CONNECT

Address:

4551 West 107th Street, Suite 220
Overland Park, KS 66207

Phone:

913-663-401K (913-663-4015),Toll Free: 888-434-401K (888-434-4015)

Fax/Other:

913-362-7422

Services

Click on a heading for an overview of each service: 

Employer Sponsored Retirement Plans

  • 401(k)
  • Non-Qualified
  • Defined Benefit/Cash Balance Plan
  • Money Purchase
  • Profit-Sharing
  • SEP IRA
  • SIMPLE IRA
  • 403(b)
  • 457 (for governmental entities)
  • Employee Stock Ownership Plan (ESOP)

Investment Services

  • Rollovers
  • Traditional and Roth IRAs
  • Financial Strategies and Planning
  • Business Exit Planning

Insurance

  • Estate Liquidity Planning
  • Legacy Planning
  • Disability and Long-Term Care Analysis
  • Key Person Planning
  • Buy-Sell Agreement Planning
  • Business and Personal Life Insurance
  • Annuities