Courtney Rhoden, AWMA™
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45 Search Results for: "retirement planning"
Susan Freeman, CFP®
Trust Fund vs 529 Plan: Which College Saving Strategy Is Right For You?
High-net-worth and ultra-high-net-worth individuals have to get creative when planning for college expenses because traditional financial aid and scholarship options may not be available to their students. Saving for college…
Back to School: Tips on How to Pay for It
…Tax Benefits for Education* provides a comprehensive overview of tax benefits and tax rules related to education. Tap into retirement funds only if you understand the rules. You can use…
Building Relationships: The Backbone of an FCS Financial Advisor
…planning for retirement, putting your children through college, or wanting to contribute to a beloved philanthropic organization. Start living your legacy, today, with FCS Private Wealth Management in Leawood, Kansas….
Benefits of Working with a Family Office like FCS in Kansas City
…life is coordinated. Comprehensive planning Our family office team is able to offer customized and comprehensive financial plans on an individual basis for every client. From portfolio construction to asset…
Connor Callahan, CFP®
Andrew Shepard
Sarah Tiedt, CFP®
Video Insight – Leaving a Legacy with Ted Chartier
