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Wise Choices Financial

Kansas City's Trusted Resource For
Financial and Insurance Services 

Specializing In The Whole Person And Their Families To Provide
Financial Peace Of Mind And Protection For Your Most Valuable Assets

Our Mission

Our Mission is to empower our community to make wise financial decisions through education and one-on-one guidance. Our team puts you at the center of everything we do to help protect you and your loved ones.

It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms.

Learn More About What We Do


Life Insurance Services

There’s much more to life insurance than money. We offer all types of Life Insurance plans with flexible coverage and prices that fit your family’s needs and budget so you can leave behind some peace of mind.

Estate Planning Strategies

Each person has a vision for their life and the legacy they wish to leave behind. The best way to ensure your matters are handled according to your wishes is through estate planning. 

Retirement Income Strategies 

Worried about outliving your money?
Your retirement is well-deserved, but making the most of it requires some careful planning. Receive insights and guidance every step of the way to retirement at Wise Choices Financial.

All Products & Services

Check out our full product & service list here!

Wise Choices Today Means No Regrets Tomorrow
Call Now To Get Started!

Proudly Serving The Kansas City Area Since 2002

Financial Education Videos

Featured Articles

The latest articles and news releases about the Wise Choices Financial team.

Hiring A Financial Advisor 

Have you thought about hiring a professional to help you along your financial journey? Hiring a financial advisor has a lot of benefits but it can be overwhelming to find the right one for you if you have nowhere to start. Read our guide to what you need to know to kick off your search!

Check It Out!

National Financial Awareness Day 2022 

National Financial Awareness Day may be on August 14th once a year, but we celebrate it all 365 days. It is a day dedicated to the importance of financial awareness, learning healthy ways to manage your money, and developing a plan for the future. As we like to say here, “Wise Choices Today Means No Regrets Tomorrow”. Read more to see how you can improve your financial awareness!

Financial Awareness 2022

Know anyone that could benefit from our services? Reach out to us for more information about referring your friends and family!


Referral Appreciation Program

Are You Ready To Make A Wise Choice?

Let us help with your financial journey.

"Dreams Don't Work Unless You Take Action." - Roy T Bennet

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