Broker Check

Services Pinnacle Planning Offers In Kansas City

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.




Mutual Funds


Roth IRA

Traditional IRA


Simple IRA

Government Securities

Treasury Bills

Treasury Notes

Variable Annuities

Fixed Annuities

Educational IRA

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Savings Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Life Insurance

  Term policies

  Whole Life policies

  Variable Life policies

Long-Term-Care Insurance

Disability Income Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  816-505-5295