


We provide fee only investment management and holistic financial planning for individuals and families. We are here to help you make better decisions around your money. Our goal is to let you know if you are on track for the retirement you are hoping for, and if not let you know what has to change. Real financial advice should be more than "Save more, work longer and spend less." We will focus the conversation around the parts of your money that you actually control. You control how much you spend, where do you save, what are your plans, what amount of risk do you take and are currently taking, and what happens when you die. You shape your future by controlling your behavior today. Give us a call to determine if working with a financial advisor is right for you and your family. -Michael
Website: myproactiveplan.com
Phone: (913) 568-1441
Cross Streets: Near the intersection of W 79th St and Marty St
Closed now
- Sun Closed
7221 W 79th St Overland Park, KS 66204 ·826.30 mi
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