Life is
Unpredictable

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Let us help you prepare for a comfortable retirement and a well-organized legacy.

Get started in 3 easy steps:

1. DISCOVER

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2. EVALUATE

Using the Wise Choice Financial plan, we’ll examine your current financial situation, and determine your retirement needs.

3. PLAN

Receive a custom strategy to help you reach your unique retirement goals.

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1. Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2. evaluate

Using the Wise Choices Financial plan, we’ll examine your current financial situation, and determine your retirement needs.

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3. Plan

Receive a custom strategy designed to help you reach your unique retirement goals.

Need More Info?
Attend a Live Event

Attend one of our information packed events to learn more about retirement income strategies, wealth management and more...

October 15
Avoid the Top 5 Disasters that can Obliterate Your Retirement Lifestyle
6:30 pm | Summit Grill 4835 NE Lakewood Way
Lee's Summit, MO 64064 United States
October 17
Avoid the Top 5 Disasters that can Obliterate Your Retirement Lifestyle
6:30 pm | Summit Grill 4835 NE Lakewood Way
Lee's Summit, MO 64064 United States
November 5
Avoid the Top 5 Disasters that can Obliterate Your Retirement Lifestyle
6:30 pm | Hereford House 5001 Town Center Dr
Leawood, KS 66211 United States
November 7
Avoid the Top 5 Disasters that can Obliterate Your Retirement Lifestyle
6:30 pm | Hereford House 5001 Town Center Dr
Leawood, KS 66211 United States

Get to Know Our Team

It is our mission to help individuals and families achieve their ideal retirements.

Meet our founder

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
» Meet Our Founder

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Mark A. Squires

CEO

Services We Offer

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
» Learn More

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Ready to take
The Next Step?


For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or give us a call at 816.841.9141