3320 Mesa Way
For individuals seeking to start or maintain their retirement plan, we serve our clients with an on-going relationship with a knowledgeable advisor. Working diligently with individuals and families and helping them plan their futures is something we are passionate about. We make learning about our clients' dreams and current financial situation a priority.
As your advisor, we treat your money with the same attention and caution as we would treat our own. We have no allegiance to any company, product, or service beyond our belief in its ability to help our clients work toward their goals. Each client receives tailored recommendations to help them pursue financial independence defined by them. All clients are treated with respect, professionalism, and honesty. All financial information is treated with the utmost confidence.
We are focused on protecting and managing your assets to help reach your goals and to prepare for life's unexpected occurrences. Our personalized approach will help you prepare to live the life you choose throughout your retirement years.
For Employers a good retirement plan can be an outstanding way to attract and retain top people-a vital strategy in a competitive marketplace. Brush Creek Partners lets you add this important benefit without adding to your administrative load.
Brush Creek Partners is one of the only independent insurance brokerage firms with a department dedicated exclusively to qualified retirement plans. Whereas many general lines insurance brokers dabble in retirement plans, Brush Creek Partners has securities registered professionals on staff. And because we are independent, we can pair you with the vendor that best suits your employee benefit strategy.
Our Retirement Plan Services department has the experience to work with virtually any plan, including 401(k), Defined Benefit and 403(b). We also work with all types of vendors, such as insurance companies, mutual funds, and third-party administrators.
Employer benefits are handled at our Kansas City office. Their website is www.brushkc.com.