Retirement Planning Kansas City

Dec 27th, 2019

I needed to rollover a 401k from my last job & met with 3 different advisors to discuss my options. I was very impressed by their overall knowledge of investing, tax implications and social security. These things made me feel very comfortable in moving forward and letting them handle my 401k rollover process and invest and manage that money for me afterwards.
May 15th, 2019

Would highly recommend any small business owner taking an hour to sit down and discuss ways to save on their annual tax bills with Johnathan. I wish we had setup these plans years ago but was always overwhelmed by the idea of trying to find someone to explain them in a way I could understand. He kept everything simple and very easy to follow
Apr 7th, 2019

After recently graduating college Johnathan took a lot of time to educate me on the stock market, my new Roth IRA and my company 401K. I opened my first Roth IRA with Johnathan recently and am very confident and comfortable with the investments we've made. I look forward to learning more about the stock market with him over the years!
Jan 26th, 2019

Johnathan has been wonderful to work with and I've been very pleased with his results. He is prompt, helpful of my needs, and always provides in depth explanations as to where we are going with my account. Looking forward to our continued work together.
Dec 8th, 2018