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Financial Planner,
Holistic Planning - Kansas City
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Investing, Mutual Funds
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
- Financial Planning
- IRA
- Personal Tax Planning
- Self Directed IRA
- Tax Mitigation
- Trust Planning
- Wealth Preservation
LOCATION
1901 West 47th Place #103
Westwood
Kansas
66205
United States
Westwood
Kansas
66205
United States
SERVING:
KS
Virtual Appointments Available

