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Wise Choices Financial,
Local Financial Planner Serving Kansas City

Providing financial peace of mind and guidance through all of life's stages. Everyone has a different path.
Let us help you find yours.

Wise Choices Today Means No Regrets Tomorrow
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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 most valuable resources and assets.

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!

Proudly Serving The Kansas City Area For 20 Years

Financial Definitions Video Series

Featured Articles

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

Mark Squires Elected As 2022 Secretary & Treasurer for NAIFA Missouri

Mark takes on another endeavor with the National Association of Insurance and Financial Advisors (NAIFA) Missouri Chapter. 

Check It Out!

Inspiring Conversations with Mark Squires of Wise Choices Financial

Read to learn more about Mark Squires, Wise Choices Financial and what paved the way to where we are now. Thank you to the wonderful editorial staff at VoyageKC Magazine for this great article!

Be Inspired!

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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