816.841.9141Life is
Unpredictable
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.
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.
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...
No upcoming events.
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
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
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.