Advanced Financial Solutions is an independent financial planning firm headquartered on the Country Club Plaza in Kansas City, Missouri. Country Club Plaza in Kansas City, MO With a focus on education and each client's goals and comfort levels, we strive to help our clients make financial decisions and choices that best serve their interest, their needs and their goals.
Securities offered through Moloney Securities Co., Inc., Registered Broker/Dealer, Member FINRA/SIPC Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered Investment Adviser. She has been working as a Registered Nurse for almost 40 years and is currently employed at Saint Luke's North.
Securities offered through Moloney Securities Co., Inc., Registered Broker/Dealer, Member FINRA/SIPC Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered Investment Adviser. She has been working as a Registered Nurse for almost 40 years and is currently employed at Saint Luke's North.
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Juliann Smith Juliann F. Smith has been in the financial planning industry since 1984. She is the president and founder of the independent investment and risk management firm, Advanced Financial Solutions, LLC.
WHAT SHE DOES Advanced Financial Solutions, LLC provides a wide selection of investment and risk management services with an emphasis on the areas of retirement planning, qualified plan rollovers, account consolidation and diversification, and risk management.NOTABLE SUCCESS Juliann has consistently met and continues to meet the production standards of the Million Dollar Round Table.
WHAT SHE DOES Advanced Financial Solutions, LLC provides a wide selection of investment and risk management services with an emphasis on the areas of retirement planning, qualified plan rollovers, account consolidation and diversification, and risk management.NOTABLE SUCCESS Juliann has consistently met and continues to meet the production standards of the Million Dollar Round Table.
Topic Ideas: Award Winning Strategies to Take Home The Crown in Retirement Veterans AIDE and Attendance Pension Benefit Program Women, Money and Power Study Are You Prepared For The Challenges Of The Retirement Red Zone? Securities offered through Moloney Securities Co., Inc., Registered Broker/Dealer, Member FINRA/SIPC Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered Investment Adviser.
Increasingly, our society as a whole - and the role of women in it - makes it more important than ever that women take control and ownership of their money as they have of careers, personal choices and lifestyles. It is our goal with this handbook to give women a base of knowledge on which to build so they can wear the financial pants in the house.
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Sep 16, 2019
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