Having the discipline to save for financial goals 20, 30, or 40 years down the road can be difficult.  We partner with the younger generation to clarify goals, create a financial game plan, and balance all the moving parts that a young family faces.  This allows our clients to plan accordingly, and make sound financial decisions that will have significant impact for years down the road.
Gen X and Millennial investors commonly ask…

How can I work with a Financial Advisor when I need guidance, but still have the ability to see all my investments on-line when its convenient for me?

Should I pay off debt and delay saving for retirement?

Should I own or lease large assets, such as a home or a car?

How do I protect my family if something should happen to me?

Start The Conversation With An Advisor


Corporate Woods® Building 9
9200 Indian Creek Parkway
Suite 500
Overland Park, KS 66210

Phone: 913-956-4000
Fax: 913-956-4015

Shawnee Branch
6428 Vista Drive
Shawnee, KS 66218

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, OH, OK, OR, SC, TX, UT, VA, WA, WI, WY.

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through nVisionWealth, a registered investment advisor and separate entity from LPL Financial.