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(816) 630-3011
gbroadbent@familywealthcarecenter.com

Excelsior Springs Office

1600 Rainbow Boulevard,

Excelsior Springs, MO 64024

 Our Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Scroll to see the different areas that we can assist you. 

Retirement Planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire with confidence. Managing assets before and during retirement.

Encore Careers: Push Your Boundaries

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Tax Management

Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Risk Management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the appropriate policy for your situation.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue your goals.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Estate Planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Helping to reduce exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Employee and Executive Benefits

Helping your business attract and retain qualified employees through benefit packages.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

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.

Contact: 

btharp@familywealthcarecenter.com

gbroadbent@familywealthcarecenter.com 

816-630-3011

                                816-312-5635