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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.

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Tax Management

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

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Risk Management

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

Stay Safe with a Business Owner's Policy

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Investment Planning

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

How Long Will Your Money Last?

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

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.

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Employee and Executive Benefits

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

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

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