Description: Joe Calhoun is a Kansas City Financial Planner and Investment Advisor
Financial Planning, to us, is about laying all of your cards on the table to determine the best route to bringing goals to life. We find too often that people who want financial planning simply wind up buying financial products from salesmen who call themselves planners. Through detailed and interactive planning processes, we will prove our value and earn your trust in our methodology through a fun, educational, and rewarding process that the whole family can enjoy.
Our primary goal is to provide value to your life through dedicated service, focus, and organization. We are compensated for the time and resources required to comprehensively address your unique situation. We are completely open and up-front about our competitive fees and expenses, and discussing them is part of our process.
We follow a fiduciary process to Organize, Formalize, Implement, and Monitor our recommendations to ensure we are doing what is right for you.