Investment Advisory Representative at Crossroads Wealth Management - Kansas City, MO, US
At Crossroads Wealth Management, we hope to teach you the about the opportunities and potential rewards that are available when you take a proactive approach to your financial planning. We want to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. We hope you see the potential value of working with professionals to pursue your financial goals, but most importantly, we are here to break down what might seem complex and help ensure that you understand your current financial situation, are educted on any recommendations we present, and to provide tailored solutions to help plan for your tomorrow.We know that money is a highly emotional thing. We believe it is the one of the biggest factors driving our decisions, our memories, our attitudes, and our legacies. This is why financial education is our passion. We are dedicated to educating you about the basic concepts of managing your financial goals, give you fast and easy access to market performance data, and to help you learn more about the solutions we have to offer you. We believe that by providing un-biased, non-product-based education, we can help empower you to take control of your financial future, and remove some of the anxieties around the unknown.Everything we do is for you. Please don't hesitate to check in with us often because we love to help!