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Unlock Your Investment Journey: Complimentary 30-minute Consultation!

Navigating the complexities of wealth can raise many questions, from retirement planning and Social Security to economic trends, market dynamics, estate planning, potential tax implications and charitable giving.

Whether you’re considering retirement timing, seeking strategies to minimize tax burdens, or looking for alternative ways to structure your portfolio amidst a fluctuating economy, we’re here to help you.

Take advantage of our complimentary 30-minute “Ask Us Anything” session.

This is your chance to address all your questions, concerns, or explore new pathways to achieve your financial goals.

Interested?

Simply fill out the form to schedule your session.

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7500 College Blvd.
Suite 250
Overland Park, KS 66210
480.617.0901
913.663.6054
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Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, FL, GA, IA, ID, IL, KS, MN, MO, NE, NM, NV, NY, OR, PA, SD, TN, TX, UT, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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