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Your Local Financial Planner Serving The Kansas City Area

Everyone has a different path.
Let us help you find yours. 

Wise Choices Financial,  guiding you on your personal financial journey. 

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816-841-9141

What We Really Do at Wise Choices Financial

Where Should You Get Your Financial Advice?

Tax Planning Strategies

Will You Have A Great Retirement? 

Read About Us

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

Filling The Generational Pipeline — With Mark Squires

At Wise Choices Financial, we strive to impact individuals in all stages of their financial journeys so they are prepared for when life takes its turns, and also, have a team behind them for when it's time to pick up the financial pieces.
Thank you to Susan Rupe and InsuranceNewsNet for another great article and opportunity to share the story behind our company and our mission.

Explore The Pipeline

The Medicare Maze

Thank you to Susan Rupe for this great article encompassing what the Medicare space looks like at the moment and how Wise Choices Financial and The Medicare Whisperer™ fits in. Check it out!

Learn About The Medicare Maze

Inspiring Conversations with Mark Squires of Wise Choices Financial

Read to learn more about Mark, 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

Mark Squires, LACP At Your Service

Congratulations to Mark Squires for adding a few more letters to his name! Read about what led him to become a Life and Annuity Certified Professional (LACP).

Meet Mark 

Have Your Financial Dreams Become Fairy Tales?

Let us help with your financial journey.

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

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Our Mission

Our Mission is to empower people to achieve a Debt-Free life, build a lifelong financial foundation, and live the lifestyle of which they’ve dreamed both before and after retirement.

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