Mona Hervey's Colleagues at Friedline Financial
Mona Hervey's Contact Details
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Kansas City, Missouri Area
Friedline Financial
Mona Hervey's Company Details
About UsFriedline Financial has been providing the Greater Kansas City, Missouri Area with financial planning and retirement services since 2007. We are dedicated to maintaining close relationships with our clients to efficiently work toward their specific financial goals, and help them prepare for the future they've hoped for! We work with a team of professionals to strategically manage assets in a way that's both suitable to the client's needs and fruitful for their retirement.Our PhilosophyToday, having confidence in retirement is hard to come by! Friedline Financial helps you get there by doing the planning so you can do the retiring!Our ProcessYour first consultation is completely complimentary! We want an opportunity to get to know you. We also want to give you the opportunity to become acquainted with the Friedline Team and our mission of "creating a lasting legacy for our clients and those they leave behind." One of our primary goals is to provide a complete financial plan for our clients taking into account retirement, tax, and financial estate planning. We work closely with a tax preparer and an attorney to make sure that we recommend investments and distributions from those investments that will maximize our clients' retirement funds.Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Friedline Financial 107 SW Market Street, Suite A, Lee's Summit, Missouri 64063 (816) 525-5560. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, IA, IL, IN, KS, MA, MO, NE, OK, and TX. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.