Services
Services
Individuals
For individuals we offer individually customized financial plans based on the needs of each client.
Employers
We offer a number of employer- and employee-based services for a complete administrative solution. These services are handled by our Kansas City office. More information can be found at their website www.brushkc.com
404(c) Compliance Guides
Confirms the programs and outlets used for employee education, including vendor-specific items, as well as, outside resources. It serves as a checklist that verifies the information and education made available to your employees and helps you manage your fiduciary responsibilities.
Custom Employee Education Programs
Gives your employees the information they need to make sound investment decisions for their personal finances and lifestyles. Whether large or small group, single session or series, our education methods are tailored to your employees' interest and comprehension of asset planning.
What to Expect
- At our first meeting we will gain a clear picture of your present circumstances, clarifying your priorities. We will carefully review and analyze the information you provide.
- A written brief which contains specific financial recommendations will be prepared and presented to you at our second meeting.
- Consistent, pleasant, and productive client experience
- Annual face-to-face reviews
- All information we receive will be held in strict confidence.
We believe in managing relationships, not just portfolios. We take our financial planning responsibilities seriously. Those who work with us know our success is tied to their success.
We will prepare your plan entirely at our risk. You do not agree to compensate us in any way until you have seen our work. If you are not satisfied with it, there will be absolutely no charge for our time and expense.
What to Bring to First Meeting
- Complete our client informational form and bring with you all pertinent documents listed on page 3 of the form.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
ed@brushkc.com | 785-856-1766