MoneySmartLiving

What we do works for our clients, empowering them to live the lives they have chosen. That's our commitment, You can count on it.


Areas Served: Metropolitan Kansas City.

Keywords: Financial Planning|Financial Workshops|Benefits Consulting|Retirement|Social Security|Budgeting|Investments.

Products Carried: Consulting/Advising: Financial including life and retirement planning, budget/spending, debt, estate, tax, etc. Investments: Managed money accounts, REITS, mutual funds, annuities, etc. Insurance: Life, health, disability, long term care, etc.

Brands Carried: TDAmeritrade Institutional, BlackRock, Franklin Templeton Investments, Principal Funds, JP Morgan Asset management, Calvert Investments, Pacific Life Insurance Company, Prudential Life Insurance, Alliance Life Insurance of North American, Transamerica Life Insurance, Nationwide,

Professional Affiliations: Investment Advisor Representative* Chartered Federal Employee Benefits Consultant Peak Brokerage Services, LLC Member FINRA/MSRB *Fee based advisory services offered through Peak Wealth Group, LLC, a registered investment advisor.