Financial Professionals Incorporated
is an independent financial services firm serving clients in the Greater Kansas City area and around the United States. Our advisors and staff specialize in helping our clients ensure that their investment, tax, insurance and estate strategies are working in concert to allow them to achieve their unique goals.
Independent. Objective. Committed.
Financial Professionals Incorporated is an independently owned financial services firm founded in 1994. The company offers clients financial and retirement planning as well as objective advice regarding investments, insurance and estate planning. Although our clients deal primarily with one advisor, the combined knowledge, experience and services of all advisors is available to each client when needed.
Our Services
At Financial Professionals Incorporated, we not only help our clients with their financial and retirement planning, we also assist them in implementing their plans. When products are needed, we represent our clients (not product companies) on an independent, objective basis.
Current Commentary
Thoughts on Diversification
One of my fondest memories growing up in Hereford, Texas, is my fascination with anything sports, especially, my beloved Dallas Cowboys. In my 2nd grade year at Northwest Elementary, we could buy pencils in the office for 15 cents.
Retirement Planning Classes
Our professionals teach financial planning and retirement classes at colleges and corporations throughout the Kansas City metropolitan area. Because we teach, it is imperative that each planner stay current on developments in the rapidly changing investment and tax environments.
Check the background of investment professionals on FINRA’s BrokerCheck