Lee’s Summit Office

211A NW Executive Way • Lee’s Summit, MO 64063
816.554.3736

 

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Talk to a professional!

To schedule a conversation for a no-obligation second opinion or to talk to one of our professionals regarding retirement planning, insurance, estate planning, tax planning, or Social Security click below to start the conversation

 

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What does retirement mean to you?

Financial Services in Lee’s Summit

Maybe retirement means not going to work anymore while to other people it means staying employed because they want to, not because they have to. Retirement may be described as the time to travel or to spend more time with those people you love the most. The point is, there is no one definition of retirement.

Where is your money taking you?

Retirement means different things to different people and this is why Modern Wealth Management doesn’t have one set plan, one set path, or one set of investments to get you to your destination.

 

Are you on track?

Our integrated services

Typically our clients find the most benefit in using us for multiple services

Are you on track?

Talk to a professional!

To schedule a conversation for a no-obligation second opinion or to talk to one of our professionals regarding retirement planning, insurance, estate planning, tax planning, or Social Security click below to start the conversation

 

Start your conversation