Wise Choices Financial

Kansas City's Trusted Resource For
Financial and Insurance Services 

Specializing In The Whole Person And Their Families To Provide
Financial Peace Of Mind And Protection For Your Most Valuable Assets

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, your loved ones and your most valuable 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


Wise Choices Today Means No Regrets Tomorrow

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.

Proudly Serving The Kansas City Area Since 2002

Financial Education Videos

Featured Articles

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

Mark Squires Elected As 2023 NAIFA Missouri President Elect

Congrats to our President, Mark Squires for his newly appointed position with The National Association of Insurance and Financial Advisors Missouri Chapter!
In 2023, he will serve as the President Elect & Chair of the Membership Committee to continue to build NAIFA up, work alongside advisors across Missouri and use his expertise to create positive change in the industry.

 Call To Meet With Mark

Financial Goals That Will Set You Up For Success In 2023

The start of a new year is the perfect time to set new goals for yourself. Especially financial goals that'll set up a good foundation for the rest of the year!
Whether you're looking to save money for something special, pay off debt, or invest for the future, a little planning and motivation can go a long way in helping you achieve the lifestyle you want in 2023.

Set Yourself Up For Success In 2023

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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