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.
Life Insurance Services
There’s much more to life insurance than money.
Life insurance gives you the opportunity to support your loved ones after you're gone, like funerals and burial expenses, pay any lingering debts, and day-to-day living expenses for your dependents.
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. We help you with a game plan and connect you with the Elder Law attorneys we work with.
Retirement Income Strategies
Worried about outliving your money? Your retirement is well-deserved, but making the most of it requires some careful planning. Learn about how to take control of your Rhythm Of Retirement. Receive insights and guidance every step of the way to retirement.
Wise Choices Today Means No Regrets Tomorrow
Call Now To Get Started!
Proudly Serving The Kansas City Area Since 2002
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!
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!
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