Our philosophy is simple. We want to get to know about you and your situation to help you make the best decisions for your specific situation.
Integrated Financial Solutions of Kansas City is dedicated to providing comprehensive financial planning through financial literacy and various strategies to build and support your foundation regarding today's and tomorrow's wealth creation and legacy planning. There is NOT a 'Canned Solution' provided! Through actively listening to you and with your direct input, we will craft strategies that support short-, intermediate- and long-term goals to provide peace of mind everyday!
Now you ask, "So, does their philosophy resonate with what I'm looking for?" Quite frankly, only you can answer that in your heart. Integrated Financial Solutions of Kansas City will not "push products" to meet monthly goals or to win Corporate sponsored trips. As an independent Investment Advisor Representative, there are numerous resources at our disposal regarding a myriad of financial planning topics for the most complex planning situations. And if we feel uncomfortable that we can't give you the best advice, then Integrated Financial Solutions of Kansas City will refer you to a trusted colleague.
Our focus on you is simple: Your best financial interest is so important to us that we will forego our compensation and refer you to a colleague that is a better fit for your specific situation. Your best interest comes first....PERIOD!