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?
9200 Indian Creek Parkway
Overland Park, KS 66210
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, IL, IN, KS, KY, MD, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, SC, SD, TX, VA, WA, WI, WY.