Client Feedback

Proactive Tax Planning

We’re well aware that many people let “Tax Planning” slide down to the bottom of their to-do list when it’s not actually tax season. It’s an “out of sight, out of mind” problem.

But the issue is this: how your tax filing goes for you in the spring is *dependent* upon the financial choices you make all year. So make the choice to grab our eBook (100% FREE) for a few tips on things to do NOW that will affect your return come next April.

Tax & Financial Services in Blue Springs

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The Power of Compound Interest

The Power of Compound Interest  Learn how to harness the power of compound interest for your investments.

What the IRS Never Told You

What the IRS Never Told You: Learn how to end your IRS Problems. Many taxpayers are at the end of their rope with no place to turn for solutions to ALL types of IRS Problems. You

Tax-Advantaged College Savings

Tax-Advantaged College Savings: Section 529 Plans (named after the section of the IRS Code that created them) are plans established to help families save and pay for college in a tax 

Women and Retirement

Women and Retirement: Women must be ready to spend, on average, more years in retirement than men.



Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance from our experienced Blue Springs financial services firm and a comprehensive plan that helps mitigate risk, seek improved performance, and pursue growth and longevity of your wealth.