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Welcome to ChangePath.

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​Our advisers believe protecting and growing investor assets whenever possible is the cornerstone of who we are.

​ChangePath adheres to a five-step plan of wealth management and goal achievement. 
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​What’s your goal? Where do you want to go? That’s the most important question to our advisers.
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​Where are you now? Our advisers cannot help you get to your goals unless we know where you stand today.  Having a solid grasp on your current financial situation is the only way we can help you achieve the goals that are important to you.
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How do we use what we know to build a plan? There’s rarely one way to get from Point A to Point B. ChangePath provides the pros and cons for each scenario and helps you make a comprehensive wealth-management plan for your individual situation. Our advisers give you the knowledge and the tools: it’s your job to make the decisions.
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How do you execute your plan? Everything leads up to this point. You have to execute on what you agreed on with our advisers or nothing happens. ChangePath will encourage you to follow through, stick to your plan, and keep making progress toward your financial goals.
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Is the plan continuing to work? Change is constant. As times change, so might your needs. Our team will work with you to update your plan as needed, to analyze new information, and to make sure you’re happy with your services and products at ChangePath.

​Call us today at 913-322-2202.

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ChangePath
7400 W 130th St. Suite 130,
Overland Park, KS 66213

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Licensed Insurance Professional. This material has been prepared for informational and educational purposes and should not be construed as a solicitation of for the purchase or sell of any investment. The content is developed from sources believed to be providing accurate information. The information is not intended to be investment, legal or tax advice. Different investments involve varying degrees of risk, including and up to the loss of principal. Any references to protection, guarantees or lifetime income refer to insurance products, never securities products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
 
Securities offered though Client One Securities, LLC member FINRA/SIPC/ Investment advisory services offered ChangePath, LLC a Registered Investment Adviser. ChangePath, LLC and Client One Securities, LLC are separate entities.

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