To inspire confidence through conscientious retirement planning and investment management. We take the time to get to know you. Your goals and challenges. Your priorities. We want to understand exactly where you stand on the path toward retirement so we can help you arrive where you want to be. Whether you are just beginning your trek or are nearing
Matthew Denney —
Positive: Professionalism, Responsiveness
I have been working with the KWA staff on a project this month. I have found
Doug has over 25 years of experience in public accounting and personal financial planning. He graduated from Rockhurst College with a B.S.B.A. in accounting in 1983. He is licensed as a C.P.A. in both Missouri and Kansas and holds the Personal Financial Specialist (PFS) designation from the AICPA. Doug earned his Certified Financial Planning (CFP) designation
Gary Skotzke —
Eric James Miller is a portfolio manager here and has questionable morals to say the least.
Personal Financial Group is a comprehensive wealth management advisory firm for individuals, families, and businesses interested in taking control of their financial future. There are many financial products in the market, and so choosing the ones that best meet an individual client's needs can be complicated.
Guiding you to use your accumulated wealth
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Financial planning in Leawood, KS