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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.

Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Risk Management

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

The Cost of Medical Care

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative 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.

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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.

A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

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