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(816) 630-3011
gbroadbent@familywealthcarecenter.com

Excelsior Springs Office

1600 Rainbow Boulevard,

Excelsior Springs, MO 64024

Client Centered

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Whether you're facing retirement – or looking to better understand certain investment ideas – we can help you address your most-pressing financial questions.

How can we help you?

Financial Planning is for Everyone

We believe that financial planning is essential for everyone at Family WealthCare Center. To assist with your financial planning goals, we use the advanced financial planning software RightCapital. If you're interested in using the software, click on the provided link. Once you've provided the necessary information, one of our advisors will contact you to address any concerns or offer guidance.

Create your RightCapital Account

It's Time to Think Differently about Your Money

We stay focused on market trends, so you don't have to.

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.
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Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.
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Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.
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Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
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How to Conquer the World - 5 Financial Strategies for Savvy

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.
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Deciding When to Take Social Security

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.
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Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?
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Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?
Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.
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Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
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Still Unsure? We Can Help.

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