Services
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.

Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Tax Management
Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

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

Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Investment Planning
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue your goals.

16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Estate Planning
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Employee and Executive Benefits
Helping your business attract and retain qualified employees through benefit packages.

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