The Importance of Fiduciary Risk and Liability Review

As many of you have heard by now, the Department of Labor has recently passed down new rulings surrounding fiduciary standards that will affect most employers and their retirement plan providers. For the most part, this ruling ensures those in charge of a retirement plan have to act solely in the interest of plan participants and their beneficiaries.

While this is no big change for us (because we’ve held ourselves to a fiduciary standard from the beginning), the new rulings may increase the risk and liability you as employers hold over the decisions you make surrounding your retirement plan. These new rulings are largely increasing the standards our industry is held to (a good thing), but it can mean some extra paperwork (and extra headaches) for those who oversee company retirement plans. (more…)

All Fun & Games: How Games are Improving Retirement Outcomes in the Social Sector

You know that old philosophy all college students seem to live by: Work hard, play hard? Well, we’re big fans of that philosophy. But we also think there should be plenty of emphasis on the “play hard” part because playing hard can be a great way to learn about the ins and outs of saving for retirement.

See, because everyone loves a good game (trust me, I’m the ruler of family game night), we and others in our industry have figured out a few good ways to use games to promote learning about financial outcomes. This should come as no surprise because plenty of people in the social sector use games to teach others. Whether it’s teachers using games to teach advanced concepts or nonprofits using games to promote awareness of the challenges and problems they face.

Let’s talk fun and games in social sector retirement. read more…

Two West | 9200 Ward Parkway, Suite 500 | Kansas City, MO, 64114 | Phone: 816-708-4700