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Resources

COVID-19 Alert: In these extraordinary times, we are here for you.
Please call Andrew or Brian (913.322.2202) if you have any questions regarding
​the recent market and economic turmoil related to COVID-19.

Our resources are your resources.

You can use our tools to start the planning process.

​Here, you’ll find a variety of calculators and articles to help you plan and estimate your retirement income. As always, reach out to us if you have any concerns or questions — we’re here for you every step of the way and want to be a resource for you!
​Sequence of Returns 
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​Retirement Income
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​Life Insurance
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​401(k) Planning
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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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